Real Estate Agent CRM

Run your whole practice from one Notion workspace — and own the system outright. The Real Estate Agent CRM is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Contacts, Listings, Showings, a Pipeline, an Invoices/Commissions Log and Tasks, plus a live Dashboard that shows which listings are live, what showings are ahead, which deals are moving and who owes money at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including money-log Total with tax, Balance Due, an automatic Overdue flag that counts the days, and a Logged Total rollup that reads each deal’s invoice and commission rows in one number. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (a buyer and a seller, two listings, showings, two deals and money rows whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. A Showings database ties every showing to its buyer and its listing — the record agent CRMs leave in a phone calendar. Records and organisation only: the guide holds no advice content of any kind, and commission figures appear only inside the fictional sample chapter.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.