Integrations
Not just a form. A workflow.
ClientKeep collects the verified Medicare data agents need, then keeps it organized, branded, searchable, and synced to the CRM and tools you already use.
Works with your CRM
Connect your CRM once with a secure, one-click authorization. ClientKeep keeps your contacts in two-way sync, writes verified intake back to the matching contact, and lets you send invite links by text — all from your existing workflow.
- Secure connection — no API keys to juggle
- Verified doctors, hospitals, pharmacies, medications, and submission dates written to your CRM contact
- Two-way contact sync (your CRM stays the source of truth for identity)
- Write-back of completed intake plus a short summary note
- Send intake-invite links by text from your CRM
What the connection does
Your CRM, kept in sync
- Reads and updates your contacts
- Two-way sync, your CRM stays the source of truth
- Writes verified intake to the matching contact
Full permission details live on our security page. Disconnect anytime from Settings → Integrations. Data already written stays in place.
CRM support
The CRM you already use, connected.
Two-way sync with the CRMs Medicare agencies run on — with more on the way.
Live today
Everything wired into your intake workflow.
Beyond CRM sync, these are working now — built around how Medicare agents actually run their book.
Email invites & reminders
MessagingSend client invites, reminders, and plan summaries by email — with your agency branding on every message.
Text-message invites
MessagingSend intake invites and reminders by SMS from a number your clients recognize, so more of them actually respond.
Import your existing book
OnboardingBring your current clients in and review each one's health data right on their record — duplicates merged and entries matched to verified records.
Verified Medicare & Rx data
Built-in dataProvider, medication, and plan data from national sources, so doctors, drugs, and pharmacies are accurate from the first form.
On the roadmap
The enrollment and marketing tools you already use.
We're building direct connections to the platforms Medicare agents rely on most. Don't see yours? Tell us and we'll prioritize it by demand.
Enrollment & quoting
Enrollment & quoting
Enrollment & quoting
Marketing
MarketingWant a specific tool?
Tell us what you use and we'll prioritize it by demand.