Teams

Coordinate without stepping on each other.

Two agents on a team, both with their own spheres, occasionally working a deal together. Share what matters — keep what doesn’t.

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Share one contact, not your sphere.

When you hand off a buyer to your partner, share that one contact — on purpose, by name. Your sphere stays yours. There’s no merged rolodex where everyone sees everyone’s people.

Share Contact panel sharing Ace Smith with another Client Keeper user.

Shared groups for shared work.

Working a listing together? Share the group — Open House Visitors, Tuesday’s Showings, Expired Listings — with your team partner. The list stays in sync. The rest of your CRM stays separate.

Share Group panel sharing Agent Test Group with another Client Keeper user.

See who’s active.

A quiet view of which teammates are logged in and working their list today. It’s presence, not surveillance — no spreadsheet of everyone’s calls, no manager dashboard breathing down your neck.

Active Agents list showing teammates currently logged in.

Your relationships stay yours.

The team is a layer of sharing on top of individual ownership. When a partner leaves, your contacts go with you. The work you put into your sphere never belonged to anyone else.

Pricing

Simple, transparent pricing.

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.

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$24$19/mo

$228/year - billed once

  • Myra AI Does Your Data Entry
  • Never Miss a Follow-Up
  • Free Data Migration
  • Full Mobile App Access
  • Unlimited Contacts & Storage
  • Email Integration
  • Transaction Tracking
  • Birthday & Anniversary Alerts
  • Lead Source Tracking
  • Team Collaboration
  • Priority Support
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