Birthdays, housiversaries, catch-ups, and promised next steps stay visible in your CRM.
This Week, Catch Up, and Coming Up organize who needs a call, text, note, or reminder.
Every reminder belongs to a contact. Open the card and see the follow-up, last note, and next promise together.
Move-in day, the first-month note, the one-year anniversary, and the long gaps after closing all stay on the calendar.
The Catch Up tab keeps overdue relationships in order without alarms or guilt. Pick one name and send the text.
Quick Answers
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.
Agents can track birthdays, closing anniversaries, overdue catch-ups, relationship touches, and client-specific reminders that matter between transactions.
