Real Estate CRM
All-in-one Notion Real Estate CRM Template designed for real estate agents, brokers, and agencies.
Manage clients, properties, deals, viewings, agents, and revenue — all in one smart, connected dashboard.
Perfect for professionals who want to stay organized, save time, and close more deals.
Secure checkout and instant download via Etsy.
Take full control of your real estate business with this Notion Real Estate CRM Template — a complete system built to simplify your workflow, boost productivity, and help you manage every part of your business in one place.
This powerful, easy-to-use workspace allows you to track your clients, agents, properties, viewings, deals, and revenue — all connected to a central Dashboard that gives you a clear overview of your daily, weekly, and monthly performance.
Whether you’re managing multiple listings or following up with clients, this template keeps everything structured, visual, and accessible from anywhere.
What’s Included:
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Dashboard: Overview of all your business metrics, deals, and upcoming tasks.
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Clients: Track buyers, sellers, and leads with notes and contact details.
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Agents: Manage team performance, assignments, and active deals.
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Property Listing Sheet – A detailed database for managing every property in your portfolio.
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Viewings: Schedule and track all property showings.
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Deals / Contracts: Monitor progress from offer to close.
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Tasks & Reminders: Stay on top of daily priorities.
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Revenue Tracking: Calculate commissions and income in real time.
- Properties: Add listings with photos, prices, and key details.
✨ Perfect for:
Realtors • Brokers • Real Estate Agencies • Property Managers • Solo Agents
Additional information
| Type | Digital Product (Notion Template) |
|---|---|
| Category | Business / Productivity / Real Estate |
| Delivery | Instant Digital Download (via Notion link) |
| Software | Notion (Free account compatible) |
| Format | Editable Template |
| Usage | Real Estate CRM, Property Management, Client Tracking, Commission Calculator |
| Skill Level | Beginner friendly |
| Language | English |
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What our users say
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As a complete Notion novice, this has been brilliant. It gives me a starting point to customise to exactly what I need. I am still very much learning and working out what I need from Notion but Lina’s template is easy to navigate and is already making life easier! Also, her customer service is amazing!
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Great quality and exactly as described. Everything looks clean and well-made. Very happy with the purchase.
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I bought this CRM Notion template and honestly loved the structure – it was already super solid. I realized there were a few features I personally needed, so I reached out to the creator… and the customer service was AMAZING. They added everything I asked for and customized it so perfectly that it now fits exactly what I need. Truly above – and – beyond support. Great template, great experience, and fantastic service. Highly recommend!
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Easy to use on Canva. Love the lay out.
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I had an issue with the link. She was quick to respond with an updated link! Love the template!
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Loved the clean structure of this template! It’s simple and very useful. Great for organizing clients. Highly recommend!❤️👍🍀
Frequently Asked Questions
How will I receive my template?
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Is this template editable?
Yes. You can fully customize text, colors, layout, and images to match your brand and needs.
Do I need a paid account?
Some templates may require a paid Notion/Canva plan for full functionality. Please check the product description for details.
Can I use this for client work?
Yes – you can use the template for personal or client projects. Reselling or redistributing the template itself is not allowed.
Do you offer refunds?
Due to the digital nature of the product, refunds are not available. If you experience any issues, please contact support.
I’m new to Notion / Canva - is this beginner friendly?
Absolutely. Each template includes clear instructions so you can start using it immediately.
How do I apply the 10% discount code?
Enter the discount code at checkout before completing your purchase.
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