Client Keeper Real Estate CRM

Client Keeper is a CRM built for real estate agents. Connect it to Claude and work with your contacts, leads, follow-ups, to-dos and transactions by asking in plain language. Look things up: search contacts by name, phone or email and open a contact in full with notes, follow-ups, transactions and property records. See upcoming birthdays, housiversaries and follow-ups, contacts you haven't talked to in a while, your groups, recent activity and your business totals. See it laid out: interactive cards show your Today board, transaction pipeline, closing timeline, lead inbox, follow-up planner, buyer matches, stale contacts, housiversaries and a business snapshot, plus a contact card, an add-contact form, a meeting debrief and the Power Text composer. Buttons on a card save only when you press them. Get work done: with read-and-write access, Claude can add and update contacts, leads, follow-ups, to-dos, notes, calendar events, groups and transactions, match buyers to listings by price, beds, baths and city, and draft Power Texts for you to review. Drafts are never sent automatically. Exports arrive as a CSV emailed to you. Safe by design: you sign in to Client Keeper and choose read-only or read-and-write access. Every request runs as your account and reaches only your own records and those shared with you. Deleting a record always takes two steps: Claude shows which record it will delete, and nothing is removed until you confirm. Requires an active Client Keeper account.