Ultimate Realtor CRM Module - Automated - Interactive - Google Sheets
Ultimate Realtor CRM Module - Automated - Interactive - Google Sheets
Color: Soft Blush Pink
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Instant Download
Easy To Edit
Money & Time-Saving
WHAT IS INCLUDED?
[📦 WHAT IS INCLUDED?]
The All-in-One Real Estate CRM provides everything you need to manage your real estate business efficiently using Google Sheets. Designed with input from professional realtors, this tool helps you streamline all aspects of your real estate operations, from client tracking to transaction management and marketing performance analysis. With automated dashboards and easy-to-edit tabs, it ensures you maintain full control and visibility over your business activities.
[TABS & TOOLS INCLUDED]
🔹 Setup: Simple configuration to tailor the sheet to your specific needs
🔹 Dashboard: Visual summary of KPIs, listings, and client data in one place
🔹 Property Listings: Track listing information, status, and sale price for all properties
🔹 Client Database (CRM): Store and manage client data, including communication history and preferences
🔹 Transactions & Commissions: Monitor closed deals, calculate commissions, and track ongoing transactions
🔹 Appointments & Showings: Organize and track all property showings and appointments with ease
🔹 House Hunting Organizer: Keep track of buyer preferences and house visits
🔹 Financial Planning: Monitor revenue, expenses, and create financial forecasts
🔹 Marketing & Advertising: Measure campaign performance and client acquisition
🔹 Buyer Pipeline: Follow potential buyers from lead to closed deal
🔹 Seller Pipeline: Keep an overview of properties and sellers, ensuring nothing is missed
[AUTOMATED DASHBOARDS & REAL-TIME UPDATES]
This CRM comes with fully automated dashboards that pull data from all tabs in real-time. Whether you’re tracking transaction status, monitoring marketing results, or overseeing client pipelines, the visual insights help you stay organized. You’ll have a clear breakdown of key data points like sales volume, commission earnings, and client status.
LICENCE OPTIONS
📋 Single Person Commercial License:
- Allows one individual to use the templates for personal and client projects.
- Allows use & distribution of final, non-editable products (e.g., JPG, PNG, PDF).
📋 Multi Person Commercial License:
- Allows multiple individuals within a single organization to use the templates.
- Permits use in unlimited projects for personal and client work by multiple team members.
- Allows distribution of final, non-editable products (e.g., JPG, PNG, PDF).
🚫 Restrictions: To maintain the integrity of our toolkit, please observe the following limitations:
- Do not sell, share, or distribute the modifiable template format.
- Do not resell or sublicense the template.
- Do not falsely represent authorship and/or ownership of the template.
INSTANT DOWNLOAD
🛒 1. Add to Cart & Checkout
Begin by adding your desired Google Sheets template bundle to your cart. Proceed to checkout and complete your purchase.
📩 2. Access PDF File Instantly & Via Email
The PDF file is instantly available on the thank you/confirmation page after payment. Additionally, it will be sent to the email address you provided during checkout.
🔗 3. Open PDF File & Click on Template Links
Open the downloaded or emailed PDF file. Inside, you'll find clickable links to each Google Sheets template. These links will direct you to Google Sheets where you can access and start editing your templates.
📊 4. Templates are Auto-Saved in Google Sheets. Customize and Enjoy
Once you click the links, the templates will open in Google Sheets and automatically save to your Google account. You can begin customizing your templates immediately to fit your business needs.
EASY CUSTOMIZATION
[🛠️ CUSTOMIZATION WITH GOOGLE SHEETS]
⏱️ Since the templates are pre-designed, customizing the data, formulas, and layout is quick and easy.
Google Sheets is a free and user-friendly tool. You can:
🔹Modify text, data, and formulas to fit your business needs
🔹Adjust columns, rows, and layouts for a streamlined look
🔹Add your branding and custom details to create a personalized experience
MONEY-BACK-GUARANTEE
🌟 Satisfaction Guaranteed
We’re dedicated to your total satisfaction with every purchase. If you feel that the value doesn’t meet your expectations, we warmly invite you to take advantage of our 14-day money-back guarantee. Simply reach out within 14 days of purchase if you’re not completely happy, and we’ll ensure you receive a full refund.
Why 5,000+ Realtors Trust Us
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🕒 40% MORE TIME SAVED ON ADMIN TASKS
Automate tasks and reduce manual data entry with real-time dashboards.
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📊 10+ HOURS SAVED WEEKLY
Manage deals, commissions, and appointments with ready-to-use templates.
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📈 35% MORE PRODUCTIVITY
Automated reports keep you focused on growing your business.
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💰 20% MORE DEAL CLOSURES
Efficiently manage clients and listings for higher closing rates.
Your Roadmap After Product Access
Day 1
Instantly access the CRM template and begin customizing it to fit your business needs. Easily set up client data, property listings, and transaction details.
Day 1
Gain Immediate Access to the CRM System
Day 3
Start tracking your clients, appointments, and showings with automated dashboards. Visualize key metrics to keep everything organized from day one
Day 3
Organize and Track Client Interactions
Week 1
Benefit from the financial planning and marketing performance tracking. Automate reports to manage leads, listings, and commissions effortlessly.
Week 1
Automate Financials and Marketing Insights
Week 2
Deploy automated tracking for transactions, ensuring smooth deal closures and better client communication. Increase productivity by managing everything in one place.
Week 2
Streamline Transactions and Increase Efficiency
> 1 Month
Monitor the growth of your business with real-time data insights. Track performance and adjust your strategies to close more deals and maximize profits.
> 1 Month
Boost Productivity and Close More Deals
Day 1
Gain Immediate Access to the CRM System
Instantly access the CRM template and begin customizing it to fit your business needs. Easily set up client data, property listings, and transaction details.
Day 3
Organize and Track Client Interactions
Start tracking your clients, appointments, and showings with automated dashboards. Visualize key metrics to keep everything organized from day one
Week 1
Automate Financials and Marketing Insights
Benefit from the financial planning and marketing performance tracking. Automate reports to manage leads, listings, and commissions effortlessly.
Week 2
Streamline Transactions and Increase Efficiency
Deploy automated tracking for transactions, ensuring smooth deal closures and better client communication. Increase productivity by managing everything in one place.
> 1 Month
Boost Productivity and Close More Deals
Monitor the growth of your business with real-time data insights. Track performance and adjust your strategies to close more deals and maximize profits.
Your Benefits With relestia©
What you should pay attention to
Other Templates / Self Designed
Automated Dashboards
Real-Time Data Updates
Cost Efficiency
Client & Property Management
Updates and New Features
