As team leader at Close with Cason Realty in St. Simons Island, GA, Thomas Cason had a strong team and steady lead flow—but his Follow Up Boss CRM wasn’t pulling its weight.
The database was full, but too many leads had gone quiet. His follow-up process wasn’t consistent, and his action plans weren’t sparking engagement.
By June 2024, Thomas knew he needed structure. That’s when he partnered with Kee Technology Solutions for a full CRM overhaul.
Contact Activity Growth (July–Dec 2024):
📞 Avg Call Attempts: +5,721.9%
☎️ Avg Contact Attempts: +456%
📲 Text Message Attempts: +521%
📧 Email Attempts: +42%
Response Rates:
💬 Text Response Rate: +1,142%
📈 Leads Responding: 68% overall
Momentum Continued in Early 2025:
🔁 Overall Response Rate: +31%
📲 Text Response Rate: +47%
Lead 1 – John This lead responded to the New Buyer email in October 2024, indicating they were just beginning their home search.
Thomas followed up by phone and kept consistent communication. In January 2025, the lead returned to the website and re-engaged. The agent responded with a personalized email to better understand their preferences and sent tailored listings. This lead is now an active client.
Total communications made so far: 12 emails, 10 calls, 7 automated emails.
Lead 2 – Dan Lead has been in the CRM since March
2024. Eventually, came back to the website & responded to the initial email in our Back to Website action.
The assigned agent remained in contact and this lead is now a current client.
Total communication so far: 6 emails, 39 texts, 3 automated emails,
Lead 3 In August 2024, a client responded to the New Buyer text. Thomas followed up with a same-day call, gathered key details, and began showing properties based on the client’s interests. The relationship progressed quickly, leading to a successful closing in October. This lead is now a happy past client!
KTS Branded Website Plan → 89% engagement
Ylopo New Buyer (delayed text) → 65% engagement
Nurture Buyer Plan → 48% engagement
Leads were slipping through the cracks. The team was juggling inconsistent follow-up, unoptimized templates, and a system that didn’t keep them accountable. Opportunities were being lost simply because the CRM wasn’t set up to work for them.
With Kee Technology’s revamp, Thomas’s team now works smarter, not harder:
Automated first contact ensures every lead hears from them immediately.
Smart, human templates start conversations instead of feeling canned.
Re-engagement sequences revive “dead” leads—some after 300+ days.
The CRM creates accountability, so follow-up is consistent across the team.
📢 “We’ve seen leads returning from over 300 days and getting re-engaged with Kee Technology's techniques. I highly recommend both new agents and seasoned agents reach out to learn more and have their team walk you through the process.”
This wasn’t about chasing new leads—it was about activating the ones already in the system. With the right setup, Thomas’s database turned from quiet to thriving. Old leads came back to life, new deals were closed, and every day in the CRM started to count.