Free Real Estate Database Template
Free Real Estate Agent Client Database Template
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, this is why we built a free 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!
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!
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.
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 an organize your database with categories and you can learn more about that here.
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.
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!
Lastly, it is important to track your transactions with your clients. On average clients move every 7 to 11 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!
Free Real Estate Database Software - RealOffice360
You could go through all the trouble of using a free real estate database template in excel, but you don’t have too. We built RealOffice360, a free CRM for real estate agents, so you can manage 360 degrees of your real estate business. We have but 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 readily import that file into our free real estate CRM. Here is how:
2. Login to RealOffice360, when viewing the Contacts section, click on "Import"
3. Select the option, Import from CSV.
4. Once the Import Window opens, click to upload your real estate database spreadsheet
5. Once you have uploaded your real estate database CSV file, you can then map the columns to each field in the customer relationships management software.
6. Lastly, click “Merge” and “Import” and you are done. For full details please click here.
You can now run your entire business for free using a free real estate database…and more!