Dreamrise Real Estate CRM – Ultimate Google Sheets Template for Brokers & Agents

Description

Supercharge Your Real Estate Sales & Never Miss a Lead Again! 🚀

Are you tired of losing track of your client follow-ups, site visits, and bookings? Say goodbye to messy notebooks and expensive monthly CRM subscriptions. The Dreamrise Real Estate CRM is a powerful, ready-to-use Google Sheets template designed specifically for real estate professionals, agents, and brokers.

Manage your entire sales pipeline, track daily follow-ups, and close more deals—all from a simple, automated Google Sheet!

🌟 Key Features:

• 📊 Automated Dashboard: Get a bird’s-eye view of your business. Instantly see Total Leads, Today’s Follow-ups, Overdue Leads, Site Visits, and Bookings at a glance.
• 🗂️ Master Lead Management: A centralized database to store all your client details (Name, Phone, Email, Status, and Notes).
• 📅 Smart Follow-up Tracker: Automatically separates ‘Today’s Follow-ups’ and ‘Overdue Follow-ups’ so you know exactly who to call every morning.
• 💬 WhatsApp Integration: Built-in WhatsApp columns to quickly message your clients with a single click.
• 📝 Detailed History Log: Keep a complete record of every interaction, call, and meeting in the ‘Follow-up History’ tab.
• ⚙️ Fully Customizable: Easily modify lead statuses (e.g., Interested, Site Visit Scheduled, Booked, Not Interested) in the Settings tab to match your workflow.

💡 Why Choose This Template?

• No Monthly Fees: Pay once and use it forever!
• Beginner Friendly: No coding or technical skills required. If you can use basic Excel, you can use this.
• Cloud Access: Access your CRM from anywhere—on your laptop, tablet, or mobile phone via the Google Sheets app.
• Highly Secure: Hosted on your own Google Drive. You have 100% control over your data.

📥 What You Will Get:

Upon purchase, you will instantly receive a PDF/Link containing the access link. Simply click on “Make a Copy” and the CRM will be saved directly to your Google Drive, ready to use!

Start organizing your leads and boosting your real estate sales today!External Image For post: 21