Leads are the easy part.
ProspectKeeper is the system a real-estate business runs on after the lead arrives — the follow-up you owe, the handoff between the four people who touch a deal, every conversation, and the commission at the end. One system instead of five subscriptions.
Five stages, and the one most tools forget.
A deal moves left to right. The last stage is the point: a past client is not an archive row, it is where next year’s business comes from.
- Lead
Someone worth calling. Often sitting with a telemarketer before an agent ever sees it.
- Prospect
Qualified and warm. A follow-up date is on it and somebody owns it.
- Client
Actively working. Showings, offers, and the conversations that move them.
- Closing
Under contract. The closing coordinator takes the paperwork from here.
- Past client
Closed, and still yours. This is where the next deal comes from.
The client is the record, not the deal.
A contact database files everything under the transaction, so when it closes the person behind it goes cold. Here the client comes first and deals hang off them.
- A contact can exist with no deal at all, and still be worked
- Close one deal and the history, notes and next follow-up stay put
- Repeat business opens on the same file, beside the sale you already closed
It tells you what slipped.
Follow-ups carry a date and an owner, and the ones you have missed are counted and put in front of you rather than quietly aging in a list nobody opens. An honest backlog is worth more than a tidy one.
- Today, upcoming and overdue, each with its own count
- Every task names the client it belongs to and who owns it
- Assigned per person, so a team leader sees theirs and not everyone’s
Every conversation lands back on the client.
Email campaigns, two-way texting and a dialer that runs in the browser are part of the product rather than billed per seat or bolted on from somewhere else. Email sending is included; texting and calling draw on one prepaid balance.
- Replies attach themselves to the contact, not to somebody’s inbox
- Campaigns carry templates, audience groups and unsubscribe handling
- Calls arrive with recording, voicemail and transcripts attached
Built for the handoff, not the hero.
Most work crosses people. Four roles are modelled on the record itself — not as tags, and not as a note someone has to read. Follow the same client across all four.
Qualifies before it reaches an agent.
Works a call list against contacts that may have no deal at all yet, and hands over the ones worth an agent's time.
- Contacts can exist with no deal attached, so prospecting is not blocked on paperwork
- Their own dashboard shows the calls they owe, not the whole company's
- Logs land on the contact, so the agent inherits the history rather than a summary
One screen to open in the morning.
What the business is worth, what it has earned this year, whether that is ahead or behind, and what is sitting in the pipeline behind it — without opening four reports to find out.
- Lifetime value across your past clients, not just this year’s deals
- Pacing against your goal, in days ahead or behind
- The pipeline summarised by stage, clickable straight into the list
The score is the commission.
A business is judged on what it earned, so Gross Commission Income is tracked against a yearly goal per agent, with pacing that tells you how far ahead or behind you are while there is still time to do something about it.
- A goal per agent per year, not one number for the whole office
- Pacing in days ahead or behind, not just a percentage
- Run-rate: how many more closings the goal actually needs
$158,200earned of $505,425 goal
123 days behind schedule
- 6
- deals closed
- $347.2k
- remaining
- ~14
- deals needed
The whole book, sortable.
Every contact and deal in one table you can filter and sort by any column — including who is assigned in each role — then export as CSV when your broker wants it in a spreadsheet.
- Totals across the book: contacts, home value, estimated commission
- Overdue follow-ups counted where you cannot miss them
- Sort on any column, then export the filtered result
One subscription, not five.
Most agents run a CRM, plus a mailer, plus a texting tool, plus a dialer, plus a spreadsheet for commission. Each one holds a piece of the same client and none of them talk to each other.
| What it takes to run the day | Usually | Here |
|---|---|---|
| Contacts, deals and pipeline | A CRM subscription | Included |
| Email campaigns and templates | A separate mailer | Included |
| Texting your clients | A separate SMS tool | Included |
| Calling, recording, voicemail | A separate dialer | Included |
| Who is handling which client | A shared spreadsheet | Included |
| Commission against a goal | Another spreadsheet | Included |
Email is included in the plan; text and calls are metered from one prepaid balance at a published rate card — not charged per seat, and not marked up as an add-on.
The whole business, in one place.
Not a CRM with integrations bolted around it: the pipeline, the people who work it, the conversations that move it and the money it produces are all part of the same product.
Role-scoped dashboards
Telemarketer, agent, client care manager and closing coordinator each see their own work.
Email campaigns
Drag-and-drop builder, templates, audience groups, and replies that file themselves back onto the record.
Text messaging
SMS and MMS campaigns, templates and two-way conversations from your own number.
Browser dialer
Call from the record with recording, voicemail and transcripts, no handset required.
Prepaid wallet
One balance covers text and calls, with a rate card and optional auto top-up.
Trash with 30-day purge
Nothing vanishes on a misclick, and a trashed deal keeps its place reserved.
Company isolation
Every row carries a company. One company's data never appears in another's.
CSV import
Bring an existing contact list in from a spreadsheet.
Put the follow-up somewhere it can’t be lost.
Set up your company, add your clients, and start working the list.