SKU 204 | Pipeline
Real Estate Pipeline & Follow-Up Tracker – Google Sheets Tool
Keep your business organized and on track with this Google Sheets template created specifically for real estate professionals. Our Real Estate Pipeline & Follow-Up Tracker helps you manage every stage of the client journey, streamline communication, and stay on top of follow-ups—without missing a beat.
7 Tabs
✔ Pipeline Tracker – Monitor client information, their status, contact preferences and origin. Auto-populated columns let you know when you last contacted the client and when your next touchpoint is. Document important dates. Track transaction milestones and track commission.
✔ Pipeline Overview Dashboard – Instantly visualize your pipeline with a color-coded breakdown of buyer and seller clients, and see your earnings at each stage.
✔ Client Summary Sheet – Auto-updates with each client’s profile, including contact info, notes, activity history, and a transaction checklist.
✔ Follow-Up Organizer – Easily plan, schedule, and prioritize follow-up tasks so nothing slips through the cracks.
✔ Follow-Up Calendar – Weekly calendar layout gives you a quick glance at your scheduled follow-ups.
✔ Communication Tracker – Keep a log of every conversation and track the last point of contact directly from your pipeline.
Why You’ll Love It:
✔ Completely Editable – Personalize dropdowns, columns, and layout to suit your unique process. Additional open columns are available for you to utilize.
✔ Smart Automation – Auto-fills and calculations help reduce manual entry and keep your data clean.
✔ Simple & Intuitive Layout – Comes with step-by-step instructions and a helpful video guide for easy setup.
✔ Cloud-Based Access – Work from anywhere with this mobile-friendly Google Sheets template.
♥ Instant Download: Get immediate access after checkout—no waiting or shipping delays.
♥ Ready to Use + Fully Editable: Use as-is or customize to fit your brand and workflow.
♥ Google Sheets Exclusive: This product is formatted specifically for Google Sheets and does not work with Excel.
♥ Personal Use Only: All files are intended for individual use. Redistribution, resale, or commercial use is not allowed without written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Real Estate Pipeline & Follow-Up Tracker – Google Sheets Tool
Keep your business organized and on track with this Google Sheets template created specifically for real estate professionals. Our Real Estate Pipeline & Follow-Up Tracker helps you manage every stage of the client journey, streamline communication, and stay on top of follow-ups—without missing a beat.
7 Tabs
✔ Pipeline Tracker – Monitor client information, their status, contact preferences and origin. Auto-populated columns let you know when you last contacted the client and when your next touchpoint is. Document important dates. Track transaction milestones and track commission.
✔ Pipeline Overview Dashboard – Instantly visualize your pipeline with a color-coded breakdown of buyer and seller clients, and see your earnings at each stage.
✔ Client Summary Sheet – Auto-updates with each client’s profile, including contact info, notes, activity history, and a transaction checklist.
✔ Follow-Up Organizer – Easily plan, schedule, and prioritize follow-up tasks so nothing slips through the cracks.
✔ Follow-Up Calendar – Weekly calendar layout gives you a quick glance at your scheduled follow-ups.
✔ Communication Tracker – Keep a log of every conversation and track the last point of contact directly from your pipeline.
Why You’ll Love It:
✔ Completely Editable – Personalize dropdowns, columns, and layout to suit your unique process. Additional open columns are available for you to utilize.
✔ Smart Automation – Auto-fills and calculations help reduce manual entry and keep your data clean.
✔ Simple & Intuitive Layout – Comes with step-by-step instructions and a helpful video guide for easy setup.
✔ Cloud-Based Access – Work from anywhere with this mobile-friendly Google Sheets template.
♥ Instant Download: Get immediate access after checkout—no waiting or shipping delays.
♥ Ready to Use + Fully Editable: Use as-is or customize to fit your brand and workflow.
♥ Google Sheets Exclusive: This product is formatted specifically for Google Sheets and does not work with Excel.
♥ Personal Use Only: All files are intended for individual use. Redistribution, resale, or commercial use is not allowed without written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Real Estate Pipeline & Follow-Up Tracker – Google Sheets Tool
Keep your business organized and on track with this Google Sheets template created specifically for real estate professionals. Our Real Estate Pipeline & Follow-Up Tracker helps you manage every stage of the client journey, streamline communication, and stay on top of follow-ups—without missing a beat.
7 Tabs
✔ Pipeline Tracker – Monitor client information, their status, contact preferences and origin. Auto-populated columns let you know when you last contacted the client and when your next touchpoint is. Document important dates. Track transaction milestones and track commission.
✔ Pipeline Overview Dashboard – Instantly visualize your pipeline with a color-coded breakdown of buyer and seller clients, and see your earnings at each stage.
✔ Client Summary Sheet – Auto-updates with each client’s profile, including contact info, notes, activity history, and a transaction checklist.
✔ Follow-Up Organizer – Easily plan, schedule, and prioritize follow-up tasks so nothing slips through the cracks.
✔ Follow-Up Calendar – Weekly calendar layout gives you a quick glance at your scheduled follow-ups.
✔ Communication Tracker – Keep a log of every conversation and track the last point of contact directly from your pipeline.
Why You’ll Love It:
✔ Completely Editable – Personalize dropdowns, columns, and layout to suit your unique process. Additional open columns are available for you to utilize.
✔ Smart Automation – Auto-fills and calculations help reduce manual entry and keep your data clean.
✔ Simple & Intuitive Layout – Comes with step-by-step instructions and a helpful video guide for easy setup.
✔ Cloud-Based Access – Work from anywhere with this mobile-friendly Google Sheets template.
♥ Instant Download: Get immediate access after checkout—no waiting or shipping delays.
♥ Ready to Use + Fully Editable: Use as-is or customize to fit your brand and workflow.
♥ Google Sheets Exclusive: This product is formatted specifically for Google Sheets and does not work with Excel.
♥ Personal Use Only: All files are intended for individual use. Redistribution, resale, or commercial use is not allowed without written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
