Real Estate CRM Template

Build a CRM powered with Airtable data to to manage all real estate business operations from one centralized platform.

Internal Tool
Client Portal
CRM
Sales

Real Estate CRM Template

Build a CRM powered with Airtable data to to manage all real estate business operations from one centralized platform.

Different access levels

Different user group permissions.

Search and Filtering functionality

Easily search and filter the listings.

Status labels

Apply labels to assets to track them easily.

Track and add deals

Manage all deals in one place.

Track notes

Attach notes to your leads to communicate progress better.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

Overview
Softr’s Real Estate CRM Template lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Real Estate CRM Template. Also, do not hesistate asking for help via our customer support chat if needed!

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