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Capture potential clients, connect them to properties, store listing details, and manage agent workloads. These real estate crm spreadsheet templates are easy to modify and you can customize the design, the header,. A real estate crm to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more. This customizable real estate customer relationship management (crm) template gives you a 360 view of your real estate clients.
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