Built for builders, designed for sales teams
A smarter way to manage your leads, communities, and closings. KeepUp CRM links contacts, lots, realtors, and lenders so you can assign, track, and update everything in seconds — not spreadsheets.
From lead to close — in four steps
Follow a simple path from first contact to final closing. KeepUp connects your leads, lots, realtors, and lenders so nothing falls through the cracks.
- 1
Create a lead
Add contact details in seconds and start organized from day one. Optionally link their realtor and lender up front.
- 2
Manage & follow up
Build a clear follow-up schedule, log activity, and keep every lead moving with a visible next step.
- 3
Sell & link to a lot
Convert the lead and assign them to a specific lot with a few clicks. Realtor and lender info stay linked—no double entry.
- 4
Contract to close
- • Track construction milestones & critical dates
- • Manage closing information & documents
- • Keep sales, lenders, realtors & construction in sync
Know the competition
Edit your community data, add competitors, and compare pricing, plan mix, incentives, and inventory—all in one view.
Edit your community
Keep plans, elevations, base price, SQFT, statuses, and key dates up to date. Make quick edits right in the table.
- • Plans & elevations (with options)
- • Base price, SQFT & price per SQFT
- • Inventory vs. sold vs. QMIs
Add your competitors
Track the same fields across rival communities so comparisons are apples-to-apples and instantly visualized.
- • Required info: base price, SQFT, plan mix
- • Incentives & promos (by month)
- • Sales performance & trends
Drop a comparison chart/screenshot here (base price vs. SQFT, QMI vs. Sold, incentives over time).
Realtors & Lenders — all connected
Click a partner to see every linked buyer, their stage, and key dates. Update statuses inline—no duplicate entry.
Realtor directory
One profile shows the realtor’s active buyers, where each buyer is in the sales journey, and who’s linked to which lot.
| Realtor | Buyer | Stage | Lot / Address |
|---|---|---|---|
| Alex Carter | Jordan M. | Negotiating | Lot 28 • 123 Oak Trail |
| Morgan Lee | S. Patel | Contract | Lot 14 • 980 Cedar Bend |
- • View buyers, stages, and linked lots in one place
- • Filter by community or stage
- • Click to open full realtor profile & notes
Lender pipeline
Track lender statuses (Invite → Approved), key dates, and which buyers each lender is working with—synced to the contact and lot.
| Lender | Buyer | Status | Dates |
|---|---|---|---|
| Summit Home Loans | Jordan M. | Submitted Docs | Invite: 09/12 • Approved: — |
| Pioneer Mortgage | S. Patel | Approved | Invite: 09/05 • Approved: 09/22 |
- • Statuses: Invite, Submitted App/Docs, Missing Docs, Approved
- • Track invite & approval dates per buyer
- • Click to open full lender profile & communication
Replace with screenshots of your Realtor & Lender profile views with linked buyers and status pills.
Find anything fast
Filter by community, stage, lender/realtor, dates, and more. Type to search, tap a chip to refine, and see results update instantly.
| Buyer | Stage | Realtor | Lender | Community | Lot / Address | Next Follow-Up |
|---|---|---|---|---|---|---|
| Jordan M. | Negotiating | Alex Carter | Summit Home Loans | Ten Mile Creek | Lot 28 • 123 Oak Trail | Oct 30 |
| S. Patel | Contract | Morgan Lee | Pioneer Mortgage | Ten Mile Creek | Lot 14 • 980 Cedar Bend | Nov 2 |
Tip: pair filters with saved views like “Hot this week,” “Missing Docs,” or “QMI prospects.”
“We stopped guessing why traffic dipped. With KeepUp we pinpointed plan mix, adjusted pricing, and cleared inventory in a month.”
Ready to KeepUp?
Spin up your first community in minutes. Import your lots and go.