Real Estate CRM + Live Dashboard is a CRM built for real estate agents and small teams. You get a ready-to-use Excel workbook and a live web dashboard your whole team can open on a phone, tablet or computer. One-time price, no monthly subscription.
Why real estate owners outgrow spreadsheets and sticky notes
An agent's business is relationships and deadlines. Miss a follow-up and a past client lists with someone else. Miss an inspection or financing date and a deal falls apart.
- Past clients and leads who stop hearing from you
- Contract deadlines tracked in your head or your inbox
- Not knowing what GCI is really pending
What the live dashboard shows
Open it on your phone and see GCI earned and pending, closings, follow-up compliance and what needs attention today. It updates when you or a teammate loads the workbook, and everyone on your team sees the same numbers.
What it tracks
- Client database for buyers, sellers, investors and renters
- Pipeline with commission %, brokerage split, projected and weighted GCI
- Contract-to-close tracker for inspection, appraisal, financing, walkthrough and closing
- Follow-up tracker with overdue alerts
- Lead sources and what they turned into
Three ways to get started
Do it yourself: $97
Download the workbook (blank and sample versions), follow the Start Here tab and unlock your live dashboard. Includes 3 team seats.
Done for you: $997
We import your customer list (up to 1,000 rows), set your stages, team, goals and branding, then walk you through it on a 30-minute call. Includes 10 seats and 30 days of email support.
Custom build: from $3,000
For more than 25 people, everyone editing their own records online, or connections to software you already use. Fixed quote in writing before any work starts.
Need more people on your team? Add 5 seats for $199, up to 25.
Questions
Is there a monthly fee?
No. You pay once for the CRM. The live dashboard and your team seats are included.
What do I need to use it?
Microsoft Excel or Google Sheets for the workbook, and any web browser for the live dashboard.
Who can see my numbers?
Only the people you add to your team by email. You can remove someone at any time and their access ends.
Is this for a single agent or a team?
Both. A solo agent uses it alone; a team lead can add agents with team seats and see everyone's pipeline.
Can customers pay online through it?
Not yet. Online invoice payments are in testing and planned for our CRMs. Today you track invoices and what's owed.
See every industry on our business software page, or our custom apparel for real estate businesses.