Simple Real Estate Client Tracker

This Notion template is designed to help you track and manage your real estate clients and interactions in an organized, efficient way.
About this template

This Notion template is designed to help you track and manage your real estate clients and interactions in an organized, efficient way. It includes two main databases: Clients and Interactions, as well as views that will allow you to quickly access important information and tasks. This guide will explain each database, its fields, and offer tips for using the template effectively.

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Ratings & Reviews

great template
so helpful in organizing! best free CRM template I have found
E

Evangelina · Mar 19, 2025

Simple + User Friendly
This template is super easy to customize to my current business. I don't have a robust clientele list and therefore don't need a heavy duty CRM. This template is exactly what I needed.
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Pumehana · Feb 28, 2025

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