ClickUp – Real Estate Agent CRM Template

Effortlessly track contacts, properties, payments, notes, contracts, schedules, and so much more with ClickUp!

Get ClickUp Template

ClickUp – Real Estate Agent CRM Template

Effortlessly track contacts, properties, payments, notes, contracts, schedules, and so much more with ClickUp! Drag and drop opportunities through each stage of the pipeline from negotiating to sold! #CRM #Event Planning #Real Estate #Operations #Sales #Client #Contact #property #lead

About ClickUp

ClickUp is a powerful app that can replace all your other work apps, combining tasks, docs, chat, goals and more. Most of their features are available to all users for free. Free features include unlimited tasks but limited spaces, views and storage.

ClickUp Free Account?

This template was built to work with free & paid ClickUp accounts. For most templates, you can use the free ClickUp account but we’d recommend the ClickUp Business plan so you can collaborate on forms, have unlimited everything, use custom fields and use custom branding. If you’re not a paid ClickUp user, sign up here or check out their pricing here.

Template Type

Free

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