Real Estate Agent CRM — Deal Pipeline, Listings & Commission Tracker
A complete Notion CRM for real estate agents — automated deal pipeline, commission & GCI tracker, listings, buyer matching, contract-to-close deadlines and 40+ AI prompts.
Run your entire real estate business from one Notion workspace. The Real Estate Agent CRM replaces the messy mix of spreadsheets, sticky notes and $30–$60/month CRM subscriptions with one connected system that tracks every lead, listing, showing, contract and commission — and actually tells you what to do next.
Why agents switch to this
Most Notion "real estate templates" are just pretty note pages. This is a working CRM: the databases talk to each other, the numbers calculate themselves, and the dashboards surface the deals that need attention today. Set it up once and it runs your follow-up for you.
What's inside — 7 connected systems
- Automated Deal Pipeline — drag deals through Lead → Showing → Offer → Under Contract → Closed, with days-in-stage tracking and "rotting deal" alerts so nothing goes cold.
- Buyer & Seller CRM — full contact records with lead scoring (hot / warm / cold) auto-calculated from source, budget and timeline.
- Listing Manager — days-on-market, price-drop history, showing feedback log and a buyer ↔ listing auto-match.
- Commission & GCI Tracker — enter sale price + your split once; commission, brokerage split, referral fees and year-to-date GCI calculate automatically, paced against your income goal.
- Contract-to-Close Coordinator — enter the contract date and inspection, appraisal, financing and closing deadlines count down for you.
- Showings & Open House — QR sign-in capture template and a built-in follow-up cadence.
- Sphere of Influence (SOI) — stay-in-touch reminders so your past clients keep sending referrals.
What makes it different (the new stuff)
- ⚡ One-tap Notion buttons — "New Lead", "Log Showing", "Move to Closing" create and route records instantly.
- 🤖 40+ built-in AI prompts — generate listing descriptions, follow-up emails, price-drop scripts and social captions right inside the workspace.
- 📊 Weekly Business Review dashboard — conversion rate, pipeline value, average commission and deals-needed-to-hit-goal, in one view.
- 🔒 Client portal share-views — share a single client's property and timeline without exposing your pipeline, commissions or other clients.
Built to actually get used
Works on the free Notion plan, on desktop and mobile. Comes with sample data so you can see how it works, a one-click way to clear it, a 20-minute video walkthrough and a written setup guide. If you can fill in a form, you can run this.
Instant download. Free lifetime updates. Duplicate it to your workspace and close your next deal from Notion.
- Complete Real Estate CRM (duplicate to your Notion workspace)
- 7 connected databases: Deals, Contacts, Listings, Showings, Tasks, Commissions, SOI
- Pre-built dashboards: Daily Command Center, Pipeline, Weekly Business Review
- Commission & GCI goal planner with split calculators
- Contract-to-close checklist with auto-calculated deadlines
- 40+ AI prompt pack (listing copy, follow-ups, social captions)
- Client-facing share views + QR open-house sign-in template
- Video walkthrough (20+ min) + written setup guide (PDF)
- Sample data you can clear in one click
This product is perfect for:
- Real estate agents & realtors (residential or commercial)
- Solo agents who want to replace an expensive CRM subscription
- Small teams & brokerages managing shared pipelines
- New agents building a repeatable listing-to-close process
- Beginners and advanced users alike
- Remote workers and digital nomads
Customer Reviews
Excellent product! Saved me so much time. Highly recommended.
This is exactly what I was looking for. Beautiful and functional.
Great value for money. Very well organized and easy to customize.