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Real Estate CRM & Transaction Tracker | Stackby

Buying and selling real estate is already a complex process—your CRM shouldn't make it harder. With Stackby’s Real Estate CRM and Transaction Tracker, you can effortlessly manage client relationships, track deals in real time, and streamline your entire sales pipeline—all in one place. No more spreadsheets, scattered notes, or lost leads. Our flexible, customizable templates let you automate follow-ups, stay on top of important deadlines, and collaborate with your team like never before. Whether you’re a real estate agent, broker, or property manager, this is the ultimate tool to close more deals, faster. Track transactions with ease Organize properties, contacts & leads efficiently Automate follow-ups and reminders Customize workflows to fit your process Collaborate with your team in real time Start optimizing your real estate database and CRM today! 0:14 Introduction 1:28 Creating Real Estate Database 3:00 Managing Contact 4:04 Filtering and Visualizing Data in Different Views 6:14 Creating Contact Form to Collect Information 6:56 Maintaining Interaction Information 7:44 Maintaining Transaction Details 9:59 Property Location Details 10:35 Custom Dashboards for Real-time Updates 11:10 Creating Custom Listing Sheets via Page Designer App 12:43 Setting up Automations for Day to Day Tasks