Free tools in the real estate CRM

Free tools in the real estate CRM. These tools run in your browser. An uploaded file or a generated document is not sent. Reset the page to clear the work.

• Activity countsCalculate descriptive activity counts/rates from entered figures; handle zero denominators
• Buyer briefGenerate a buyer brief from supplied criteria
• Contact CSV checkerCheck uploaded CSV fields and duplicate candidates; export a corrected file
• CRM requirements briefGenerate a CRM requirements brief
• Follow-up plannerGenerate an editable follow-up schedule from an enquiry type and date
• Prospect readiness checklistProvide an editable prospect-readiness checklist; no predictive probability claims
• Property factsheetGenerate a property factsheet without inventing details
• Pipeline spreadsheetExport a configurable pipeline spreadsheet
• Seller intakeGenerate a seller intake brief
• Viewing reportGenerate a viewing report from notes and next actions