Google Sheets Real Estate CRM Automation
Google Sheets Real Estate CRM Automation
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Google Sheets CRM for real estate to manage clients, agents, follow-ups & finances. Data is entered via Google Forms, supporting both new entries and updates to existing ones (status, budget, notes, etc.). Unique IDs are auto-generated, and dropdowns help manage names. Automated email reminders trigger based on key dates (1 day, 1 week before, etc.) and when project status changes. A central dashboard provides real-time KPIs and overviews of client sources, satisfaction, agent performance, and transactions.
Google Sheets CRM for real estate to manage clients, agents, follow-ups & finances. Data is entered via Google Forms, supporting both new entries and updates to existing ones (status, budget, notes, etc.). Unique IDs are auto-generated, and dropdowns help manage names. Automated email reminders trigger based on key dates (1 day, 1 week before, etc.) and when project status changes. A central dashboard provides real-time KPIs and overviews of client sources, satisfaction, agent performance, and transactions.
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