Share One Contact,Not Your Database

Share one contact or one group with one person. Keep the rest of your CRM private.

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Three Ways To Share

Send a link, paste a code, or show a QR code. The contact lands where it needs to without opening the whole database.

Share contact dialog with Share via Link, Code, and QR options.

One Contact Or A Whole Group

Share "Expired Listings," "Open House Visitors," or any group you manage. Give the right slice to the right person.

Share Group panel for Agent Test Group showing 28 members.

How It Works

Generate a link, code, or QR. Send it by text, email, or any app. Your teammate adds it to their own Client Keeper.

Mobile share sheet showing the three-step contact share flow.

You Stay In Control

Contacts start private. You choose what to share, who gets it, and when sharing stops.

Shared with empty state: "Not shared with anyone yet."

Quick Answers

Contact Sharing in Client Keeper

Can I share one contact without sharing my whole database?

Yes. Client Keeper lets an agent share a single contact or a selected group with another person while keeping the rest of the database private.

How do agents share contacts?

Agents can generate a link, code, or QR code, then send it through text, email, or another app so the recipient can add the contact to their own Client Keeper.