Real Estate Property Management CRM

By using Notion to build your property management CRM, you can create the custom real estate CRM that you need in your favourite tool.

このテンプレートについて

A real estate CRM can be used to manage customer relationships in the property management department of your real estate agency. The main features of your Notion CRM will be:

- Instructions on how to use the CRM
- Ability to add new contacts and store client contact information
- Track real estate property management leads from enquiry through to sale
- Track ongoing conversations with clients
- Remind your staff to follow-up clients
- Manage tasks and have tasks connected to client records
- Segment clients for marketing
- Know the status of all clients
- Keep a client dashboard
- Mobile app access so you can view your CRM when you’re out of the office
- Property details that are linked to landlords & potential renters so you can see where the interest is