Real Estate Transaction Manager Template and Sales Pipeline CRM for ClickUp

This is a 🎉 full featured real estate transaction manager, sales pipeline, and CRM for ClickUp.

This templates are the product of over 15 years of real estate experience and lead management. All formulas you will need are already programmed into the templates so you won't need to know how to do any coding in order to start applying them to your real estate business.

Once you install the template you can start working immediately. The template fee is only paid one time, so there are no recurring other fees for the templates. You would only be paying for the cost of ClickUp (which is nominal).

💵 This is a huge savings of other real estate transaction manager systems which are not customizable at all and require a high recurring monthly fee.

Once you have made your purchase you will be forwarded to the thank you page that will contain the link to your template which you will then be able to duplicate to your ClickUp Spaces.

Feel free to email me with any questions before purchasing!

Why Do You Need This?

This real estate transaction manager, task manager, and contacts/leads CRM and sales pipeline is easy to set up and start using right away. It is intuitive and efficient and will increase your productivity, organization, and ability to work with other team members.

If you are a Realtor or real estate agent you need a transaction management system. Many brokers do not include an in house transaction manager and if they do it is definitely not customizable to your own sales process. If you change brokers then you have to learn a new system or then make one out of thin air. You will not be able to transport or migrate your data and will lose your transaction data if/when you leave.

💵 Having your own transaction management system that you have customized and own yourself allows you the freedom to manage your deals using your own unique sales process and easily designate work duties to your assistants and team members. ClickUp as a platform is very affordable and reliable as well as time tested.

💵 Purchasing this ClickUp Real Estate Transaction Manager Template will give you immediate access to a fully functional real estate transaction management system and sales funnel that will help you take prospects from new contacts to closed sales efficiently and effectively.

No need to scatter your energies trying to manage life and business over dozens of apps. Having your real estate dashboard inside your ClickUp "second brain" lets you manage your business while having all of your other life projects in one easy to access app across your computer, mobile device, and tablet.

Why Build Your Real Estate Transaction Manager on ClickUp?

✅ ClickUp has a unique mix of simplicity, flexibility and function that is unmatched by other systems. It gives you the ability to take advantage of the power of databases without having to do any programming. ClickUp allows you to work seamlessly with teammates and share duties and tasks with select individuals.

✅ ClickUp is an excellent tool for building pipelines and sales processes and the app integrates well with other apps and even has an API.

✅ You will have near endless possibilities for expanding the system to meet your exact custom requirements.

✅ ClickUp is one of the best tools for building your "second brain". You can use ClickUp to keep track of nearly everything in your life, including other projects. Work from one central app that gives you the ultimate control and flexibility over how you organize your life and your processes.

✅ Use the same ClickUp account to keep track of receipts, expenses, daily reminders, habit tracking, fitness tracking, and so much more. No more needing to switch in and out of apps which increases friction and distractions and reduces productivity.

This Template Features:

🟢 Real Estate Transactions Management Template: Contains links to all the included databases and views. Fully integrated real estate transaction database, task manager and contact database and leads pipeline.

🟢 Real Estate Transaction Manager: Fully functional real estate transactions database and deal pipeline. This task manager is built from the ground up from a decade of experience in real estate. Includes all fields you will need to manage your transactions from the lead stage all the way to closing, and even post closing activities like client retention activities.

All of the formulas you need to calculate days on market, commissions, inspection dates and days left to closing, days left to loan approval, and more are built in already. There are even fields for transaction fees, rebates, concessions, referral fees, and other deductions to commissions.

You will be able to easily see at a glance where the transaction is at, what needs to be done, what has been done, and what is left to do. All relevant contacts are connected to the transaction inside the transaction card.

Every single real estate transaction is unique and special and presents special circumstances and challenges. This system has a place and field for anything you can think of. You have the ability to add fields if you find there is something else you want to keep track of.

Never lose track of the details of a transaction again. Includes excellent file management native to ClickUp.

🟢 Commissions View: See your sales pipeline with calculations which can be filtered by date and many other fields so you can accurately track your sales goals, advertising effectiveness, referral sources, and more. See your income at a glance.

