CRE Transaction Management Template

Streamline your real estate marketing efforts with this customizable database template. Organize campaigns and track performance.

Are you a landlord or property manager looking to simplify lease renewal and management processes? If so, look no further than Stackby's Lease Tracker Template. It is a robust solution designed to help you efficiently manage lease renewals and rental leases, ensuring a hassle-free experience. Whether you have a single property or multiple units, this template provides the tools to stay organized and on top of your lease agreements. Now, let's dive in to uncover further details about it: What is a Normal Fee for Lease Renewal? Lease renewal fees can vary depending on several factors, such as location, property type, and local regulations. It is recommended to consult with legal or real estate professionals to determine the appropriate fee structure for lease renewals in your specific area. What is Lease Management? Lease management refers to the process of overseeing and administering rental leases. It involves lease negotiation, tenant screening, rent collection, maintenance coordination, and lease renewal management. Effective lease management ensures smooth operations and maximizes your rental property investment return. A Brief Overview of Stackby's Lease Tracker Template Stackby's Lease Renewal Template is a comprehensive tool that simplifies lease management and tracking. It provides a centralized platform to efficiently monitor and organize rental leases, ensuring you never miss important dates or overlook critical details. Who is This Lease Tracker Template for? The Lease Tracker Template by Stackby is perfect for landlords, property managers, and real estate professionals who want to manage their lease portfolios efficiently. Why Do You Need Stackby's Lease Tracker Template? Streamline lease management and organization. Efficiently track tenant information and lease details. Automate lease renewals and stay on top of expiring leases. Centralize document storage for easy access to lease-related documents. Improve organization, efficiency, and accuracy in managing rental properties. How to Use This Lease Tracker Template? Using this fantastic Lease Renewal Template is quick and easy. Sign up for Stackby, log into your account, access the template, and click the "Use Template" button to create a new stack. Finally, you can customize it exactly as you want, like adding or removing columns, rearranging tables, and configuring views. Ways to Customize Our Lease Tracker Template Here are some best ways in which you can tailor our lease management or tracker template to match your workflow: Add or remove columns to capture specific lease information. Rearrange tables to fit your preferred workflow and organization. Configure views to display relevant data and insights. Customize formulas and calculations to automate lease-related calculations. Import or add additional tables to track supplementary information. Utilize the Link Column Type to establish connections between related tables. Leverage other Link Up Types like Lookup and Aggregation for advanced data management and analysis. Tables Included in Our Lease Renewal Template Units: It helps you track the individual units or properties in your lease portfolio. Tenants: With its aid, you can maintain a comprehensive record of the tenants associated with each lease. Property: It lets you capture essential information about the properties or buildings in your lease portfolio. However, you have the flexibility to add or import additional tables depending on your unique requirements. You can even use the Link Column Type to establish relationships between tables. Ready to Level Up Your Lease Management Game? Sign up on Stackby and unlock the power of our Lease Tracker Template. Say goodbye to manual tracking and hello to streamlined lease management. Take your rental business to new heights today!

