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Guide

Use Client Keeper in ChatGPT

Last Updated: October 1, 2026

Client Keeper Real Estate CRM is available as a plugin in ChatGPT. Connect it and work with your CRM by asking in plain language: look up a client, see your day, review your pipeline, or log a touchpoint without leaving the conversation. This page covers setup, access, example prompts, privacy, and troubleshooting.

What it does

Client Keeper connects to ChatGPT through a secure sign-in that you approve. Once connected, ChatGPT can read your Client Keeper data and, if you allow it, update it for you while you chat.

  • Look things up. Search contacts by name, phone, or email and open a contact in full. See upcoming birthdays, housiversaries, and follow-ups, your CRM stats, groups, transactions, the events feed, and contacts you haven't talked to in a while.
  • Match buyers to homes. Search properties and see which of your buyers match them.
  • See it laid out. Where ChatGPT shows interactive cards, Client Keeper can display your Today board, pipeline, closing timeline, lead inbox, buyer matches, follow-up planner, stale contacts, housiversaries, meeting debrief, business snapshot, a contact card, an add-contact form, and the power-text composer.
  • Get work done. With write access, ChatGPT can log calls and meetings, add and update contacts, follow-ups, to-dos, notes, leads, events, groups, and transactions, draft power texts, and export your data to a CSV that is emailed to you.

Requirements

  • An active Client Keeper account.
  • A ChatGPT plan that supports plugins.
  • On a ChatGPT Business or Enterprise workspace, an admin may need to allow the plugin for your workspace first.

Set up in ChatGPT

  1. In ChatGPT, open Plugins (or the plugin directory).
  2. Find Client Keeper Real Estate CRM and select Connect.
  3. Sign in to your Client Keeper account.
  4. Review the access ChatGPT is requesting and select Allow. You'll land back in ChatGPT, connected.
  5. In a chat, ask for Client Keeper by name, or pick it from the plugins in the message box.

A direct link to the Client Keeper listing in the ChatGPT plugin directory will be added here once it is published.

Read vs. write access

When you sign in, the Client Keeper consent screen shows the access ChatGPT is requesting. Approve it to connect.

  • Read. Lets ChatGPT look up and summarize your Client Keeper data.
  • Write. Needed for ChatGPT to create and update contacts, follow-ups, to-dos, notes, leads, events, groups, transactions, and power-text drafts, export your data to a CSV emailed to you, and delete records.
  • Deletes always preview and ask first. Before a record is deleted, ChatGPT shows you a preview of what will be removed and asks you to confirm. Nothing is removed until you say yes.
  • Power texts stay drafts. ChatGPT can write power-text drafts, but they are never sent automatically. You review and send them yourself.

Example prompts

Once you're connected, try asking:

  • "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?"
  • "Log that I met Sarah Chen for coffee and set a follow-up for next Tuesday."
  • "Who has a birthday or housiversary in the next two weeks?"

Data and privacy

Your data stays in Client Keeper. ChatGPT reads and changes it only through the connection you approve, and only with the access you approved when you signed in.

What you type and see in a chat with ChatGPT is handled by OpenAI under its own terms and privacy policy. The AI Assistant Connections section of our Privacy Policy explains what an assistant can access, what we log, and how long we keep it.

Disconnect

In ChatGPT, open your plugin or connector settings, select Client Keeper Real Estate CRM, and disconnect or remove it. To have us revoke ChatGPT's access from the Client Keeper side too, email support@clientkeepercrm.com.

Troubleshooting

  • Can't connect, or sign-in keeps looping. Disconnect Client Keeper in ChatGPT, connect again, and sign in once more. Make sure your Client Keeper account is active.
  • ChatGPT says it can't make changes. Your connection doesn't have write access. Disconnect Client Keeper in ChatGPT, connect again, and check the access shown on the consent screen before you select Allow.
  • New features aren't showing up. ChatGPT may be holding an older list of what Client Keeper can do. Disconnect and connect again to refresh it.
  • ChatGPT isn't using Client Keeper. Mention Client Keeper by name in your request, or pick it from the plugins in the message box.

Support and security

Need help? Email support@clientkeepercrm.com. Let us know which ChatGPT app you're using (web, desktop, or mobile) and what you asked.

To report a security issue, email support@clientkeepercrm.com with the subject line Security. Please include the steps to reproduce it.

Client Keeper Real Estate CRM is developed by Client Keeper CRM LLC and is not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.