Client Keeper

Plans and prices

Every plan, in full

On the record

Automated follow-up

Yesclientkeepercrm.com · read 20 Sep 2026

Contact records

Contact profiles can hold notes, relationships, properties, follow-ups, files, lead source, and relationship history.clientkeepercrm.com · read 12 Oct 2026

Contact sharing

Users can share an individual contact or group through a link, code, or QR code while keeping the rest of their database private.clientkeepercrm.com · read 12 Oct 2026

Data retention

The privacy policy says personal data is retained for 30 days after a subscription ends and then permanently deleted.clientkeepercrm.com · read 12 Oct 2026

Follow-ups

Follow-ups are grouped into This Week, Catch Up, and Coming Up and can include birthdays, closing anniversaries, and client-specific reminders.clientkeepercrm.com · read 12 Oct 2026

Integrations

The homepage says Client Keeper can connect to ChatGPT or Claude through MCP and can be used with its API.clientkeepercrm.com · read 12 Oct 2026

Lead import

Yesclientkeepercrm.com · read 20 Sep 2026

Migration

The maker offers free concierge migration and supports importing a CSV or sending an export for the team to process.clientkeepercrm.com · read 12 Oct 2026

Mobile app

Yesclientkeepercrm.com · read 20 Sep 2026

Mobile use

The iOS and Android apps share the same account and relationship data as the web app and support contacts, MYRA voice notes, power texts, and contact sharing.clientkeepercrm.com · read 12 Oct 2026

MYRA assistant

MYRA can use voice, text, or photos to add or update contacts, log notes, manage deals, and set follow-ups.clientkeepercrm.com · read 12 Oct 2026

MYRA safeguards

MYRA drafts messages for the user to review, and pauses for approval before deleting records or editing a contact’s name, phone, or email.clientkeepercrm.com · read 12 Oct 2026

Purpose

Client Keeper is a real estate CRM for solo agents and small teams to manage contacts, home searches, follow-ups, and closing history.clientkeepercrm.com · read 12 Oct 2026

Security and privacy

The privacy policy says personal information is protected with encryption, secure servers, and database backups, and is processed in the United States.clientkeepercrm.com · read 12 Oct 2026

Support

Client Keeper’s support site provides answers, guides, and tips, with documentation categories for its web and mobile apps.clientkeepercrm.com · read 12 Oct 2026

Transactions

Transaction records show status, price, close date, property, and associated contact for active and closed deals.clientkeepercrm.com · read 12 Oct 2026

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