About this template

Optimize your real estate operations with a tailored CRM solution. Manage property listings, coordinate showings, track client interactions, and streamline closing processes. Perfect for real estate professionals seeking to enhance efficiency and client satisfaction.

What’s included

Boards

Accounts Board - Manage all your real estate clients and company information in one place. Track important details such as company name, domain, industry, number of employees, headquarters location, and a comprehensive company profile. This board also allows you to link to contacts and deals, providing a holistic view of your client relationships and transaction history.
Leads Board - Streamline lead management with a board dedicated to tracking potential clients. Monitor lead status, create new contacts, and keep track of vital information such as company, title, email, phone number, and last interaction date. This board ensures no lead is left untracked and helps in managing follow-ups efficiently.
Contacts Board - Centralize your contact management by storing key details about your contacts, including their name, email, phone number, title, and company. Link contacts to their respective accounts and deals, and prioritize them based on their status and importance. This board helps maintain a clear line of communication and ensures you have all necessary information at your fingertips.
Deals Board - Keep a close eye on your real estate transactions with the deals board. Track the deal's name, stage, owner, value, expected close date, and close probability. This board allows you to link deals to relevant contacts and accounts, providing an integrated view of your sales pipeline and helping forecast potential revenue.
Products & Services Board - Manage your real estate offerings with a dedicated board for products and services. Track the name, description, price, SKU, and type of each product or service. This board ensures that all your offerings are organized and easily accessible, aiding in efficient inventory management and client proposals.
Real Estate Listings Board - Organize and manage all property listings with ease. Track important details such as property type, price, listing status, location, agent, and date listed. This board helps keep all your listings up to date and provides a clear overview of the properties available, ensuring that you can quickly respond to client inquiries and manage showings effectively.

Dashboards & Reports

Annual Target - This dashboard helps real estate professionals track their progress toward yearly sales targets. It provides a clear overview of performance against annual goals, helping to ensure that strategic objectives are met.
Monthly Target - Allows agents and brokers to monitor their monthly sales targets, ensuring they stay on track and can make necessary adjustments to meet their quotas. This is crucial for maintaining consistent performance throughout the year.
Average Deal Value - Tracks the average value of closed deals, providing insights into the market trends and helping to set realistic price expectations for new listings.
Active deals - Forecasted Revenue - Provides a snapshot of potential revenue from active deals, helping professionals predict cash flow and prioritize high-value transactions.
Deal status distribution - Visualizes the current status of all deals in the pipeline, allowing agents to quickly identify stages where deals are getting stuck and take action to move them forward.
Actual Revenue by Month (Deals won) - Shows the revenue generated from closed deals on a monthly basis, helping to identify peak months and trends in sales performance.
Pipeline conversion - Tracks the conversion rates at different stages of the sales pipeline, providing insights into the efficiency of the sales process and identifying areas for improvement.
Activity tracker - Monitors the activities and interactions with clients, ensuring that follow-ups are timely and consistent, which is crucial for maintaining client relationships and closing deals.
Forecasted Revenue by month - Projects potential revenue on a monthly basis, allowing for better financial planning and resource allocation.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the sales process, helping to understand which stages are most critical for future revenue generation.
Deals Stages by Rep - Provides performance insights at the individual agent level, showing which stages each rep excels at and identifying areas for coaching and development.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added to the pipeline, helping to understand the sales cycle duration and identify bottlenecks.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that all relevant team members are immediately informed of new client communications, enabling quick responses and better client engagement.
When an email is opened → Notify item subscribers with a message - Alerts agents when a client opens an email, providing an opportunity for timely follow-up and increasing the chances of closing the deal.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that contact information is organized and accessible for future interactions.
When a lead is created → Set its status to "New Lead" - Automates the initial categorization of new leads, ensuring that they are promptly entered into the sales pipeline and receive appropriate follow-up.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent interactions with clients, ensuring that follow-ups are timely and that no client is neglected, which is vital for maintaining strong client relationships.

Frequently asked questions

How can this CRM template help me manage property listings and updates?

This template allows you to easily input and update property listings, including details like location, price, and features. You can track changes and ensure your listings are always current and accurate.

How does this CRM solution assist in coordinating property showings?

The CRM includes tools for scheduling showings and managing appointments, helping you coordinate multiple viewings seamlessly and avoid conflicts. Automated reminders ensure you and your clients never miss a showing.

Can this CRM template help with tracking client interactions and preferences?

Yes, the CRM tracks all client interactions, including emails, calls, and meetings. It also records client preferences and requirements, helping you tailor your property recommendations and improve client satisfaction.

How does this CRM template streamline the closing process for real estate transactions?

The CRM guides you through each step of the closing process, from document preparation to finalizing contracts. It keeps track of necessary tasks and deadlines, ensuring a smooth and efficient transaction.

Does this CRM template support managing multiple buyer appointments effectively?

Absolutely. The template enables you to schedule and manage multiple buyer appointments, providing a clear overview of your calendar and helping you avoid double bookings or missed appointments.

How can this CRM help in tracking the status of property deals and offers?

The CRM provides a detailed dashboard to monitor the status of property deals and offers. You can see which deals are pending, accepted, or closed, allowing you to manage your pipeline effectively.

Can this CRM solution assist in generating real estate market reports and insights?

Yes, the CRM includes reporting tools that analyze your data to generate market insights, helping you make informed decisions about property trends, pricing strategies, and client preferences.