Advanced Real Estate CRM Template

The process of assisting customers in getting the most out of your goods or services is known as customer onboarding. The goal of best practices for customer onboarding is to make the process as easy, enjoyable, and productive as possible for all parties.

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Tasks Due Today/Tomorrow

• All Tasks:

  This section typically provides an overview of all the tasks assigned or scheduled, regardless of their due date.

  It allows users to see the complete list of tasks they need to accomplish, providing a comprehensive view of their workload.

• Today's Tasks:

  This category focuses specifically on tasks that are due or scheduled for the current day.

  It helps real estate professionals prioritize and concentrate on immediate responsibilities, ensuring that critical tasks are not overlooked.

• Tomorrow's Tasks:

  Tasks scheduled for the next day fall into this category.

  Having a separate section for tasks due tomorrow allows users to plan and prepare for upcoming obligations, providing a forward-looking perspective.

• Properties Assigned:

  Specifies the properties associated with the task, providing context about the real estate assets involved.

  • Status: Indicates the current status of the task (e.g., In Progress, Completed, Pending).
  • Due: Represents the original due date for completing the task.
  • Next Due: Specifies the next scheduled due date for the task, especially relevant for tasks with recurring deadlines.
  • Next Due In: Indicates the timeframe within which the next due date needs to be met (e.g., 1 day, 2 days).
  • Category: Classifies the task into categories such as marketing, client communication, property management, etc.
  • Contacts: Provides information about the contacts associated with the task. It could include the names of clients, leads, or team members involved in the task.
  • Next Tasks: Specifies the next tasks in the sequence or workflow, helping to plan and anticipate future actions.
  • Previous Tasks: Records information about the tasks that were completed or occurred before the current task.

Contact Due Today / Tomorrow & Communication

To create a comprehensive "Contacts Due" table in a real estate CRM with the specified fields, you can design a table that includes the following columns:

• Team: Indicates the team or agent responsible for the contact.
• Type: Specifies the type of contact, such as lead, client, or prospect.
• Date: Represents the date when the contact is due for action or follow-up.
• Follow-Up: Describes the nature or purpose of the follow-up action required.
• Follow-Up In: Indicates the timeframe within which the follow-up action needs to be completed (e.g., 1 day, 2 days).
• Category: Classifies the contact into categories such as lead, client, referral, etc.
• Contact: Provides details about the contact, including name, company, or any other relevant information.
• Next Contact: Specifies the date of the next scheduled contact with the individual or entity.
• Previous Contact: Records the date of the most recent contact with the individual or entity.
• Properties: Lists the properties associated with the contact.
• Purchases: Documents details about any property purchases related to the contact.
• Sales: Contains information about any property sales associated with the contact.

Sales:

This table structure provides a comprehensive overview of sales transactions, including details about the properties, owners, sources, contacts, stages, financial aspects, and communication activities associated with each sale. It enables real estate professionals to track and manage the entire sales process efficiently.

To create a comprehensive "Sales" table in a real estate CRM with the specified fields, you can design a table that includes the following columns:

• Properties Owner: Specifies the owner or owners of the properties involved in the sales transaction.
• Source: Indicates the source of the lead or opportunity that led to the sales transaction (e.g., online lead, referral, marketing campaign).
• Contact: Provides information about the primary contact person or client associated with the sales transaction.
• Stage: Describes the current stage of the sales process, indicating whether it is in the negotiation, closing, or post-sale stage.
• Open: Indicates whether the sales opportunity is still open (not yet closed) or closed.
• Won: Indicates whether the sale was successful (won) or not.
• Target Timeline: Specifies the expected or targeted timeline for completing the sale.
• PR From (Public Relations From): Captures information about the source or channel through which public relations efforts contributed to the sale.
• PR To (Public Relations To): Records the end date or culmination of public relations efforts related to the sale.
• Sale Date: Specifies the date when the sale was successfully completed.
• Rent: Indicates any rental aspects associated with the sale, such as lease agreements or rental income.
• Promotion: Captures details about promotions or marketing activities associated with the sale.
• Commission: Specifies the commission percentage agreed upon for the sale.
• Commission Earned: Records the amount of commission earned from the sale.
• Payment Due Date: Specifies the due date for commission payment or any other financial transactions related to the sale.
• Communication: Records details about communication activities related to the sale, such as emails, calls, or meetings.
• Property: Specifies the property or properties that are part of the sales transaction.

Purchases:

This table structure provides a comprehensive view of purchase transactions, including details about the properties, owners, clients, sources, stages, financial aspects, property features, contract dates, and the status of the transaction. It enables real estate professionals to track and manage the entire purchase process efficiently.

• Properties Owner: Specifies the owner of the property involved in the purchase transaction.
• Client: Provides information about the client who is purchasing the property.
• Source: Indicates the source of the lead or opportunity that led to the purchase transaction (e.g., online lead, referral, marketing campaign).
• Type: Specifies the type of purchase, such as residential, commercial, or investment.
• Stage: Describes the current stage of the purchase process, indicating whether it is in negotiation, under contract, or post-purchase.
• PR From (Public Relations From): Captures information about the source or channel through which public relations efforts contributed to the purchase.
• PR To (Public Relations To): Records the end date or culmination of public relations efforts related to the purchase.
• Annual Rent: Specifies the annual rent associated with the property, relevant for investment or rental properties.
• Commission: Specifies the commission percentage agreed upon for the purchase.
• Commission Due: Records the date on which the commission for the purchase is due.
• Looking For: Indicates the specific features or characteristics the client is looking for in a property.
• Bathroom: Specifies the number of bathrooms in the property.
• Bedrooms: Specifies the number of bedrooms in the property.
• Parking: Indicates the parking facilities available with the property.
• Contract Start Date: Specifies the start date of the purchase contract.
• Contract End Date: Specifies the end date of the purchase contract.
• Days Until Contract End: Calculates the number of days remaining until the contract expires.
• Showings: Records the number of property showings or visits conducted for the client.
• Open: Indicates whether the property is still available for purchase (open) or has been sold.
• Won: Indicates whether the purchase transaction was successful (won) or not.

Properties:

This table structure provides a comprehensive view of properties, including details about their location, ownership, type, features, listing information, and interactions with contacts. It allows real estate professionals to manage and track properties efficiently, especially in terms of their status (for sale or not) and the number of showings.

• Address: Specifies the physical address of the property, providing a clear reference to its location.
• Owner: Indicates the owner or owners of the property. This could be an individual, a company, or any other entity.
• Type: Specifies the type of property, such as residential, commercial, or investment.
• Listing Number: Provides a unique identifier for the property listing, facilitating easy reference and tracking.
• Bathroom: Specifies the number of bathrooms in the property.
• Bedrooms: Specifies the number of bedrooms in the property.
• Yard: Indicates whether the property has a yard or outdoor space.
• Parking: Describes the parking facilities available with the property, including the number of spaces.
• Other Details: Allows for additional details about the property, such as specific features, amenities, or any unique characteristics.
• Photo: Provides a space to link or upload photos of the property for visual reference.
• Contacts: Lists contacts associated with the property, which could include owners, clients, or relevant individuals involved in the property.
• Sale: Specifies whether the property is currently listed for sale or not.
• Showings: Records the number of showings or property visits conducted for potential buyers or renters.