Contacts, notes, relationships, properties, follow-ups, and files stay attached to the person.
Open a contact and see notes, liked properties, family details, follow-ups, files, and lead source before the call.
Filter by buyer, seller, or sphere. Sort by lead score, location, or type. Type a few letters and the right record is there.
Pinned contacts, recent activity, notes, and history are ready from the driveway. No laptop required.
Move spreadsheets, phone exports, and old CRM files into Client Keeper so names, notes, and history come with you.
Quick Answers
A contact profile can hold notes, properties they liked, family context, follow-ups, files, lead source, and relationship history in one place.
Yes. The product page points agents toward bringing spreadsheets, phone exports, and old CRM files into Client Keeper so existing relationships are not lost.
