Worksheet
Real estate CRM fit sheet
Use one two-column sheet, developer and agency, to list the records each business needs from enquiry to handover, marking what your current tools cover. Bring the gaps to every vendor demo.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Real Estate CRM: What Developers and Agencies Actually Need”, www.gullysystem.com/blog/real-estate-crm-what-developers-and-agencies-need