You hired them because they think for themselves. A quiet read on who’s active and who’s stuck — without managing them like employees.
License usage, active agents, total leads, team activity, recent actions. The broker dashboard is the read you want before your first coffee — not a stack of reports you have to assemble.
Your active agents with status, join date, last active, and contact count. Pending invitations sit right below. Enough to know who needs a check-in this week — not enough to feel like surveillance.
Current plan, per-license cost, next billing date — in plain numbers. Add a seat when you recruit. Drop one when an agent moves on. No sales call. No annual contract.
The broker’s nightmare is paying for software nobody uses. Client Keeper is built for the agent first — fast contacts, follow-ups, texting they reach for daily. The broker plan is a thin layer of visibility on top, not a different product.
Start free. Upgrade when you're ready. No hidden fees, no credit card required, and the same full Client Keeper system whether you choose monthly or yearly billing.