Real Estate CRM Planner, Offline HTML App, Client Tracker, Property Listings

🏡 REAL ESTATE CRM PLANNER — YOUR COMPLETE PROPERTY BUSINESS COMMAND CENTRE

Stop managing buyers in one spreadsheet, property listings in another, follow-ups in your notes app and commissions somewhere else.

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.

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✨ WHY THIS IS DIFFERENT
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This is not a printable PDF, basic spreadsheet or static digital planner.

It is an interactive HTML business management application with working forms, searchable records, calculators, dashboards, charts, status tracking, notifications and backup tools.

✓ 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
✓ Full backup and restore system
✓ Seven professional colour themes

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📊 EXECUTIVE DASHBOARD
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View a professional overview of your real estate business, including:

• Active listings
• Current leads
• Closed deals
• Sales revenue
• Commission income
• Monthly sales
• Business activity
• Transaction performance
• Visual charts and trends
• Upcoming deadlines and notifications

The dashboard gives you an immediate overview of what requires your attention.

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👥 BUYER CRM
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Organise prospective and active buyers in a dedicated database.

Track information such as:

• Buyer name
• Contact details
• Budget
• Preferred property type
• Preferred areas
• Bedrooms and bathrooms
• Financing status
• Lead source
• Buyer stage
• Notes and requirements

Search, sort, filter, edit and update buyer records as your relationship progresses.

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🏠 SELLER CRM
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Keep seller information organised separately from buyer records.

Record:

• Seller contact details
• Property address
• Expected selling price
• Listing status
• Lead source
• Seller timeline
• Notes and instructions

This makes it easier to manage listing opportunities and seller follow-ups.

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📈 LEAD PIPELINE
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Track new real estate opportunities from enquiry to conversion.

Lead stages include:

• New
• Contacted
• Qualified
• Appointment
• Negotiating
• Converted
• Lost

Record the lead source, property interest, estimated value, contact information and notes.

Use the visual pipeline to identify which opportunities need attention.

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🏘 PROPERTY LISTINGS
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Manage active and historical property listings.

Track:

• Property address
• Property type
• Listing price
• Bedrooms and bathrooms
• Square footage
• Listing status
• Seller
• Listing date
• Expiry date
• Description and notes

View active, pending, sold, withdrawn and expired listings in one place.

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🚪 OPEN HOUSE MANAGEMENT
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Plan and track open-house events.

Record:

• Property
• Event date
• Start and end time
• Expected visitors
• Actual visitors
• Event status
• Marketing notes
• Follow-up information

Keep every event connected to the correct property and business workflow.

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🗓 SHOWING SCHEDULER
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Schedule and manage property showings.

Track:

• Property
• Buyer or client
• Showing date and time
• Agent
• Confirmation status
• Client feedback
• Follow-up notes

The integrated calendar helps you see scheduled showings, open houses, follow-ups and closing activity.

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✅ TASKS AND FOLLOW-UPS
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Stay organised with dedicated task and follow-up systems.

Manage:

• Daily tasks
• Client calls
• Property follow-ups
• Appointment reminders
• Listing activities
• Contract tasks
• Closing actions
• Priority levels
• Due dates
• Completion statuses

Overdue and upcoming actions remain visible so important opportunities are less likely to be forgotten.

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📝 CONTRACT MANAGEMENT
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Track contracts connected to buyers, sellers and properties.

Record:

• Property
• Client
• Contract type
• Contract date
• Expiry date
• Contract value
• Current status
• Notes

Monitor active, pending, completed and cancelled agreements from one organised section.

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✍️ OFFER TRACKER
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Manage purchase offers and negotiations.

Track:

• Property
• Buyer
• Offer amount
• Submission date
• Offer status
• Counter-offer details
• Conditions
• Notes

Quickly see submitted, accepted, rejected, countered and withdrawn offers.

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🔐 ESCROW AND TRANSACTION TRACKING
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Record important transaction milestones and amounts.

Track:

• Property
• Client
• Escrow amount
• Opening date
• Expected closing date
• Assigned provider
• Current transaction status
• Notes

Please note that this is an organisational tool and does not replace professional legal, financial or transaction-management services.

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✔ CLOSING CHECKLIST
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Keep closing requirements organised with a structured checklist.

Track important items such as:

• Inspection
• Appraisal
• Financing
• Title or document review
• Final walkthrough
• Required signatures
• Closing date
• Completion status

See incomplete and upcoming items before important deadlines.

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💰 COMMISSION TRACKER
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Monitor expected and received commissions.

Record:

• Property
• Client
• Sale price
• Commission percentage
• Gross commission
• Brokerage split
• Net commission
• Payment date
• Payment status

Review commission performance alongside the app’s financial reports.

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📥 INCOME AND EXPENSES
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Record business income and expenses separately.

