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Notion at work · Sales · $30

Advanced Real Estate CRM

This template is based on the components inside Agent Locator and formatted to display information in similar locations for people who are used to using that system. But since this is Notion, the layout can be easily changed and more components can be added, to suit your specific workflows.

This is an 'advanced' CRM because it incorporates one of Notion's most powerful features: relational databases. If you're new to Notion then it will take you some time to get to grips with this feature but it's definitely worth the effort.

Features

Get a 360° view of all of your interaction with your customers & clients in one place, thanks to the linked database views inside their pages

The team member's summary page template gives each team member an uncluttered view of everything that they're working on only

Keep track of sellers, buyers, properties, tasks and communication inside an integrated system

Quickly schedule showings with drag & drop, inside the dedicated scheduler page

The modular structure makes adding new databases to capture extra information straightforward

Update your CRM from anywhere, thanks to Notion's online storage

Screenshot

Screenshot of the Advanced Real Estate CRM Notion template

You can translate this template’s databases into your preferred language once you’ve duplicated it, using my template translator.