Real Estate CRM & Client Tracker | Google Sheets Template
Elevate your real estate client management with this powerful Google Sheets CRM. Designed for realtors and agents, this all-in-one system helps you track clients, follow-up schedules, birthdays, and anniversaries—keeping you organized and top-of-mind with past and potential clients.
Key Features:
✅ Client List & Dashboard – Store critical client details for personalized follow-ups ✅ Post-Transaction Follow-Up Calendar – Auto-populated reminders for up to 5 years ✅ Birthday & Home Anniversary Tracker – Never miss a key date ✅ General Follow-Up & Communication Log – Keep track of every interaction ✅ Mailing List Manager – Organize and automate client outreach
What’s Included?
📂 1 Google Sheets Template with 7 essential tabs 📖 Step-by-Step Instructions + Video Tutorial
🚀 Instant Digital Download – No Physical Product 💡 Fully Customizable & Designed for Google Sheets Only
Stay organized, build stronger relationships, and close more deals. Get your copy now!
