Interior Design CRM Template

Commercial Real Estate (CRE) Transaction Management refers to the process of overseeing and facilitating various aspects of commercial real estate transactions. This includes the buying, selling, leasing, or financing of commercial properties such as office buildings, retail spaces, industrial facilities, and multi-family residential buildings. What if we say that now you can manage your CRE transactions with a simply customizable template? Stackby's CRE Transaction Management Template is a sophisticated and adaptable tool designed to streamline the management of commercial real estate transactions. With its user-friendly interface and customizable features, this template offers a seamless solution for professionals in the real estate industry to efficiently organize, track, and analyze transactions. Key Features of Stackby's CRE Transaction Management Template Customizable Interface The template provides a highly customizable interface that allows users to tailor the layout and structure according to their specific requirements. Whether it's adding new columns, adjusting filters, or modifying views, users have the flexibility to personalize the template to suit their workflow. Centralized Data Management With Stackby's CRE Transaction Management Template, all transaction-related information is centralized in one location. Users can input details such as property information, transaction dates, parties involved, financial data, and more, ensuring that critical data is easily accessible and well-organized. File Upload Functionality The template includes columns for images and site plans, enabling users to upload relevant files directly into the template. This feature eliminates the need for storing files separately or navigating through multiple folders, ensuring that all essential documents are conveniently stored within the transaction record. Advanced Filtering and Sorting To facilitate efficient data analysis and retrieval, the template offers a range of filtering and sorting options. Users can apply filters based on various criteria such as property type, transaction status, location, and more, allowing them to quickly locate specific transactions or generate customized reports. Collaborative Workspace Stackby's template supports collaboration among team members by providing a shared workspace where multiple users can collaborate in real-time. This feature enhances communication, fosters teamwork, and ensures that everyone involved in the transaction process remains aligned and up-to-date. Integration Capabilities The template seamlessly integrates with other tools and platforms commonly used in the real estate industry, such as CRM systems, accounting software, and communication tools. This integration capability enhances efficiency by eliminating the need for manual data entry and enabling seamless data transfer between different systems. Comprehensive Analytics Stackby's CRE Transaction Management Template offers robust analytics capabilities, allowing users to gain valuable insights into their transaction data. By leveraging features such as charts, graphs, and pivot tables, users can identify trends, track performance metrics, and make data-driven decisions to optimize their real estate transactions. Advantages of Using Stackby's CRE Transaction Management Template Efficiency By centralizing transaction data and streamlining workflows, Stackby's template improves efficiency and productivity, enabling real estate professionals to focus their time and resources on value-added tasks. Organization The template provides a structured framework for organizing transaction-related information, ensuring that critical data is easily accessible and well-organized. This organization enhances clarity, reduces errors, and facilitates better decision-making. Customization With its customizable interface and flexible features, the template adapts to the unique needs and preferences of each user or organization. Whether it's customizing column layouts, adding new fields, or creating personalized views, users have the freedom to tailor the template to suit their specific requirements. Insights By leveraging advanced analytics capabilities, users can gain valuable insights into their transaction data, enabling them to identify trends, track performance metrics, and make informed decisions. These insights empower users to optimize their real estate transactions and drive better outcomes. Overall, Stackby's CRE Transaction Management Template offers a comprehensive solution for managing commercial real estate transactions efficiently and effectively. With its customizable features, collaborative workspace, and robust analytics capabilities, the template empowers real estate professionals to streamline their workflows, enhance productivity, and achieve greater success in their transactions. Why Stackby's CRE Transaction Management Template? The template offers a comprehensive solution for commercial real estate professionals seeking to streamline their transaction processes, mitigate risks, ensure compliance, and deliver exceptional client experiences. With its robust features, scalability, and commitment to continuous improvement, the template is poised to become an indispensable tool for optimizing real estate transactions in today's dynamic market. Check more related templates on Stackby Contractor Time Tracker Template Real Estate CRM Template CRE Site Visit Tracker Template

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 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.

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 

In the commercial real estate (CRE) industry, managing property site visits efficiently is crucial for brokers, investors, and property managers. Keeping track of multiple site visits, associated contacts, feedback, and follow-ups can become overwhelming when done manually. The CRE Site Visit Tracker Template in Stackby offers a structured and automated approach to tracking site visits, ensuring that no detail is overlooked. Why Use the CRE Site Visit Tracker Template? When managing multiple properties and site visits, maintaining an organized record of visit schedules, client details, feedback, and next steps is essential. This CRE Site Visit Tracker Template helps: Centralize site visit data in a single, accessible platform. Schedule and track visits efficiently. Store client and broker information for easy follow-ups. Log feedback and next steps to streamline deal management. Automate reminders for upcoming visits or follow-up actions. Whether you're a real estate agent, property developer, or CRE investor, this template ensures that all visit-related information is structured and readily available. How This Template Works in Stackby Stackby combines spreadsheet flexibility with database power, making it the perfect tool for commercial real estate professionals. This template is designed to help users manage site visits effortlessly through structured tables that organize data efficiently. Key Tables in the CRE Site Visit Tracker Template Site Visits Table – Log and track details of all site visits, including property name, date, time, and assigned agent. Client & Contact Details Table – Store relevant client and broker information, ensuring seamless follow-ups. Feedback & Next Steps Table – Document feedback from site visits and outline next steps for potential deals. Each table is fully customizable, allowing users to tailor fields based on their specific requirements. Key Features & Benefits 1. Organize Site Visits Efficiently Maintain a structured log of all scheduled and completed site visits. Track key details such as property name, visit date, client, and agent assigned. Use Stackby’s calendar view to get a clear overview of upcoming visits. 2. Manage Client & Broker Information Store client details, contact information, and meeting history. Link client records to specific site visits for easy reference. Keep track of brokers, agents, and other key stakeholders involved in visits. 3. Capture Feedback & Next Steps Log detailed feedback from site visits to assess property appeal. Assign next steps, such as follow-up meetings or document requests. Use status tags to track whether a deal is progressing or requires further action. 4. Automate Follow-ups & Notifications Set up automated reminders for follow-ups with clients. Receive notifications for upcoming site visits, ensuring timely management. Integrate with email or Slack to streamline communication. Who Can Use This Template? This template is ideal for: Real Estate Brokers & Agents – Keep track of multiple site visits and manage client relationships effectively. Commercial Property Managers – Organize property inspections and record essential visit details. CRE Investors & Developers – Monitor potential investment properties and track site visit evaluations. Leasing & Sales Teams – Streamline the leasing or selling process by tracking customer interest and follow-up actions. How to Get Started with This Template Add the CRE Site Visit Tracker Template to your Stackby workspace. Customize fields to fit your tracking needs, such as property type, visit purpose, or follow-up deadlines. Schedule site visits and assign them to relevant agents. Record client and broker details for seamless communication. Log feedback and next steps to streamline deal progression. Set up automation to receive alerts for upcoming site visits and follow-ups.

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

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.

Managing your real-estate properties can be a task with so many moving details. Use this purpose built template to manage all your properties with details - like amenities, pricing, images and more. Expand this into a lightweight CRM or a digital asset manager for your real-estate business.  Watch how you can create custom real estate listing sheets in bulk using the Page Designer app. Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker