Services
Real Estate CRM Management Services
A CRM only helps if it is current. Keyring handles the data entry, cleanup and follow-up tasks that keep your contacts and pipeline accurate, so leads and past clients do not slip through the cracks.
Who it helps
Agents and teams whose CRM has fallen behind, and anyone who would rather spend that time on conversations than on updates.
How ongoing support works
During onboarding we set up inside the tools you already use. During delegation you hand over the recurring work you choose, and the support then continues month to month under one flat retainer, with a weekly check-in so you can see what is moving.
What Keyring handles
- CRM organization, data entry and updates
- Contact record maintenance
- Contact database cleanup and tagging
- Pipeline and lead-stage upkeep
- Follow-up task organization
- Automated follow-up sequences
- Birthday and anniversary touchpoints
- Appointment confirmations and client follow-up administration
What stays with you
- Your conversations with clients and leads
- Calls to your clients
- Deciding how to work each relationship
Keyring is an administrative service. You remain responsible for all licensed activity and for reviewing and signing your own documents.
Common questions
About crm management
Do I need to switch to a different CRM?
No. We work inside the tools you already use, with no new systems for you to manage.
Who contacts my leads and past clients?
You do. Keyring does not call your clients. Follow-up that goes out in your name is something you approve.
Can Keyring clean up a CRM that has fallen behind?
Contact database cleanup and tagging is part of CRM management. The scope for your database is agreed in your consultation.
Related support
More ways Keyring supports your business
Next step
Talk it through first.
A free consultation looks at how your business runs and what could come off your desk.