What is Keid?
Keid is a client relationship operating system designed for consultants and agencies to manage their client interactions, projects, and workflows in one place. Rather than juggling email, spreadsheets, and separate tools, it centralises client data, communication history, and project information in a single platform. The tool helps small to medium-sized service businesses maintain better visibility over client relationships, reduce administrative overhead, and ensure nothing falls through the cracks. With a freemium pricing model, teams can start for free and upgrade as they grow, making it accessible to solo consultants and larger agencies alike.
Key Features
Client database
Store and organise all client information, contact details, and relationship history in one searchable location
Project and task management
Track client projects, deadlines, and deliverables alongside client communication
Communication timeline
View all emails, messages, and interactions with each client in chronological order
Team collaboration
Share client information across team members and assign tasks or responsibilities
Custom workflows
Set up processes tailored to your agency's or consultancy's specific needs
Integration capabilities
Connect with email, calendar, and other tools your team already uses
Pros & Cons
Advantages
- Centralises all client-related information, reducing time spent searching across multiple platforms
- Freemium model means you can test the tool without upfront investment
- Designed specifically for service-based businesses rather than generic CRM software
- Helps teams stay organised and ensures consistent client communication
Limitations
- Limited information available about advanced customisation options and API capabilities
- Unclear what free tier limitations are compared to paid plans
Use Cases
Consultants managing multiple client projects and needing a single source of truth for each relationship
Marketing or design agencies coordinating projects and communication across team members
Service businesses tracking client communication history to provide continuity when team members change
Small agencies wanting to reduce reliance on email as a record-keeping system