Real Estate CRM
A complete real estate CRM for agents and brokers. Manage listings, track your buyer and seller pipeline, and close more deals — all in Google Sheets or Excel.
What's Included
- Property & listing database
- Buyer and seller pipeline by stage
- Commission tracker per deal
- Open house scheduler
- Lead source & referral tracking
- Closed deal log with revenue summary
- Agent performance dashboard
- Lifetime updates
The Real Estate CRM is built for independent agents, small brokerages, and property consultants who want to stay on top of every lead, listing, and deal — without paying for expensive CRM software.
Everything lives in one organized spreadsheet: properties, clients, pipeline, commissions, and performance.
Why a Spreadsheet CRM?
Real estate CRMs like Follow Up Boss or LionDesk cost $50–$100/month — before you’ve earned a cent in commission. This template gives you the same deal-tracking and pipeline visibility for a single payment, with no per-seat fees and no data locked inside a platform you don’t own.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Live overview of active listings, pipeline value, and commission forecast |
| Listings | Full property database with status, price, and key dates |
| Pipeline | Buyer and seller deals tracked by stage (New → Offer → Closed) |
| Clients | Contact database with source, budget, and preferences |
| Open Houses | Scheduler and attendance tracker |
| Commissions | Deal-by-deal commission log with totals |
| Settings | Customize stages, currency, and agent names |
Who It’s For
- Independent real estate agents managing multiple clients
- Small brokerages wanting shared visibility on deals
- Property investors tracking acquisitions and disposals
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.