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Real Estate Design Co
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Pipeline + Follow-Up Tracker

$14.00
$14.00
Sale Sold out

Description

Manage your entire client pipeline, track communications, schedule follow-ups, and visualize your progress in one place with a 7-tab Google Sheets pipeline and follow-up tracker built for real estate professionals. The pipeline tab tracks client details, property addresses, transaction milestones, and commissions with auto-calculated days in pipeline, completion percentage, and key dates. The pipeline dashboard provides a visual summary with color-coded client types (buyers and sellers) and commission tracking by stage. The client summary tab auto-populates client profiles with contact details, communication history, and milestone checklists. The follow-up tracker schedules and prioritizes follow-ups, the follow-up calendar provides a weekly overview of scheduled follow-ups, and the communication log documents every interaction while displaying the last contact date directly on your pipeline.

What's Included:

  • 7 Fully Integrated Tabs
  • Pipeline Tab (Client Details, Milestones, Commissions, Auto-Calculations)
  • Pipeline Dashboard (Visual Summary, Color-Coded Client Types, Commission by Stage)
  • Client Summary Tab (Auto-Populated Profiles, Contact Details, Communication History)
  • Follow-Up Tracker (Schedule & Prioritize Follow-Ups)
  • Follow-Up Calendar (Weekly Overview)
  • Communication Log (Every Interaction, Last Contact Date)
  • Fully Customizable (Drop-Down Menus, Column Visibility)
  • Auto-Populating & Auto-Calculating
  • Detailed Instructions + YouTube Video Tutorials

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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