What is included
- Connected contacts, properties, deals and follow-up records support an agent's working pipeline.
- Deal stages feed weighted-fee estimates, while actual and received fees are recorded separately.
- Dashboard alerts highlight overdue follow-ups and open deals missing a next action.
- Includes Google Sheets and a separate Excel 365 for Windows workbook; forms, linked-list tools and script actions are Sheets-only.
Based on the Etsy listing reviewed October 28, 2026. Check the current listing for any later changes.
What to prepare
For the workflow this product is designed around, gather:
- Client and lead references
- Current contact or transaction-stage notes
- Commission records and their supporting references
A practical way to use your records
Use one consistent reference for a client or transaction and update contact notes while they are current. Keep expected commission figures distinguishable from confirmed records. Review follow-up work alongside the relevant lead information before your next contact.
A worked example
Fictional example: a real-estate professional keeps a buyer inquiry, an active client task and a commission record distinct.
- Lead R-01
- Property preferences still being clarified
- Client R-02
- Viewing follow-up agreed for Friday
- Commission record
- A separate documented transaction reference
- Record the next action and current stage for each lead or client, using only appropriate information.
- Keep commission entries tied to their supporting transaction records rather than inferring earned income from a lead's pipeline stage.
Result: The CRM review separates prospecting work, client follow-up and transaction records. The example does not assume automatic property-feed integration, completed transactions or a particular commission agreement.
Fictional figures explain the workflow; they do not represent customer results or guarantee particular template fields. See the included features above and the current Etsy listing.
A closer look at Real Estate CRM and Realtor Client Tracker for Google Sheets & Excel
Additional previews from this product's Etsy listing. Open any image for a larger view.
Questions about this product
Does this include commission tracking?
Yes. Lead, client and commission tracking are included.
Is this a rental-property management ledger?
No. This item is focused on realtor lead and client records. Rental-property and tenant-ledger tools are separate products.
Which spreadsheet formats are listed?
This product is described for Google Sheets and Excel. Confirm the included files, software requirements and delivery instructions on its current Etsy listing.
