Managing Contacts and Follow Ups

How to Add a New Contact in Client Keeper

This guide will walk you through the complete process of adding a new contact to the Client Keeper app. You will learn how to input their personal information, add details about properties they are selling, and set up automatic follow-up reminders to stay in touch.

July 3, 2025

How to Set a Recurring Follow-Up for a Contact

This guide will walk you through the process of setting a recurring follow-up reminder for a specific contact in your ClientKeeper app. This ensures you never miss an opportunity to connect with your clients and leads at regular intervals.

July 3, 2025

How to Create and Manage Contact Groups

This guide will show you how to organize your contacts by creating groups. You'll learn how to create a new group, add contacts to it during creation, and later remove a contact from a group.

July 3, 2025