Real Estate Project Management with ClickUp

Real Estate Management

Track listings, clients, sales, and processes all in one tool. Communicate with your agents, assistants, and managers on the go.

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Create tasks to manage all of your showings, potential offers and finalized sales. Customize your fields to set up exactly how you need!

Keep your marketing and outreach efforts top of mind for the next sale! Add a List for each agent on your team and use custom statuses to keep up with progress.

Your processes, repeatable in one-click.

Nail each step of the closing process! Keep your prospect records, closing steps and inspection details in a template.

Time View makes it easy to visualize imminent due dates. Just drag and drop to schedule and sync tasks to your favorite external calendar.

Organize listing photos, client contracts and docs by attaching them to your tasks. You can even comment on attachments or pin cover images to show on your task card!

Easily work on your Projects over email. Add tasks with attachments and create comments on existing tasks with a unique email address for each task and List.

Project management should be cheap, not FEEL cheap.

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Two-way sync your Google Calendar with ClickUp.

Schedule your business and personal life immaculately with the ability to see it all in one place!

Slack Project Managers – Be the Best

Integrate Slack with ClickUp to post notifications and to enable rich links into conversations.

Google Drive

Integrate Google Drive to search and attach Drive files to ClickUp tasks without leaving the platform.

“Alexa, Open ClickUp” “Google, Talk to ClickUp”

The world's first and only automated assistant in project management. Add tasks directly from a meeting or ask about your schedule for the day. Stay productive.

Dropbox

Easily manage and attach Dropbox files to tasks directly from within ClickUp.

ClickUp Chrome Extension

Take screenshots, use native automatic time tracking for specific tasks and quick create tasks while browsing on the internet.

Zapier

Use Zapier with ClickUp to create numerous integrations. Such as Gmail, Sheets, Microsoft Office and many more!

Harvest

Add Harvest to track time and associate that time with ClickUp tasks.

Toggl

Add Toggl to easily track time and attach to ClickUp tasks and projects.

"One of the components that my clients and I like most is the ability to assign comments as tasks. The ability to assign tasks straight from Slack, e-mail or the Chrome extension are also big factors in our satisfaction. It truly makes assigning tasks easy!"

Anissa C.

"Every team member can have the view that they want with just the right information. We can all have it our way!"

Pol C.

"The ClickUp team is made up of real humans that type up actual emails to you! My mind was blown when I realized I could ask questions and get problems solved by communicating with the ClickUp staff."

Tiffani M.

Real Estate Management

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Create simple, detailed workflows.

Stay on top of your listings.

Organize & track leads.

Your processes, repeatable in one-click.

Never miss a deadline again.

Manage important files.

Work with your clients.

Personalized Integrations

Read more on our doc for real estate teams here!