Questions,answered.
Setup, data, security and billing. If your question is not here, a revenue architect replies within one business day.
Setup
Getting started
Setup, timelines and what your team needs to do.
How long does implementation take?
Most teams are live in two weeks. Keel connects to your CRM and billing system in an afternoon; the rest is mapping your forecast categories with a revenue architect.
Do we need to change our CRM setup?
No. Keel reads your existing fields, stages and owners. Nothing in Salesforce or HubSpot has to be renamed or rebuilt.
How accurate is the forecast on day one?
Keel back-tests against your last eight quarters before go-live, so you see its accuracy on your own history before you rely on it.
Is our revenue data secure?
Keel is SOC 2 Type II audited, encrypts data in transit and at rest, and supports SSO and role-based access down to the field.
Can we start with one team or region?
Yes. Most customers start with one segment, prove the forecast for a quarter, then roll Keel out to the rest of the company.
Who needs to be involved in setup?
A Salesforce or HubSpot admin for an hour, and a RevOps lead for the mapping sessions. Reps are not involved.
Support
Talk to a revenue architect
Every question goes to someone who has run a forecast meeting, not to a ticket queue. Most get an answer the same day.
- Same-day replies on business days
- Chat inside Keel on Scale and Enterprise
- A named architect for the first 90 days

Search
Security, billing and product
Search every answer, or filter by topic.
In the US on AWS by default. Enterprise customers can choose the EU.
Yes. Keel is SOC 2 Type II audited every year. The report is available under NDA.
No. Your data trains only your own forecast model.
Anyone who commits or edits a forecast. Viewers and reps who only use the CRM are free.
Growth can be billed monthly. Scale and Enterprise are annual contracts.
Monthly plans cancel at the end of the month. Annual plans run to the end of the term.
Salesforce and HubSpot natively, plus Pipedrive and Dynamics through the warehouse connector.
Yes. A REST API and webhooks cover every object in the revenue model.
Yes. Every report can be saved, shared or scheduled to Slack and email.
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Get started
See why revenue teams run their forecast on Keel
Book a 30-minute walkthrough with your own pipeline data.
