Spreadsheets vs ProspectKeeper
The spreadsheet works until it doesn't
ProspectKeeper does the three things a spreadsheet never will: it tells you what slipped, it keeps every call, text and email attached to the client automatically, and it answers what you have earned this year without you rebuilding a tab. Your clients stop living in columns and start living in a file that survives a handoff and years of repeat business.
Side by side
The things an agent touches every day, and what you get on each. Sources are underneath, checked and dated.
| Spreadsheets | ProspectKeeper | |
|---|---|---|
| Tells you what slipped | No — a row does not chase you | Yes — overdue follow-ups are counted and surfaced |
| Holds the conversation | No — email, texts and calls live elsewhere | Yes — filed against the client automatically |
| Survives a handoff | Only if the next person understands your columns | Yes — roles and owners are on the record |
| Answers what you have earned this year | Only if you rebuild the tab | Yes — commission tracked against a goal, with pacing |
Checked on . Vendors change what they ship; check their site before you decide.
A partner instead of a blank grid
A spreadsheet has no opinion about your business and nobody on the other end of it. ProspectKeeper Coaching includes a weekly live group call where real pipeline situations get worked through, the prices are published and month to month, and the people who build the product are the ones who answer you. You are swapping a file for a working relationship.
Where ProspectKeeper is different
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 client is the record, not the transaction
A contact can exist with no deal at all and still be worked. Close a deal and the history, notes and next follow-up stay on the person, so repeat business opens on the same file beside the sale you already closed. Every client also carries a filing number that stays readable years later.
The score is commission, not activity
Gross Commission Income is a first-class part of the product: a yearly goal per agent, commission tracked against it as deals close, and pacing that tells you how far ahead or behind you are while there is still time to act. Activity counts are a means here; the money earned is the score.
Email, texting and calling are in the product, not bolted on
Campaigns, two-way texting and a browser dialer with recording and voicemail are part of ProspectKeeper. You are not wiring up a separate mailer, a separate SMS tool and a separate dialer, and you are not paying a per-seat add-on to unlock them. Email sending is included in the plan; texting and calling are metered from one prepaid balance, so a quiet month costs less than a busy one.
Built for the handoff between four people
Telemarketer, agent, client care manager and closing coordinator are modelled as real roles on the record, each with their own dashboard and primary-assignment defaults — not as tags, and not as a note someone has to read. Most real-estate work crosses people, and the handoff is where it usually breaks.
Why choose ProspectKeeper
A spreadsheet holds what you type into it and nothing else. It will not tell you what slipped, it will not hand your client to the next person cleanly, and it will not answer what you have earned this year without you rebuilding it. ProspectKeeper does all three, keeps every call, text and email against the client automatically, and costs less than a single missed follow-up on one deal.
Questions
When is it actually time to leave the spreadsheet?
Three signals, in order: you have missed a follow-up that cost you something; a second person needs to work the same client and cannot tell what has happened; or you cannot answer what you have earned this year without rebuilding a tab. Any one of those is the moment.
What changes when I move?
You gain a system with opinions about what a client and a deal are, and those opinions are what let a second person pick up your file and know what has happened. You give up the freedom to restructure your columns on a whim — which, once more than one person touches the work, is a freedom that was costing you.
Can I import my spreadsheet?
Your sheet comes across as it is: download the template, map your columns and bring the contacts in. If the sheet is large or messy, write to hello@prospectkeeper.com before you commit and we will help you plan the move instead of discovering it halfway through.
Comparing something else?
Try it against your own pipeline
Free to start. Set up your company, add your clients and work the list.