Real Estate CRM Excel Template Spreadsheet for Agents with Lead Tracking and Follow-up Columns

Top Real Estate CRM Excel Template for Agents – Free, Customizable & Easy to Use

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Are you a real estate agent looking for an easy and budget-friendly way to manage your leads, clients, and follow-ups?

If so, you’ve come to the right place.

In this guide, we’ll walk you through some of the best real estate CRM Excel templates that you can download and start using today – no technical skills required.

“Want to close more deals without expensive CRM software? This free Excel sheet is changing the game for real estate agents!“

🔍 Why Use an Excel CRM Template in Real Estate?

Let’s be honest — not every real estate agent can afford expensive CRM software. And even if you can, sometimes you just need a simple Excel file that gets the job done.

Here’s why many agents still prefer Excel CRM templates:

  • ✅ Easy to use
  • ✅ No monthly fees.
  • ✅ Easy to customize.
  • ✅ Lightweight and portable
  • ✅ Track your leads
  • ✅ Stay on top of follow-ups
  • ✅ Organize client info
  • ✅ Monitor deal status
  • ✅ Close more deals with less effort

📋 What is a Real Estate CRM Excel Template?

A CRM (Customer Relationship Management) Excel template helps you keep track of:

  • Leads and inquiries
  • Follow-up schedules
  • Client status
  • Property interest
  • Deal stage

It usually includes:

  • Client name, phone, and email
  • Lead source (Facebook, website, referral, etc.)
  • Property of interest
  • Deal stage (Hot, Warm, Cold)
  • Last and next follow-up dates
  • Status: In Progress, Closed, Not Interested

You don’t have to spend hours learning new tools. Excel can be your simple yet powerful CRM — if set up right.

📂 Download Free Real Estate CRM Excel Template

We’ve created a clean, professional, and customizable Real Estate CRM Excel Template for you.

👇 Click below to download:

DOWNLOAD


This file is designed for:

  • Individual agents
  • Property dealers
  • Brokers
  • Small real estate offices

🧮 Excel Formulas Used in This Template

Here’s a list of useful formulas we’ve included in the CRM to help you automate key tasks:

PurposeFormula
Days since last follow-up=TODAY() – [Last Follow-up Date]
Status Color CodingConditional Formatting based on deal stage (e.g., “Hot”, “Warm”, “Cold”)
Next Follow-up Reminder=IF(TODAY()>[Next Follow-up], “Overdue”, “Upcoming”)
Conversion Rate=COUNTIF([Status Range], “Closed”) / COUNTA([Leads Range])
Lead Source Summary (Pivot)Excel Pivot Table using Lead Source column

These formulas make your CRM more dynamic and insightful.

🧠 How to Use the Template (Step-by-Step)

Once you download the template, follow these steps:

  1. Enter New Client Info: Add name, phone number, email
  2. Select Lead Source: From Facebook, Website, Referral, etc.
  3. Mention Interested Property: Like “Plot in DHA” or “Flat in Gulberg”
  4. Update Deal Stage: Use dropdowns like Hot, Warm, Cold
  5. Set Follow-Up Dates: Log when you last contacted them, and when to follow up next
  6. Track Reminders Automatically: Formulas will highlight overdue follow-ups
  7. Filter Clients: Use Excel filter buttons to sort Hot leads or Cold ones separately

📦 Bonus: Peoples also Search this:

This post also targets these related search terms :

  • Excel CRM for real estate agents
  • Free CRM spreadsheet for real estate
  • Real estate CRM tracker Excel
  • Real estate agent lead tracker
  • Follow-up spreadsheet for real estate

💼 Who Can Use This Template?

  • Solo real estate agents
  • Small real estate teams
  • Property dealers
  • Brokers managing residential/commercial leads.

📈 Benefits of Using Excel as CRM

FeatureBenefit
No monthly fees100% free, lifetime use
Simple to updateNo tech skills required
CustomizableAdd your own columns, branding, or colors
Mobile friendly (with Sheets)Access from anywhere using Google Sheets
Perfect for startersBest for solo agents and small offices

📌 Final Thoughts

You don’t need to invest in expensive CRM tools right away.
With this free real estate CRM Excel template, you can start managing leads efficiently from Day 1 — without coding or setup.

  • ✅ Organized leads
  • ✅ Timely follow-ups
  • ✅ Higher conversion chances
  • ✅ Full control in your hands

For more Content You can visit these sites

💬 Need help customizing it?

Leave a comment below or message us — we’re happy to assist you in building a fully branded CRM for your real estate business.

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