Your reps keep texting customers like they always have. KeepTrace quietly keeps the record — who said what, what was promised, and the receipts if a deal is ever disputed.
Your reps text customers through one KeepTrace number — from their phone or the web. Everything flows through, so the record is complete by default. No app, no MDM profile, nothing on anyone's personal phone.
Customers text the team's KeepTrace number. Reps reply from their phone or the web app — same conversation, same speed.
Every message is saved, attributed to the rep, tied to the customer, and rolled up into a deal timeline — with quotes, dates and promises pulled out automatically.
Search in plain English ("what did we quote the Martinez job?"), get flagged when a promise goes unanswered, and export a clean record any time.
"When did we last hear from the Ramirez job?" "Who promised free delivery?" Real answers from the whole team's conversations — not just keyword search.
Every customer thread becomes a tidy record — quotes, dates, commitments and next steps extracted for you. No rep logging notes by hand.
KeepTrace flags the promises nobody circled back on — "quote sent, no reply in 3 days" — so deals stop slipping through the cracks.
Time-stamped, attributed, and tamper-evident. If a customer ever disputes what was said, you have the receipts — not a rep's memory.
Daily digest to your inbox and one-click push to HubSpot or Salesforce — the record lands where your team already works.
You authorize it once for the team. No chasing every rep to install an app or approve a profile — the #1 reason these tools never get adopted.
When a deal goes sideways, it's usually one text against another. Right now that record lives on your reps' personal phones — until they leave, lose the phone, or delete the thread. KeepTrace keeps it off their phones and on the company's books: attributed, time-stamped, and exportable. Day to day it's a productivity tool. The day you need it, it's insurance.
Sales teams lead the way — real estate, home services, insurance, legal & client-services teams keep their records with KeepTrace too.
Solo or 1–2 reps.
3–30 reps.
Regulated or larger teams.
No. That's the whole point — the manager sets it up once, and reps just text the team's KeepTrace number from their phone or the web app. There's nothing on anyone's personal device.
Yes — you're keeping a record of your own business line, which is standard and expected. We automatically add a "messages may be monitored for quality & compliance" disclosure so the customer side is clear too. (We'll share specifics for regulated industries on the Compliance plan.)
Any phone. Reps text as usual; customers text a normal number. No special app required on either side.
Nothing walks out the door. The entire customer history stays on the company's account — not on the rep's personal phone — so the next person picks up right where they left off.
Always. Export a clean, time-stamped record of any conversation or the whole account whenever you want. Your data is yours.
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