Real Estate Agent CRM
CRMs designed by software companies for agents are bloated. This one was built by people who close deals.
CRMs designed by software companies for agents are bloated. This one was built by people who close deals.
What's inside
- ›16 tabs · lead to closing pipeline
- ›Auto-flags stale leads (no contact in 14 days)
- ›Separate buyer + seller pipelines
- ›Transaction Pipeline with weighted commission forecast
- ›Document Tracker + Closing Calendar with 7/3/1-day alerts
- ›Past Client DB with anniversary touch-base reminders
You'll receive
- ✓Excel
- ✓Google Sheets
Frequently bought together
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After checkout your files are available immediately — download link on-screen and by email. Nothing ships physically.
This template ships with every input cell empty — a clean, new-car experience. The mockups show sample data for demonstration only; your file starts blank so you never waste time deleting someone else's numbers.
Built & tested in Microsoft Excel (Office 365) + Google Sheets. Mac · Windows · iPad. Does not work in Apple Numbers.
Due to the digital nature of this product, all sales are final once the download has been accessed. Questions before buying? Message us — we reply within 24 hours.
For informational and educational use only. Not financial, tax, legal, investment, or accounting advice. Consult a licensed professional before making related decisions. Dealifi is not liable for any cost, loss, or damage resulting from use of this product.