GeneralManaging Contacts
How to Add a New Contact
Learn how to add contacts to Client Keeper
Creating a New Contact
Learn how to build your database and set up automated follow-ups in three simple stages.
Phase 1: Personal Information
The first step to building a relationship is capturing the essentials.
- Navigate to Contacts: Click the Contacts tab in the top navigation bar and select + Add Contact.
- Basic Details: Enter the contact’s full name, email, and phone number.
- Automation Toggles:
- Birthday Follow-Up: Set a birthdate and toggle this on to automate annual greetings.
- Mark as Lead: Toggle this if the contact is an active prospect in your sales pipeline.
- Categorization: Assign a Client Type (Buyer, Seller, etc.) and add them to specific Groups for easy filtering later.
- Extras: Add a mailing address, link spouse/partner relationships, and log any relevant background in the Notes section.
Phase 2: Property Details
ClientKeeper allows you to track a contact’s past, present, and future real estate needs.
- Add Home for Selling: Log the details of their current listing.
- Add Looking For: Specify what your buyer wants.
- Define Location Preferences (neighborhoods or school districts).
- List Desired Features (e.g., "Pool," "Open Floor Plan").
- Set Property Requirements like land size (Acreage).
- Add Home Closed: Record successful transactions for your historical data.
Phase 3: Follow-Up Preferences
Ensure no client falls through the cracks by scheduling your next touchpoint.
- Select Frequency: Choose a Default Recurring interval (e.g., "Each Week") or set a Custom Recurring date.
- Choose Method: Select how you prefer to reach out, such as a Phone Call or Email.
- Finalize: Click Save to confirm the schedule and Create Contact to finish.
Pro Tip: Click a contact's name from your main list at any time to update their property preferences as their search evolves.