CRM for Real Estate Agents
Your book in a spreadsheet.
Your book in GridCRM.
Click any pill, cell, or row to try it.
Your clients, your listings, and the matches between them — in one grid that already feels like the spreadsheet you keep open all day.
Start your 14-day trialNo credit card required. Cancel anytime.
GridCRM for every kind of team
Looking for a regular CRM?
Start with the flexible GridCRM workspace—without real-estate fields, listings, or agent workflows.
Import the mess. Keep the signal.
GridCRM reads messy spreadsheets, maps sheets and records, and prepares a clean, structured import—automatically.
Auto-map sheets
We detect what each sheet is and match fields automatically.
Resolve entities
People, households, listings, and more—linked for you.
Review before import
See everything that'll be created. Approve with confidence.
GridCRM in your pocket
The real estate desk that leaves the desk.
Walk into a showing with the client brief, next action, and listing context already in your hand. Update the relationship while the details are fresh—not when you get back to a laptop.
Swipe the screens, or focus this gallery and use the arrow keys.
One real estate CRM for the work between first inquiry and closing.
GridCRM keeps the relationship record and the property record connected. Agents can see who needs attention, which listings fit, what happened at the last showing, and what to do next without rebuilding the day from scattered notes.
Lead and client management
Organize buyer, seller, renter, referral, and past-client relationships with clear stages, next actions, notes, contacts, and saved views.
Explore lead management →Listings and buyer matching
Keep pricing, property details, status, media, showings, owner context, and matching clients attached to the listing.
Explore listing management →A practical CRM setup guide
Choose fields, stages, routines, and ownership rules that agents will actually maintain after the initial import.
Read the setup guide →A daily workflow agents can keep current.
The CRM is useful only when updating it is easier than avoiding it. GridCRM keeps the primary workflow in editable rows and reserves deeper screens for the details that need them.
- 01
Capture the relationship
Import an existing spreadsheet or add a new household, contact, or client without forcing every field up front.
- 02
Record what changed
Log a call, email, note, showing, or next step from the client or listing context while the details are still fresh.
- 03
Work the right view
Filter by stage, need-by date, last touch, assigned agent, or matching inventory instead of scanning the entire database.
- 04
Keep both sides connected
Update a client requirement or listing detail and review the matches from either direction.
Real estate CRM questions
Is GridCRM a lead-generation platform?
No. GridCRM is the operating system for the relationships and listings you already generate through referrals, portals, open houses, advertising, and your own network.
Can I bring my current spreadsheet?
Yes. Import CSV, Excel, or TSV data, review how sheets and fields map, and keep the source file available while you verify the result.
Does it replace my MLS?
No. Your MLS remains the source for market inventory and syndication. GridCRM manages your client book, your working listing records, showings, follow-up, and internal matching.
Can a small team use it together?
Yes. Manager and agent roles support assignment and shared operating views while keeping accountability visible.
Can I export my data?
Yes. GridCRM includes CSV export so your relationship and listing data is not trapped in the product.
Pricing
Founding pricing, locked for life.
Real estate is new on GridCRM. Sign up during early access and the founding rate stays yours — no rate jump on year two.
GridCRM for Real Estate
Locked at this rate for as long as you're a customer.
- Households + listings on one grid
- Matching engine on both sides
- Smart showing + conversation logger
- Closed-deal address autocomplete
- CSV import + export, one click
- Manager + agent roles
- Priority support
No credit card. Cancel anytime. Export your data whenever you want.
After founding
Standard pricing once early access closes.
The same product, the same features. Founding members keep their original rate even after the standard price kicks in.
Every client and listing.
Matched in one grid.
Bring your book. Bring your inventory. The matching engine does the cross-referencing you've been doing in your head.
14-day trial. No credit card. Cancel anytime.