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Real Estate CRM

Real Estate CRM

Track properties, viewings and offers from listing to closing

CRMSalesReal Estate

About this template

A complete CRM for real-estate agencies and independent agents.

What's inside

  • Properties — your portfolio with type, price, bedrooms and a Listed → Under Offer → Sold pipeline
  • Viewings — viewing requests linked to the property and the prospect's contact record, with a public Viewing request form you can put on your website
  • Offers — every offer tied to its property and buyer, from Submitted to Accepted
  • Dashboards — portfolio value, properties by status, offers by status

Built on the CRM module: buyers and prospects are real Contacts in your workspace, so viewings and offers show up on the contact's record — and in the customer portal.

What's inside

3 sheets0 views2 dashboards1 page13 sample rows
PropertiesViewingsOffers