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Real Estate CRM Realtor Spreadsheet
$ 29.00 Add to cart

Real Estate CRM Realtor Spreadsheet

$ 29.00

Simplify your work and sell more Real Estate!

Supercharge your real estate business with our comprehensive Realtor CRM in Google Sheets. Streamline client management, optimize sales pipeline, and effortlessly organize tasks for maximum productivity.

  • Take control of your real estate operations and unlock growth opportunities.
  • Download our Realtor CRM template today and experience the power of efficient real estate management.

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⚡Real Estate CRM | Realtor Spreadsheet in Google Sheets⚡

Improve your real estate business with our Realtor Spreadsheet CRM

Manage your real estate business efficiently with our comprehensive Lead Spreadsheet and Real Estate Planner in Google Sheets. Designed specifically for real estate agents and realtors, this powerful Realtor CRM template combines client tracking, sales pipeline management, and task organization to streamline your operations and maximize your productivity.

✅Works on Windows & Mac
✅Works on any smartphone with the free Google Sheets App (iPhone, iPad, Android, Tablets)

Excel Dashboard Spreadsheet
Excel Dashboard Spreadsheet

Realtor Spreadsheet | Dynamic Dashboard

Key Features:

✅ Streamlined Client Database
✅ Sales Pipeline Management
✅ Dynamic Dashboard and Reports:
✅ Task Management
✅ Customizable Realtor Template

✅ Streamlined Client Database The main database consists of 3 separate tables: Leads, Buyers, and Agents. They are linked by formulas that help you manage leads and organize your work.
✅ Sales Pipeline Management You can define a sales funnel using many parameters. We offer several solutions, including Statuses and Categories, which you can create in a few clicks or use our predefined list. You can edit statuses and categories at any time in the “Settings” tab. Ultimately, everything will be reflected in the dashboard
✅ Dynamic Dashboard and Reports The entire spreadsheet contains a lot of formulas, so the same applies to the dashboard and reports. They are fully automated and you can filter the data to extract the information most relevant to you
✅ Automations like Kanban and Calendar Tables are not always enough. That’s why the Kanban Board and Calendar are available. Kanban displays lead records as tiles, grouped into lanes according to status. The Calendar shows due payments for sales and Show and appointment dates.
✅ Task Management In addition to property sales tables, you can manage tasks. You can assign tasks to agents, categorize them, and set deadlines and statuses.
✅ Customizable Realtor Template The Real Estate spreadsheet contains plenty of formulas to make your job easier, but it is still an open spreadsheet that you can edit. And if you don’t want to do it yourself, contact us, we will be happy to help!


Our Realtor Spreadsheet offers an array of advanced features to enhance your real estate operations.


  • Dynamic Dashboard
  • Goal Tracker
  • Showings & Appointments Calendar
  • Lead Tracker for Seller and Buyers
  • Tasks Management
  • Kanban Board view
  • Reports tab
  • Invoice tracker & printable template
  • Agents tracker

Our Estate Spreadsheet / Real Estate Planner are compatible with both Windows and Mac operating systems. Additionally, you can access and use the template on any smartphone with the free Google Sheets App, available for iPhone, iPad, Android, and Tablets.
Take control of your real estate business, increase your efficiency, and unlock growth opportunities with our Realtor CRM template. Download this business spreadsheet today and experience the power of streamlined real estate management.


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