Client Pipeline CRM

Client Pipeline CRM is a clean, beginner-friendly real estate CRM template made for agents who want to track leads, clients, follow-ups, and monthly commissions without expensive software.

This 2-tab template includes a Client Pipeline CRM and a Monthly Performance Tracker. Use the CRM to organize buyer and seller leads, lead sources, status pins, follow-up dates, next steps, and notes. Use the monthly tracker to monitor leads received, closed sales, commission goals, and commission income.

What’s included:

• Client Pipeline CRM

• Monthly Performance Tracker

• Lead status dropdowns

• Priority pin dropdowns

• Buyer and seller tracking

• Follow-up date tracker

• Monthly lead tracker

• Closed sales tracker

• Commission income tracker

• Google Sheets + Excel friendly file

Built for new and busy real estate agents who want an easy system to stay organized, follow up faster, and keep their pipeline clear.