Keystone

The CRM for Ontario real estate agents.

Keystone keeps your leads, deals, email and paperwork in one place. Its assistant, Key, reads your contracts, drafts your replies and reminds you before a date slips. Nothing goes out without your OK.

The demo is a sample workspace with made-up clients. No sign-up.

What it does

  • Your leads and clients in one list

    Everyone you work with, what they said last, and what you owe them next. Import a spreadsheet to start.

  • Deals that keep their own dates

    Upload an agreement of purchase and sale. Key reads the price, the closing date and each condition deadline, and you check them before they save.

  • Reminders before things slip

    A text the day before and an hour before each showing, and ahead of every deal deadline, so nothing waits on memory.

  • Your email, on the right client

    Connect your mailbox and messages with a client land on their record. Replies go out from your own address. Outlook works today; Gmail is coming.

  • An assistant you can type or talk to

    Ask Key to add a lead, move a showing, draft a reply or tell you what is due this week. It asks before it changes anything.

  • Built for Ontario rules

    Consent and unsubscribe records kept for you, quiet hours for client messages, and a check on every message for discriminatory wording.

How to start

  1. 1

    Create your account

    Two minutes. Keystone is for real estate agents in Ontario.

  2. 2

    Bring in your people

    Add contacts, import a spreadsheet, or connect your mailbox.

  3. 3

    Ask Key

    Type or talk: “What’s due this week?”, “Add Sarah Connor as a lead.”

What Key won’t do

  • Send a message to a client without your OK, unless you switch that on yourself.
  • Change a contact, a deal or your calendar before you say yes.
  • Write OREA’s standard clauses. Use your brokerage’s library for those; Key writes the parts specific to your deal.
  • Let another workspace see your data. Every workspace is sealed off from every other.

See it with sample clients first.