Real estate agents use the real estate transaction tracker spreadsheet template to manage and keep track of their entire real estate business. The template enables them to keep their client database up to date and manage their entire inventory pipeline systems , including their buyers, sellers and houses/properties listed. What is a Real Estate Transaction Tracker? Real estate agents use a Real Estate Transaction Tracker to manage their entire inventory system and keep track of their listings and availabi lity in the markets. The real estate transaction tracker is a free template that can be used as a management system for real estate businesses. It allows companies to view the details of their business easily from one location. Almost all real estate agents use the real estate transaction tracker or a real estate deal tracker . It keeps their entire business organized and automates processes that don't require the human element to save time. This allows them to invest that time saved in their business, thereby, helping them make more money. Why do you need a Real Estate Transaction Tracking Sheet? To keep all real estate transactions in the account, real estate managers often employ these spreadsheets as they are easy to use , provide an incredibly detailed overview about their business and also provide the latest and updated information about their inventory and the market. This helps them have a competitive advantage over others and are thus able to run their business and make profits successfully. This tracker avoids unnecessary paperwork and helps real estate agents save a lot of time and hassle. In the real estate business, it is essential to have the most up to date information about the market and their inventory; having this online tracker would enable these real estate agents to be prepared and on top of their game when running their business successfully. Overview of Real Estate Transaction Tracker Template Maintain Complete Record of All Properties The Properties table enables you to store all the details related to real state properties such as Complete address of the property (state, city, street, zip code, built year, etc.) Owner name Contract status (active, contract expired, contract in the making) Price details (sold price, start price, discount, discount price, etc.) Real estate details (total beds, total baths, heating, cooling, etc.) Buyer name Listing agreements  Competitor sheet Create State-wise Property List The States table includes the information about which property is located in which state, the total number of properties per state, and the stakeholders' list. Manage All Your Contacts in One Place The Contacts table is a mini-database to add details of all your contacts (owners, clients, brokers, servicemen, security, etc.). It enables you to keep a track of their: Phone number Associated properties Transactions Interactions and more. Keep Track of All Your Transactions This template comes with a built-in real estate translation tracker. Use the Transactions table to keep track of all the real estate transactions including the agreement cost, selling price, broker cost, loans, commission details, commission rate, etc. Keep details of all the agreement docs, loan documents, inspection brief, appraisal brief, CLUE reports, etc. Manage all Interactions in One Place The Interactions table in the real estate transaction tracker template lets you keep track of all the real estate interactions to help you nurture your real estate relationships . More Real Estate Templates from Stackby: Construction Project Management Template Contractor Time Tracker Template Real Estate CRM TemplateLease Tracker Template 

Are you tired of juggling multiple spreadsheets and documents to manage your real estate listings, agents, and companies? Looking for a streamlined solution that can help you stay organized and efficient? Look no further! Introducing Stackby's Real Estate Listings Management Template - the ultimate tool designed to simplify your real estate asset management operations. With its user-friendly interface and powerful features, this template is your ticket to seamless listings management, ensuring you never miss a potential deal. Say goodbye to the hassle and confusion, and say hello to a new level of productivity in your real estate business. Let's explore more details about this robust real estate CRM and asset management tool in the forthcoming sections: What is a CRM in Real Estate? A CRM system in real estate is a software tool or platform that helps professionals in the industry effectively manage their relationships with clients, leads, and other stakeholders. It serves as a central hub for storing and organizing critical information, facilitating communication, and streamlining various real estate processes. What is Real Estate Asset Management? Real estate asset management refers to the strategic management and oversight of properties or assets to maximize their value and achieve investment objectives. It involves acquiring, leasing, maintaining, and optimizing real estate assets to generate income, mitigate risks, and ensure long-term profitability. Digging into Details About Stackby's Real Estate CRM Template . Stackby's Real Estate Listings Management Template is an all-in-one solution that simplifies the real estate management process. It allows you to store and manage all your real estate listings, agents, and companies in one place, ensuring seamless collaboration and communication between stakeholders. With this template, you can customize fields, set up workflows, automate tasks, and visualize data in an easy-to-understand format. Who is This Real Estate CRM Template for? This Real Estate CRM or Asset Management Template by Stackby is designed for real estate agents, brokers, agencies, and property managers who want to effectively organize and manage their real estate listings, agents, and associated information. Why Do You Need Stackby's Real Estate CRM Template? Efficiently manage all your real estate listings, agents, and associated companies in one centralized platform. Streamline your workflow, enhance collaboration, and improve productivity. Showcase your properties to stakeholders and ensure effective marketing and lead generation. Gain valuable insights into your business performance, agent productivity, and market trends. Make informed decisions based on real-time data and analytics. Save time and effort by automating repetitive tasks. Stay updated on property details, pricing, availability, and status. How to Use This Real Estate Listings Management Template? Sign up for Stackby, login, and click "Use Template" to create a new stack. Now, you can customize the template according to your needs by adding or removing columns and rearranging them as desired. How to Customize Our Real Estate Listings Management Template? Below, we have listed some of the best ways in which you can tailor this real estate asset management tool to fit your specific requirements: Add or remove tables using the "Add or Import Table" button. Customize table fields by adding or deleting fields and modifying field names and types. Add or remove columns to match the data you want to track. Create filters and views to simplify data retrieval. Tables Included in Our Real Estate Listings Management Template. Listings: This table allows you to manage and track your real estate listings. It typically includes columns for property details such as photos, price, status (active, sold, etc.), listing agent, and other relevant information. Agents: Through this table, you can keep track of your real estate agents or brokers. It includes columns for agent names, contact information, specialization areas, and any other details specific to your agent management needs. Company: The Company table lets you store your real estate company or agency information. It may include columns for the company name, address, contact details, website, team members, and other pertinent information related to your business. It is important to note that while these tables are already included in the template, you can add or import them based on your unique requirements. Stackby provides a fully customizable platform, allowing you to adapt the template to suit your needs and expand your real estate management capabilities. Also, you can create links between the tables by utilizing the Link Column Type and setting the appropriate references. This linkage allows you to seamlessly access and retrieve related information across different tables. For example, you can easily view the listings associated with a specific agent or access the company details for an agent in the Agents table. Ready to Revolutionize Your Real Estate Management? With Stackby's Real Estate CRM Template, you have the ultimate solution to organize and optimize your real estate operations. This highly effective asset management template empowers you to manage your listings, agents, and companies efficiently. Don't miss the opportunity to streamline your workflow, enhance collaboration, and showcase your properties to the right stakeholders. Sign up for Stackby today and experience the game-changing benefits of our Real Estate Listings Management Template!Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker 

