Simplify your work and sell more real estate!

Leads, Showings, Tasks, Referrals & Invoicing

Your CRM does not meet your expectations, and you keep most of your notes in your calendar anyway? User Excel Spreadsheet for Realtors to sync Calendar with your Outlook, and automate your sales pipeline!

Join our happy customers today!

You’ll receive a link to download the Excel Spreadsheet.

Excel Real Estate CRM

Real Estate – Excel CRM in a Nutshell

Microsoft Excel

Our CRM is made in Excel, so you get flexibility and spreadsheet capabilities!

Automation

Optimized code to simplify your work

Design

Impress your team with the intuitive design of the spreadsheet

MS Outlook Sync

Export showings & tasks to the Outlook Calendar, as well as send e-mail via Outlook

Dashboard & Layout
Showings
Leads & Deals
Details View
Task Management
Referrals & Invoicing

See how you’re doing in
real-time with Dashboards

Dynamic Dashboard & Reports
Keep track of the work done and check next showings & tasks to be done.
Layout to keep you focused on task
Hide all Excel tools with one click. The side menu will help you find your way around the application.
Highly Customizable
A dedicated view that allows you to edit leads more easily, as well as check related records, such as tasks, invoices, agents, e-mails
Auto-fit the view to the size of the monitor
Do you work with multiple monitors? No problem, the view will adjust each time so you don’t have to scroll sideways

Excel Dashboard Spreadsheet

Function buttons

Sidebar Menu

Summary Area

Trend Analysis

Dynamic To-Do Lists

Chart modifiers

Funnel/Line/Bar/Pie Charts

Additional area for summary/analysis

Scheduling showings is even easier now

Timeline
Plan your showings using a Gantt Timeline and keep everything under control
Calendar View
A dedicated calendar to keep everything close at hand
Outlook Calendar sync
You can save show times in your Outlook calendar – just with a one click
Status
Statuses will help you control meetings, plan, send invitations, confirm meetings.

Create your own lead lists & define sales stages to get more sales

Advanced Data filtering
Speed up your work and filter the table using predefined buttons in the hidden panel.
Create custom drop-down lists
Create your own categories and statuses and assign colors to them for easier identification in the table
Deal Details View
A dedicated view that allows you to edit leads more easily, as well as check related records, such as tasks, invoices, agents, e-mails
Flexible table view
Show and hide individual column sections with sliders

custom spreadsheet

Easy data input

Custom data filters (macro-enabled)

Custom Buttons (macro-enabled)

Date pickers (calendars, macro-enabled)

Keep data structure with drop-down lists

Conditional colors for statuses

Autocomplete Drop-down Lists

Manage Deals Like a Pro

All in one place
Check basic information, real estate details, activity log without having to open other tables
Check related records
Brief info about recent showings, tasks & invoices
Easy data edit
The great advantage of this view is the quick editing of the record
Browse activity log
Filter and check who and when took action with the lead.

Real Estate Excel Details View

Basic Info Area

Recent Showings List

Recent Tasks List

Recent Invoices List

Filterable Activity Log

Property Details

Referral Agent Details

Open email templates and send a message directly from Excel

Simplify work and get more done

Plan
The success of each sale is a well-planned action plan. Set Deadlines and stick to it
Assign Leads & Statuses
Assign tasks to leads, categories and statuses
Kanban or Table View?
Work on the task in a view that suits you. Check our innovative Kanban with draggable boards
Outlook Notification
One click and you’ve got an outlook reminder!

How to manage Tasks Realtor

View Modifiers

Autocomplete dropdowns

Pick-up calendar for Deadlines

Overdue – calculation column

Sync with Outlook

Add/Remove task & Clear Filter Buttons

Let us remember about payments for you

Add Referrals
To track them and link with leads & invoices
Count Referred Leads
Be up to date with all data
Show Referred Leads
Just with a double-click!

Sales & Purchase
Track both Sales and Purchase Invoices!
Overdue or not?
Stay on top of which invoices are ending the payment deadline
Notifications via Outlook
If you wish, you can add each invoice to the Outlook Calendar and get notifications

Real Estate Referrals

Track Referrals

Count Referred Leads

Invoice Tracking

Easy access to overdue invoices

Keep contact details to agents and partners

Kanban Boards
Activity Log
Emails
Gantt Timeline
Customization

See your work organized

Drag & Drop
Drag and drop to change status! Don’t waste time jumping between tables
Edit data directly on tiles
Don’t have to go back to the database to make changes. Edit directly on the Kanban Board
Color-code
Each status has a color that you can change. This method makes it easier to manage and focus on the task
Fast & Efficient
Our kanban was created without the use of formulas, which makes it faster and more efficient than the Kanban boards available on the market

All lead-related activities in one place

Filter by Categories
All in one place and in order! Do you need to check e-mails sent to the client? Or maybe just completed tasks? Click and you have it!
Check Related Tasks…
Check recent tasks that have been assigned to the lead / deal
…or linked Showings
The view will display recent 10 records
Easy Lead Editing
Is it inconvenient to add data to the table? Edit leads from this view!

