CRM All-In-One
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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.
License & Usage Terms
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.
After Purchase
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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Professionally Designed
We have a background as a REALTOR® and Transaction Coordinator.
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Customizable
Edit to suit your business process & brand.
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Instant Download
All products are instant downloads. Receive them immediately after purchase.
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Support
Have a questions? We are always happy to help.
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Lifetime Usability
Use your templates for as long as you need.



