{"product_id":"real-estate-investor-crm-excel-google-sheets-seller-lead-and-cash-offer-follow-up-tracker","title":"Real Estate Investor CRM | Excel + Google Sheets | Seller Lead and Cash Offer Follow-Up Tracker","description":"\u003cp\u003eWhich seller needs a call, which offer is expiring, and what should happen next? This Excel + Google Sheets CRM helps real estate investors keep property leads, seller and agent contacts, offer revisions, and follow-up dates together. The included Word templates give you a starting point for your next email, text, or call.\u003c\/p\u003e\u003cp\u003eYour digital download includes a Google Sheets Access PDF with a link to make your own editable copy, a six-tab Excel CRM, a six-page editable Word follow-up pack, and a matching six-page reference PDF. The workbook opens blank for your own records. Compatible spreadsheet and document software is required and is not included; this is a manually maintained tracker with no automatic messaging or Salesforce connection.\u003c\/p\u003e\u003ch3\u003eWHAT'S INCLUDED\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eGoogle Sheets Access PDF: click the template button while signed in to Google, then choose Make a copy. Read Start Here before entering your records.\u003c\/li\u003e\n\u003cli\u003eCash Buyer Acquisition CRM (.xlsx): six tabs for the dashboard, property pipeline, offer history, contact log, contacts, and a start guide. Each working tab has 200 prepared rows.\u003c\/li\u003e\n\u003cli\u003eOffer Follow Up Pack (.docx): editable six-page Word file with email and text templates for offer submission, no response, counteroffers, call recaps, written offer deadlines, and outcomes, plus a call and voicemail guide.\u003c\/li\u003e\n\u003cli\u003eMatching six-page PDF for quick reference or printing.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHOW IT WORKS\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eGive each property and contact a stable ID so offer versions and conversations can be traced.\u003c\/li\u003e\n\u003cli\u003eTrack lead source, asking price, appointments, offer amount, written expiration, stage, owner, next action, follow-up date, and outcome.\u003c\/li\u003e\n\u003cli\u003eThe dashboard counts stages and flags offers due within three days, expired offers, overdue follow-ups, and follow-ups due today. The working tables have header filters, and expiration\/follow-up alert cells use color highlighting. Review two separate queues: filter Expiration alert for Expired or Due within 3 days; clear that filter, then filter Follow-up alert for Overdue or Due today. Combining both filters shows only records matching both and may hide other tasks.\u003c\/li\u003e\n\u003cli\u003eRecord offer revisions in Offer History and log calls, texts, or emails in Contact Log. The follow-up messages tell you what to update in the CRM.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThe listing images show clearly illustrative sample entries. The delivered Excel workbook opens blank, ready for your business data. Dates and statuses must be entered by the user; alerts are based on those entries. Enter an expiration only when it is an actual term of the written offer. No automatic messaging, Salesforce connection, or legal documents are included.\u003c\/p\u003e\u003cp\u003eThis is an instant digital download. No physical item is shipped. Use Excel or compatible spreadsheet software for the .xlsx file, Word or compatible editing software for the .docx, and a PDF reader for the PDF; behavior can vary by app. Save a working copy before editing.\u003c\/p\u003e\u003cp\u003eOrganizational and communication templates only, not a purchase contract or legal, financial, tax, or investment advice. Review offer terms and deadlines against your actual documents. For use within your own business; do not resell, share, or redistribute the files.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724297797,"sku":null,"price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/6e3ed73f-il_fullxfull.8713796875_gops.jpg?v=1792789619","url":"https:\/\/keysandkeepproperty.com\/products\/real-estate-investor-crm-excel-google-sheets-seller-lead-and-cash-offer-follow-up-tracker","provider":"Keys and Keep Property","version":"1.0","type":"link"}