Real Estate Agent CRM Excel & Google Sheets Template | Realtor Lead Tracker Pipeline Commission Calculator | Property Listings Planner

THE REALTOR COMPANION
A premium CRM for serious real estate professionals

✦ INSTANT DIGITAL DOWNLOAD
✦ EXCEL & GOOGLE SHEETS COMPATIBLE
✦ LIFETIME FREE UPDATES
✦ FOR SOLO AGENTS AND SMALL TEAMS

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WHY THIS CRM IS DIFFERENT

Most real estate templates on Etsy are pretty spreadsheets that fall apart the moment you try to actually use them. Formulas break. Tabs don't connect. There's no dashboard. No follow-up system. No commission math.

The Realtor Companion is different. It's a complete CRM system designed by us and refined with input from agents closing 30+ deals per year. Every formula is stable. Every tab connects. Every calculation is automatic.

This is the tool we wished we'd had when we started. Now it's yours.

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WHAT YOU RECEIVE

When you purchase, you'll receive four files via instant download:

◆ Realtor_Companion.xlsx — The main workbook (16 tabs, 1,500+ formulas)
◇ Realtor_Companion_User_Guide.pdf — 30-page editorial user guide
✶ Realtor_Printable_Pack.pdf — 14 luxury printable forms (bonus)
↗ Realtor_Google_Sheets_Access.pdf — One-click access for Google Sheets users

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THE 16 TABS

01 · Instructions — 3-step onboarding and color system guide
02 · Setup — Agent profile, commission structure, annual goals
03 · Dashboard — Your morning command center with 6 KPI cards
04 · Leads — 1000-row database with auto-cadence and conditional colors
05 · Properties — 100 active listings with auto Days-on-Market
06 · Pipeline — 11 stages from Lead to Closed with probability weighting
07 · Showings — Schedule with auto-flagged "today" appointments
08 · Follow-up — Auto-cadence (Hot: 3d, Warm: 7d, Cold: 30d)
09 · Marketing — ROI auto-calculation per activity
10 · Commission — Gross → Broker Split → Net → Tax → Take-home
11 · Monthly Performance — 12 months × 11 metrics matrix
12 · Annual Goals — Working backwards to daily action
13 · Vendors — Your trusted referral network
14 · Checklists — Listing, Buyer, and Open House (95+ items)
15 · Past Clients — Lifetime relationship gold mine
16 · FAQ — 12 questions answered in detail

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BUILT FOR

✓ Solo real estate agents (newly licensed or established)
✓ Small teams (2-5 agents)
✓ Real estate brokers managing transactions
✓ Luxury real estate specialists
✓ Investment property agents
✓ Commercial real estate brokers
✓ Rental property managers
✓ Real estate coaches and trainers

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HOW IT WORKS — 10-MINUTE SETUP

Step 1 · Open the Setup tab. Enter your name, agency, license, commission %, broker split, tax estimate, and annual goals. The Companion personalizes itself.

Step 2 · Open the Dashboard. See your personalized greeting, daily quote, 6 KPI cards, hot leads needing follow-up today, this week's showings, pipeline by stage, and annual revenue progress.

Step 3 · Add your first lead. The Companion tracks it through 11 pipeline stages, calculates commission on closing, and reminds you when to follow up.

The whole system becomes yours within 30 minutes of use.

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AUTOMATIC CALCULATIONS

The Companion does the math so you don't have to:

★ Days Since Last Contact — auto-updates daily
★ Pipeline Value — sum of all deals × probability
★ Conversion Rate — closed deals ÷ total leads
★ Average Deal Size — auto from closed deals
★ Days to Close — average from intake to close
★ Commission Estimates — sale price × commission % × probability
★ Net Commission — gross − broker split
★ Tax Estimate — net × your tax % from Setup
★ Take-home — net − expenses − taxes
★ Marketing ROI — (revenue − cost) ÷ cost
★ Annual Goal Pace — on pace? behind? ahead?
★ Follow-up Due Date — based on lead temperature
★ Days on Market — auto from list date

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FREQUENTLY ASKED QUESTIONS

Q: Does this work in Excel AND Google Sheets?
A: Yes. Every formula uses standard syntax that works identically in both. You receive both options.

Q: Will my formulas break if I add rows?
A: No. The Companion is designed to extend. Copy any sample row, paste below, and continue. Auto-calc formulas extend with the row.

Q: Can I use this on my iPad or phone?
A: Yes. Both Excel mobile and Google Sheets mobile apps render the Companion correctly. Best for logging on the go.

Q: Do I get free updates?
A: Yes — lifetime updates included. New editions arrive via Etsy inbox at no charge.

Q: Is this for a specific country or market?
A: The Companion works for any market in any country. Currency symbol is customizable. Commission % and tax % are configurable. The system structure is universal.

Q: Can I share this with my team?
A: Each agent should purchase their own license. Two licenses cost less than one closing dinner.

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LICENSE & COPYRIGHT

This Companion is for personal/single-user use. Lifetime use, lifetime updates. You may not resell, redistribute, or share the files. © 2026 Prime Digital Goods. All rights reserved.

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A PERSONAL NOTE

We didn't build this because the world needed another CRM. We built it because we kept meeting talented agents — newly licensed or struggling veterans — who couldn't afford $200/month software but desperately needed structure. They were losing leads. Leaving money on the table.

The Realtor Companion is a one-time alternative to expensive subscriptions. It's not as feature-rich. What it does is more important: it imposes discipline, makes the math visible, and quietly forces you to do the activities that compound.

If this Companion saves you one deal you would have otherwise lost — one hot lead you didn't drop, one past client you remembered to call — it has paid for itself a hundred times over.

With care for your work,
— the Prime Digital Goods team