Kee Technology Solutions

CRM Setup for Real Estate Professionals

Revamp your CRM for success

Kee Technology helps automate, simplify, and streamline your CRM.

  • Proven automations that drive results
  • Smarter systems, less manual work
  • Built around real-world best practices

Solutions

Our Setup Types

Explore our specialized CRM setups, each designed to simplify workflows and support the unique needs of your business.

Agent

Agent Revamp

Built for solo agents, teams, and brokerages looking to automate lead follow-up with engagement-focused communication.

Ready to build stronger relationships and close more deals?

Learn More

Lender

Lender Revamp

Built for mortgage lenders looking to automate borrower follow-up, nurture referral partnerships, and strengthen relationships with real estate agents.

Ready to grow your referral network and close more loans?

Learn More

Transaction Management

TCAssist

Built for solo agents, teams, and brokerages looking to streamline transaction workflows and keep every deal organized from contract to close.

Ready to spend less time on busywork and more time closing transactions?

Learn More

Underutilizing your CRM? You're not alone.

Whether you’re new to your CRM or a seasoned user, our setup will help you finally feel in control—with a clear structure, automation, and expert guidance.

    Do any of these sound familiar? 🤔

  • Leads and past clients are falling through the cracks.

  • You know you could automate more—but don’t know what to automate, or how.

  • You’re drowning in manual follow-up and task lists.

  • Smart Lists are a mystery, or feel overwhelming.

  • You’re not using all the features you’re paying for.

  • It’s hard to see what’s actually working in your CRM.

  • Action Plans are confusing or inconsistent.

  • You have systems, but no structure or accountability.

Benefits

Your CRM, working smarter.

Your day, running smoother.

1.

Start More Meaningful Conversations

Connect with leads through thoughtful, personalized email and text campaigns designed to build relationships and encourage responses.

2.

Simplify Your Daily Workflow

Cut through the clutter with organized smart lists and a clear plan for where to focus your time each day.

3.

Never Let a Lead Fall Through the Cracks

Automatically organize leads and deliver timely follow-ups, so opportunities don't get overlooked and relationships stay active.

What's Included

Everything you need to succeed

Automated Email Campaigns

Our done-for-you setup includes high-converting, reply-based email content tailored to each lead type.

Lead Flows & Stages

We set up lead flows to ensure the correct automation is assigned. Additionally, we provide easy to use stages to simplify your process.

Smart Lists

We provide smart lists to help you stay organized and focused on the right leads.

Training

We provide training to help you get the most out of your CRM. After your setup is complete, we invite you to a one-on-one personalized implementation call with a customer success manager

Meet the Founder

Meet Elena Kee

Founder of Kee Technology Solutions, building done-for-you CRM systems for real estate professionals across the US and Canada.

Elena Kee, founder of Kee Technology Solutions

Your CRM should make it clear who needs attention today—not create more work behind the scenes. Elena founded Kee Technology Solutions to give agents, teams, brokerages, and lenders a done-for-you system built on proven CRM best practices.

Elena has worked in Follow Up Boss for 10 years and moderates the Follow Up Boss Success Community on Facebook, so your system reflects what’s working in real accounts today.

Since 2016
Building in Follow Up Boss
FUBCON
Featured speaker
Ylopo
Preferred vendor

Case Studies

Real clients. Real results.

See how businesses are utilizing our CRM setup to strengthen engagement, book more appointments, and increase sales.

Deals closed

65%

Growth after an earlier 40% increase

Kevin Rogers

Broker Owner

Read story

Appointments

850%

And 133% more deals closed

Selden Tual

Realtor

Read story

Response rate

108%

45% more appointments

Daniel Rodriguez

Broker Owner

Read story

In their own words

What our clients are saying

“Working with Elena was awesome. From start to finish, she accurately predicted timelines, set our expectations, and then executed her plan and rollout perfectly. She streamlined our processes in Follow Up Boss, and for the first time ever, our whole team is operating off of it the same way.”

Sasha Tripp

Google review

“I would highly recommend KEE Technology Solutions—it was 100% worth every penny. They set everything up for us, so it was ready to go right away. The follow-up email campaigns they created have received great responses. Honestly, it’s one of the best decisions we’ve made for our business.”

Bryce Melville

Google & Facebook review

“Absolutely LOVED the service from Kee Technologies. Each day my team and myself know what to prioritize to complete and focus. Rather than looking at all the people in our database, it’s a click of the button to see where we need to focus our attention. HIGHLY recommend. Wish I would have known about them sooner.”

Kimmy Efta

Google review

Trusted by agents, teams, and brokerages nationwide.

See what our super fans are saying on Facebook and Google

Pricing

Simple Pricing, No Surprises

One-time setup with no monthly fees.

Lead follow-up

Agent Revamp

For solo agents, teams, and brokerages

Starting at

$900USD

One-time payment · No monthly fee

  • Action plans and smart lists
  • Follow-up automations tailored to your workflow
  • Setup guidance and training
Agent Revamp

Relationship nurture

Lender Revamp

For mortgage lenders and their referral networks

Starting at

$800USD

One-time payment · No monthly fee

  • Borrower follow-up workflows
  • Agent partner nurture campaigns
  • Setup guidance and training
Lender Revamp

Transaction management

TCAssist

For agents, teams, and transaction coordinators

Starting at

$1,200USD

One-time payment · No monthly fee

  • Organized transaction workflows
  • Solo and TC-supported options
  • Custom setups for complex teams
TCAssist

FAQ

Frequently Asked Questions

A few helpful answers before you choose the right setup for your business.

Real estate agents and team leaders, brokerage owners, and mortgage lenders across the United States and Canada. Our proven systems help relationship-driven businesses stay organized and follow up consistently.

Follow Up Boss is our home base, and we’ve been building inside it since 2016. In 2026, we began offering our Agent Revamp build in Sure Send, a new CRM on the market. We see tremendous value in the flexibility both platforms offer real estate professionals.

No. Old tags, half-finished action plans, and years of imported contacts are normal. Your new system runs on its own clean set of tags and stages, so there’s no need for a full cleanup before we begin. After we’ve completed your setup, your Customer Success Manager can offer guidance as questions come up.

Very common. A CRM arrives as a blank canvas, and building it out takes hours most agents and lenders would rather spend with clients. Turning that blank canvas into a working system is the part we take off your plate.

For Follow Up Boss, you grant us temporary Trusted Partner access without sharing your password. For Sure Send, you provide your login credentials during signup, and they are stored in encrypted form in our system.

Follow Up Boss and Sure Send are our specialties. If you’re not open to switching to one of those platforms, you can purchase our drip content on Etsy.

No, templates are not customized for individual agents. Our setup is company-wide.

In most cases, yes. Our base setup places leads from your website and major sources like Zillow, Realtor.com, and Trulia on the appropriate campaign based on where they came from and whether they’re looking to buy, sell, or rent. It also includes automations for home valuation and open house leads. You can purchase add-ons for specific platforms, including Ylopo (KTS is a preferred Ylopo vendor), Fello, RealScout, Homebot, ez Home Search, and more.

Start with a free CRM audit. We look at how your account is set up today, where leads are slipping, and what would make the biggest difference, then recommend a path from there.

Have Questions Before You Start?

Not quite ready to sign up? Schedule a call with our team—we’re happy to answer your questions.