Work the leads. Close on time. Know what you kept.
The sales CRM, the transaction timeline, the commission tracker and the content calendar, together for $129 instead of $176. Every one in Google Sheets and Excel, blank and filled with an example.
- Google Sheets
- Excel .xlsx
- 空白版 + 示例版
即時下載。帳戶中有永久連結。
即時下載。帳戶裡有永久連結。一次買斷，永久屬於你，無需訂閱。
From the sales CRM: every buyer and seller as a deal on a board by stage.
銷售 CRM 與銷售漏斗
Every lead has a next date.
Each buyer or seller is one row with a stage, a value and a follow-up date, and each morning the Dashboard lists the follow-ups due and overdue. Prospecting calls go on the Call Log, with the outcome, the source and a call back flag, before the person is a contact at all.
內容日曆
Market every listing from one plan.
Put in the platforms you post on, then make each listing a campaign: its posts, the open house promotion and the follow-up tagged to it. The week and month views are drawn from that list and coloured by platform, and the campaign timeline counts how many are out.
Transaction & Escrow Timeline
No deadline slips past.
Enter each deal's contract and closing dates once. Every deadline is worked out from them, counted the way you set it in Settings, every deal sits on an eight-week day grid, and the Dashboard names the next deadline and anything past due.
Commission & Expense Tracker
Know what you actually kept.
Log each closing once: price, rate, referral fee. The brokerage's share stops at your cap, the transaction fee comes off, and the Dashboard says in one sentence what you earned, what you kept and how far you are from your cap, with dues, marketing and every work drive counted against it.
You sell the homes. The four sheets keep track.
你來輸入
- Your split, cap and deadlines, once
- Each lead, call and follow-up date
- Each deal's contract and closing dates
- Each closing, expense and drive
自動算出
- The follow-ups due each morning
- Every deadline and what is past due
- What you kept after split, cap and fees
- The set-aside by quarter, at your own percentage
Google Sheets 或 Excel，不必二選一。
下載內容兩種都有：Sheets 複製連結和原生 .xlsx。每個公式都選用在兩邊表現一致的寫法，每個版本我們都會來回測試。
一個連結，不用費心保管檔案。
買一次就夠
$129，無需訂閱。訂單郵件和你的帳戶裡都有下載連結，永久有效。
複製到你的雲端硬碟
點一下就歸你了，存在你自己的 Google 帳戶裡，永久保留。我們無法訪問你的副本，表格裡也沒有任何回傳資料的內容。
先從示例開始
示例版裡每個標籤頁都已經能用。隨便點、隨便改，然後開啟空白版，輸入你自己的內容。
大家真正會問的問題
裡面印有年份嗎？
沒有。檔案裡任何地方都沒有印年份，所以你從哪天開始用，它就從哪天開始，明年也能繼續用。
能在 Excel 裡用嗎？
能。同樣的工作簿也提供原生 .xlsx 檔案，一份空白，一份帶示例，已在 Excel 中檢查過，所有公式都重新計算過。
需要會用表格嗎？
不需要。所有公式都已做好。先開啟示例版，看看每個標籤頁怎麼運作，再在空白版裡輸入。
我具體會收到什麼？
一個帶有連結的小 PDF：包含空白版和示例版的 Google Sheets 複製連結，以及兩者的原生 Excel 檔案。買一次，就能在兩個應用裡永久個人使用。
這些和單獨出售的四份檔案一樣嗎？
Yes. Each sheet comes exactly as it is sold on its own page: the Google Sheets copy links and native Excel files, blank and filled with an example. Nothing is cut down for the kit.
Is there a sign-in sheet for open houses?
Yes, and it is free for everyone: our open house sign-in sheet ranks each visitor hot, warm or later, flags anyone who already has an agent, and tracks who you have followed up. It is not counted in the kit's price; the leads it brings in go on to the CRM.
From the first call to the commission check.
Four spreadsheets in Google Sheets and Excel for $129, no subscription.
獲取套裝 · $129不是你要的表格？檢視所有表格模板，或者到 Templacity Hall 問問。
來寫第一條評價吧。
還沒有人評價過這一款。如果你已經在裝置上用了，你的評價會是下一位讀者看到的第一條。
即時下載。
結帳後文件立刻出現在你的帳戶裡，隨時可以重新下載。收據也會發到你的信箱。
一次購買。
沒有訂閱，沒有年費續訂，也沒有升級提示。付一次費，檔案就是你的。
簡潔、安全的結帳。
Stripe。Apple Pay。沒有垃圾郵件，沒有「合作夥伴」，不轉賣你的資訊。收據、檔案，就這麼簡單。
