Keystone crm demo · HTML Keystone — Real Estate CRM, Built for Closers
KEYSTONE
CRM for real estate teams
PROPOSAL SET — CONFIDENTIAL
PREPARED FOR: Prospective Brokerage Partner
SHEET INDEX A-101 – A-106 · REV 1.0
Self-hosted CRM · Built for brokerages

Every deal,
every lead,
on your own server.

Keystone brings your pipeline, your inbox, and your marketing lists into one system — with an AI assistant that scores leads and drafts follow-ups, and a dashboard that shows exactly how each agent is performing. Nothing lives on someone else's cloud but yours.

100%
Data on your server
3
Native integrations
24/7
Live deal tracking
1
Dashboard for the whole team
Approved for
Deployment
on Your Infrastructure

DRAWN BY KEYSTONE ENGINEERING · SCALE: 1 SYSTEM = YOUR WHOLE BUSINESS

Sheet A-101

Dashboard

The first thing everyone sees at 8am: pipeline health, this week's leads, and what needs attention today.

$14.2M
Active pipeline value
▲ 8% vs last month
47
Active deals
▲ 5 new this week
$1.9M
Closed this month
▲ 12%
2.4 hrs
Avg. lead response time
▼ 40 min faster

Pipeline by stage

New Lead32 Contacted25 Showing18 Offer11 Under Contract7 Closed4

Live activity

Maria Chen closed 412 Birchwood Ave — $685,000
2 minutes ago
New lead from Mailchimp form: J. Alvarez, condo, downtown
14 minutes ago
AI drafted a follow-up email for 90 Larkspur Rd deal
26 minutes ago
Offer expiring in 24h on 15 Cedar Court
1 hour ago
Gmail thread synced: 6 messages linked to Thompson deal
3 hours ago
Sheet A-102

Deal Pipeline — real time

Cards move the moment an agent updates a deal. Live — last sync just now

New Lead 6
New
220 Maple St
$412,000
MC
2m ago
1180 Harbor View
$1,250,000
DP
18m ago
77 Lantern Way
$525,000
SK
1h ago
Contacted 5
90 Larkspur Rd
$389,000
MC
3h ago
14 Fenwick Ln
$610,000
JT
5h ago
Showing Scheduled 4
Hot
312 Ridgemont Dr
$730,000
DP
Today, 4pm
8 Cobalt Terrace
$495,000
SK
Tomorrow
Offer Submitted 3
Expires 24h
15 Cedar Court
$558,000
JT
Pending
Thompson — 4 Aspen Way
$402,500
MC
Countered
Under Contract 2
Escrow
640 Willow Bend
$895,000
DP
Closes in 12d
Closed 4
Closed
412 Birchwood Ave
$685,000
MC
Today
Sheet A-103

Team Performance

Every agent's numbers, in one view — no spreadsheets, no chasing updates.

RankAgentDeals closed (Q2)RevenueAvg. response timeClose rate
01
MC
Maria Chen		14$2.1M38 min
02
DP
David Park		11$1.8M52 min
03
JT
Jasmine Torres		9$1.4M1.1 hr
04
SK
Sam Kwan		6$0.9M2.3 hr

Manager view

Owners and team leads see every agent's pipeline, response times, and revenue — filterable by office, agent, or date range. Export any view to CSV or PDF for commission runs and one-on-ones.

Agent view

Each agent sees only their own leads and deals, plus how their stats compare anonymously to the team average — enough to stay motivated without exposing everyone's numbers.

Sheet A-104

AI Assistant

The AI reads every lead and every thread, then tells your agents what to do next — it never touches data outside your server.

— Deal: 90 Larkspur Rd · Lead: J. Alvarez —
Lead score: 82/100 — high intent. Alvarez opened 3 listing emails and viewed the virtual tour twice in the last 24 hours.
Suggested next step: send a same-day showing invite. Best send time based on reply history: 6:40pm.
Draft ready — "Hi Jordan, I noticed you've been checking out 90 Larkspur — want to see it in person this week? I have Thursday evening or Saturday morning open." [Send via Gmail]
  • A+
    Lead scoring
    Ranks every new lead by intent, budget fit, and response likelihood.
  • ✎
    Drafted follow-ups
    Writes emails in the agent's voice, ready to send or edit in one click.
  • ⌂
    Smart matching
    Flags listings that fit a lead's stated and implied preferences.
  • ◷
    Stalled-deal alerts
    Notices when a deal has gone quiet and suggests a nudge before it's lost.
Sheet A-105

Integrations & Your Server

Gmail and Mailchimp connect in — your data doesn't leave.

Gmail
inbox & threads
Keystone CRM
Core
Mailchimp
lists & campaigns
AI Assistant
Your Server
Reports & Backups
▲ Every box above runs on infrastructure you own or control — no third-party CRM cloud in between.

Gmail sync

Connected — syncing every 60 seconds

Every email to or from a lead is logged against their deal automatically. Agents reply straight from Keystone, and it lands in Gmail's sent folder like normal.

1,204
Threads linked
98%
Auto-matched

Mailchimp sync

Connected — 2 lists synced

New leads from landing pages or open houses land straight in the pipeline. Move a deal to "Closed" and Keystone can drop them into a "Past Clients" drip automatically.

3,860
Contacts synced
41%
Avg. open rate
Sheet A-106

Reports

Built for the questions owners actually ask — pulled straight from your own data, exportable anytime.

Revenue, last 6 months

JanFebMarAprMayJunJul
Closed revenue

Ready-made reports

  • Monthly commission summary
  • Lead source performance
  • Agent activity log
  • Pipeline forecast (next 90 days)
  • Full data backup (self-hosted)