Are you overwhelmed by endless follow-ups, inquiries, and transactions as a real estate agent?
Managing real estate business operations means balancing client relationships, closing deals faster, and staying organized. A customer relationship management (CRM) system can help with these tasks.
90% of agents credit real estate CRMs with helping them manage leads and close deals.
For instance, Zillow, a real-estate tech company, reported a 40% boost in client retention and a 25% increase in lead conversions.
This blog post discusses the best real estate CRM templates tailored to your business needs.
Top 10 Real Estate CRM Templates for Better Client Management
- What Are Real Estate CRM Templates?
- What Makes a Good Real Estate Template?
- Real Estate CRM Templates
- 1. The ClickUp Real Estate Agent Template
- 2. The ClickUp Real Estate Spreadsheet Template
- 3. The ClickUp Real Estate Marketing Template
- 4. The ClickUp Real Estate Project Management Template
- 5. The ClickUp Real Estate Closing Checklist
- 6. The ClickUp Advanced CRM Real Estate Template
- 7. The ClickUp CRM Real Estate Template
- 8. The ClickUp Sales CRM Real Estate Template
- 9. The ClickUp Simple CRM Real Estate Template
- 10. Real Estate Transaction Tracker by Jotform
Summarize this article for me pleaseWhat Are Real Estate CRM Templates?
Real estate CRM templates are pre-designed tools that help agents manage client relationships, facilitate communication, and organize workflow efficiently. These templates can include email templates for follow-ups, task management lists, lead tracking sheets, and sales pipeline charts.
Here’s how a real estate CRM template can make a difference:
- Stay organized: Consolidate lead details, client interactions, and property listings in one place for quick access and smoother operations
- Never miss a follow-up: Ensure you connect with clients on time with automated reminders, keeping engagement high and opportunities intact
- Work smarter, not harder: Simplify repetitive tasks and free up your schedule for what matters most, closing deals and building connections
- Enhance customer support: Customize communication to give customers a tailored, trust-building experience while reinforcing your brand voice
- Track progress easily: Use built-in reporting tools to help monitor performance, refine your strategy, and make data-driven decisions
Now, let’s explore what qualifies as an effective real estate template.
Summarize this article for me pleaseWhat Makes a Good Real Estate Template?
A good real estate CRM template is simple, customizable, and designed to meet the specific needs of real estate agents. But what sets the great ones apart?
Let’s see!
- Real estate-specific use cases: Includes sections for lead tracking, property listings, and client interactions tailored to real estate workflows
- Customization for property types: Adapts to various property types (residential, commercial, rentals) and client needs
- Automated client follow-ups: Has built-in reminders for follow-ups on property viewings, inquiries, and offers
- Deal pipeline management: Helps track progress through stages like property showings, negotiations, and closing
- Property and client integration: Combines client details with properties they’re interested in, allowing for personalized communication
- Sales performance reporting: Provides insights into lead conversion rates, sales performance, and deal closure times specific to real estate
- Collaboration tools: Enables team collaboration for managing multiple listings, client interactions, and tasks
With a clear picture of what to look for in a CRM template, it’s time to explore the tools that real estate agents rely on—ClickUp’s real estate templates (shh… they’re quickly becoming a favorite in the industry these days!)
Deanna Connolly, a Brokerage Services Associate at Foundry Commercial, says that,
👀 Did You Know? Research shows that November is statistically the best month to sell homes at higher prices.
Summarize this article for me pleaseReal Estate CRM Templates
Imagine a real estate CRM tool where all your real estate deals, clients, and marketing plans stay organized, no sweat.
ClickUp is a top-rated real estate project management software, trusted by highly efficient teams in companies of varied sizes.
Let’s have a look at some of the templates that ClickUp offers.
1. The ClickUp Real Estate Agent Template
The ClickUp Real Estate Agent Template is a comprehensive solution for busy realtors. It centralizes crucial information and improves key CRM processes like property showings, listing management, and client communications. Plus, the drag-and-drop feature helps you advance deals through multiple stages.
This template’s Custom Statuses (like Open, Contacted, Contract Sent) make tracking each client’s journey easy, while Custom Fields allow for categorization and efficient visualization of every transaction stage.
