Real estate listing management, connected to your client book.
Keep the address, status, price, property details, media, showings, owner context, and matching buyers together—then work the same inventory from your phone between appointments.
24-18 31st Avenue
Astoria · Multi-family · For sale
- Price
- $2.35M
- Bedrooms
- 5+
- Matches
- 6 clients
Next showing: Saturday, 11:00 AM · Marcus Wilson
More than an address and a status.
A useful listing record gives the team enough context to answer a client, prepare a showing, follow up with an owner, and spot the right audience without opening five systems.
Working inventory
Track sale or rent, property type, price, beds, baths, square footage, neighborhood, availability, status, and the custom fields your market needs.
Property media
Add listing photos and videos from mobile so the working record carries the visual context agents need in the field.
Matching clients
Review clients whose budget, location, property type, and requirements fit the listing, then verify timing in the underlying records before reaching out.
Views and filters
Separate active inventory, rentals, sales, pending properties, and market-specific categories without maintaining parallel spreadsheets.
Mobile updates
Search, sort, filter, review, and edit configured listing fields from a mobile workspace designed for appointments and showings.
Showings and follow-up
Keep upcoming showings and the notes around them attached to the listing and the client relationship.
A listing workflow with both sides visible.
Inventory is not useful in isolation. The workflow becomes more valuable when each listing can show the clients around it and each client can show the inventory that fits.
- 01
Create or import
Bring in the fields you already maintain and keep custom market details alongside standard property data.
- 02
Prepare
Add media, owner context, availability, and internal notes before the team starts working the listing.
- 03
Match and show
Review likely clients, schedule showings, and keep the outcome attached to both records.
- 04
Update and close
Change status once, preserve the history, and keep the closed relationship available for future work.
Working inventory lifecycle
Use listing status as an operating decision, not a decorative label.
A status should change which listings appear in an agent’s view and what the team does next. GridCRM’s default real estate template distinguishes Draft, Available, Coming Soon, Pending, Rented, Sold, Withdrawn, and Follow Up Needed records; organizations can configure the picklist for their own workflow.
Prepare
Keep incomplete or internal property work out of ordinary active-inventory review until the record is ready for the team.
Work
Use available and coming-soon states with current price, availability, property details, media, owner context, and likely clients.
Coordinate
Use a pending state when the property needs a different next decision from ordinary available inventory, while preserving showing and client context.
Close or resolve
Record sold, rented, withdrawn, or follow-up outcomes honestly so active views stay useful and the property history remains recoverable.
The CRM status is a working team value, not proof of the current public market state. Reconcile price, availability, access, and listing status with the authoritative MLS, owner, brokerage, or property source your work requires before sharing them with a client.
Before changing a listing to a closed state, confirm the outcome and preserve the relevant client or counterparty context the team is authorized to retain. Closing the property record should resolve stale active work without erasing the relationship history that explains the result.
Use GridCRM for the working relationship around a property.
- Internal inventory and property context
- Client-to-listing matching and follow-up
- Showings, conversation notes, and next steps
- Team assignment, mobile access, and exportable data
Keep your MLS and transaction system for their jobs.
GridCRM does not replace MLS syndication, brokerage compliance, document signatures, escrow, or transaction accounting. It keeps the relationship, inventory, showing, and follow-up layer coherent around those systems.
Connect the property record to the people around it.
Start with your existing inventory and client book. GridCRM keeps both available in the same operating system.