Real Estate CRM with Leads, Deals & AI – Google Sheets

A real estate CRM running on Google Sheets that follows a deal the whole way: listing, enquiry, follow-up, viewing, offer, deal, commission — and then the agreement and the receipt. Properties, leads, agents, owners and tenancies all live in one dashboard with a permission matrix you edit yourself.

What it does

Properties carry everything a buyer asks about — type, listing type, price, area size and unit, bedrooms, bathrooms, society and phase, street address and map coordinates — plus an image gallery and the owner, pulled from an owner register. Each listing has a 360 view showing who is interested, which viewings are booked, what deals it has attracted and its documents, and it will generate a printable brochure PDF you can send straight to a client.

Leads that route themselves

A lead's 360 view shows follow-ups, viewings, offers and — the useful one — matching properties, flagged as available or reserved, so an agent can answer "what else have you got" immediately. Website leads can be auto-assigned round-robin to whichever agent is actually free rather than always the same person. Follow-ups are typed by channel — call, WhatsApp, email, meeting, note — with due dates, and viewings close with a feedback step rating the client hot, warm or cold.

Highlights

• Rental and sale agreements generated automatically for eligible records, ready to print and sign
• Printable payment receipts, rent statements, outstanding dues statements and commission invoices
• Deals with commission, agent share and token money, with payments recorded against them
• Tenancy tracking with contract renewal and end-tenancy
• Reports for lead conversion, agent performance, inventory aging, rent roll, commissions, target progress and possible duplicates
• AI chat assistant that summarises this month's deals and commissions from your own data
• Trash with restore, global search, activity log, and CSV import that skips duplicates

Who it is for

Estate agencies and property consultancies with a handful of agents handling both sales and rentals, who need commissions and tenancy renewals tracked rather than remembered.