Real Estate CRM Realtor Spreadsheet

✅ 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!