"Keep it simple, stupid!"

The world is being bogged down by CRMs. I know from experience–I have tried many. Most are not too bad, but clearly were not designed by someone who understands the industry. Others become so over-complicated by features that the actual intended function is crushed.

Some are just bad. Nearly all of them are overpriced–especially when intended to cater specifically to Realtors.

If you're looking to try something simple, cheap, and clean, utilizing Excel or Google Sheets may be an excellent place to venture. Fully customizable with minimal know-how of the program, printable, easily erased or saved for posterity–the benefits go on. While Excel may lack the functionality of other CRMs (AI, integrated calling and emailing, newsletters, etc.), it is a back-to-basics approach that can be more powerful than you think.

Google Sheets on IPhone – Simple CRM for Realtors Template

After all, your CRM does nothing for you if you don't use it. So, keep it simple.

This template provides 3 pages.

  1. Contact List: Keep track of all your contacts, from past clients to vendors to other agents in your network.
  2. Active Sellers & Active Buyers: Stop letting people slip through the cracks. Keep this page updated–print it out daily–keep it in mind. It will help you make sure that none of your clients are going unnoticed.
  3. Transaction Tracker: Just what matters, and just what you need in a transaction tracker. Important deadlines, notes, and volume. Keep it clean and simple.
Simple Excel CRM Template for Realtors

Members & Subscribers, Download the Template For Free Below, available for Google Sheets and Excel. Free to all subscribers of Bellamy House.