Real Estate Agent Tracker - Includes CRM, Pipeline & Closing Tracker, Social Media Planner, Project Manager, and more

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This Notion template includes tools for real estate agents or licensees.

Introducing our comprehensive Real Estate Business Tracker, the ultimate tool designed specifically for real estate agents to streamline and organize every aspect of their business! This all-in-one tracker allows you to manage your CRM, coordinate transactions, monitor sales figures, track expenses, manage tasks, and oversee projects seamlessly. With a user-friendly layout and customizable features, you'll gain the insights needed to elevate your productivity and make informed decisions. Stay organized and focused on what matters most—growing your real estate business! Perfect for agents at any stage, this tracker is a game-changer for your workflow. Don't miss out on this essential tool!

What's Included:
- Buyer & Seller CRM: Includes general checklists that can be edited to your contract & closing process.
- Follow-Up Views of CRM: To know who you need to contact or who you have an action item for today, this week, or all follow ups.
- Buyer & Seller Pipelines: To track who you are actively working with in the buying or selling process.
- Active Listings & Contracts: To track your current contracts & closing commission information.
- Closing Calendar: Shows closings on a calendar. Includes views for just buyers or just sellers.
- Social Media Planner: A place to plan out social media posts.
- Expenses: The Expenses database to see all expenses.
- Projects: A place to track and plan project or project ideas. Integrates with Tasks and Goals.
- Tasks: A place to track tasks.
- Testimonials: A database for all testimonials to have quick reference to the information. Connect to Client database.
- All Client Contacts: A client information management/storage space. Connects to Business Contacts in case of referrals.
- All Business Contacts: A business information/management storage space. Connects to Client Contacts in case of referrals.
- Document & Email Templates: A database for quick access to document and email templates.

Due to the digital nature of this product there is no refunds.