Track opportunities by stage. Keep each deal’s details, next action and progress together.
02
See what is coming in.
Forecast revenue, review category totals and export the year-end register.
03
Follow the commission.
Track agent thresholds and splits, then follow commissions through settlement and payment.
For the whole agency
The work behind every deal.
Agents manage opportunities. Operations staff keep the detail in order. Finance teams track fees and commissions. Partners get a view of the agency’s results.
Microsoft 365 sign-in and role-based access keep the right information with the right people.
Let’s talk about your workflow
How does your agency work today?
Tell us how you manage deals, forecasts and commissions. We can talk through whether Keystone is a fit.