For example, with a client searching for a downtown condo, the agent can create a task using Custom Statuses such as “Property Tour Scheduled” and “Negotiating.”
Additional features like time tracking, dependency warnings, and email integrations ensure smooth project management, helping agents save time and reduce errors, all within ClickUp.
✨Ideal for agents, teams, and brokers who want to oversee agent performance, monitor pipeline health, and make data-driven decisions
2. The ClickUp Real Estate Spreadsheet Template
The ClickUp Real Estate Spreadsheet Template is your all-in-one solution for tracking potential leads, managing deals, and organizing client information—all in one place.
Need quick access to crucial details? Try Customizable Statuses like “To Sell,” “Negotiation,” and “Sold” to categorize everything. Custom Fields lets you log essentials like Address, Net Income, Initial Price, Final Sale, Area, and Yearly Insurance.
You can view the layout in five Custom Views with ClickUp configurations like “Property” and “Location.” For example, you can use this template to filter the spreadsheet to see all properties in a specific location or those currently under negotiation.
✨Ideal for investors who want to organize their portfolios, monitor property performance, and make informed decisions
3. The ClickUp Real Estate Marketing Template
The ClickUp Real Estate Marketing Template helps you manage your marketing strategy. It lets you select the ideal marketing plans and channels, establish clear brand guidelines, and organize a marketing calendar to track all your real estate activities.
This template offers numerous view options, including various perspectives and insights, so you can comprehensively view all your promoted listings. It’s like having a complete real estate marketing tool at your fingertips!
- Campaigns List View: Organize and track property listings based on the current status of your campaigns in one view (e.g., To Do, In Progress, Needs Approval, Needs Revision, Approved)
- Posts Board View: Visualize the status of listings on a Kanban board, with each listing represented as a card according to its current strategy stage (Idea, Content Writing, Design, Review, Publishing, Assessment)
- Schedule View: Monitor your posting schedules on a monthly calendar. Listings are highlighted by post type (blog, social media, email newsletter), making it effortless to track when and where each piece of promotional content will go live
✨Ideal for real estate teams eager to boost their listings’ online visibility, ramp up their promotional efforts, and maintain a consistent content strategy
4. The ClickUp Real Estate Project Management Template
Effective project management for realtors helps break down tasks, avoid scope issues, and keep projects on track. It also ensures better risk management by overseeing contracts, staying on top of regulations, and managing timelines efficiently.
The ClickUp Real Estate Project Management Template covers everything from pre-sales to project delivery. Here’s why it’s so handy:
- Property listings: It organizes every listing detail—price, property type, square footage—so it’s easy to update and instantly accessible to the entire team
- Task tracking: The template clearly shows each task’s status (e.g., Complete, In Progress, To Do), allowing project managers and team members to assess what has been completed, what is currently underway, and what is remaining
- Cost estimation: Estimated costs for some tasks give insight into the project’s financial aspect. Tracking these costs helps realtors manage the client’s budget and predict future expenses
- Subtasks and dependencies: Shows the breakdown of complex tasks into smaller steps like the installation of the foundation and backfill
✨ Ideal for real estate project managers, construction teams, and developers who need a structured, visual approach to track progress, manage timelines, and monitor budgets across multiple project phases
👀 Did You Know? Highlighting sustainability features and eco-friendly trends in your templates, such as green roofs, solar panels, and rainwater harvesting systems, can improve property value.
5. The ClickUp Real Estate Closing Checklist
As a realtor, you know the challenges of closing a property deal and how much effort goes into making the process smoother for your customers. The ClickUp Real Estate Closing Checklist can help you improve this workflow.
This template guides you through the entire selling process, from the initial offer to handing over the keys. Here’s how it helps:
- Save vital information in 11 custom attributes such as Target Closing Date, Signed Closing Papers, Listing Agent, Property Address, and Letter of Thanks
- Easily keep tabs on real estate marketing costs, loan application stages, home inspections, target closing dates, and signed closing documents, all in one place
✨ Ideal for new real estate agents and brokers looking to simplify and organize the closing process
6. The ClickUp Advanced CRM Real Estate Template
If you’re thinking of the best CRM, you’re probably thinking of scaling up your real estate sales, and this template gets that! This beginner-friendly Advanced CRM Real Estate Template from ClickUp can help you manage customer relationships quickly and efficiently.
