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Client Keeper Real Estate CRM

ChatGPT plugin

Real estate CRM for agents

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#6674of 7,033—24h—7d

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Rank in Business & operations

#1236of 1,284—24h—7d

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In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Business & operations1,236th of 1,284 by placement
#PluginPosition7d
1234Pishe Website Check#6647—
1235Agent Ready Checker#6654—
1236Client Keeper Real Estate CRMThis page#6674—
1237Production Engine#6675—
1238CheckpointGuard#6686—

All 1,284 Business & operations plugins

Also on other marketplaces

Client Keeper is a CRM built for real estate agents. Connect your Client Keeper account to work your database in conversation.

What you can do:

  • See your day: due and overdue follow-ups, to-dos, appointments, birthdays and home-purchase anniversaries.
  • Look up any contact with their notes, properties, open follow-ups and active deals.
  • Log a call or meeting as notes, follow-ups, to-dos and calendar events.
  • Review your transaction pipeline by stage and move deals forward.
  • Find contacts you haven't reached out to lately, and match buyers to listings.
  • Add contacts, leads and properties.

Several answers render as interactive cards (your day, a contact, the pipeline, a closing timeline, buyer matches) that you can act on directly.

Who it's for: real estate agents and teams who keep their clients in Client Keeper. A Client Keeper account is required.

How your data is handled: every request runs under your own Client Keeper sign-in and only sees the contacts and groups your account can see. Changes and deletions need write access, and deleting a record always asks for confirmation first.

Example prompts

  • “Show me my day in Client Keeper.”
  • “Show my pipeline and what's closing this month.”
  • “Which contacts haven't I talked to in 90 days?”

Skills

  • daily-crm-review

    Run a morning Client Keeper review — upcoming birthdays, housiversaries, due and overdue follow-ups, open to-dos — and turn it into a short action plan; use when the user asks what's on deck today, this week, or wants a CRM check-in.

  • log-touchpoint

    Capture a call, meeting, or conversation into Client Keeper as notes, follow-ups, to-dos, and calendar events; use when the user says "just got off a call", pastes meeting notes, or wants an interaction logged.

  • meeting-prep

    Build a pre-meeting brief from Client Keeper — contact details, relationship history, notes, properties, open follow-ups, and active transactions; use before a call, showing, listing appointment, or client meeting.

  • pipeline-review

    Review and work the Client Keeper transaction pipeline — deals by stage, stalled transactions, stage moves, and CRM health stats; use for "how's my pipeline", deal reviews, or moving transactions between stages.

Categories
Made by
Client Keeper CRM LLC · Website
Sign-in
On Install
Capabilities
Search contacts and leads, Review follow-ups, to-dos and birthdays, Log calls and meetings as notes and follow-ups, Review and update the deal pipeline, Interactive CRM cards
Availability
Available
Version
0.2.1
Keywords
crm, real-estate, realtor, contacts, follow-ups, pipeline
Created
October 1, 2026
More info
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