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Home/Templates/Real Estate Agent CRM
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Google Sheets Templates

Real Estate Agent CRM

7-sheet CRM system — clients, properties, pipeline, tasks & dashboard

A complete CRM system built specifically for real estate agents. Seven interconnected sheets: Client Database (10 sample clients, color-coded status badges), Property Tracker (8 sample properties, linked to clients), Transaction Pipeline (6 stages: Lead → Showing → Offer → Contract → Closing → Closed, 8 sample deals), Task & Follow-up Tracker (12 sample tasks, priority/status tracking), Referral Tracker with conversion stats, Dashboard with 5 KPI cards ($3.86M pipeline, $94,050 commission), and comprehensive Instructions. Navy + gold professional design. 15+ dropdown validations, all formulas pre-built, no macros.

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What's included

✓Client Database: 10 sample clients with type, source, status & color-coded badges
✓Property Tracker: 8 sample properties linked to clients with days-on-market tracking
✓Transaction Pipeline: 6-stage deal flow, 8 sample deals with contingency & inspection tracking
✓Task & Follow-up Tracker: 12 sample tasks with priority & status color coding
✓Dashboard: 5 KPI cards — Active Clients, Pipeline Value, Deals Closed, Commission & Overdue
✓15+ dropdown validations across all sheets — client type, status, stage, priority & more
✓Navy + gold professional design — 100% Sheets, no macros, no monthly fees

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