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Real Estate CRM: 20-Tab Google Sheets System

$88.00
$88.00
Save $-88 Sold out

Description

Manage every part of your real estate business in one place with a 20-tab Google Sheets CRM designed for real estate agents. The system covers clients and contacts, leads and referrals, touchpoint planning, vendor relationships, buyer and seller onboarding, showings and open houses, communication history, transaction details, deadlines and milestones, and real estate metrics tracking. Every tab is structured for clarity and efficiency so you never miss a follow-up, deadline, or task.

What's Included:

  • 20-Tab Google Sheets CRM
  • Clients & Contacts
  • Leads & Referrals
  • Touchpoint Planning & Relationship Nurturing
  • Vendor Relationships
  • Buyer & Seller Onboarding
  • Showings & Open Houses
  • Communication History
  • Transaction Details, Deadlines & Milestones
  • Real Estate Metrics Tracking
  • Goal Setting & Progress Tracking
  • Customizable

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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  • 5 stars: 10 (100%)
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Etsy customer

So helpful and easy to organize your entire database!

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samtana

great customer service! Had a little technical issue but all resolved thanks to their awesome service.

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Katelyn

Great product def recommend to anyone!

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Caroline

This really is an all-in-one! Love the design and how it is set up - very easy to use!

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Debbie Rodgers

Just started using this to see how I like it. I have always used paper tracking because it is easier for me but I am going to give this a try. :)

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Maria Padilla

Another product well designed. Keep up the great work!

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JMaree

Easy and fun to use!

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Sherry Watson

Not what I was hoping for originally because it was much too in depth for me to keep track of my own transactions. That’s when the creator, Laura stepped in to help me find the perfect fit. She went above and beyond to find which product she had to check all of my boxes. She was very kind, understanding and helpful. While this was a little more than I needed, I can see this would be a great option for those who have more business than I do. Thank you Laura! You’re the best!

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Cydney Plumley

This CRM has already changed my life and I couldn’t recommend it more!!!!!!

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Darice Rene

Really smart investment and better than what's on the market.