Introducing the ultimate Real Estate Agent CRM System, a 20-tab Google Sheet designed to streamline and organize every stage of your real estate business. Created for today’s busy agents, this CRM brings together lead management, client communication, showing coordination, onboarding workflows, and full transaction oversight into one professional, easy-to-use hub.
This comprehensive real estate management system helps you track contacts, nurture leads & clients, schedule follow-ups, manage buyer and seller onboarding, document showings, and monitor every transaction from contract to close. With clear workflows and structured data fields, agents gain immediate visibility into deadlines, milestones, and communication history—reducing errors, increasing efficiency, and improving client experience.
Key Features of the Real Estate Agent CRM
Contact & Lead Management: Centralized database for leads, clients, past clients, and referral partners.
Onboarding Tools: Step-by-step workflows for both buyers and sellers.
Showings & Open Houses: Organized logs for all property activity and client feedback.
Communication Tracking: Dedicated logs for seller, buyer, and transaction-related communication.
Transaction Oversight: Full transaction tracker, dashboard summaries, and a deadline calendar to prevent missed dates.
Vendor Directory: Keep all preferred service providers in one easy-access list.
Annual Nurture Plan & Follow-Up Calendar: Supports consistent relationship-building throughout the year.
Built for Real Estate Professionals
This CRM is ideal for real estate agents, REALTORS®, looking for a dependable system that can be customized to fit any business model. With a clean, intuitive layout and clearly defined sections, it supports both new agents learning to stay organized and experienced agents.
Why This CRM Improves Your Workflow
Increases organization and accountability
Provides a clear system for tracking client activity
Helps maintain consistent follow-up and communication
Simplifies transaction coordination and deadline management
Reduces time spent searching for information across multiple tools
Whether you're managing your first few clients or scaling your business into a high-volume operation, this Real Estate Agent CRM gives you a structured, professional foundation to run your business more effectively. Strengthen your systems, elevate your client experience, and stay in control of every detail—right from your Google Drive.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
Introducing the ultimate Real Estate Agent CRM System, a 20-tab Google Sheet designed to streamline and organize every stage of your real estate business. Created for today’s busy agents, this CRM brings together lead management, client communication, showing coordination, onboarding workflows, and full transaction oversight into one professional, easy-to-use hub.
This comprehensive real estate management system helps you track contacts, nurture leads & clients, schedule follow-ups, manage buyer and seller onboarding, document showings, and monitor every transaction from contract to close. With clear workflows and structured data fields, agents gain immediate visibility into deadlines, milestones, and communication history—reducing errors, increasing efficiency, and improving client experience.
Key Features of the Real Estate Agent CRM
Contact & Lead Management: Centralized database for leads, clients, past clients, and referral partners.
Onboarding Tools: Step-by-step workflows for both buyers and sellers.
Showings & Open Houses: Organized logs for all property activity and client feedback.
Communication Tracking: Dedicated logs for seller, buyer, and transaction-related communication.
Transaction Oversight: Full transaction tracker, dashboard summaries, and a deadline calendar to prevent missed dates.
Vendor Directory: Keep all preferred service providers in one easy-access list.
Annual Nurture Plan & Follow-Up Calendar: Supports consistent relationship-building throughout the year.
Built for Real Estate Professionals
This CRM is ideal for real estate agents, REALTORS®, looking for a dependable system that can be customized to fit any business model. With a clean, intuitive layout and clearly defined sections, it supports both new agents learning to stay organized and experienced agents.
Why This CRM Improves Your Workflow
Increases organization and accountability
Provides a clear system for tracking client activity
Helps maintain consistent follow-up and communication
Simplifies transaction coordination and deadline management
Reduces time spent searching for information across multiple tools
Whether you're managing your first few clients or scaling your business into a high-volume operation, this Real Estate Agent CRM gives you a structured, professional foundation to run your business more effectively. Strengthen your systems, elevate your client experience, and stay in control of every detail—right from your Google Drive.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
