CRM Keeper
CRM Keeper
Keeps your CRM honest, with contacts current, notes filed, and follow-ups logged. Your CRM is where our agents write, and every change is logged.
CRM Keeper reads your email and calendar to catch what should be in the CRM and is not. The email access is read-only, which means it can't send, forward or delete a thing.
Your CRM is the only place it writes, and the writes are conservative on purpose. It will update a field it can verify, append a note, or create a task. Merges and deletions always wait for a human, and every single write lands in a log you can read.
For advisors and other regulated firms, we choose the meeting notetaker with your compliance officer, since a notetaker on its own doesn't cover your recordkeeping.
When two records might be the same person, when a field has two plausible values, or when a note could belong to either of two deals, CRM Keeper flags the question instead of picking. A CRM you cannot trust is worse than an empty one, and confident guesses are how CRMs stop being trusted.
It runs on a daily schedule, and a lilAgents builder audits its log as part of supervision. Your CRM stays current without anyone on your team spending Friday afternoon on data entry.
Rather set it up yourself first? Our how-to on automating CRM updates after meetings walks through what your notetaker and CRM can already do, and where a person still has to check.
We take the repetitive work that eats your week and automate as much of it as we can, so you can spend your time on meaningful work that moves the business forward.
