Real Estate OS | CRM

Do More Deals By Managing Every Lead with the Real Estate OS CRM (powered by Notion).

There is a lot to keep track of in a real estate business... investors, properties, estate agents, builders, solicitors, property owners, deals, viewings, offers... the list goes on.

Which is why I've created the Real Estate OS | CRM (powered by Notion) template, to get you focusing on the important stuff - growing your business - rather than thinking how can you stay on top of all this information.

Here's what's inside:

Streamlined Dashboard

A place for you to quickly take action, capture information and know what you need to do.

Contact Database

A single source of truth for phone numbers, email addresses etc...PLUS you can share with other people in your business.

Interactions Store

Build rapport with important contacts, share info with your team members and never forget what was said with the interactions store.

Viewing Records

Keeping track of your property viewings can be an admin challenge, but with the Viewing Records you can capture info, refer back to previous viewings and manage your upcoming ones with ease.

Deal Pipeline

Got multiple deals on the go? Don't sweat - the Deal Pipeline shows you a birds eye view of everything you're working on

FAQs:

1. What is Notion?
   • Notion is an amazing app that combines multiple tools all into one, so you can focus on your most important work!
2. Who are you?
   • Hi there! I'm Andy, a real estate investor and coach based in England, UK. I've been investing in property for the past 8 years and as a former technology project manager, Notion geek and mentor to others, I know just how to help you in your technology and Real Estate journey!
3. Can I share this template with anyone else?
   • No, if you want to share this with others, please direct them to this page so they can download it themselves :).
4. Can I get help using this template in my business?
   • Of course I can help. You can book a 1hr virtual mentoring session with me here.
5. Can I ask you questions?
   • Sure. The easiest and quickest way is to send me a DM on Twitter

How to download the template:

1. Choose and click which version you want to buy

2. Continue with the checkout process and add your email

3. You’ll receive an email containing the link and be directed to the product page

4. Open the Notion link and click duplicate in the top right corner

5. Make sure to give the product a rating ;)

6. ENJOY!

Send Your Feedback or Queries by DM on Twitter