Free download
Free real estate CRM template for Excel and Google Sheets
A lead tracker built for Indian real estate teams: one row per buyer, dropdowns for source and stage, follow-ups that turn red when overdue, and a dashboard that counts itself. Free, no sign-up.
- Free, no sign-up
- Excel and Google Sheets
- No macros
What should a real estate CRM template include?
A real estate CRM template should hold one row per buyer with the enquiry date, phone, source, project, requirement, budget, owner, stage and the next follow-up date, and flag the follow-ups that are due or overdue, so no buyer is forgotten and every lead can be traced to the ad or portal it came from.
This template does that, with a dashboard that counts leads by stage and source and shows your conversion to booking. It works well for one person or a small team. When several agents share the leads, a CRM takes over the parts a sheet cannot do: assigning each new lead, reminding the agent, and keeping the WhatsApp chat with the buyer.
How to use the template
Five minutes to set up, a few minutes each morning after that.
- 1
Download it
Open in Excel, or import into Google Sheets with File > Import.
- 2
Add your leads
One row per enquiry; pick the source and stage from the dropdowns.
- 3
Work the follow-ups
Each morning, call the red (overdue) and amber (due today) rows first.
- 4
Outgrow it
When the team grows, import the sheet into a CRM: the stages already match.
What's inside the template
Four sheets, every number from a formula.
Conversion to booking 8.3% · 3 follow-ups overdue
Leads sheet
Date, buyer, phone, source, project, requirement, budget, owner, stage, last contact, next follow-up, notes.
Source and stage dropdowns
Facebook, Google, WhatsApp, portals, walk-ins and more; stages from New to Closed Won.
Follow-up status
Overdue rows turn red and today's amber, by themselves, from the follow-up date.
Dashboard
Leads by stage and by source, overdue follow-ups and conversion to booking.
Your own lists
Change the stages and sources on the Lists sheet; the dropdowns follow.
Excel or Google Sheets
A plain .xlsx with no macros, so it opens anywhere and is safe to share.
Ready to import
Same stages as Arthaleads, so the sheet moves into the CRM as it is.
Free, no sign-up
Download it and share it with your team; no email asked.
An Excel template vs a real estate CRM
The template is a good start. This is what changes when a team needs more.
A new Facebook or WhatsApp lead
Excel or Google Sheets template: Typed or pasted in by hand
Arthaleads: Arrives on its own, with the source
Who calls it
Excel or Google Sheets template: Whoever opens the sheet first
Arthaleads: One owner, with an alert on their phone
Follow-up reminders
Excel or Google Sheets template: Colour in the sheet, if someone looks
Arthaleads: A push alert and a red follow-up list
WhatsApp chats
Excel or Google Sheets template: On each agent's phone
Arthaleads: On the lead, in a shared team inbox
Several people editing
Excel or Google Sheets template: Overwrites and copies
Arthaleads: Roles, with each agent seeing their own leads
| Topic | Excel or Google Sheets template | Arthaleads |
|---|---|---|
| A new Facebook or WhatsApp lead | Typed or pasted in by hand | Arrives on its own, with the source |
| Who calls it | Whoever opens the sheet first | One owner, with an alert on their phone |
| Follow-up reminders | Colour in the sheet, if someone looks | A push alert and a red follow-up list |
| WhatsApp chats | On each agent's phone | On the lead, in a shared team inbox |
| Several people editing | Overwrites and copies | Roles, with each agent seeing their own leads |
Template questions
Anything else? Message us on WhatsApp and a real person replies.
Yes. Download it, use it and share it with your team; there is no sign-up and no email needed. It is an ordinary .xlsx file with no macros.
Yes. In Google Sheets, open File > Import, upload the file and choose to create a new spreadsheet. The dropdowns, the follow-up status and the dashboard formulas all work there too.
Four sheets: How to use; Leads, with one row per buyer and dropdowns for source and stage; Dashboard, which counts leads by stage and source, overdue follow-ups and conversion to booking; and Lists, where you change the stages and sources.
When more than one or two people work the leads, when ads bring enquiries every day, or when buyers message on WhatsApp at night. A sheet cannot assign a lead the moment it arrives, remind an agent to call back or keep the WhatsApp chat with the lead. That is when a real estate CRM pays for itself.
Yes. The stages in the template are the same as in Arthaleads, and Arthaleads imports leads from Excel and CSV on every plan, skipping duplicate phone numbers. Plans start at ₹599 per user per month, with a 14-day free trial.
When the sheet gets too small, bring it into Arthaleads.
Import your template in minutes on a 14-day free trial, or book a 30-minute demo on your own leads.
- 14-day free trial
- No credit card
- Made in Pune
