Real Estate Sales Pipeline (CRM)
About this template
Key features include:
- Real Estate Pipeline is a comprehensive system for managing leads and tasks in a real estate business
- The pipeline includes various database views such as Tasks, Calendar, Meetings, and Follow Up for efficient organization
- There's a dedicated view for Priority Leads, allowing focus on high-potential clients
- The system categorizes leads into different segments: Off-Plan, Secondary, Archive, Future Prospect, and Completed
- A Mini CRM with Email Templates is integrated, likely for streamlined communication with clients
- The layout is designed for full-width viewing, suggesting a focus on comprehensive information display
This template provides a structured approach to managing the entire sales process in real estate, from lead generation to deal completion.
