Real Estate CRM
A complete real estate CRM for agents and brokers. Manage listings, track your buyer and seller pipeline, and close more deals — all in Google Sheets or Excel.
Ce qui est Inclus
- Property & listing database
- Buyer and seller pipeline by stage
- Commission tracker per deal
- Open house scheduler
- Lead source & referral tracking
- Closed deal log with revenue summary
- Agent performance dashboard
- Lifetime updates
The Real Estate CRM is built for independent agents, small brokerages, and property consultants who want to stay on top of every lead, listing, and deal — without paying for expensive CRM software.
Everything lives in one organized spreadsheet: properties, clients, pipeline, commissions, and performance.
Why a Spreadsheet CRM?
Real estate CRMs like Follow Up Boss or LionDesk cost $50–$100/month — before you’ve earned a cent in commission. This template gives you the same deal-tracking and pipeline visibility for a single payment, with no per-seat fees and no data locked inside a platform you don’t own.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Live overview of active listings, pipeline value, and commission forecast |
| Listings | Full property database with status, price, and key dates |
| Pipeline | Buyer and seller deals tracked by stage (New → Offer → Closed) |
| Clients | Contact database with source, budget, and preferences |
| Open Houses | Scheduler and attendance tracker |
| Commissions | Deal-by-deal commission log with totals |
| Settings | Customize stages, currency, and agent names |
Who It’s For
- Independent real estate agents managing multiple clients
- Small brokerages wanting shared visibility on deals
- Property investors tracking acquisitions and disposals
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.