Real Estate CRM 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 

A well-structured homepage is essential for any club to keep members informed, organize events, and streamline communication. Whether you manage a sports club, student organization, or professional network, a Club Homepage Template helps you centralize important details in one place. With Stackby’s Club Homepage Template, you can easily create, manage, and update a club homepage to showcase upcoming events, member lists, announcements, and more—all within a flexible and user-friendly system. Why Use a Club Homepage Template? Managing a club manually can be challenging, especially when handling multiple members, events, and activities. A Club Homepage Template simplifies operations by allowing clubs to: Maintain an up-to-date member directory. Organize and track events seamlessly. Share important announcements and updates. Streamline communication among members. Enhance engagement with a structured and interactive homepage. How This Template Works in Stackby Stackby combines the simplicity of spreadsheets with the power of databases, enabling clubs to create a dynamic homepage that is easy to update and manage. Key Tables in the Club Homepage Template Members Table – Maintain a list of all club members, including their roles and contact details. Events Table – Track upcoming, ongoing, and past club events. Announcements Table – Publish important updates, notices, or reminders for club members. Gallery Table – Store images from past events and activities for easy access. Each table is customizable, ensuring that clubs can modify fields based on their specific needs. Key Features & Benefits Effortless Member Management Keep an organized database of all members with contact information. Categorize members based on roles (e.g., admin, organizer, participant). Streamlined Event Planning Schedule and manage events with structured tracking. Assign event responsibilities to club members. Effective Communication & Announcements Post important updates and reminders in a dedicated announcements section. Notify members of changes or upcoming deadlines. Image & Media Storage Store and display images in the Gallery Table to showcase club activities. Keep a record of past events with photos for easy access and sharing. Customizable & Automated Updates Personalize tables and views to match your club’s specific needs. Set up automated reminders for events and announcements. Who Can Use This Template? The Club Homepage Template is perfect for: Student Organizations – Manage student clubs, track members, and organize campus events. Sports Clubs – Keep a structured record of team members, game schedules, and training sessions. Professional Groups – Maintain a professional network, schedule meetings, and share industry updates. Hobbyist & Social Clubs – Organize social meetups, document activities, and stay connected with members. Getting Started with the Template Add the Club Homepage Template to Stackby – Import the template to your workspace. Customize Tables & Fields – Modify member details, event tracking, and announcements as needed. Input Club Data – Add members, upcoming events, and announcements. Update & Maintain – Keep the homepage updated with the latest club activities and news. Automate Notifications – Set up alerts for event reminders and important club updates.

Managing multiple apartment listings, tenant details, and property features can be a daunting task, especially if you're juggling numerous properties. Stackby’s Apartments Catalog Template is designed to simplify your property management process, providing a centralized and organized way to keep track of all your apartments. Whether you’re a property manager, a real estate agent, or a landlord, this template will help you manage your listings efficiently and effectively. Why Use the Apartments Catalog Template? Centralize Your Listings No more scattered spreadsheets or misplaced notes. With Stackby’s apartment rental template, you can centralize all your apartment listings in one place. This makes it easy to access, update, and manage all your property information, ensuring you always have the latest details at your fingertips. Streamline Tenant Management Managing tenant information is crucial for smooth property operations. This real estate catalog template allows you to keep detailed records of all tenants, including contact information, lease dates, and payment history. By having all this information organized, you can ensure timely communications and efficient management. Showcase Property Features Each apartment has unique features that attract potential tenants. Stackby’s template helps you document and showcase these features, from the number of bedrooms and bathrooms to amenities like parking, gym access, and pet policies. This detailed catalog manager helps you highlight the best aspects of each property. Easy Customization Every property management business has its unique needs. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific requirements. Add custom fields, adjust layouts, and organize data in a way that works best for your business. This flexibility ensures that the template evolves with your needs. Who Can Benefit from This Template? Property Managers Property managers overseeing multiple properties can use this template to keep track of all their apartment listings, tenant details, and property features in one organized place. This makes managing properties more efficient and less stressful. Real Estate Agents Real estate agents can use this template to manage their listings, track potential buyers or renters, and showcase property features to clients. Having all the information organized and easily accessible helps agents provide better service and close deals faster. Landlords Individual landlords managing their properties can benefit from this template by keeping detailed records of their apartments and tenants. This helps ensure that all lease agreements, tenant communications, and property maintenance tasks are well-organized. Leasing Offices Leasing offices handling large apartment complexes can use this template to manage all their units, keep track of vacancies, and maintain detailed tenant records. This helps streamline the leasing process and improve tenant satisfaction. Benefits of Using Stackby’s Apartments Catalog Template Improved Organization With all your apartment listings and tenant information centralized and organized, you can manage your properties more efficiently. This template helps you stay on top of all the details, ensuring nothing falls through the cracks. Enhanced Property Management By keeping detailed records of each apartment’s features and tenant information, you can provide better management and service. This helps attract and retain tenants, ensuring higher occupancy rates and better tenant satisfaction. Increased Efficiency Stackby’s template streamlines your property management tasks, allowing you to focus on more important activities like tenant relations and property maintenance. This increased efficiency can lead to improved property operations and better business outcomes. Easy Access and Updates Having all your property and tenant information in one place makes it easy to access and update. This ensures that you always have the latest information on hand, helping you make informed decisions and respond to tenant needs promptly. Customizable to Your Needs Every property management business is unique, and Stackby’s template is designed to be fully customizable. Add the fields and information that are most important to you, ensuring that the template fits your specific needs and evolves with your business. Managing multiple apartment listings and tenant details doesn’t have to be overwhelming. Stackby’s Apartments Catalog Template provides the tools you need to stay organized, streamline your property management tasks, and enhance tenant satisfaction. Whether you’re a property manager, real estate agent, landlord, or part of a leasing office, this template will help you manage your properties more effectively and efficiently. Start using Stackby’s Apartments Catalog Template today and take your property management to the next level!

