Calling
The real estate CRM with the dialer already in it
Most agents run a CRM and a dialer as two separate products, and pay twice to keep them from knowing about each other. ProspectKeeper calls from the browser, records the call, transcribes it, and files the whole thing against the client — because the dialer is part of the CRM rather than a tab beside it.
The call that never made it onto the record
You call a lead back from your mobile because that is the number you had to hand. It connects, it goes well, they ask you to follow up in March. Then the day happens. The note never gets typed, the number lives only in your recent-calls list, and in March nobody rings. Nothing failed loudly — a call simply happened somewhere the business could not see it. Multiply that by a year and the CRM stops describing the business: it describes the fraction of the business somebody remembered to type in.
Why ProspectKeeper for this
All of it ships today on ProspectKeeper Connect at $99/month — and the pipeline itself is free to start on, for as long as you like.
The call is placed from the record it belongs to
Calling happens inside ProspectKeeper, in the browser, from the client's own file. There is no separate app to open and no number to copy across, so the association between the call and the client is not something you maintain — it is how the call was made in the first place.
Recording, voicemail and a transcript, filed automatically
Calls can be recorded, voicemail is captured and played back in the app, and a transcript is attached to the record. That matters most for the conversation you half-remember six weeks later: the detail about the school district, the number they said they would not go above. It stays on the file rather than in your memory.
The history survives the person
Because the calls are on the client rather than on someone's handset, the record still makes sense when the ISA hands off to an agent, when the closing coordinator picks it up, and when the person who made the call leaves. The brokerage keeps the relationship it paid to create.
One subscription, and you pay for the minutes you use
Calling is part of ProspectKeeper Connect at $99/month, not an add-on tier. The minutes themselves are metered from a prepaid balance at a low cost-based rate, so a quiet month costs less than a busy one instead of billing you a flat seat fee for a dialer you barely touched.
How it works
From nothing set up to using it on a Tuesday.
Provision a number
You get a dedicated number for your company, which carries a one-time setup fee to cover provisioning and carrier registration. That number is what your clients see and what they call back.
Top up the balance
Calling and texting draw on one prepaid wallet — email sending is included in the plan. Top it up once, set an auto-top-up threshold if you would rather not think about it, and usage is charged per unit as it happens.
Call from the client's file
Open a record and dial from it, or work a call list and move down it. The call runs in the browser — there is nothing to install, and a headset is enough.
Talk; the filing happens without you
Duration, direction, outcome, the recording and the transcript are written to the client's activity as the call ends. What you type afterwards is the part only you know — what they actually want — rather than the metadata.
Set the follow-up before you hang up
The next action goes on the record while you are still in the conversation, and shows up on the tasks screen on the day it is due, assigned to whoever owns it.
What you stop running alongside the CRM
The point of putting the dialer in the CRM is not that it is cheaper by itself — it is that the integrations, the exports and the reconciliations between these tools stop existing. One place to provision, one balance, one record.
A separate dialer subscription
Per-seat dialers bill whether or not the month was busy, and still need syncing back to the CRM.
A separate SMS tool
Two-way texting runs on the same number and files to the same record.
A separate call-recording add-on
Recording, voicemail and transcripts are part of the call, not a tier above it.
The reconciliation between them
No CSV of call logs to import, and no integration to keep alive when one vendor changes an API.
What it does not do
Worth knowing before you spend a week moving in. A switcher finds these in the first fortnight anyway, and hearing them from us first is cheaper for everyone.
- Numbers are provisioned through the product and carry a one-time setup fee before you can call or text. Bring-your-own-carrier is not supported.
- Calling runs in the browser. There is no separate native mobile dialer app today.
- There is no power dialer that walks a list unattended — you dial from a record or a list, one call at a time.
- An existing call list comes in from a spreadsheet; there is no direct import from another CRM’s API.
Questions
Is the dialer really included, or is it an add-on tier?
Calling is part of ProspectKeeper Connect at $99/month — there is no dialer tier to upgrade into. What is charged separately is usage: a one-time setup fee for your number, a one-time carrier registration fee for texting, then per-minute charges drawn from your prepaid balance at a low cost-based rate. You pay for the calls you make rather than a flat fee for the capability.
Can I record calls, and where do the recordings live?
Recording is part of the call. The recording, the voicemail if it went that way, and a transcript are attached to that client's activity, so they are found by opening the client rather than by searching a separate archive. Consent law varies by state — see the guide below before you turn recording on.
What happens to the call history when an agent leaves?
It stays with the client, because that is where it was filed. The record keeps every call, recording and transcript regardless of who placed it, so whoever picks the client up next reads the whole relationship rather than starting from a name and a number.
Do I need to install anything?
Calling runs in the browser over WebRTC, so a modern browser and a headset are enough. There is nothing to install on the desktop and no desk phone to configure.
Can my ISA call while I keep the client relationship?
Yes — that is what the role model is for. A telemarketer or ISA can work the calls while the agent owns the client, and the handoff carries the full call history rather than a summary. Each role gets its own dashboard and its own view of what it owes.
How is calling billed if I have a quiet month?
You are charged for what you use. Minutes are metered from a prepaid wallet, so a slow month draws less from the balance; there is no per-seat dialer fee that bills the same whether you made four hundred calls or four.
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Try it against your own pipeline
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