For real estate
Stop running your pipeline from a spreadsheet.
Listings, showings, and buyers end up scattered across spreadsheets, texts, and whatever CRM wasn't built for real estate in the first place. Fresno's real estate template sets up the right objects and pipeline in one click.
What's pre-built for you
One click sets up the objects, fields, and pipeline below — no custom-field project required.
Property
- Address
- Bedrooms / Bathrooms
- List price
- Listing status (active, pending, sold, withdrawn)
- Listing date
Showing
- Linked property
- Showing date
- Notes
Buyer fields (on every contact)
- Buyer budget
- Preferred neighborhoods
- Financing status (pre-approved, conventional, cash, unknown)
Pipeline
- New Lead
- Showing Scheduled
- Offer Made
- Under Contract
- Closed
// follow-up
Automation
Move a buyer forward automatically when a showing happens, or nudge a stale lead before they go quiet.
// outreach
Sequences
New-lead and post-showing follow-up cadences that go out on schedule, branching on whether a buyer engages.
// anywhere
Ask it on the go
"What's under contract closing this month?" — ask your CRM directly instead of digging through listings.