Project Management CRM Organization
ClickUp
Manage your entire real estate business in one place. Track leads, manage transactions, assign tasks to team members, and never let a deal fall through the cracks.
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Pricing: Free plan available, paid plans from $7/month per user
Key Features
Lead and transaction management
Task assignment and tracking
Document storage and sharing
Calendar integration
Time tracking for client work
Custom workflows for different deal types
💡 Pro Tip for Real Estate Agents
Create a template for each type of transaction (buyer, seller, investor) with all the necessary tasks, deadlines, and document requirements. This ensures nothing gets missed during busy periods.
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