Google Sheets Real Estate CRM Automation by Kresimir PeraicGoogle Sheets Real Estate CRM Automation by Kresimir Peraic

Google Sheets Real Estate CRM Automation

Kresimir Peraic

Kresimir Peraic

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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Posted Mar 28, 2025

Google Sheets CRM for real estate to manage clients, agents, follow-ups & finances.