Boost Your Real Estate Business with Notion CRM: Tips & Tricks

Hi, I'm Kasie Gray, a Realtor, and I love helping other Realtors succeed in their businesses. I offer various templates for sale on my website and Etsy shop. One of these templates is designed for Notion, a powerful tool that can seem overwhelming due to its many options.

This Notion template is similar to my Trello board template, but Notion offers more depth and capabilities. While my Trello template is still available, I'm excited to introduce this Notion template, which is easy to set up and ready for you to start managing your client relationships.

As a real estate agent, tracking your clients is crucial. This Notion template is specifically designed for this purpose. It allows you to organize your clients based on their status, making it easier to manage your workflow. You can see the available statuses, such as 'pre-meet,' 'pre-list,' 'live on the MLS,' 'buyer,' 'under contract,' and 'closed.'

Each client has a card with fields to input their information, including the seller's or buyer's name, account owner (useful for teams), status, priority, mailing address, property address, pre-approval amount, expected value, contact information, initial seller consult date, client type (buyer or seller), pre-approval status, lender info, and lead source. You can even customize additional questions.

The template includes checklists for tasks during the contract, escrow, and when the property is live on the MLS. You can adapt these checklists to match your specific processes.

You can easily move cards between statuses as your clients progress through the real estate transaction. Notion's powerful search and filter capabilities allow you to find information quickly, helping you stay organized.

If you have any questions or need assistance setting up this template in Notion, please don't hesitate to reach out. This template is similar to the one I offered for Trello, which received positive feedback from over 200 satisfied customers.

Thank you for watching this video. I'm a Realtor in Northern California, just a few hours north of San Francisco. If you have any referrals, please send them my way. Feel free to reach out if you have any questions or need assistance!