Manage active and closed transactions with status, price, close date, property, and contact details in one view.
Qualified, New Leads, Under Contract Mgmt, and Closing keep every active deal sorted with price, close date, and property visible.
The Closed tab keeps sale price, close date, property, and client history available after the transaction ends.
Each transaction connects back to the contact card so notes, follow-ups, relationship details, and deal history stay together.
Quick Answers
Client Keeper shows active and closed deals with status, price, close date, property details, and the contact tied to each transaction.
The transactions page frames closed deals as past-client relationships, keeping the history connected to the contact for future follow-up and referrals.
