Real estate CRM Template
Ideal for
Manage all business operations on our real estate CRM template. Capture potential clients, connect them to properties, store listing details, and manage agent workloads.
Overview
Columns
Views
Automations
Integrations
What are the benefits of using this template?
Manage all properties in one place
Manage all properties and their related information in one place, including location, days on market, property details, and more.
Capture and manage prospective clients
Import or capture leads directly with customizable forms, and connect each lead with a specific property to get a complete view of every prospect and deal.
Review and assign agent workload
Instantly visualize agent capacity and assign available agents to clients accordingly.
Why we love this template?
Reaching your prospective customers and delivering a top notch customer experience has never been easier. With our intuitive Real Estate CRM template, you can seamlessly manage your existing customer needs and optimize your sales team’s processes and project timelines with the sales materials they need to advance prospective customers.
Read moreReal estate CRM Template
Ideal for
Manage all business operations on our real estate CRM template. Capture potential clients, connect them to properties, store listing details, and manage agent workloads.
What are the benefits of using this template?
Manage all properties in one place
Manage all properties and their related information in one place, including location, days on market, property details, and more.
Capture and manage prospective clients
Import or capture leads directly with customizable forms, and connect each lead with a specific property to get a complete view of every prospect and deal.
Review and assign agent workload
Instantly visualize agent capacity and assign available agents to clients accordingly.
Why we love this template?
Reaching your prospective customers and delivering a top notch customer experience has never been easier. With our intuitive Real Estate CRM template, you can seamlessly manage your existing customer needs and optimize your sales team’s processes and project timelines with the sales materials they need to advance prospective customers.
Read more