Stay in touch with the people who matter
Birthdays, housiversaries, catch-ups, and promised next steps stay visible in your CRM — tied to the client, not a campaign.
Every relationship, on the calendar
Personal follow-up reminders
This Week, Catch Up, and Coming Up organize who needs a call, text, note, or reminder.
On every contact card
Every reminder belongs to a contact. Open the card and see the follow-up, last note, and next promise together.
The years between transactions
Move-in day, the first-month note, the one-year anniversary, and the long gaps after closing all stay on the calendar.
Catch up without shame
The Catch Up tab keeps overdue relationships in order without alarms or guilt. Pick one name and send the text.
Follow-Ups in Client Keeper
How does Client Keeper organize real estate follow-up?
Client Keeper groups follow-ups into This Week, Catch Up, and Coming Up, with reminders tied to the individual client instead of a generic campaign.
What follow-up moments can agents track?
Agents can track birthdays, closing anniversaries, overdue catch-ups, relationship touches, and client-specific reminders that matter between transactions.