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Kee Technology Launches TCAssist to Automate Their Follow Up Boss CRM for Agents and Teams

News Provided by ACCESS Newswire2026-02-27

TCAssist, powered by Kee Technology Solutions, is a done-for-you offering that helps solo agents and teams automate, simplify, and streamline their Follow Up Boss CRM.

FORT WORTH, TEXAS / ACCESS Newswire / February 27, 2026 /Kee Technology Solutions, in partnership with Chelly Herren, is expanding its impact beyond lead follow-up workflows with TCAssist, a done-for-you Follow Up Boss set up to help real estate agents and teams run listings, buyer contracts, and referrals with fewer moving parts, fewer missed steps, more collaboration, and cleaner internal communication.

TCAssist is designed for solo agents and teams tired of juggling and paying for separate transaction checklist software, duplicate data entry, and constant "status update " messages. By combining transaction-specific stages, smart lists, deals pipelines, action plans, email templates, custom fields, and automations, TCAssist aims to turn Follow Up Boss into a true command center from contract to close.

Struggling with your CRM? Book a call with us at: keetechnology.com/tc-assist.

What Is Included in Kee Technology 's TCAssist Setup?

TCAssist is a done-for-you build with workflows designed around the day-to-day reality of closing transactions, including:

Tasks, automation, templates, intentionally built for your transactional needs.
Transaction stages, definitions, and lead flows to simplify how deals move through Follow Up Boss
Smart lists geared toward under-contract clients so teams spend less time hunting for closing dates and next steps
Deals pipelines for listings (signed to close), buyers (contract to close), and inbound/outbound referrals
Training and customization support, including a one-on-one implementation call, access to a video training library, and a quick-reference cheat sheet
90 days of interactive group training sessions to reinforce usage and answer follow-up questions (sessions recorded)

What Results Are Teams Seeing After Implementing TCAssist?

While every market operates differently, TCAssist is built around a consistent goal: save time per transaction with reduced manual work, organize transaction information within your CRM, reduce missed steps, and improve the client experience by keeping communication and task execution consistent.

One client, producing broker Julie Waidelich, described the value of having Kee Technology Solutions set up their Follow Up Boss CRM with its TCAssist offering, even after decades in the industry:

"I was referred to Kee Technology by another colleague using Follow Up Boss and despite decades in the business, I had never set up a proper CRM. Due to my limited time as a producing broker, I set up TCAssist Build to maximize results in a short period of time. I have been very pleased with the training, support and the opportunity to ask follow up questions as they arise. I highly recommend Kee Technology and their TCAssist Build if you are looking to get your systems up and running in short order. It 's been a huge help to my business and workflow to partner with Kee Technology for all of my Follow Up Boss needs! I cannot recommend them highly enough. The team at Kee is professional, knowledgeable and an absolute pleasure to work with. " - Julie Waidelich

Experience & Proof Points

Follow Up Boss specialist founded in 2021.
150+ public five-star reviews across Facebook and Google.
Mark Goldade: +700% emails, +180% calls, +300% texts, +22% appointments, and two listings in the first month tied to the Kee Technology workflow.
The Hester Group: 79% more appointments, plus 23% more calls and 25% more texts after implementing Kee Technology 's Follow Up Boss action plans.
Engagement rates up to 82% on investor campaigns using Kee Technology 's nurture sequences.
Recommended or featured partner for CRM optimization and Follow Up Boss training by platforms including Ylopo, RealScout, AgentFire, and Leadngage.

About Kee Technology Solutions

Kee Technology Solutions is a boutique consultancy focused on helping real estate professionals automate, simplify, and streamline Follow Up Boss.

Founded by Elena Kee, the company builds done-for-you systems that make their CRM easier to use in real-world conditions - so agents and teams can spend less time chasing tasks and more time serving clients.

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