That’s right, send emails directly from Excel!

Create Templates
Tired of creating offers send them to multiple clients? Create one template, then send it with 1 click!
Use your own SMTP (like Gmail)
Send emails via Gmail without opening a browser!
Use Outlook
Alternatively, your e-mails can be sent via Outlook, in Excel of course
Log Emails Sent
Track every sales activity, including sent messages

Email Templates

Template Name

Custom Email in CC field

Subject

Email Body

Template No 3

Template No 4

Visualize Showings on a Timeline

Stay up to date with deadlines
The color-coding will help you get to the information
See if you are overlapping same-day appointments
Gantt is an ideal tool for finding time dependencies!
Keep your appointments under control
Filter and check to whom and when you proposed a meeting, which came to fruition and which should be canceled

Adjust to the categories of your needs

Choose your currency
Need a different currency? No problem, select it from the list or enter a new one!
Set Sales Pipeline
Your business is as unique as your sales pipeline. Customize sales stages for your business and sale more!
Define Categories
We have prepared a set of categories for you, but you can always replace it with yours!
Handle Custom Statuses
Custom statuses, color coding and setting a keyword will allow you to effectively manage your sales

Real Estate Customization

Customization Areas

Custom Categories

Color-coded Statuses

Customization options

What people say about LuxTemplates

Absolutely no reason I would chose another specialist for any future spreadsheet work. Damian from LuxTepmplates is the last data engineer you will need.
dangerpianoReview at Fiverr
Just need dashboard with some tables that are linked with each other.the layout and filters are great, I’m 100% fulfilled.
–
Jenny fr. Ven.
JenProduct review
Everything went great from the beginning and the contact with the team is perfect. The product was delivered before the deadline. I fully recommend. I will for sure continue cooperation with them.
tomsoonReview at Fiverr
I gave a shot and bought that template, run some marketing campaigns (track them with that CRM spreadsheet), and they informed me about new CRM release that will be soon & free update.
myDropKingdomProduct Review
I was really happy with the communication Lux team gave during and after this order was completed. He worked hard to make sure I was happy and helped me understand his process during this.
AvaaProduct Review
Great experience! He really went above and beyond to help me meet my project’s goals. I highly recommend their products & services and will be ordering again for all future excel needs. Thank you again for your patience and help!
calvinplasReview at Fiverr
Great communication and great product. Everything I asked for!
jroelg93Review at Fiverr
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Excel Real Estate CRM

List of all features

Lead, Referral Agents, Tasks, Showings & Invoices databases
Linking leads with referrals, tasks, showings & invoices
Activity log – cooperation with a lead
Staging of sales and sales funnels
Custom filter panel
Advanced data filtering
Dynamic table view (showing/hiding columns & filter panel
[Business] Defining and marking customer sources
[Business] Creating custom drop-down lists
[Business] Custom Color-coding for statuses
[Business] Defining your own sales stages

Working with lead & deal

Dedicated details view to manage all tasks, showings, invoices, activities linked with a lead
Defining activities like tasks, showings, invoicing
Auto-Fit to the monitor
Fullscreen mode
Floating sidebar menu to make it easy to navigate
[Business] Creating templates for e-mails
[Business] Sending e-mails directly from Excel (Outlook sync or via SMTP server – easy to connect with Gmail and any other provider)

Kanban Boards

[Business] Manage your deals/leads & tasks with draggable* kanban board
[Business] Edit Lead/Task data directly on Kanban tile*

*Innovative feature that you won’t find in any other Excel spreadsheet!
Reports

[Business] Predefined reports for Lead, Tasks, and Invoices
[Business] Flexible report filtering
[Business] Define your report template – Excel skills not needed

Dashboard

Auto-fit the view to the size of the monitor
Year to Date Sales Summary
Growth Year over Year
Sales Funnel
Leads, Tasks, Showings Trends
Active Leads
Next Showings
To-Do Tasks
Next Invoices to Pay Receive
Profit by Month with comparison to the previous year
Tasks Summary (Open, Overdue, Success, Failed)

Support

[Business] Help in creating custom categories
[Business] Customization

Some features are not available in the free version

Requirements

Windows Operating System
Microsoft Excel 2013, 2016, 2019, 365
[Optional] Microsoft Outlook