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Real Estate CRM

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Real Estate CRM

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Real Estate CRM

The ultimate client and deal tracker for real estate professionals.

Keep your leads, buyers, and sellers organized in one clean and minimalist workspace. Designed for agents and small teams, this CRM helps you build relationships and close deals faster.

What’s Inside

  • Clients Database → Store all contacts, with fields for status (Lead, Active, Past), property interest, and contact details.
  • Deals Database → Track every transaction in your pipeline, with deal value, stage, and linked clients.
  • Tasks Database → Stay on top of follow-ups, meetings, and next actions.

Dashboard

  • Pipeline View → Visual board of all deals by stage.
  • Active Clients → Filtered list of current leads and buyers.
  • Overdue Follow-ups → Auto-sorted tasks to never miss a client touchpoint.

Upgrade to Real Estate OS to unlock the full picture — properties, tenants, invoices, owners, and more seamlessly connected.

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Lifetime access to this Template

✅ Team-friendly
✅ Scale-ready
✅ Visual charts & reports
✅ Ready-to-use examples
✅ Minimalist but powerful
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