Real Estate CRM – Manage Clients, Properties & Deals [Notion Template]

🏡 Real Estate CRM Template for Notion

Track leads, manage clients, stay on top of deals — all in one workspace.

Whether you're an independent property agent or part of a team, this all-in-one Notion template helps you organize your entire sales workflow — from the first contact to closing the deal.

Built specifically for real estate professionals, this CRM system gives you clarity and control over your client relationships, property listings, follow-ups, and appointments.

✅ What You Can Do with This Template:

• Track buyers, sellers, tenants, and landlords in a clean Contacts database
• Assign and monitor client stages (e.g. New Lead → Engaged → In Transaction → Closed Won)
• Organize and filter property listings by sale/rent status, availability, and pricing
• Create and schedule appointments like viewings, signings, or handovers
• Auto-generate predefined tasks based on each client’s sales stage
• Keep track of documents, offers, negotiations, and communications
• Get a bird’s eye view of your active pipeline via the CRM Dashboard
• Analyze overall performance in the Reports section

📊 Reports & Analytics (Requires Notion Plus)

The Reports section includes filtered charts and advanced rollups to visualize:

• Total deal value
• Win/loss breakdown
• Open opportunities
• and more...

🛑 These visual charts require the Notion Plus Plan to function due to database limit restrictions.
✅ All other features of this template work perfectly on the Free Plan.

🎁 What's Included:

• 🧠 Contacts Database (with built-in statuses)
• 🏘️ Properties Database (for sale & rental)
• 📆 Appointments Calendar
• 📋 Smart Task Lists by Client Stage
• 📈 CRM Dashboard & Reporting Views
• 📂 Built-in templates for easy use
• 🛠️ Quick start guide and instructions

🎯 Best For:

• Real Estate Agents & Property Consultants
• Solo Agents, Freelancers, or Small Teams
• Anyone tired of messy spreadsheets or scattered tools

💡 Why You'll Love It:

No coding. No learning curve. Just a clean, customizable Notion system that helps you close more deals and deliver a smoother experience for every client.