Real Estate CRM Spreadsheet Template

Track real estate leads, contacts, and deals with this free CRM spreadsheet template. Stay organized, follow up, and close more deals.

Upgrade to a Real Estate CRM App

Download the free Real Estate CRM Template app to track your sales pipeline, log interactions, and manage your leads from first contact to closing — all in real time.

Track All Your Leads
Track All Your Leads

Store contact info, property interest, source, and stage of every prospect in one place.

Manage the Sales Pipeline
Manage the Sales Pipeline

Monitor progress across key stages like new lead, showing, offer, under contract, and closed.

Follow Up with Confidence
Follow Up with Confidence

Use built-in fields for last contact, next step, and notes to keep follow-ups timely and effective.

Stay Organized and Focused
Stay Organized and Focused

Filter leads by status, location, rep, or property type to focus on what matters most.

Why Do You Need a Real Estate CRM App?

Pipeline View
Pipeline View

Visualize where each lead stands in your process — from inquiry to close.

Activity Logging
Activity Logging

Track calls, emails, showings, and tasks to keep communication organized.

Lead Source Tracking
Lead Source Tracking

Identify which marketing channels bring in your highest quality leads.

Follow-Up Reminders
Follow-Up Reminders

Never let a deal go cold — stay on top of next steps with built-in reminders.

Custom Filters & Tags
Custom Filters & Tags

Segment contacts by region, budget, interest, or timeline for smarter outreach.

Performance Insights
Performance Insights

Review closed deals, lead-to-sale conversion, and other KPIs with live dashboards.

Ready to Go Beyond Spreadsheets?

Upgrade to a full real estate CRM system. Manage leads, track interactions, and close more deals — all without switching tools or relying on scattered spreadsheets.

Get Started with Tadabase’s Free Downloadable Spreadsheet Template