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

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.

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

If you think you can manage the whole construction project using post-it notes and a spreadsheet, you must look at the construction project management template from Stackby! What is a Construction Project Management Plan? A construction project management plan stores all the information related to a construction project. It enables you to gather all the requirements of the project in one place, list all relevant tasks, identify the necessary resources, and allocate the resources appropriately. You can refer to your construction project planning template whenever you need to know ‘what happens next’ in the project. Overview of Construction Project Management Template The construction project execution plan template is designed to help construction managers manage the different tasks, phases and assets of the construction project. It helps you visualize tasks by status and manage all the different teams working on the construction project together. It also includes a construction project calendar that helps in tracking the start date and end date of a task so that your project can stay on schedule. Who can take advantage of the construction project plan template ? Construction project plan templates can be incredibly valuable for a wide range of individuals and organisations involved in construction projects, regardless of their size or complexity. Here are some key groups who can benefit from using these templates: 1. General Contractors: Plan and manage all aspects of the project, from pre-construction to completion. Ensure everyone involved understands their roles and responsibilities. Track progress, identify potential issues, and make informed decisions. Improve communication and collaboration with stakeholders. 2. Project Managers: Organize and execute day-to-day project activities. Schedule tasks, allocate resources, and manage budgets. Monitor progress and identify potential risks. Communicate effectively with team members and stakeholders. 3. Subcontractors: Understand their specific scope of work and responsibilities. Plan their own work schedules and resource allocation. Effectively communicate with the general contractor and project manager. Ensure their work aligns with the overall project timeline and budget. 4. Architects and Engineers: Coordinate their design work with the construction schedule. Identify and address potential constructability issues early on. Participate in project planning meetings and provide technical expertise. 5. Homeowners and DIY Enthusiasts: Break down large projects into manageable tasks. Estimate material and labor costs. Stay organized and on track throughout the project. Avoid costly mistakes and delays.  How can Construction Project Planning Template Help You? 1. Track and manage all tasks Tasks table of our construction project management template helps you track and manage all the important tasks related to the project such as: Name of the task Status of the task (yet to start, done, work in progress, etc.) Category of the task (management, design, construction, etc.) Task manager (to which the task is assigned) Start date and end date of the task Budget of the task Assets related to the task and so on. 2. Track all the phases of the project  With this template, you can divide your construction project into different phases and assign different tasks to each phase. Then, you can keep track of how many tasks are there in each phase 3. Organize all assets of the project There are many documents related to a construction project like blueprint, exterior layout, inspection checklists, permit documents and more. With Stackby’s construction content calendar template, you can save all these documents in one place and associate them with the respective tasks in which these documents are required. You can also add notes related to these documents to help every team member understand the purpose of these documents. Who is this Template For? This template can be used by construction managers, civil engineers, architects, contractors, quality managers, site engineers and many other construction team members. Why do we Need a Construction Project Management Template? Initiation: When the idea is generated, and plans are made to do construction or renovation. Planning: Now, the plan is made, and the teams are informed. All the resources which are required are laid out, and the budget is prepared. Implementation: Now, the plan is executed, and the said budget is followed. Performance monitoring: After successfully implementing the project, the performance is analyzed and monitored for future use. Closing: If the project meets the set standards, then it is approved, or else changes are made if possible. How to Use the CPP Template by Using Stackby: While Stackby specifically doesn't provide a construction project plan template, it offers helpful features that can support your planning process: Tasks & Subtasks: Create hierarchical task lists with dependencies and due dates. Boards & Templates: Organize tasks visually using Kanban boards, and leverage existing templates for project phases. Collaboration: Share planning documents, discuss tasks, and receive feedback from stakeholders. Customizable Fields: Add project-specific fields like material costs, vendor details, or equipment rentals. Reporting & Analytics: Generate reports to track progress, identify roadblocks, and make informed decisions.  Start Managing Your Construction Projects Today! Copy our free construction project planning template in your Stackby Workspace and manage your construction projects instantly. Divide all the phases of your project and assign tasks for each phase Manage every task by adding it to the Tasks table Assign task managers for every task Allocate budget, start date and deadline for every task Add assets related to every task Explore the potential of a construction project management template and strealine your construction project operations. Other construction and Real Estate Templates to try: Real Estate Transaction Tracker Template Contractor Time Tracker Template Real Estate CRM Template