CRM Real Estate Showings
Schedule visits to your properties for sale or rent and see the likelihood of a match
Effortlessly manage property showings with this intuitive template. Simply register the client, property details, and viewing schedule and let the system do the rest. Instantly see if the property meets your client's requirements with real-time "match" or "no match" indicators based on key criteria such as number of bathrooms and other features. Plus, you get a complete score so you can make smarter decisions faster. Save time, increase efficiency, and close deals faster.
Screenshots
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Key Features
- Properties: Effortlessly manage every detail of your properties, from availability and address to photos, competitive pricing, number of bedrooms and bathrooms, pet policies, parking options, size specifications, and property conditions, among others.
- Showing Schedule: Track property showings with details such as status, scheduled date, property, client, and a matching formula to evaluate client requirements against property features.
- Clients: With a comprehensive client database, you can easily keep track of their contact information, preferences, and budget to ensure personalized and efficient service. Maintain a complete record of your clients and their specific requirements so you can tailor your offers to their needs.
- Owners: Keep track of property owners with details such as full name, type (individual or business), phone, email, and total number of properties owned.
- Tasks: Make sure you never miss a task with a dedicated database to track and manage all your to-dos.
For Whom?
- Property Owners
- Individual Real Estate Agents
- Real Estate Agencies
Databases Included
- Properties: Keep track of all your properties, their unique features, and relevant details.
- Property Types: Categorize your properties efficiently for easy search and management.
- Owners: Maintain a database of property owners and their contact information for seamless communication.
- Schedule: Stay organized with an integrated calendar that ensures smooth coordination of viewings and appointments.
- Clients: Capture and store client information, preferences, and requirements for a personalized experience.
- Tasks: Manage and prioritize your real estate tasks efficiently, ensuring nothing falls through the cracks.
Format
Notion Template
