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CRM for Real Estate Agents

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GridCRM
HB
Views
Auto-saving
#
1
DAVID CHEN
David Chen
1David
DAVID CHEN Household searchSearching
wants 3 br 2 bath in a new-ish building, gym in building would be great, downtown bklyn or dumbo. no budget given yet, kept dodging the question. follow up.6:31 AM
Buy
$2.45M
3
Downtown Brooklyn, Dumbo
Searching
Aug 1
5 Strong
2
Marcus Wilson
Marcus Wilson
1Marcus
Marcus Wilson buy searchOffer In
Second viewing at 24-18 31st. Loved the layout; submitting offer this week.1d ago
Buy
$2.35M
4
LIC / Astoria
Offer In
Jul 15
5 Strong
3
The Rivera Family
Carmen Rivera
2Carmen +1
The Rivera Family buy searchSearching
Tightening the budget. Mortgage approval is firm at $850K.4d ago
Buy
$825k
3
Park Slope
Searching
Sep 1
5 Strong
4
Amelia Brooks
Amelia Brooks
1Amelia
Amelia Brooks rent searchSearching
Sent her the 301 W 94th deck. Asked about lease timing.2d ago
Rent
$4,200/mo
2
Upper West Side
Searching
Jun 1
6 Strong
5
Priya and Samir Patel
Priya Patel
2Priya +1
Priya and Samir Patel buy searchSearching
Discovery call. They are open to Prospect Heights if Carroll Gardens is tight.6d ago
Buy
$1.45M
3
Carroll Gardens
Searching
Oct 1
5 Strong
6
Northstar Studio
Anna Reyes
1Anna
Northstar Studio lease searchSearching
Sent comparable offices. They want 3,000+ sqft and freight.1w ago
Commercial Lease
$7,500/mo
Bushwick or LIC
Searching
Aug 15
1 Possible
7
Jordan Lee
Jordan Lee
1Jordan
Jordan Lee buy searchNew
Walked into open house Saturday. Asked for more in Prospect Heights.1d ago
Buy
$1.15M
2
Prospect Heights
New
Dec 1
6 Strong
7 clients
A
C
D
E
H
1
Client
Looking
$
Stage
Notes
2
The Chens
buy
1.7m-2m
showing
GREAT family REAL BUYERS / pre-approved
3
MARCUS WILSON
BUY
2-2.5
OFFER IN!!!
submitted yesterday — followup w/ owner!!
4
rivera fam
buy
<900k
looking
nightmare clients lol but earnest
5
Amelia Brooks
rent
4200/mo
interested?
saw 301 W 94 — too small. Send her more
6
PRIYA + SAMIR
buy
1.5
discovery
referred by Hannah & Brian!!
7
Cohens - closed!!
buy
980k
DONE
closed Aug? Sept? — ask ellen
8
Bob's wife — call her
saw a streeteasy listing thurs 4pm
9
412 EIGHTH STREET
$2.85M
wait this should be on listings tab
10
ollie grant - pause
paused
kid stuff, picking up fall '26
11
NEW LEAD????
from sat open house — get name
12
Northstar Studio (anna)
comm lease
7500/mo
active
needs ~3k sqft, freight elev, ground floor
13
NICOLE+MINH (lost)
buy
1.2m
lost
went w/ other broker. reconnect spring '27
Buyer book
Listings 2026
MARK CALL THESE
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Results
Sheet: Buyer Leads⚠️ Merged Cells
CLIENTPHONELOOKINGBUDGET
Row 2: "The Chens"
Row 3: "MARCUS WILSON"
Row 4: "rivera fam"
Sheet: Listings⚠️ Mismatched
ADDRESSPRICEBEDBATH
Row 2: "55 Water St #PH, Dumbo"
Row 3: "18 Schermerhorn Street"
Row 4: "730 Caton Ave"
Sheet: Notes⚠️ Freehand
CLIENTNOTESBUDGETWHERE
Row 2: "Amelia Brooks: saw 301 W 94"
Row 3: "PRIYA + SAMIR: Hannah referral"
Row 4: "Cohens: closed Aug/Sept"
LISTING55 Water St #PHFor Sale · $2.45M · 4BR
BUYER INTERESTLIC / AstoriaBuy · $2.35M · 4BR
HOUSEHOLDThe Rivera FamilyCarmen & Luis Rivera
CONTACTDavid Chendavid.chen@example.com
Real Estate Spreadsheet (2).xlsx·2,133 rows·12 sheets detected
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$9 / user / month
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Standard pricing once early access closes.

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Every client and listing.
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