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Real Estate Agency OS

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Manage Your Real Estate business in one place with the Ultimate All-in-One Solution

With Real-Estate OS, you'll have everything you need to manage your team, clients, properties, transactions, marketing, and more, all in one place.. Plus, with full customization options, you can easily tailor the template to suit your business's unique needs.

From OKRs -> Task management -> Team management -> Specialists -> Seller CRM -> Buyer CRM -> Properties CRM -> Documents management -> Transactions & Commissions -> Marketing, and more.

Whether you're an agency or a brokerage, you can achieve unprecedented growth with a comprehensive suite of features designed specifically for your industry.

Key Features:

  1. OKRs Page: Set and track your team's Objectives and Key Results, ensuring everyone is aligned and focused on achieving strategic goals.
  2. Teams: Easily manage team members, assign roles, and promote collaboration, fostering a cohesive and high-performing environment.
  3. Task Management: Stay organized and efficient with a centralized task management system, enabling seamless delegation, tracking, and completion of essential activities.
  4. Involved Specialists: Effortlessly manage and assign specialists to specific properties or clients, optimizing resource allocation and enhancing service delivery.
  5. Sellers CRM: Streamline seller interactions and nurture leads with a dedicated CRM, empowering your team to close more deals and drive revenue growth.
  6. Buyers CRM: Manage buyer relationships effectively, track preferences, and provide personalized experiences, resulting in higher satisfaction and increased referrals.
  7. Properties CRM: Maintain a comprehensive database of properties, complete with detailed information, media assets, and analytics, facilitating quick and informed decision-making.
  8. Transactions Management: Track the progress of transactions, from initial contact to closing, ensuring transparency, accountability, and timely follow-ups.
  9. Document Management: Simplify document management with a centralized repository, enabling easy access, sharing, and version control for contracts, agreements, and more.
  10. Brand Assets: Keep your brand consistent and visually appealing with a dedicated section for brand assets, including logos, colors, and marketing materials.
  11. Content Planner: Strategize and plan your content marketing initiatives with a comprehensive content planner, ensuring a consistent and engaging online presence.

Get started with Real Estate Agency OS today, and see how it can transform your business!

Frequently Asked Questions

  1. What is Notion?
    Notion is a free digital space to think, write, and plan. Use it to capture thoughts, manage projects, or even run a company, all customized to your liking.
  2. How to download the template?
    Open the template link, then click the "Duplicate" button in the top-right corner of the page in order to make it yours.
  3. Can I share this with anyone else?
    Private license only. sharing by directing others to this page.
  4. Notion has a free plan?
  5. Can I ask you questions? Feel free to chat and DM me on any of my socials. I typically respond within a few hours, so don't hesitate to contact me.
    Twitter / Instagram
    Or email to: My Email
  • Can I be your affiliate?
    Click here to fill out the affiliate form.
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All-in-One Solution to manage your Real Estate Business in one place

Task Management
Team Management
Involved Specialists
Sellers CRM
Buyers CRM
Properties CRM
Brand Assets
Content Planner
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Real Estate Agency OS

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