Track income such as:

• Commissions
• Referral income
• Consulting income
• Rental income
• Other income

Track expenses such as:

• Marketing
• Advertising
• Travel
• Office costs
• Property materials
• Professional services
• Technology
• Other business expenses

Use reports to compare revenue, expenses and business performance.

This product is an organisational tool and is not accounting or tax software.

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🧮 BUILT-IN CALCULATORS
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The app includes:

• Mortgage calculator
• Monthly repayment estimate
• Property ROI calculator
• Cash-flow calculations
• Investment return calculations

These calculations are estimates only and should not be treated as professional financial advice.

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🏢 RENTAL PORTFOLIO
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Track rental properties within the same system.

Record:

• Property
• Tenant
• Monthly rent
• Property value
• Mortgage payment
• Property expenses
• Lease dates
• Occupancy status
• Notes

Review rental revenue, costs and estimated property performance.

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📣 MARKETING TRACKER
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Plan and analyse your real estate marketing campaigns.

Track:

• Campaign name
• Marketing channel
• Budget
• Amount spent
• Leads generated
• Campaign status
• Start date

Compare marketing expenditure against lead generation and campaign activity.

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🤝 VENDOR DATABASE
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Store useful professional contacts, including:

• Inspectors
• Photographers
• Contractors
• Legal professionals
• Mortgage contacts
• Property service providers
• Cleaning services
• Other vendors

Record names, categories, contact information and notes for quick reference.

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📊 REPORTS AND ANALYTICS
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Review visual reports for:

• Revenue
• Commission
• Income
• Expenses
• Listings
• Leads
• Offers
• Closings
• Rental performance
• Marketing activity
• Business trends

Charts are included directly inside the application.

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🎨 SEVEN PROFESSIONAL THEMES
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Personalise the interface using:

• Black Gold
• Ivory Gold
• Emerald
• Navy
• Platinum
• Light
• Dark

You can also customise interface colours, card shape and shadow intensity using the built-in Theme Studio.

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🔎 ADDITIONAL FEATURES
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• Global CRM search
• Automatic data saving
• Search, filters and sorting
• Add, edit and delete records
• Print-friendly sections
• Demo records included
• JSON backup export
• JSON backup restore
• Data reset controls
• Responsive navigation
• Business profile customisation
• Deadline notifications
• Local IndexedDB storage

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💻 DEVICE COMPATIBILITY
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Recommended for:

✓ Windows computers
✓ Mac computers
✓ Laptops
✓ Desktop browsers
✓ Larger tablets

The app is responsive, but the best experience is on a desktop, laptop or larger tablet because it contains detailed tables, dashboards and business-management screens.

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📱 IMPORTANT IPHONE AND IPAD INFORMATION
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Apple’s Files app may display or preview HTML files differently from a desktop browser and may not always preserve local app data reliably.

For iPhone or iPad use, a compatible HTML-viewer or document-browser application may be required.

For the most reliable experience:

1. Download and unzip the customer package.
2. Keep the HTML file in a permanent folder.
3. Open it using a compatible browser or HTML viewer.
4. Avoid moving or renaming the file after entering data.
5. Export regular JSON backups from the Settings section.

Desktop or laptop use is recommended as the primary setup.

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🔒 DATA AND PRIVACY
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Your records are stored locally inside the browser on the device you use.

The app does not automatically upload your information to an external server.

Please remember:

• Data does not automatically sync between devices.
• Clearing browser storage may remove saved information.
• Private or shared browsing modes should not be used.
• Regular JSON backups are strongly recommended.
• Store your backup files somewhere secure.
• Anyone with access to your device may be able to open the app.

This app does not include password protection, encrypted cloud storage or automatic online synchronisation.

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📦 WHAT YOU WILL RECEIVE
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Your digital download package should include:

• Real Estate CRM HTML application
• Quick Start Guide PDF
• Full User Guide PDF
• iPhone and iPad instructions
• Android instructions
• Desktop instructions
• Backup and restore guide
• Customer support information
• Terms of use

No physical item will be shipped.

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⚠️ IMPORTANT DISCLAIMER
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This product is an independent organisational and business-planning tool.

It is not affiliated with, sponsored by or endorsed by Airbnb, Zillow, Realtor.com, the National Association of Realtors, Booking.com, Vrbo or any other real estate or property platform.

The product does not provide:

• Legal advice
• Tax advice
• Accounting advice
• Mortgage advice
• Investment advice
• Regulatory compliance advice
• Licensed brokerage services

Users remain responsible for complying with the laws, licensing requirements, privacy obligations, record-retention rules and professional standards applicable in their country or region.

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📥 DIGITAL PRODUCT POLICY
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This is an instant digital download.

Because digital files cannot be physically returned, refunds or exchanges are generally not available after downloading. However, please contact PlannerToolLab if you experience a technical problem with the supplied files.

Please read the product description and compatibility information carefully before purchasing.

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🏷 PLANNERTOOLLAB
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Works Offline | No Login | No Subscription

Created for professionals who want powerful organisation without complicated software or recurring monthly charges.