Notion – Real Estate Sales CRM Template

Purchase this Notion Real Estate Sales CRM template and save yourself hours of time in trying to build your own sales 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 CRM

If you’re looking to build a CRM in Notion for your real estate agency, you’re in the right spot. By using Notion to build your 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 real estate sales department and the property management department of your 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 sales 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 temperature of a lead (cold, cool, warm, hot)
  • 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 sellers & potential buyers so you can see where the interest is
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