Keeping and managing a manual timesheet is a very tedious task. This is where the Employee Timesheet template comes into play. This template can be used to automatically record the amount of time a particular employee or worker has spent working on a particular day. What is an Employee Timesheet Template? An Employee Timesheet Template is an easy way to record the amount of time a particular employee has worked on a particular day. Businesses and companies use Employee Timesheet Templates to keep track of how long a particular spent on a specific project, role, or task. Businesses and companies also use free employee timesheets to make sure employees meet deadlines and complete tasks on time. Why do you need an Employee Timesheet Template? The employers can use an Employee Timesheet Template to calculate the amount of remuneration to be paid to the employees based on the number of hours and days worked. This template also provides insights into the length of time required to complete each task as well. With this information, managers can then allocate resources accordingly to ensure all the tasks are completed on time, without delays. Employee timesheets are also useful to know when there is a duplication of work and identify where time is wasted with unnecessary tasks. The Employee Timesheet template helps businesses and companies to manage their resources and workforce more efficiently. Who is this template for? Since this template has many uses, it is being used in various forms of businesses and companies for resources and workforce management according to their specific needs and preference. Any company that has a significant workforce can use this template. How will Stackby’s Employee Timesheet Template help you? Our Employee Timesheet is one of the easiest templates you will find to use and manage. On our template, you will find the employee name in the first column; the second column would have the exact time the employee started working, with the exact time and date. In the next column, you would find the time the employee stopped working, again in the same format, with the time and date.  Our template would automatically calculate the number of hours worked and automatically calculate the total amount of salary they have earned for that day using the rate per hour column and provide you with the exact amount. Since the entire process is completely automated, it saves a lot of time for the business or the company. You also get the option to filter and keep only specific columns as per your need or requirement. Our template also has the second window where you can get additional details about your employees, their names, their photo for identification, email address and phone number in case you would need to contact them, their particular rate per hour, amount they have earned, etc. You Will Also Find These Templates Useful: Employee DirectoryEmployee Training Plan Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management  

A contractor needs to track the employees' work to guarantee that the employees are putting in their maximum effort in the ongoing project. The Stackby Contractor Time Tracker Template is the right tool for this purpose as it allows you to record the essential details of the working team. How is Stackby’s Contractor Time Tracker Template useful? This template comes with a built-in time tracker that saves the contractor time and effort in constantly updating the employee's schedules.  The template also allows the contractor to take detailed notes regarding the job being performed and its nature. The time tracker template helps the contractor meet deadlines by helping him track the status of the task at hand and its dates of commencement and submission. It helps the contractor avoid confusion regarding the hourly/ weekly/ monthly wage of the employees. This Stackby template provides the provision to record employee contacts and communication details that improve communication between them and the employer.  The list of clients, their requested jobs, and the employees working on the task can also be maintained with the help of this template. This improves the work quality since a certain group of workers only needs to focus on one task.  The contractor time tracker template can be updated as and when required, simplifying the contractor's work.  Who will find this template useful? This is mostly beneficial for firms that accept commission on contract work for a certain period. This template can also prove useful for companies that work on big contract projects usually related to building and installing.Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker

