Tables
Create a Table — It’s Free!
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Table Templates
CRM Templates
Trending Templates
Solar CRMConstruction CRMPersonal CRMChurch CRMHealthcare CRMClient Database Template
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Real Estate CRM

Trending Templates
Solar CRMConstruction CRMPersonal CRMChurch CRMHealthcare CRMClient Database Template
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Real Estate CRM

A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.

See Demo
Real Estate CRM Spreadsheet Template
See Demo:
See Demo
About this template

A CRM system will be highly effective in customer management especially in the Real Estate business. If you are an owner of one, you can use this template to keep your leads, categorize them by their type as whether they are a landlord, seller, tenant or a buyer; keep record of the properties with all the related information; track your activities and deals, assign tasks to your team members, and more.

Using a that is especially crafted for your business will provide you with an increased productivity and an improved profitability.You can fully customize the templates, add, remove or change any of the tabs, columns, rows, color-coded labels and craft your own CRM -with no coding required.

Details
6,277 Clone
Categories
  • Go to Category: Real Estate Sheets
  • Go to Category: CRM Templates
Created by
jotform

Connected Assets

This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.

  • Real Estate Sales Lead Form

Related templates

Solar CRM Spreadsheet Template
Preview: Solar CRM

Solar CRM

Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.

Go to Category:CRM Templates
Preview
Construction CRM Spreadsheet Template
Preview: Construction CRM

Construction CRM

A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.

Go to Category:Construction
Preview
Personal CRM Spreadsheet Template
Preview: Personal CRM

Personal CRM

Manage your personal and professional relationships. Keep track of contacts and connections with ease. Access on any device for free. No coding required.

Go to Category:CRM Templates
Preview
Church CRM Spreadsheet Template
Preview: Church CRM

Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

Go to Category:CRM Templates
Preview
Healthcare CRM Spreadsheet Template
Preview: Healthcare CRM

Healthcare CRM

Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.

Go to Category:Healthcare Templates
Preview
Client Database Template Spreadsheet Template
Preview: Client Database Template

Client Database Template

No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.

Go to Category:CRM Templates
Preview