Real Estate Agent System - Real Estate CRM with Pipeline, Listings, Deals & Commission Tracking

Your CRM costs $300/month. Your leads still live in a spreadsheet.

You're paying for real estate software that promises "complete pipeline management." Meanwhile, you're tracking follow-ups in your Notes app, deals in a Google Sheet, and commission calculations on a napkin.

Three leads went cold last month because you forgot to call back. You're not sure which listings are actually active. And "when did I last talk to that investor?" requires 10 minutes of email archaeology.

Real Estate Agent OS is a complete Notion system that replaces your expensive CRM. Contacts, leads, listings, deals, tasks. All connected. All calculated. All in one workspace.

No per-seat pricing. No monthly subscription. Just a system that actually works.

What changes:

→ You see exactly which leads need follow-up today. Not buried in a list. Surfaced automatically. → SLA monitoring flags leads going cold before they're gone. Recency bars show who's been waiting too long. → Commission calculates itself. Gross, net, expenses. No more napkin math at closing. → Every contact links to their deals, listings, and lead history. Full picture in one click. → Days on market, conversion timelines, and pipeline value track without manual updates.

What's inside:

5 connected databases:

Contacts | Complete CRM segmented by type (Buyer, Seller, Investor). Email, phone, and bidirectional linking to every deal, listing, and lead interaction.

Leads | Full pipeline from New to Converted. Touch date tracking, SLA monitoring, source attribution (Referral, Website, Portal, Social Media), automated next-action calculations.

Listings | Property management with square footage, pricing analytics, days on market, image attachments, status progression (Active → Under Contract → Sold).

Deals | Transaction pipeline with stage tracking (Active → Under Contract → Closing → Closed). Commission calculations, expense tracking, buy-side/sell-side classification.

Tasks | Real estate-specific activities (Call, Meeting, Showing, Admin). Due dates, overdue flags, linked to relevant leads and deals.

5 operational pages:

Daily Cockpit Your command center. Today's lead follow-ups, current tasks, overdue items, weekly closings. Smart filtering shows exactly what needs attention now.

Leads Pipeline Three views: Inbox for new leads needing triage. Kanban for pipeline visualization. Age timeline for conversion analysis.

CRM (Contacts) Segmented views for Buyers, Sellers, and Investors. Specialized relationship management by client type.

Listings Hub Gallery view for browsing properties. Active listings tracking. Under-contract pipeline management.

Deals & Execution Deal pipeline board by stage. Weekly closing focus. Integrated task calendar for execution tracking.

Built for real estate operations:

• Commission calculations with gross/net and expense tracking
• SLA monitoring with visual recency bars
• Days on market and conversion timeline tracking
• 360-degree contact view (every interaction, every deal, every listing)
• Time-based filtering for daily workflow optimization

Technical details:

• Proper database relationships with bidirectional linking
• Formula fields for business calculations
• Professional field types (email, phone, full datetime support)
• Synced navigation across all pages
• Filtered views optimized for daily operations

This is for:

• Individual agents tired of paying $200-400/month for bloated CRM software
• Small teams who need shared visibility without enterprise pricing
• Agents who already use Notion and want their business data where they actually work
• Anyone managing 10+ active leads and multiple listings simultaneously

What's included:

• Complete template with all 5 databases configured
• Pre-built views for daily operations
• Getting Started guide with setup instructions
• Data migration methodology
• Relationship configuration guidance

Works on Notion free plan. No external integrations required.

Your leads deserve follow-up. Your deals deserve tracking. Your business deserves better than a spreadsheet.