CRM
People, the inbox, calls and texts, tasks, deals, action plans and reports.
Guides
- A tour of the CRMWhat each part of the CRM is for: Today, People, Inbox, Tasks, Calendar, Deals, Plans, Reports and Settings.Guide · CRM
- Calls and the power dialerCall from the CRM, work a list with the dialer, drop a recorded voicemail, and log every call with a summary.Guide · CRM
- Switch from Follow Up Boss to the Kept in Touch CRMWhat moves, what keeps running where, and switch day, with Your move in Settings as the checklist.Guide · CRM
- The inbox: every text, email and call in one placeHow the shared inbox works: one thread per person, claim and assign, reply by text or email, and who sees what.Guide · CRM
How-tos
- Add people and import from another CRMAdd one person by hand, or bring everyone in from any CRM or spreadsheet as a CSV with column mapping.How-to · CRM
- Build an action planFollow-up that runs on its own: emails, texts, tasks and waits, started by hand or by a trigger, paused when the person replies.How-to · CRM
- Connect your email and calendarLink your Gmail or Outlook so email with your clients lands on their timeline and appointments sync both ways.How-to · CRM
- Get leads from Zillow, Realtor.com and other sitesForward portal lead emails to your brokerage’s lead address and they become people in the CRM, routed to the right agent.How-to · CRM
- Merge duplicate peopleWhen the same buyer comes in twice, merge the two records into one with every note, text, call, task and deal.How-to · CRM
- Route new leads to the right agentSend each source’s leads to a person, a group taking turns, or a shared pond, with rules by city and price.How-to · CRM
Questions
- Connect Zapier and other appsMake a Zapier key in Connected apps, or request API access for your developer.Question · CRM
- Email and text templatesWrite a message once, use it anywhere, and see sends, opens and reply rate for each template.Question · CRM
- Link a spouse or co-buyerLink two people who buy together so they show on each other’s page and aren’t flagged as duplicates.Question · CRM
- Send an email campaignNewsletters and one-off sends to a list, in your brokerage’s brand, with unsubscribe handled for you.Question · CRM
- Set an appointmentBook a showing, consult or listing appointment in one sentence, with invites and conflict checks.Question · CRM
- Track deals on a pipelineEach transaction as a deal on the Buyers or Sellers pipeline, with dates from Offers & Contracts filled in for you.Question · CRM
- Who can get texts, and whenConsent, quiet hours, STOP and START: the rules every text from the CRM, Nadia and action plans follows.Question · CRM
- Why aren’t my texts sending?The five reasons a text doesn’t go out, and how to fix each: registration, wallet, consent, quiet hours and STOP.Question · CRM
Still stuck? In the app, open Help & feedback from the menu under your name, and Nadia answers from your own account or sends it to a person. You can also email support@keptintouch.com. You get a reply within one business day, and within two hours for anything urgent (8am to 6pm Mountain). Is something down for everyone? See live status.