Is Keystone a CRM for real estate investors?
No. Keystone is follow-up software for residential real estate agents, not an investor CRM, so it has no deal analysis, skip tracing or buyer lists. It can help an investor who already has a list of owners and past contacts follow up by email, text, printed letter and handwritten card.
Short answer: not really. Keystone is follow-up software built for residential real estate agents. It's not an investor CRM, and it isn't trying to be one. If you came looking for deal analysis, comps, skip tracing or a buyer list manager, this isn't that tool.
There is one job it does well, though, and some investors have that job.
What investors usually need from a CRM
Investor tools tend to center on the deal itself:
- Analyzing a property and running the numbers
- Finding owners and their contact details (skip tracing)
- Managing a buyers list and matching it to deals
- Tracking a deal through acquisition, rehab and sale or rental
Keystone does none of that. It's also not a transaction manager, an IDX site builder, a dialer or a lead source. If those are your core needs, look at tools made for investors.
What Keystone can do for an investor
Keystone handles the follow-up. If you already have people to talk to, it keeps you in touch with them so nobody goes cold because you got busy.
- Follow up with owners and past contacts. Import any spreadsheet (CSV) and the columns match themselves. Keystone then runs follow-up across email, text, call prompts, printed letters and handwritten cards.
- A daily Today list. Every message is already written, with the person's details filled in. You edit it or send it as is.
- Replies pause the sequence. The second someone writes back, their sequence stops and their reply moves to the top of your list. You never send an automated message into a live conversation.
- Letters and cards you approve first. A letter to an owner is often what gets a response when email doesn't. You see the exact piece and its cost before it prints or ships, and nothing goes out until you approve it.
- Call prompts. Keystone tells you who to call and gives you talking points. It doesn't place the call.
Who this fits
It fits best if you're a residential agent who also works with investors and owners, or an investor with a real list of people you've already talked to and want to keep warm. Think past sellers, landlords you know, referral partners and owners who said "maybe later."
It fits poorly if you're buying lists of strangers and need tools for finding them, analyzing them and pushing them through a deal pipeline.
What it costs
| Plan | Monthly | Contacts |
|---|---|---|
| Free | $0 | 100 |
| Starter | $49 | 500 |
| Professional | $99 | 2,500 |
| Growth | $189 | 10,000 |
Annual billing takes about 20% off. Letters beyond your plan's monthly amount are $1.75 each, and handwritten cards are $4.90 per send. Full details are in the pricing section.
If you're an investor and want to try it
Start on the Free plan with a small slice of your list, say your warmest owners. Run it for a few weeks and see whether the Today list and the paper follow-up are doing something your current process isn't. Keep your deal analysis and buyer list tools where they are. Keystone doesn't replace them.
For a look at how follow-up sequences work for sellers, see follow-up sequences for buyer leads and how Keystone compares to full CRMs.
Ready to stop babysitting your follow-up?
Start on the Free plan. Every message comes drafted for you.