Download the Ultimate Google Docs Invoice Template for Real Estate

Google docs invoice template download for Real Estate

[Music] in today's video i'm going to show you how to build your own real estate database also known as a real estate crm using google sheets all right so the first thing we want to do is you want to go onto google and type in google sheets and you're going to see google sheets free online spreadsheets for personal use and you're going to want to open up a google sheet once you've got a google sheet opened up we're going to give it a title up here where it says untitled spreadsheet we're going to call this real estate crm you can give it any title you want next we're going to come down here into the cells so as you click around or you tab around with your arrow keys you can go around all these different cells so we're going to go up here to the a1 cell and this is going to be the start so first i'm going to give the first row row 1 here if i highlight it this row here is going to be all of my different column titles that i'm going to organize data by so first we're going to have date as one of our columns then i typically like to have the lead source so i like to know what day the lead came into my database where they came from and then i want to know what type so we can either put type here or we can put you know buyer slash seller if we're since we're doing a real estate database so let's go ahead and just use type as our as our column header so date lead source what type of lead is it then we can give it the name the phone number the email address maybe some notes about the lead so if they fill out a form with requesting more information you can copy paste whatever they typed into that form box and put that into the notes section or if they send you an email or leave you a voicemail you can put in different notes so that you have information about this lead then i like to do a status so i know if i've actually followed up with them yet i could either put gave them a call left a voicemail emailed them back and then lastly we want last contact date that way i can keep track and organize leads by when they were last contacted so i know when i need to follow up with other leads that have been sitting for a while that haven't i haven't touched base with if you want to get more advanced you can add more columns like you know next follow-up date and you can create kind of like a little calendar row here so you can kind of keep a schedule of when you're going to be following up with different leads you can get into like you know commissions and you can add in a bunch of other different columns that get more detailed but for right now i just want to keep it simple we've got the date that the lead got added to our crm where they came from what type buyer seller investor maybe they're both maybe they're going to sell their home and buy a home with you their name phone email some notes about them status have we contacted them left a voicemail when that last contact date was maybe the next follow-up date all right so let's go ahead and organize this a little bit date looks about the right width type name we can widen this a little bit here give some more space to put a name maybe a little more space for phone a little more space for email then we'll widen notes because we're probably going to type more than that status last contact date next fall update so what you can do is you can highlight these columns here and we're going to use the little text wrapping tool in the center wrap and that's going to help show all this text it's going to break it down to a new line now we can go ahead and make this wider to get it back on one line if we want but i think i like the width of it like that next what i'm going to do is i'm going to highlight all these columns here and i'm just going to center everything so all my data when it gets inputted will be centered in the cell all right lastly what we can do here is we can give our header a little bit of color and so we're going to come here maybe yellow color this came out more of an orange but all right so next what we want to do is data validation so this will save you a lot of time so lead source what we're going to do is we're going to come to the column you're going to see this little arrow here on the b so we're going to click on it we're going to go down here to data validation right here it's going to open up this data validation box and what we're going to do is go to criteria and we're going to click list of items and we're going to be able to type in different lead sources here by using the list so list of items we separate them by comma so what are some different lead sources well we might have a call we might have an email we can put call in we can have email we could have zillow we could have facebook maybe google um we'll just call it google let's go with website leads you can put social media if you want to be broad like maybe they came from twitter instagram linkedin others could be signage if they called off of a real estate sign or referral so you can think of different lead source potentials in your business put them in here comma to separate each of these and then what we're going to do is click save and now you're going to see every cell has a little arrow so all you got to do now is click on the little drop down arrow and we can click on one of these lead sources so if i got a lead from zillow i could punch it in there and then we can also set up some formatting in the date column so we can highlight the entire column we can come over here to format and we can go under the one called date so all we got to do is click that and now anytime we punch in a date so let's do you know 3 24 2019 for example or we can do 3 24 and just leave it at that and it'll actually make it 324 2020 on its own so it's already in the date format there now for type again we can set up data validation so click on the little column c drop down arrow data validation we're going to go to list list of items we're going to type in buyer comma seller comma both comma investor all right so now we've got all those arrows again so if we had a a buyer lead come off zillow we're going to manually punch in their name phone and email there are ways to automate this data though if you want to connect some of your different lead sources to a program called zapier so we can come back out here to google just type in z-a-p-i-e-r zapier