Free Real Estate CRM Spreadsheet Template
Track real-estate buyer, seller, investor, tenant, listing, and referral leads by source, stage, owner, value, activity, and next date.
Do this with AI
Make this real-estate CRM fit your follow-up process.
Open the workbook and ask Griddy to adapt lead types, sources, stages, owners, values, or next actions.
What is in this workbook?
This workbook has three sheets: Pipeline Summary, Leads, and Activity Log. Pipeline Summary is the quick-review surface, Leads is the editable working log, and Activity Log holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Leads for lead or property label, source, stage, owner, estimated value, last-activity date, calculated age in days, next action, and next date; log calls, emails, meetings, outcomes, and ownership in Activity Log. Age days is TODAY minus Last activity. Pipeline Summary counts leads, sums estimated value, counts leads aged more than 14 days, shows the largest owner load, and links its review rows to Leads.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Pipeline Summary fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use lead nicknames and public property context only. Do not store identity documents, financial records, access codes, or payment data. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
How to Organize a CRM in Excel
A good Excel CRM is not just a contact list. Here's how to structure leads, owners, next follow-up dates, and status so the sheet stays useful.
Read guideGoogle SheetsHow to Use INDEX MATCH in Google Sheets
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Read guideExcel & SheetsCRM Spreadsheet vs Sales Pipeline: What's the Difference?
A CRM spreadsheet tracks contacts and follow-up. A sales pipeline tracks active opportunities and what needs to close. Here's when to use each one and when you need both.
Read guideDo this with AI
Make this real-estate CRM fit your follow-up process.
Open the workbook and ask Griddy to adapt lead types, sources, stages, owners, values, or next actions.
