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Client Keeper Real Estate CRM

Client Keeper CRM LLC · Business & Operations

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Client Keeper is a CRM built for real estate agents. Connect your Client Keeper account to work your database in conversation. What you can do: - See your day: due and overdue follow-ups, to-dos, appointments, birthdays and home-purchase anniversaries. - Look up any contact with their notes, properties, open follow-ups and active deals. - Log a call or meeting as notes, follow-ups, to-dos and calendar events. - Review your transaction pipeline by stage and move deals forward. - Find contacts you haven't reached out to lately, and match buyers to listings. - Add contacts, leads and properties. Several answers render as interactive cards (your day, a contact, the pipeline, a closing timeline, buyer matches) that you can act on directly. Who it's for: real estate agents and teams who keep their clients in Client Keeper. A Client Keeper account is required. How your data is handled: every request runs under your own Client Keeper sign-in and only sees the contacts and groups your account can see. Changes and deletions need write access, and deleting a record always asks for confirmation first.

Rankings

Skills

  • daily-crm-review
  • log-touchpoint
  • meeting-prep
  • pipeline-review

Starter prompts

  • Show me my day in Client Keeper.
  • Show my pipeline and what's closing this month.
  • Which contacts haven't I talked to in 90 days?