REAL ESTATE CRM: EARLY ACCESS & DOWNLOADS [Silver Members] (Patreon)

Hello, my friends, great to have you here as a Silver Member. This week's training is on Real Estate CRM.

In this training, I’ll show you how to build and manage your entire real estate workflow using a powerful all-in-one Real Estate CRM created completely in Excel. You’ll learn how to track properties, organize client leads, log every conversation, and manage important documents without paying costly monthly software fees. Using the free downloadable template, I’ll walk you step-by-step through customizing the system to match your unique process—whether you’re an agent, broker, or property manager. You’ll also discover how to implement VBA-powered automated interactions, create a property document storage system inside Excel, build a dynamic lead management dashboard, design a fully customizable admin panel, and use advanced filter search for fast and efficient property lookups.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.   

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.