# Real Estate Agent CRM — Product Summary

**Price:** $29  
**Type:** Google Sheets template  
**Category:** Real Estate  
**Status:** ✅ Built  
**Sheets:** 7 tabs

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## What It Is

A complete CRM system built specifically for real estate agents. Manage clients, track properties, move deals through your pipeline, organize tasks, nurture referrals, and monitor your business — all in one navy-and-gold professional spreadsheet.

## Sheet Breakdown

| # | Sheet | Purpose |
|---|-------|---------|
| 1 | **Client Database** | Master list: name, email, phone, type (Buyer/Seller/Both/Investor/Renter), source, status (Active/Prospect/Closed/Nurture/Inactive), dates, notes. Color-coded status badges. 10 sample clients. |
| 2 | **Property Tracker** | Every property: address, listing price, status (Active/Under Contract/Sold/Off-Market/Coming Soon), client linked, days on market, commission. Color-coded by status. 8 sample properties. |
| 3 | **Transaction Pipeline** | Deal flow through 6 stages: Lead → Showing → Offer → Contract → Closing → Closed. Contingencies, inspection, appraisal tracking. Color-coded by stage. 8 sample deals. |
| 4 | **Task & Follow-up Tracker** | Daily to-do system: date, client, task, priority (High/Medium/Low), status (To Do/In Progress/Done/Overdue). Priority and status color coding. 12 sample tasks. |
| 5 | **Referral Tracker** | Referrals: source, contact, status, thank-you sent, conversion tracking. Color-coded status badges. 6 sample referrals. |
| 6 | **Dashboard** | KPI cards (Active Clients, Pipeline Value, Deals Closed, Commission YTD, Overdue Tasks), pipeline stage breakdown, client type breakdown, quarterly commission summary. |
| 7 | **Instructions** | Step-by-step guide for each sheet, quick start tips, Google Sheets compatibility notes, upsell to Real Estate Prompt Library. |

## Key Features

- **Dropdown validations** on 15+ columns (client type, status, source, property type, deal stage, priority, task status, referral status, thank-you tracking)
- **Color-coded statuses** throughout: green (positive/active), amber (warning/in-progress), red (overdue/urgent), navy (closed/complete), blue (active), purple (offer stage)
- **Dashboard KPI cards** — 5 key metrics at a glance
- **Pipeline visualization** — deal stage breakdown with counts and values
- **12 sample tasks** across priority levels to demonstrate workflow
- **Professional navy + gold design** — 100% Google Sheets compatible, no macros/VBA

## Target Customer

- Solo real estate agents needing an organized CRM
- New agents building their systems (affordable alternative to $50-200/month CRMs)
- Small real estate teams (2-5 agents)
- Real estate coaches training new agents

## Pricing

$29 — premium tier. Pairs with the Real Estate AI Prompt Library ($19) for a $48 total toolkit. Combined value vs. monthly CRM fees ($50-200/month).

## Packaging

- `Real_Estate_Agent_CRM.xlsx` — spreadsheet (7 sheets)
- `thumbnail.png` — product image (1024×1024)
- `PRODUCT_SUMMARY.md` — this file
