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Simple Notion CRM Template
p/simple-notion-crm-template
A lightweight alternative to CRM software, built in Notion
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Rich Peterson

Notion Real Estate Sales CRM — Manage properties, buyers, sellers, notes & tasks in Notion

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Use this simple Notion template to manage your real estate agency's goals, sellers, buyers, tasks, notes and properties. Use connected databases to better manage your data.
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Rich Peterson
Maker
Hello PHer's! This template was fun to create. The template is set up in the following way: - Goals section – set the monthly goals for yourself and your team - Seller section – add buyer’s contact details, their interest level, their Next Contact Date, the expected fees from the sale of their property and more. You’ll also be able to see the Properties, Notes & Tasks connected to the Seller (using Notion Relation fields) - Buyer section – add similar details to buyers but with status customised to the buying process steps. - Tasks section – create tasks, assign to team members and connect to buyers or sellers - Notes section – create notes and connect to buyers or sellers - Properties section – add properties being sold (displayed visually in a gallery-style view) and connect to the person selling the property and potential buyers Got questions? Let me know.