Client CRM for Realtors & Estate Agents (Notion) BUY ON PAYHIP link in des

https://payhip.com/b/OYSBN Client CRM for Realtors & Estate Agents (Notion) is a premium, easy‑to‑use system designed to manage client relationships from first enquiry to closed deal—without messy spreadsheets.

Perfect for USA Realtors and UK Estate Agents, this template helps you track clients, follow‑ups, viewings/appointments, deal stages, and performance KPIs in one clean dashboard so you never miss a call, meeting, or next step.

What you get
👥 Clients Database

Store client contact details, budget, requirements, notes, and documents

Keep all buyer/seller info organised in one place

📞 Follow‑Ups Tracker

Log every call/message/meeting

Set the next follow‑up date so leads don’t go cold

Calendar view supported (great for weekly planning)

📅 Appointments / Viewings Scheduler

Plan viewings, calls, meetings, and deadlines

Stay on top of your day with a clear calendar workflow

📋 Deal / Lead Pipeline

Move leads through stages (New → Contacted → Viewing → Offer → Closed)

Board view workflow for quick updates

📊 Analytics (KPIs)

Track totals like leads, closed deals, and conversion rate

Helps you measure performance and improve follow‑up discipline

How it works (quick setup)
1) Duplicate the template to your Notion workspace

2) Delete demo entries (optional)

3) Add real clients, then log follow‑ups and schedule viewings

4) Review your pipeline + KPIs weekly

Delivery
Instant access via Notion duplicate link. Demo data included—delete anytime to start fresh. Works globally (UK + USA).

Видео Client CRM for Realtors & Estate Agents (Notion) BUY ON PAYHIP link in des канала Shagufta Zahir