Share the contacts and groups needed for shared deals while each agent keeps their own CRM.
Hand off a buyer or seller to a teammate by sharing that contact only. Your full sphere stays private.
Share Open House Visitors, Tuesday Showings, Expired Listings, or any group tied to a shared project.
View which teammates are active and working today without tracking every call or task.
Team sharing sits on top of individual contact ownership. Your contacts stay with your account.
Quick Answers
Client Keeper supports team coordination through specific contact and group sharing, so partners can collaborate on active work without merging every relationship.
Yes. The teams page is built around individual relationship ownership, with sharing as a deliberate layer on top of each agent's own CRM.
