Notion – Real Estate Property Management CRM Template

Purchase this Notion Real Estate Property Management CRM template and save yourself hours of time in trying to build your own property management CRM. After purchase, you will instantly get access to your Notion template that you can duplicate to your own Notion account.


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Notion Real Estate Property Management CRM

If you’re looking to build a CRM in Notion for the property managers in your real estate agency, you’re in the right spot. By using Notion to build your property management CRM, you can create the custom real estate CRM that you need in your favourite tool.

 

Features of a Real Estate CRM

A real estate CRM can be used to manage customer relationships in the property management department of your real estate agency. The main features of your Notion CRM will be:

  • Instructions on how to use the CRM
  • Ability to add new contacts and store client contact information
  • Track real estate property management leads from enquiry through to sale
  • Track ongoing conversations with clients
  • Remind your staff to follow-up clients
  • Manage tasks and have tasks connected to client records
  • Segment clients for marketing
  • Know the status of all clients
  • Keep a client dashboard
  • Mobile app access so you can view your CRM when you’re out of the office
  • Property details that are linked to landlords & potential renters so you can see where the interest is

 

Template Type

Premium