How it works
Built around what you already use.Tested before a real lead touches it.
No new software to learn and no migration. Here is what happens between the first call and the first lead that gets answered while you are busy.
Book a callThe process
- 1
A twenty-minute call
You walk me through where your leads come from and what happens to them today. No obligation, no pitch deck.
- 2
A plan you can read
I write down your lead sources, your CRM and the places leads currently fall through, and what Keystone would do about each one.
- 3
Build and test
I connect Keystone to the tools you already use and run test leads through every path: a new inquiry, a missed call, a reply, a handoff. Nothing goes live until it works end to end.
- 4
Go live
Real leads start getting answered. When someone replies or books, the conversation comes to you.
- 5
Keep it sharp
I stay involved after launch. If a message isn’t landing or the timing is off, we change it.
No CRM switch needed.
Keystone works alongside Follow Up Boss, kvCORE / BoldTrail, Lofty, or whatever you use now.
- Your contacts stay put.In your CRM, where they are now.
- Your pipeline stays yours.Same stages, same notes.
- Your lead sources stay connected.Zillow, your website, open houses.
What happens when a lead replies
The automation steps back.
Follow-up stops, so nobody gets a canned message in the middle of a real conversation. The lead comes to you with their status updated, and you pick it up from there.
Twenty minutes. No obligation, no pitch deck.
Tell me how leads reach you today and what happens to them. If Keystone is a fit, you will know what it would do and what it costs before we hang up.