Real Estate Agent System

A working CRM for solo agents and small teams

Real estate software priced for brokerages makes sense for brokerages. For a solo agent closing twelve to forty transactions a year, it is more system than you need and more money than it is worth. So most solo agents run on a mix of spreadsheets, their brokerage's listing system, their CRM trial that expired, and their phone.

Real Estate Agent System is a Notion workspace built for that reality. Lead pipeline, listing management, client directory, transaction tracker, commission log, marketing, referrals. A functioning CRM for agents who do not want to pay a hundred dollars a month for software they use a third of.

What the system holds

Lead pipeline

Inbound and outbound leads by source, stage, and temperature. First contact, nurture, buyer consultation, listing presentation, under contract, closed. Every lead a row, with notes, next action, and next action date.

Buyer and seller directory

Client profiles with contact details, preferences, timeline, budget or price range, finance details, relationship notes. Every interaction logged. Client comes back in two years and you have the whole history.

Listing management

Every listing you have represented. Property details, photos, listing dates, showings, offers, negotiation notes, closing documents. Searchable by status, price range, neighborhood, or seller.

Transaction tracker

From accepted offer to closed deal. Dates, contingency windows, inspections, appraisal, loan milestones, documents needed. A single page per transaction that shows what is outstanding and what is due this week.

Commission and financials

Commission per transaction, splits to broker, net to you, taxes estimated. Running totals by quarter and year. Expense log for the business. Your year-end tax summary, built month by month.

Marketing calendar

Open houses, social posts, farm area mailers, client appreciation events, email newsletters. Planned and executed, with notes on what produced results.

Referral tracker

Who referred whom, who got a thank you, who received a closing gift, who sent you a repeat referral. The relationship work that compounds over a career.

Vendor directory

Inspectors, lenders, title companies, stagers, photographers, contractors. Your personal preferred vendor list, with contact info and notes on who performs.

Who this is for

Solo real estate agents in the US, Canada, UK, and Australia. Small teams of two to five. Agents who close between eight and sixty transactions annually. Agents who have outgrown a paper notebook and a Gmail inbox but are not ready for a fifteen-thousand-dollar-a-year platform.

What this is not

Not property listing software. Not a real estate brokerage management platform. Not a full marketing automation tool. This is the personal CRM and operations system that runs alongside your brokerage's platform and whatever marketing tools you already use.

What ships

• Full Notion workspace, one-click duplicate
• Pipeline, client, listing, transaction, and commission databases
• Pre-built weekly and monthly dashboards
• Transaction checklist
• Vendor directory template
• Setup guide
• Lifetime updates