Coordinate team work without merging every contact
Share the contacts and groups needed for shared deals while each agent keeps their own CRM.
Collaborate without giving up your database
Share one contact
Hand off a buyer or seller to a teammate by sharing that contact only. Your full sphere stays private.
Share groups for shared work
Share Open House Visitors, Tuesday Showings, Expired Listings, or any group tied to a shared project.
See who is active
View which teammates are active and working today without tracking every call or task.
Keep individual ownership
Team sharing sits on top of individual contact ownership. Your contacts stay with your account.
Teams in Client Keeper
How does Client Keeper support small real estate teams?
Client Keeper supports team coordination through specific contact and group sharing, so partners can collaborate on active work without merging every relationship.
Do team members keep their own spheres?
Yes. The teams model is built around individual relationship ownership, with sharing as a deliberate layer on top of each agent's own CRM.