Real Estate Contact Database Template [Free Download]
Free Real Estate Agent Client Database Template for Microsoft Excel (xlsx)
Every real estate coach tells us we need one, so where do we start? Excel? Yuk! We completely agree! But your database is your business gold mine so we may as well start somewhere. So we built a free Microsoft Excel client database template for all real estate agents!
We broke the template down into the following sections:
Current Client Status
Is this client a past client, cold lead or active buyer! You should always know who you are dealing with and who is in your opportunity pipeline!
General Information
You can't call it a database if you don't have some basic information, and we mean basic! Let's start by getting a first name and a last name...extra points if you can get their address!
Contact Information
We find it very helpful to know how to contact the clients in our database so at minimium it is best to have either a phone number or email.
Client Category
Categories or client labels, either name works! It's good to know if these are your "A-list" clients or friends from High School. It is good to try to organize your database with categories to help indicate your client relationship types.
Important Dates
As an agent you know that we are in the people business, and so it is important that know our clients! Birthday's, Home Anniversaries, Kid's Birthdays, Pet Birthdays, you name it. We have a number ways to reach out and connect with our clients so make sure you take note of these dates! All for free.
Personal Information
Your clients have lives beyond their real estate needs and its important, if you want to service them to the best of your ability, that you take note of these external components! Do they have children and what are their names? What about a spouse or partner! You can look amazing by knowing just a few basic details here and there!
Transaction History
Lastly, it is important to track your transactions with your clients. On average clients move every 13 years so if you keep track of your past deals, you will know when to reach out and see if its time that their current home no longer fits there needs!
Take note!
Before you get started with your free real estate template, be aware that this route presents a lot of limitations. Tracking where your clients are in the sales funnel becomes a really manual, time-consuming task. Want to follow up with your client? If you want to see the last time you spoke to someone, you’d have to click through your email to keep track of correspondence, or spend time needlessly copy-pasting the back-and-forth between you and your clients. To help you avoid this, we also built you free real estate customer relationship management software. (Yes, really!)
Free Real Estate Database Software - RealOffice360
We built RealOffice360, a free CRM for real estate agents, so you can manage 360 degrees of your real estate business. We have put together all the important database features like a relationship tracker and a birthday database wrapped up into a comprehensive real estate customer management software. The best part? You can import your free real estate database template above directly into RealOffice360.
How to Import My Real Estate Database into a Real Estate CRM Software
Once you have your real estate database in an excel or CSV. format, you can easily import your contacts CSV into RealOffice360 CRM software. Here’s how:
Login to RealOffice360, OR create a free real estate CRM account to get started
Go to the Contacts section, then click Actions > Import
In the Import wizard, select the option to “Import from CSV”
On the next step, upload your real estate database CSV spreadsheet
Click next, then map the columns to each field in the customer relationships management software.
Complete the final steps to begin your Contact Import.
That’s it! You can now run your entire business for free using a free real estate database…and more!
Between marketing your business, juggling showings, and staying on top of your leads, you need a system to manage your workload in a stress-free and intuitive way. RealOffice360 is an unbelievably simple CRM, business tracker, and daily planner for real estate agents and Realtors®. Rather being just a data dump for client information, RealOffice360 helps you visually build your business plan, cultivate your real estate database towards your goals, and ultimately keeps you focused on what matters most: your clients and your deals. Get started for free - no credit card required!