Description
Setup Guide & Full Tour
Run your real estate business from first enquiry to commission cheque in Notion. Real Estate Agent CRM is built for solo agents and small teams: every lead, listing, showing, open house, offer and follow-up in eight connected databases, with your net commission after the brokerage split worked out on every deal.
Who it’s for
- Solo buyer's and listing agents
- Small real estate teams
- New agents who want a pipeline and follow-up habit from day one
What’s inside
- Leads & Clients: buyers and sellers with source, stage (New, Contacted, Nurturing, Active, Under contract, Closed, Lost), budget, pre-approved, last contact, next follow-up and an automatic overdue / today / upcoming flag
- Properties / Listings: list price, status (Coming soon, Active, Pending, Sold, Withdrawn), seller, listing date and days on market that counts itself
- Showings: date and time, property, client, interest level and feedback for the seller; calendar and upcoming list
- Open Houses: date, listing, sign-ins count and follow-up done
- Open House Sign-ins: every visitor, has agent yes/no, buying timeframe, follow-up status and a link to turn them into a lead
- Offers & Deals: offer price, status, accepted date, closing date, sale price, commission %, gross commission, brokerage split % and net commission, plus days to close
- Follow-ups & Tasks: due date, overdue flag, linked lead or deal, done checkbox
- Marketing & Lead Sources: spend per source with leads count, closed clients, cost per lead and cost per closing
- Front page: pipeline board, showings calendar, follow-ups due, listings and open houses, and a net-commission-by-month chart
- Start Here: Step-by-Step Guide inside the template, with a 2-minute Notion basics section and an FAQ
- Fictional sample data so you can see how everything works before adding your own
How it works
Add a lead, book showings against your listings and log offers as they come in. Follow-ups flag themselves as overdue, days on market count up, and every closed deal shows gross and net commission, which rolls into the net-commission-by-month chart.
Built-in automations
Four database automations stamp the date for you: when a lead's Stage becomes Contacted, Contacted on is filled in; when an offer is Accepted, Accepted on is filled in; when a listing is Sold, Sold on is filled in; when you tick a task Done, Done on is filled in.
Set up in 3 steps
- Open the template link in your PDF and click Duplicate to copy it into your own Notion workspace.
- Open Start Here and follow the setup: add your own details and clear the sample data when you’re ready.
- Work from the front page every day and use the weekly checklist in Start Here to keep everything up to date.
What you get
- The Notion template (instant download: a PDF with your duplicate link)
- Setup Guide PDF with a step-by-step walkthrough and FAQ
- Start Here guide inside the template
- Video walkthrough: setup guide and full tour (at the top of this page)
Free plan
Works on the Free Notion plan. The built-in automations are Notion database automations, which run on paid plans (Plus and up). On the Free plan they pause and you fill those dates in by hand; every database, formula and view still works. Desktop, web and the Notion mobile app.
Please note
Commission figures are examples; check your brokerage agreement and local rules. This is an organising tool, not legal, tax or financial advice.
Digital product: nothing physical is shipped. Sample data is fictional.
Notion is a trademark of Notion Labs, Inc.; this is an independent template by Create Digital Tools (createdigitaltools.com).
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