Notion – Real Estate Sales CRM Template

If you’re looking to build a CRM in Notion for your real estate agency, you’re in the right spot. By using Notion to build your CRM, you can create the custom real estate CRM that you need in your favourite tool. See full details of the template here.

What are the main features of this CRM?

A real estate CRM can be used to manage customer relationships in the real estate sales department and the property management department of your agency. The main features of your Notion CRM will be:

• Instructions on how to use the CRM
• Ability to add new contacts and store client contact information
• Track real estate sales leads from enquiry through to sale
• Track ongoing conversations with clients
• Remind your staff to follow-up clients
• Manage tasks and have tasks connected to client records
• Segment clients for marketing
• Know the temperature of a lead (cold, cool, warm, hot)
• Keep a client dashboard
• Mobile app access so you can view your CRM when you’re out of the office
• Property details that are linked to sellers & potential buyers so you can see where the interest is

Structure of this Real Estate CRM

This CRM template is set up in the following way:

• Goals section – set the monthly goals for yourself and your team
• Seller section – add buyer’s contact details, their interest level, their Next Contact Date, the expected fees from the sale of their property and more. You’ll also be able to see the Properties, Notes & Tasks connected to the Seller (using Notion Relation fields)
• Buyer section – add similar details to buyers but with status customised to the buying process steps.
• Tasks section – create tasks, assign to team members and connect to buyers or sellers
• Notes section – create notes and connect to buyers or sellers
• Properties section – add properties being sold (displayed visually in a gallery-style view) and connect to the person selling the property and potential buyers

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (paid is recommended for this one)

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After purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).