Realtor Client Database Template

**All products include tax**

Our Realtor Client Database is an invaluable tool for realtors as it is an essential tool for them to manage and organize information about their clients. It serves as a centralized location where realtors can store and access detailed client information to improve customer service, marketing strategies, and client retention processes.

We created our Realtor Client Database in Canva Sheets, so it comes with built-in AI capabilities under the dropdown functions of Canva Magic Insights: an AI-powered feature that can analyze your tracker data and generate insights, summaries, charts and more.

Start focusing on effective communication with current and past clients to increase repeat business.

This database template could help:
✅ enhance customer client relationships 
✅ assist realtors with enhanced marketing strategies 
✅ assist in getting repeat clients 
✅ with the use of a centralized system where realtors can store, manage, and track information about current and past clients.
✅ assist in providing AI tools for realtors using the ‘Canva Magic Insights function’ in Canva Sheets 
✅ assist realtors with AI capabilities via Canva Sheets to generate reports 
✅ assist you with dropdown sections – save valuable time 

What’s inside the database template:
A database of 8 Canva Sheets with AI capabilities system that includes:

• Ranking
• Client Name
• Client Address
• Client Generated Source
• Client Birthday & Important Milestones
• Dates
• Contact Information
• Links
• Transaction Type
• Points of Contact
• Notes
• Many Dropdown Functions & So Much More

Eight fully editable Canva Sheets, that include tons of detailed information that can be updated or changed in no time by you to your realtor brand and particulars — then printed, showed or sent.

Your purchase comes with an instructional video from us to show you how to customize this template to you and your realtor brand.

Why realtors love this database template:
✅ offers realtors a vital tool in lead generation for all types of clients
✅ helps realtors with tracking clients by allowing them to maintain a detailed log of all communications
✅ our Client Database is detailed, straightforward and easy to understand
✅ it improves customer service by providing realtors with yet another effective tool to stand out from the crowd
✅ allows realtors seamless integration
✅ helps realtors focus on customer service and client retention
✅ helps to deliver another way towards exceptional value to your client base
✅ can be used digitally or printed

Below are some additional ways to use this database template:
✅ depending on where you are in the clients journey you can use, add, update or change it in the Canva Sheets database to your liking
✅ can use it virtually (on an iPad) or paper copy in hand
✅ use it as a way to increase your AI capabilities and know-how
✅ can attach it to follow-up email to your team in a digital format
✅ use it as a way to encourage yourself to turn leads into clients

Good to know items:
⭐ the template works with the free version of Canva
⭐ it is a one-time purchase that you can use again and again
⭐ there are no ongoing subscriptions nor recurring fees
⭐ the template is a fully editable Canva template – you can edit fonts, colors, layout, images, sizing and even language by drag and drop to your desire and brand
⭐ it saves you hours in trying to DIY and figure out what to put in a Client Database and how to create one
⭐ we provide you with a free step-by-step video setup instruction
⭐ once purchased it is delivered instantly to your email account. In that email you will receive a link to the template and our instructional video
⭐ it can be emailed, printed or presented from your iPad. You choose what works best for you
⭐ realtors buy this template and the Lead Tracker Database

🛒 Change prices to your local currency using the dropdown menu in the footer
📩 This product could most likely be a tax-deductible business expense, but we recommend you check with your accountant if you are unsure.

This is a digital product. All sales are final.