download dots

🏠 Create Real Estate CRM with AI

CRM for real estate agents managing listings, buyers, and transaction pipelines.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

Real Estate CRM

CRM for real estate agents managing listings, buyers, and transaction pipelines.

// roots anchor data · the workspace remembers · reflexes emerge

A CRM built for real estate professionals tracking listings, buyer interests, and transaction timelines in Taskade.

What's Included

  • Listing Database: Property details, photos, pricing, and status
  • Buyer Pipeline: Stages from Inquiry to Closed Deal
  • Showing Scheduler: Calendar integration for property tours
  • AI Agent: Matches buyers to listings based on preferences and budget

How To Use

  1. Clone this template and add your active listings
  2. Track buyer progress in Board view
  3. Schedule showings with Calendar view
  4. Let the AI agent surface matching properties for each buyer
  5. Set up automation triggers for closing task reminders

Find more real estate tools in the Community Gallery.

Related from the blog