Managing contractors efficiently across multiple projects can be overwhelming without the right system in place. Whether you’re in construction, marketing, event management, or any service-based business that works with contractors or freelancers, having a clear overview of who’s doing what, by when, and for how much is key to delivering successful outcomes. That’s where Stackby’s Contractor Tracker Template steps in—a comprehensive, no-code solution to organize your project timelines, contractor assignments, and budget tracking effortlessly in one collaborative workspace. Key Features of the Contractor Tracker Template Contractor AssignmentsEasily assign contractors to specific tasks or projects. With predefined columns for contractor name, contact details, skills, project roles, and availability status, you’ll never lose track of who is working on what. Project Timeline ManagementPlan and monitor project milestones using date columns and conditional formatting to visualize deadlines. Gantt-style views make it easy to keep project managers, clients, and contractors on the same page. Budget TrackingAdd budget estimates, approved amounts, and actual spend against each contractor or task. You can even calculate differences between projected and actual budgets using Stackby’s built-in formulas. Custom Views for Better ClaritySwitch between multiple views like Kanban by status, Calendar by due dates, or Grid for quick overviews. Filter, sort, and group your data the way you want it—no coding required. Real-time CollaborationCollaborate with your internal team or external contractors in real time. Tag team members, add comments, or attach documents directly to each row for seamless communication and version control. Automations and AlertsSet reminders, create Slack alerts, or automate follow-ups based on due dates and project status using Stackby’s automation features. Say goodbye to missed deadlines and last-minute surprises. Customizable FieldsTailor the template to fit your business—add columns for contract types, payment terms, delivery files, or any other data relevant to your workflow. Benefits You’ll Love Streamlined Operations: Eliminate scattered spreadsheets, missed updates, and multiple email threads by centralizing everything in one live platform. Clear Visibility: With structured data views, you get clarity on contractor progress, payments, and performance—perfect for reporting and forecasting. Time Savings: Spend less time managing logistics and more time focusing on execution. Automate repetitive updates and reduce administrative overhead. Improved Accountability: Everyone knows their role and deadline, improving productivity and reducing back-and-forth communication. Budget Control: Get complete oversight on what’s been spent and what’s pending, enabling tighter cost management. Who Is It For? Construction CompaniesMonitor subcontractor progress, material timelines, and costs efficiently. Creative AgenciesTrack multiple freelancers across different client campaigns, including timelines and deliverables. Event PlannersAssign responsibilities to vendors, manage event timelines, and stay on top of budgets. Tech Teams & Product ManagersManage external developers or consultants by tracking sprint timelines and delivery milestones. Startups & Small BusinessesOrganize external workforce tasks, agreements, and payment cycles without relying on expensive tools. How to Get Started Simply copy the template to your Stackby workspace and start customizing it with your own contractor data. You can integrate it with popular services like Google Calendar for scheduling, Slack for team communication, and Google Sheets for additional reporting. No prior tech skills required. Stackby’s Contractor Tracker Template is the easiest way to gain control of your contractor operations—whether you’re managing one project or many. Designed for flexibility, it grows with your business and simplifies day-to-day tracking so you can focus on delivering high-quality results. Start tracking smarter today — for free.

