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Real Estate CRM

Workiom’s Real Estate CRM app provides a comprehensive tool to manage deals, clients, and properties. Centralize workflows, follow up with prospects, organize appointments, and manage property listings efficiently. Teams can streamline tasks and ensure no opportunities are missed, improving collaboration and achieving sales goals.

Use This Template

The Real Estate CRM App by Workiom offers a comprehensive tool for real estate professionals to manage deals, clients, and communications in one place. This template makes it easy to follow up with prospects, organize appointments, and manage property listings, ensuring efficiency and achieving sales targets. By structuring Sales Deals, Active Clients, and Properties into centralized lists, teams can enhance collaboration and ensure no opportunities are missed.

Why Use Workiom’s Real Estate CRM Template?

Effortless Prospect Tracking: Manage prospect data and follow up on inquiries to improve conversion rates.
Organized Client Management: Maintain up-to-date records of active clients for a better customer experience.
Efficient Property Listings: Organize properties with accurate details, including location, pricing, and availability.
Client Interaction Logs: Track all communications such as calls and messages for effective follow-ups.
Appointment Scheduling: Manage property viewings and meetings with integrated reminders through Automation feature.
Task Assignment and Tracking: Ensure seamless execution of all sales-related activities.

How to Use the Real Estate CRM Template

This app is structured to simplify managing deals, clients, and appointments. Start with the Sales Deals list to add and update ongoing deals. Manage active clients using the Active Clients list. Use the Properties list to record all property-related details. Log interactions in the Communication Log, schedule meetings and viewings in Appointments, and use the Tasks list to delegate responsibilities and ensure all tasks are completed.

Step-by-Step Guide

Sales Deals: Add all ongoing deals with details such as stage, expected revenue, and closing dates with Date field.
Active Clients: Manage client information and update their needs and preferences.
Properties: Record property details like location, pricing, and availability in Timeline view.
Communication Log: Track all calls, messages, and meetings with clients.
Appointments: Schedule property viewings and meetings with reminders.
Tasks: Assign tasks to team members and monitor their completion. Learn more about Task Management feature.

Features

Reporting Dashboards

Pie Chart: Visualize deal distribution by sales stages to analyze performance.
Stacked Bar Chart: Track task progress and appointment schedules for efficient management.

Views & Visualization

Table View: Access detailed information on all deals, clients, and properties.
Calendar View: Monitor deadlines and scheduled viewings to manage time effectively.

Get to know all supported views in Workiom.