Real Estate CRM 2.0

Introducing the Real Estate CRM 2.0 Template, your ultimate solution for efficient client management and seamless organization. Everything the Real Estate CRM has, but more. This comprehensive template offers an extensive CRM database with advanced features designed specifically for real estate agents.

With automatic status changes, you'll never miss an opportunity to connect with your clients. The CRM database tracks client interactions and updates their status after 30 days of inactivity, ensuring you stay on top of your client communication.

The template also includes a fully integrated calendar. You can effortlessly link your clients from the CRM database to your calendar. This powerful relation allows you to schedule and manage client appointments, meetings, and events with ease. Now with the new Notion Calendar rollout, you can view your events and meetings alongside your external calendars, so you don't overbook!

To enhance your productivity, the Real Estate CRM Template provides four pre-designed templates tailored to different client types: buyers, sellers, lease clients, and leads/prospects. Each template offers dedicated fields and sections to capture specific information and streamline your interactions.

A Task Management workspace is added to help you stay on top of high priority tasks. Link those tasks to contacts in your CRM and set a reminder to avoid missing your deadline.

A Quick Action Buttons section is added to enhance your time efficiency! This section allows you to quickly add a new client to your CRM while you're on the phone, create a new calendar event without having to open your calendar, and create a quick new task. These buttons are created to allow you to fill in as little/much information as you can and fill in the rest later! Great for on-the-go or mobile use.

An Outreach Templates section is your personal outreach scripts. Create your own scripts or use Notion's AI tool to create outreach templates. Simply copy and paste your script to your lead/client for those repetitive outreaches (New Client Welcome Email, Seller Checklist, etc.)

Whether you're a seasoned agent or just starting in the real estate industry, this CRM template will be your invaluable assistant, helping you stay organized and build strong relationships with your clients.

Don't miss out on the opportunity to boost your productivity and enhance your client management skills.

NOTE:

You will have to create a FREE account with NoteForms and connect it to your CRM database. This will allow you to use the "Create Quick CRM Entry" quick action button. Any customer service assistance will have to go through NoteForms.