Real Estate Investor CRM | Excel + Google Sheets | Seller Lead and Cash Offer Follow-Up Tracker

Which 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.

Your 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.

WHAT'S INCLUDED

• Google Sheets Access PDF: click the template button while signed in to Google, then choose Make a copy. Read Start Here before entering your records.
• Cash 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.
• Offer 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.
• Matching six-page PDF for quick reference or printing.

HOW IT WORKS

• Give each property and contact a stable ID so offer versions and conversations can be traced.
• Track lead source, asking price, appointments, offer amount, written expiration, stage, owner, next action, follow-up date, and outcome.
• The 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.
• Record 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.

The 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.

This 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.

Organizational 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.