Access your client-related information in Calendar View, ClickUp Doc, or List View with intuitive drag-and-drop functionality. The template separates your account details and closed deals into different lists, eliminating confusion about client status in your pipeline.
It also comes with unique Custom Views, like My Assignments View, allowing you to prioritize tasks and follow-ups. The Sales Process View tracks your sales funnel and pipeline, and the Welcome View gives a quick overview of your CRM setup.
✨Ideal for beginners, small businesses, and freelancers who want an easy, efficient way to manage customer relationships, track leads and sales progress
7. The ClickUp CRM Real Estate Template
The ClickUp CRM Real Estate Template is pivotal in nurturing relationships with prospects and clients. It covers every aspect of your sales pipeline, including lead and opportunity tracking, deal management, contact organization, and task prioritization based on the sales stage.
With Custom Statuses like Need Approval and Qualified, Custom Fields for details such as Contact Name and Industry, and Custom Views like List View and Sales Process View, this template keeps everything organized and easy to navigate.
Plus, automation features help reduce repetitive tasks, allowing you to focus on deeper relationship-building and business growth.
✨ Ideal for sales teams looking to boost their lead management and sales process and businesses that want a clear, organized flow to qualify leads, track deal stages, and close sales efficiently
8. The ClickUp Sales CRM Real Estate Template
Did you know that 80% of sales typically require an average of 5 follow-up calls after the initial meeting?
This shows how important it is to follow the sales pipeline. The ClickUp Sales CRM Real Estate Template is designed to keep your pipeline organized and active.
It categorizes stages like New Lead, Engaged, and Unqualified-Follow-up, enabling you to gauge where each prospect stands in the engagement process.
Prioritization flags (like Urgent and High) ensure hot leads get immediate attention while assigned roles and due dates keep every agent on task.
With 20 Custom Statuses—like Active, In Talks, and Onboarding—you can track the exact stage of each deal. Plus, you get five Custom Views—such as Summary, List, and Board—to keep all your information organized and accessible.
✨Ideal for sales teams who want to simplify lead tracking, personalize customer interactions, and monitor every stage of the sales process until closing
🧠Fun Fact: Using specific numbers like $432,000 instead of rounded figures (like $500,000) can create an impression of thoughtfulness and reduce negotiation, according to research​.
9. The ClickUp Simple CRM Real Estate Template
While the previous template keeps all your deal essentials in place, this Simple CRM Real Estate Template by ClickUp goes further with contact management.
This beginner-friendly template allows you to customize your contact statuses and tag additional fields to access and organize more relevant information. It offers Custom Statuses, Custom Fields, and Custom Views to maximize lead generation.
The drop-down fields, like List and Table view, display each client’s priority level, stage, estimated value, phone number, and more—all on one screen. This makes every possible detail accessible and helps prioritize top leads.
✨ Ideal for realtors and sales teams looking to prioritize high-value opportunities and improve collaboration
10. Real Estate Transaction Tracker by Jotform
The Real Estate Transaction Tracker by Jotform helps agents organize home-buying information, including leads, interactions, and properties, to assist customers in finding the perfect home.
Jotform’s online Home Buying Checklist lets you track leads and client preferences efficiently. The included spreadsheet helps monitor leads, add or rename columns, tabs, and labels, and switch between card or calendar views for better data visualization.
You can even track more contextual property details, such as age preference, number of bedrooms and bathrooms, and price range. It also helps you organize properties by status (e.g., for rent, for sale, or to operate).
✨ Ideal for agents, brokers, and property managers who need centralized CRM software to improve client communication and increase efficiency in matching buyers with properties
Summarize this article for me pleaseAll’s Well that Sells Well: ClickUp Edition
With the right real estate CRM templates, you can manage every follow-up, lead, and deal flawlessly.
The ClickUp real estate CRM templates are a central hub and database, helping you close deals confidently. They provide valuable data and analytics, allowing maximum personalization and enhanced decision-making.
Whether you’re an independent agent or part of a growing team, ClickUp can turn leads into loyal clients—one well-managed contact at a time!
Try ClickUp today; it’s free!
Everything you need to stay organized and get work done.
