Real Estate CRM Planner
Stop managing buyers in one spreadsheet, property listings in another, follow-ups in your notes app and commissions somewhere else.
- Works offline after the file has been opened
- No account or login required
- No subscription or monthly fees
- No Excel or Google Sheets required
- Data remains stored locally on your device
You'll be taken to Etsy to complete your purchase securely.
Overview
Stop managing buyers in one spreadsheet, property listings in another, follow-ups in your notes app and commissions somewhere else. WHY THIS IS DIFFERENT This is not a printable PDF, basic spreadsheet or static digital planner.
The Real Estate CRM Planner brings your essential real estate operations together inside one polished, private and easy-to-use offline dashboard. Designed for independent real estate agents, brokers, property consultants and small property businesses, this professional HTML application helps you manage clients, leads, listings, transactions, appointments, finances and performance from one convenient place. It is an interactive HTML business management application with working forms, searchable records, calculators, dashboards, charts, status tracking, notifications and backup tools.
Features
- Works offline after the file has been opened
- No account or login required
- No subscription or monthly fees
- No Excel or Google Sheets required
- Data remains stored locally on your device
- One-time digital purchase
- Professional desktop-style interface
- Sample records included for demonstration
What's Included
- Real Estate CRM HTML application
- Quick Start Guide PDF
- Full User Guide PDF
- iPhone and iPad instructions
- Android instructions
- Desktop instructions
Screenshots
How It Works
Choose Your App
You've found it — Real Estate CRM Planner.
Purchase on Etsy
Use the Buy on Etsy button above to complete your purchase.
Download Your Files
Receive the digital files associated with your purchase.
Follow the Setup Guide
Use the included instructions to get started.
Start Using It
Begin organising with Real Estate CRM Planner.
Compatibility
Desktop & Laptop
Works on both Windows and Mac in a modern browser (Chrome, Edge, Firefox or Safari).
Mobile & Tablet
See the Etsy listing for mobile/tablet compatibility.
Offline Use
Works offline once downloaded — no internet connection is required to use it day-to-day.
Important Notes
Please read before purchasing
No login or account is required to use it. One-time purchase — no subscription or recurring fees. This is a digital product — no physical item will be shipped. All sales, checkout and delivery are currently handled by Etsy.
Need Help?
Visit our Support page for setup help and troubleshooting, or get in touch if you have a question about this product.