Transactions
Track every deal from lead to close
Active and closed transactions with status, price, close date, property, and contact details in one view.
30-day trial · No card
Transactions
4 active
Property
Price
Status
123 Oak Street
Johnson Family
$485K
Closing
47 Maple Ave
Ace Smith
$329K
Under Contract
8 Birch Lane
Maria Brooks
$612K
Qualified
210 Cedar Ct
Jordan Lee
$398K
Closed
Pipeline
Active and closed, always connected
See active deals by status
Qualified, New Leads, Under Contract, and Closing keep every active deal sorted with price, close date, and property visible.
Keep closed deals searchable
The Closed tab keeps sale price, close date, property, and client history available after the transaction ends.
Link every deal to a contact
Each transaction connects back to the contact card, so notes, follow-ups, relationship details, and deal history stay together.
Quick answers
Transactions in Client Keeper
What transaction details does Client Keeper track?
Client Keeper shows active and closed deals with status, price, close date, property details, and the contact tied to each transaction.
What happens after a deal closes?
Closed deals become past-client relationships, keeping the history connected to the contact for future follow-up and referrals.