🟢 Leads and Customer Management: Using this system you will be able to take a new contact all the way from your sales funnel through your sales process using timelines, KanBan boards, list views, calendar views, and more. Create to-dos, tasks, and subtasks.

The tags and lead stages are all fully customizable and leads can be filtered for easy viewing and "working", and views of leads are fully customizable so you can see the lead contact info from the main lists very easily, click to call, click to email, and more. Once your lead is converted to a transaction you will track the property as a transaction in the transaction manager.

You will be able to create all kinds of customizations such as sending the client an email when the status changes, for example, to "Passed Inspections". These statuses are fully customizable and you can create near endless integrations using your Integromat/Make account. Integrations are not necessary but they are one of the reasons ClickUp is so powerful for real estate agents.

You will be able to assign team members to specific transactions and tasks, leave comments on leads so you have full history of the communications, and more. Comments, notes, to-dos, lead templates, and more.

🟢 Contacts Database and Company Databases: Keep track of all your contacts whether they are a client or a vendor. This system also allows you to keep track of which clients are connected to each other.

In real estate you are often working with more than one contact for each transaction and this system allows you to keep track of which clients are connected to each other and which transactions and tasks are connected as well.

• Yes, you can import contacts you already have and match fields to the database, add new fields, modify fields, etc. It's easy!
• Yes, you can export contacts and leads to other systems.
• Yes, you have the ability to auto-import contacts from other systems such as iOS and Android, Excel, Facebook Leads, and more. (this is doable using IFFFT, Integromat, the API, etc.)
• Relational fields allow you to see which contacts are related to which tasks and transactions.

🟢 Custom Integrations and workflows: Purchase plan packages that include integrations and you can do things like connect your Facebook leads to the Real Estate Leads database and send automated emails to yourself and your team members.

You can automate the process of adding contacts to your CRM when you add them to your cell phone. No more double or triple adding new contacts to various follow-up systems!

Create automations that send texts or emails to a customer when certain milestones are completed in their transaction or when items are needed for them to act on.

• Integrations are available in Integromat and Zapier and some utilize IFFFT. The automations are only limited to what is possible inside the integrations software you have decided to sign up with.
• Automate Do Not Call scrubbing against the Do Not Call Registry for live lead transfers which can be set up to import automatically into your Real Estate Transactions Database.
• Create custom scenarios and you can contact me for additional integrations if the ones you are looking for would need more steps than the ones listed in the packages that include integrations.

🟢 Custom Branding: You can customize the look and feel of your transactions dashboard.

🟢 Create and share process checklists: Keep you and your assistants on track with your process so that tasks don't fall through the cracks. All your assistant has to do is create a ClickUp account and be added to your workspace and he or she will be able to access team functions inside your workspace in ClickUp.

🟢 Built in English for the US real estate market (but may be applicable to other countries as well).

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Please Note: Since ClickUp templates are shared by being duplicated to your workspace I operate a no-returns policy on my ClickUp templates - any concerns please email me before downloading. Any additional sales taxes for your state or country are added by Gumroad at checkout. :)

***Pricing does not include the cost of other software that you would like to connect to ClickUp. This may include but is not limited to the integrations software itself, messaging software such as Twilio, telephony software such as RingCentral, Newsletter software such as Constant Contact, Mailerlite, Mailchimp, et. all, email software such as Gmail, Microsoft, or any other third party software.

***Pricing options are licensed for the number of workspaces you select in your plan purchase. Copying or sharing of the templates are strictly prohibited without purchasing applicable licenses.

***Template creator/seller cannot be held responsible for your data handling, accuracy, edits, imports, exports, or any other losses related to your own use of the duplicated templates once copied to your own workspace. By purchasing and duplicating these templates, purchaser agrees that the template creator/seller is not responsible for any losses incurred in their use or misuse whatsoever. Purchaser maintains full responsibility of their own data and customizations, edits, and any other responsibilities involved with their business and the use of software including any third party software such as ClickUp or any software integrated within their ClickUp workspaces. The purchase of these templates does not include support except where noted in the product description.