How to Navigate Core Features

Master the Client Keeper interface to efficiently manage your real estate business in four simple phases.

Phase 1: Task & Communication Hub

Stay on top of your daily requirements by utilizing the built-in tracking tools.

• Manage Follow-Ups: Use the Follow Ups tab to track pending communications and past touches.

• Organize Tasks: Access the To-Dos tab to view, create, and check off your daily action items.

Phase 2: Client & Lead Organization

Keep your database clean and segmented for more effective marketing and outreach.

• Database Access: Click Contacts to view your full list or Groups to see specific segments like "Buyers" or "Agents."

• Pipeline Tracking: Use the Leads tab to monitor potential clients as they move toward an active transaction.

Phase 3: Transaction & Productivity Tools

Manage the "nitty-gritty" details of your deals and schedule in one central location.

• Track Deals: Visit the Transactions tab to see active contracts, closings, and financial milestones.

• Schedule & Note: Use the Calendar for appointments and the Notes section to log specific client interactions.

Phase 4: AI Support & Settings

Leverage advanced technology and global tools to streamline your workflow.

• Consult MYRA: Click the MYRA icon to open your AI real estate assistant for chat-based support.

• Global Navigation: Use the Search Bar to find data instantly, or access Profile & Settings for account adjustments.