Real Estate

Real Estate Sales CRM

CRM and lead-scoring rollout for a property sales team.

10 weeks18 tasksUsed 5×

About this template

Gets a sales team from spreadsheets to a working CRM with an AI lead-scoring layer — pipeline setup, data migration, scoring model, and a rollout sequenced around the sales team's existing cadence.

CRM

Real Estate

Sales

Phases & Tasks

What this template sets up for you, phase by phase.

1
SetupWeeks 1–2
- Pipeline stages design
- Data migration plan
- Integration mapping
2
CRM ConfigurationWeeks 3–5
- Pipeline build
- Automation rules
- Reporting dashboards
3
Lead Scoring ModelWeeks 6–8
- Feature selection
- Model training
- Validation against past deals
4
RolloutWeeks 9–10
- Sales team training
- Go-live
- Adoption tracking

Roles

Solution Architect
CRM + scoring model design
CRM Consultant
Configuration, automation
Data Analyst
Lead scoring model & validation

Deliverables

Pipeline design doc
Scoring model report
Training deck
Adoption dashboard

Back to Templates

Real Estate

Real Estate Sales CRM

CRM and lead-scoring rollout for a property sales team.

10 weeks18 tasksUsed 5×

About this template

Gets a sales team from spreadsheets to a working CRM with an AI lead-scoring layer — pipeline setup, data migration, scoring model, and a rollout sequenced around the sales team's existing cadence.

CRM

Real Estate

Sales

Phases & Tasks

What this template sets up for you, phase by phase.

1
SetupWeeks 1–2
- Pipeline stages design
- Data migration plan
- Integration mapping
2
CRM ConfigurationWeeks 3–5
- Pipeline build
- Automation rules
- Reporting dashboards
3
Lead Scoring ModelWeeks 6–8
- Feature selection
- Model training
- Validation against past deals
4
RolloutWeeks 9–10
- Sales team training
- Go-live
- Adoption tracking

Roles

Solution Architect
CRM + scoring model design
CRM Consultant
Configuration, automation
Data Analyst
Lead scoring model & validation

Deliverables

Pipeline design doc
Scoring model report
Training deck
Adoption dashboard