and you're gonna pull up zapier's website which it costs let's go to pricing and check out how much it costs real quick it's fairly inexpensive especially since it's going to save you a lot of time and help you do more deals so they have a free plan you can do up to a hundred tasks a month and then you can get started on the starter plan for twenty dollars a month so if you do it annually that's about two hundred and forty dollars a year again twenty bucks a month that's fairly inexpensive considering it's going to automate a lot of your business so you don't have to spend you know an hour of your time doing something it's it's you're going to end up saving you several hours a month using zaps and setting these up to automate data in your business and that's gonna free you up to do more deals each year so check it out you can start with the free plan you get five zaps uh you can get up to 100 tasks a month and then if you realize that you need more zaps you can upgrade to that 20 a month plan so what we're going to do here is we're going to go back to our crm now i'm not going to show you how to set up zaps in this particular video that'll be another video but let's say we did have leads coming from zillow we could connect zapier to zillow and connect zapier to our google sheet and we could say hey when somebody fills out information on zillow i want to pull their name their email and their phone number and i want to input it here into my spreadsheet so you can set up that zapier and it will automatically port that data into your spreadsheet so it'll fill it in in a new row and then after it's automatically ported the new leads into your spreadsheet you can go in later and you know adjust any of these cells that you need to by selecting what type of lead where the lead source was if you're not able to set that up and automate that automatically but if you play around with zapier you might find that we can automate all of that as well same with notes you can pull any notes from the description on the zillow form that they fill out status again this is where we're going to create maybe some more data validation so we can come here to the data validation tab we're going to click on list of items we're going to type um you know call let's see called left voicemail emailed back um met face to face so let's start with those you can think of more and get more creative last contact date next fall update these again we can highlight these columns here we can go back over to the formatting and we can make these date formats so that's a pretty rough sketch of our real estate crm here this is how you can make your own real estate database for free so we can call this first tab leads so anytime we get new leads coming into our business we can fill in these rows with their information and it's a way to keep organized so you can see who somebody is where they came from what type they are what date when to follow up with them again when you last followed up with them so it's a good way to track all your leads here and then you can get more advanced you can create other sheets in this same spreadsheet so we can create a listings tab we could create a showings tab so maybe they come in here as cold leads to start with and then you move them from tab to tab like a sales funnel so this is like stage one of the funnel and we can create like stage two maybe this is like my face to face meetings so all i would do is basically come over here and i would just copy all these same columns again that way we can just copy records over from from one sheet to the next so when i get ready to move this lead so let's call this guy john doe and we'll give him a phone number go highlight 555-555-5555 data we can cut it we can come over here to face to face meetings and we can paste him in so he's in the next stage of my sales funnel and then if we get him to the point where he's ready to maybe do a listing with us we can come here to the listings tab and again we can create the same basic column headers here so all we have to do is copy or cut paste into the new tab but we can actually get more detailed in this one we can put like property address you know list price we can calculate commission if you want to set up a formula so we could do like you know point zero three so like a three percent commission times this cell so we just pick the cell l2 click enter so now it's a formula so anytime we put a list price in here like 250 000 it'll automatically calculate that commission if a three percent is your commission rate so we just punch in that formula there it'll automatically calculate your expected commission all right and then you can get even more advanced with that you could put in you know like the listing date or the listing expiration date so that you can keep on top of your listings so listing expiration date that way when you know if you're having trouble selling their house for some reason you can keep an eye on when that listing expires you can set up you know price drop dates so let's say if you still haven't sold a house by a certain date and you're approaching this date then you can go back to your listing and say hey uh you know we've we've had this house in the market now for you know 30 days 60 days 90 days you could set up different intervals in here in your spreadsheet to keep track of and say hey would can we do a you know a 5 000 price drop today so there's lots of ways you can kind of get fancy here with a spreadsheet and type in different types of data to help you stay organized this is one example of a free diy real estate crm if you want to save some money and not pay for a typical real estate crm software you can just do it with google sheets so thanks for watching today's video i hope you gain some value if you want to download the template of this spreadsheet you can do so over on my website ask nickfoy.com tools or if you join my real estate marketing school you can get free access to this template at any time by joining and becoming a student we've got a resource library that contains all of our free templates blog articles we've pre-written for you to use on your website as well as many worksheets and other cool spreadsheets thanks for watching today's video and i'll see you guys in future uploads make sure you subscribe to the youtube channel if you're not and i'd love to see you hit that like button if you gain some value it will help me out and i'll see you guys soon