Real Estate CRM Spreadsheet: Leads, Listings & Commission Tracker

Keep leads, listings, follow-ups, closing deadlines and commissions out of scattered notes. This real estate CRM spreadsheet gives agents one client, pipeline and commission tracker in Excel or Google Sheets—without a monthly CRM subscription.

If your leads live in your phone, your deals live in your head and your commission math lives on a napkin, this is the fix. One file holds your client tracker, lead tracker, listing tracker, showing log and closing deadlines, with the numbers worked out for you. No macros, no logins, no monthly subscription — you own the file.

WHY AGENTS KEEP IT OPEN ALL DAY
· A weighted pipeline, not a wish list — every deal is valued by its stage's probability of closing, so your forecast means something.
· Commission math that does itself — set your rates once (gross %, your agent split %, broker fee per side) and every listing and deal shows gross commission, your net after split and fee, and a year-to-date total by side: buyer, seller or dual. A yellow override handles the one-off arrangement.
· Nothing slips — re-engage flags on cold contacts, overdue flags on tasks, and at-risk flags on closings whose deadlines are closing in.
· The whole business on one dashboard — 12 live KPIs and a pipeline-by-stage chart that update as you type.

THE TEN TABS
· Start Here — a 10-minute setup path.
· Setup — your brokerage and agent details, plus the commission rate table every figure reads from.
· Contacts (600 rows) — your whole sphere of influence: leads, active clients and past clients, tagged by source and stage, with a re-engage flag on anyone due for a touch.
· Listings (300 rows) — every property you represent, with days on market and estimated commission calculated for you.
· Pipeline (300 deals) — your active deals, each weighted by its stage's probability of closing.
· Commissions (300 rows) — a closed-deal ledger with an automatic year-to-date summary and a buyer/seller/dual breakdown.
· Showings (400 rows) — a showing tracker with feedback and follow-up columns.
· Tasks (400 rows) — every call, follow-up and paperwork item, with automatic overdue flags.
· Closings (200 rows) — a closing tracker for inspection, appraisal, financing and closing deadlines, with at-risk flags.
· Dashboard — 12 KPIs and the pipeline chart, live.
A hidden LISTS tab powers the dropdowns; you never touch it.

CAPACITY
600 contacts · 300 listings · 300 pipeline deals · 300 logged commissions · 400 showings · 400 tasks · 200 closings — hundreds of everything, engineered to stay fast in Google Sheets as it fills.

WHAT YOU RECEIVE (one ZIP, instant download)
· RealEstateAgentCRM.xlsx — the full system, all 10 tabs
· RealEstateAgentCRM_SAMPLE.xlsx — the same system filled with a fictional agent's book, to explore before adding your own
· User Guide (PDF) — a plain-English walkthrough written for agents
· Google Sheets Instructions (PDF) — a 30-second import, step by step
· Licence (PDF) — single-business licence in plain language
· Setup Tutorial (MP4) — a short silent screen walkthrough
· START-HERE.txt — open this first

COMPATIBILITY
Microsoft Excel 2016 or newer and Microsoft 365, on Mac and PC, and Google Sheets — a 30-second import; the included instructions PDF shows every step. No macros to enable. It works with the free Excel and Google Sheets phone apps too, so this realtor planner rides along to showings.

THE COLOUR RULE
Light blue = you type here. White or grey = calculated for you, leave it alone. Yellow = optional override. Sheets are protected with a blank password so a stray click cannot wipe a formula — unprotect any tab in one click to customise.

PAIRS WITH
The Small Business Bookkeeping Spreadsheet in this shop keeps the money side of your agency straight, and the Real Estate Investment Spreadsheet runs the numbers when you buy deals of your own.

FAQ
Q: Do I need Excel?
A: No — the same file works in free Google Sheets. A 30-second import guide is included.
Q: Are there monthly fees?
A: None. It is a one-time download and the file is yours.
Q: Can I change the commission rates and splits?
A: Yes — set them once in the Setup tab and every figure updates. A yellow override column handles any single deal that differs.
Q: Will it work on my Mac and my phone?
A: Yes — Excel 2016+ or Microsoft 365 on Windows and Mac, and the free Google Sheets or Excel app on your phone.
Q: Is the sample data real?
A: No — the sample agent, contacts and deals are entirely fictional, there so nothing looks empty while you learn the file.
Q: Can my whole team use one copy?
A: The licence covers one business. If a colleague wants their own copy, please point them to the listing.
Q: Does this replace my brokerage's systems?
A: No — it is your personal book-of-business tracker, not a substitute for your brokerage's transaction-management or MLS systems.

SUPPORT
If a file won't open or a formula misbehaves, message me here on Etsy and I'll fix it or replace the file. I read and answer every message myself.

GOOD TO KNOW
This is an editable spreadsheet template, not legal, financial, tax or brokerage advice. Commission figures depend on the rates and splits you enter — check your own numbers.
All numbers shown in the images are from a fictional sample business used for demonstration.
Designed and built by me with AI assistance, then tested against independently computed check-numbers before listing.

Microsoft, Excel and Microsoft 365 are trademarks of Microsoft Corporation. Google Sheets is a trademark of Google LLC. This product is an independent template and is not affiliated with, endorsed by, or sponsored by these companies.