The interior design industry thrives on creativity, but managing multiple projects, clients, budgets, and resources can be challenging. Keeping track of every detail manually can lead to inefficiencies, missed deadlines, and communication gaps. The Interior Design CRM Template in Stackby is designed to help interior designers, architects, and design firms manage their workflow seamlessly. With structured tables, customizable views, and automation, this CRM simplifies client communication, project tracking, and budget management. Why Use an Interior Design CRM Template? Interior design professionals juggle multiple projects simultaneously. From onboarding clients and setting budgets to tracking materials and managing timelines, having an organized system is essential. With Stackby’s Interior Design CRM Template, you can: Store and manage client information in one place. Track ongoing and upcoming projects efficiently. Monitor budgets, invoices, and supplier details. Schedule meetings, site visits, and follow-ups. Collaborate with your team in real time. How This Template Works in Stackby Stackby combines spreadsheet flexibility with the power of a database. This template includes dedicated tables to help you streamline every aspect of interior design project management. Key Tables in the Interior Design CRM Template Clients – Store client details, project preferences, and communication history. Projects – Track active and completed projects, including timelines and milestones. Budget & Expenses – Keep a record of project budgets, supplier costs, and payments. Tasks & Appointments – Schedule meetings, site visits, and follow-ups. Each table is fully customizable, allowing you to add fields and automate processes based on your workflow. Key Features & Benefits Centralized Client Management Maintain a structured database of client information, including project preferences and past interactions. Quickly retrieve client details for better communication and project planning. Seamless Project Tracking Assign projects to clients, set deadlines, and track progress through different stages. Use Calendar View for timeline planning and milestone tracking. Budget & Expense Management Keep a detailed record of costs, supplier invoices, and budget allocations. Set up automation to track due payments and send reminders. Task & Appointment Scheduling Schedule meetings, site visits, and task deadlines in a structured format. Use Gallery View to visually manage ongoing project phases. Real-World Use Cases This template is beneficial for: Interior Designers & Decorators – Manage residential and commercial design projects efficiently. Architectural Firms – Track client requirements, project phases, and materials. Furniture & Home Decor Consultants – Organize supplier data, inventory, and customer preferences. Freelance Designers – Streamline client interactions and financial tracking. Getting Started with the Template Import the Template – Add the Interior Design CRM Template to your Stackby account. Customize Fields – Modify columns to fit your business needs, such as adding client preferences or material costs. Add Clients & Projects – Input client details, link them to projects, and start tracking progress. Enable Automations – Set up reminders for follow-ups, invoice tracking, and payment alerts. Collaborate & Share – Work with your team in real time to stay on top of every project.

Managing real estate transactions, client relationships, and property listings can be overwhelming without a structured system. The Real Estate CRM Template in Stackby is designed to help realtors, brokers, and real estate agencies organize leads, track sales, and streamline communication with clients—all in one place. With this template, you can manage listings, follow up on leads, maintain client records, and track deals at different stages. Whether you're an independent agent or part of a larger real estate firm, this CRM will enhance your workflow, ensuring no opportunity slips through the cracks. Why Use This Template? A well-organized CRM is essential in real estate to handle multiple clients, properties, and deals simultaneously. This Real Estate CRM Template provides: A centralized hub for managing client data, property details, and sales pipelines. Automated tracking of lead statuses, interactions, and property showings. Customizable fields to fit the specific needs of real estate businesses. Collaboration tools to share data with your team and coordinate deals efficiently. How This Template Works in Stackby The Real Estate CRM Template is structured with key tables that cover all aspects of real estate business management. 1. Leads & Clients Store contact details, preferences, and interaction history of potential buyers and sellers. Categorize leads based on their stage in the buying or selling process. Assign follow-up tasks to team members and set reminders for client meetings. 2. Property Listings Maintain a database of available properties with images, descriptions, pricing, and locations. Track the status of each property—available, under contract, or sold. Link properties to client inquiries for efficient matchmaking. 3. Sales & Deals Pipeline Monitor active deals and categorize them into stages like "Inquiry," "Negotiation," and "Closed." Track commissions, closing dates, and sales progress. Identify high-value clients and prioritize deals based on potential revenue. 4. Communication & Follow-ups Log all communication with clients, including calls, emails, and meetings. Schedule follow-ups and automate reminders to stay on top of leads. Collaborate with team members to ensure smooth deal closures. Key Features & Benefits Automated Workflow: Set up automated reminders for follow-ups and meetings to ensure no lead is missed. Pipeline Tracking: Monitor every stage of your real estate deals, from prospecting to closing. Custom Views: Use Kanban, Table, or Calendar views to organize properties and client interactions efficiently. Integrations: Connect with third-party tools like Google Calendar, email services, and real estate listing platforms. Collaboration & Reporting: Share property details and sales reports with your team to improve decision-making. Real-World Use Cases Real Estate Agencies: Manage multiple agents, track listings, and improve team collaboration. Independent Realtors: Organize leads, follow-ups, and property details without juggling spreadsheets. Property Developers: Monitor sales progress and customer interactions for newly developed properties. Getting Started with the Template Add Leads & Clients: Start by entering client details, including contact information and preferences. Manage Listings: Upload property details, images, and pricing information to maintain a structured database. Track Deals: Use the sales pipeline table to track deals and monitor sales progress. Log Communication: Keep track of emails, meetings, and follow-ups with potential buyers and sellers. Optimize & Close More Deals: Regularly review lead conversions, improve sales strategies, and automate repetitive tasks.