Demo
Products Home Search CRM Nadia AI ISA ListLogic Offers & Contracts Company Plans Resources About Try the demo Sign in Start free trial

Kept in Touch CRM

Your agents start the day knowing who to call.

Every lead ranked by what they actually did on your site, with the reason next to the name and a first line to say.

Start your free trial Try it in the demo

Included in every plan. 30 days free to start.

Sam Ortiz's Today in the CRM: Jenna Whitaker first, with what she did on the site and a line to open the call, and his tasks due today.
Sam's Today on his phone: Jenna Whitaker first, then Marcus Reyes, each with a number to tap and a line to open with.

How the CRM works

Today.

Each morning every agent gets a short list: who to call, why, and a line to open with. Jenna Whitaker is first on Sam’s, because she booked a showing last night. It updates all day as buyers save homes and ask for tours.

Sam Ortiz's Today in the CRM: Jenna Whitaker first, with what she did on the site and a line to open the call, and his tasks due today.
Sam's Today on his phone: Jenna Whitaker first, then Marcus Reyes, each with a number to tap and a line to open with.

The whole story on one page.

Stage, tags, the deal, Nadia’s pinned summary and every search, saved home, text and note on one timeline. Sam walks into the call knowing what Jenna looked at last night.

Jenna Whitaker's lead: Showing stage, pre-approved and has-a-dog tags, her buying deal, Nadia's pinned summary and this morning's timeline.

One inbox for the team.

Texts from your brokerage’s own registered numbers land where anyone can pick them up, with Nadia’s handoff note beside the thread. Consent, quiet hours and STOP are handled for you.

The team inbox: Jenna's texts with Nadia from 9:42 pm, Nadia's handoff note to Sam and the Saturday 10:00 showing confirmed.

The deal lives on the person.

Price, stage and every contract date sit on the buyer’s record, next to the conversation that got you there.

Tyler Hammond's deal under contract at $462,000, with the closing, loan, inspection and appraisal dates on his record.

For the owner.

How many leads came in, how fast each agent made first contact, and who is searching, touring and texting.

The owner's report for 30 days: 31 new leads, and each agent's leads, minutes to first contact, searchers, tours and texts.

Everything in the CRM

The whole list. Each of these works today.

Every morning

  • Today briefAt 6:57 each morning every agent gets who to call and why, with a first line to open with. The same list is live at the top of the console.
  • Lead score, heat and stageThe score comes from what people actually did: saved searches, saved homes, tour requests, chats. Heat and stage sit beside it.
  • Hot-lead alertsThe agent hears at once when a lead asks for a tour, keeps opening the same home or comes back after weeks away.

Leads in

  • Lead intakeLeads from Zillow, Realtor.com, Homes.com, Facebook lead ads, your web forms and any webhook land in one place.
  • RoutingRules by source, city and price send each lead to the right agent. Everyone else takes turns.
  • CSV import and exportBring contacts in from any spreadsheet and take them all out whenever you like.

Working the lead

  • Follow-up plansEmail, text and task steps on a schedule. A text waits for consent, and a reply or a tour request pauses the plan.
  • Team inboxEvery text and email in one place, so anyone on the team can pick a conversation up.
  • Reply drafts the agent approvesNadia drafts a reply. The agent edits it and presses Send. Nothing goes until they do.
  • Deals and pipelinesEach deal sits on a pipeline of stages with its price and closing date.

For the owner

  • Reports per agentHow fast each agent makes first contact, and where your leads come from.
  • The Kept in Touch APIContacts, notes, tasks, deals and webhooks at /api/v1, so your other tools can connect. The reference is open to read.
  • Two-step sign-inA code from an authenticator app on top of the password.

Better with the rest of Kept in Touch

CRM works on its own. On the same platform, the lead, the home, the price and the contract sit on one timeline.

Questions

We already use Follow Up Boss. Do we have to switch?

No. Keep it, and leads, saved searches and home views flow into it. Or run your leads here. You can switch any time without losing anything.

Is texting compliant?

Texts go out from numbers registered to your brokerage, only to people who have agreed to hear from you, in business hours, and STOP and HELP are honored automatically.

Can agents use it on a phone?

Yes. Every screen fits a phone, and the console installs to the home screen like an app.

A sunlit living room with a fireplace, a gray sofa, tall plants and windows onto the trees.

Try the CRM with your name on it

The CRM comes with every plan. Sign up, add your logo and see it with your own leads today.

Start your free trial Or work out your price

30 days free. No card to start. Questions? Ask Nadia.