How SaleKeep works
SaleKeep replaces the email-and-spreadsheet scramble with one focused workflow. Here’s how your team uses it day to day.
Add your customers
Import your customer list from a CSV or add them one by one. Each customer record has a name, contact email, and optional notes.
Send a request
Click one button to email your customer a branded link asking for their exemption documentation. The email comes from your company name and reply-to address, not from 'SaleKeep.' Your customer doesn't need to create an account.
Customer submits
Your customer clicks the link, uploads their certificate, and they're done. They get a confirmation that your team will review it.
Your team reviews
Submissions land in the review queue. A reviewer on your team opens the submission, checks it, and accepts, rejects, or requests a correction, with a note explaining why. SaleKeep records the decision and who made it.
Corrections are automatic
If something is missing, the customer gets a follow-up email with specific instructions. Reminders go out automatically at day 3 and day 10 if they don't respond.
Certificates stay current
Accepted certificates are stored per customer with their full review history. When a certificate's renewal or review date approaches, your team sees it on the renewals dashboard, 30 days and 7 days out.
Export for audit response
When you need your files organized, export everything as a single ZIP. Each customer gets a folder with their certificate, review history, and decision trail. Organized for audit response. No scrambling.