You will get Custom Notion real estate CRM for property and client management
Project details
This project delivers a fully customized Notion Real Estate CRM and Property Management System designed for real estate agents, brokers, property managers, and real estate investors who want a simple and efficient way to manage their business operations.
Unlike generic templates, this workspace is tailored to your workflow and includes structured databases for property listings, client and lead management, tenant records, rental income and expense tracking, and document organization. The system features a centralized Notion dashboard with filtered views and automation-ready workflows that provide real-time visibility into your real estate portfolio and sales pipeline.
This solution focuses on productivity, accuracy, and scalability by reducing manual work and improving data organization. It combines CRM functionality, project management tools, and business performance dashboards into one workspace, helping real estate professionals save time, track growth, and make informed decisions.
Whether you manage rentals, sales listings, or multiple properties, this Notion-based real estate management workspace adapts to your needs without requiring expensive property management software.
Unlike generic templates, this workspace is tailored to your workflow and includes structured databases for property listings, client and lead management, tenant records, rental income and expense tracking, and document organization. The system features a centralized Notion dashboard with filtered views and automation-ready workflows that provide real-time visibility into your real estate portfolio and sales pipeline.
This solution focuses on productivity, accuracy, and scalability by reducing manual work and improving data organization. It combines CRM functionality, project management tools, and business performance dashboards into one workspace, helping real estate professionals save time, track growth, and make informed decisions.
Whether you manage rentals, sales listings, or multiple properties, this Notion-based real estate management workspace adapts to your needs without requiring expensive property management software.
Purpose
BusinessIndustry
Real EstateLanguage
EnglishWhat's included $75
These options are included with the project scope.
$75
- Delivery Time 1 day
- Number of Revisions 1
- Number of Hours of Work 4
5 reviews
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OF
Oluwaseun F.
Mar 18, 2026
Monday. com CRM & Operations System Setup for Real Estate Company
Ezra delivered a strong monday .com implementation, setting up structured boards, workflow automations, and dashboards that improved our business process, task tracking, and team collaboration.
The system is intuitive, well organized, and significantly reduced manual coordination across operations. Highly recommended.
The system is intuitive, well organized, and significantly reduced manual coordination across operations. Highly recommended.
AC
Adam C.
May 5, 2022
Discord community manager for NFT project
DJ
Diyaa J.
Jan 21, 2022
Chatting in discord
Ezra was amazing and went above and beyond for the job. He completed the task successfully and did everything that was asked so I will definitely use him again in the near future. Thank you!
KM
Kane M.
Jan 12, 2022
Discord community manager challenge
Ezra was awesome! He completed the task exactly as we requested, and also went above and beyond to provide bonus details and come up with some promotional graphics. We plan to work with him again on future projects.
OK
Oz K.
Dec 22, 2021
Engaging/Chatting in Discord Communities
Completed the job swiftly and with quality, would recommend
About Ezra
Monday. com Expert | CRM Implementation | Make. com, Zapier & n8n
100%
Job Success
Makurdi, Nigeria - 8:07 pm local time
I design and implement scalable monday. com workspaces, monday. com CRM systems, and automated workflows that replace messy spreadsheets, disconnected tools, and manual processes with structured business operations.
Businesses hire me to turn monday. com into a true Work Operating System — connecting projects, CRM pipelines, dashboards, and team collaboration into one reliable environment.
What clients typically hire me for
* monday. com CRM setup and pipeline implementation
* monday. com workflow automation and process optimization
* monday. com dashboards, reporting, and KPI visibility
* integrations using Make. com, Zapier, and n8n
* business workflow architecture and operational systems
Services I Provide
* Full monday. com workspace implementation and optimization
* monday. com CRM design for sales, operations, and service teams
* Workflow automation and cross-board automations
* Custom dashboards and reporting for leadership visibility
* Data migration from spreadsheets or legacy tools into monday. com
* Process mapping and operational workflow design
* SOP documentation and team training for adoption
Automation and Integrations
To extend the capabilities of monday. com, I build automation systems that connect your business tools and eliminate repetitive work.
Automation platforms I work with
* Make. com – advanced multi-step workflow automation
* Zapier – cross-platform automation and integrations
* n8n – flexible workflow automation and custom logic
* API integrations and webhooks for complex automation
These integrations allow your CRM, communication tools, and operational systems to exchange information automatically, improving data accuracy and reducing manual effort.
Systems I Commonly Build
* Sales CRM pipelines and lead management systems in monday. com
* Project and task management workspaces
* Client onboarding and service delivery workflows
* Marketing and campaign tracking systems
* Operations dashboards and KPI reporting
* Automated approvals, alerts, and reporting workflows
Industries I Have Worked With
* Financial Services and FinTech – CRM pipelines, compliance workflows, and reporting dashboards for financial teams and advisory firms
* Healthcare and Medical Services – patient intake workflows, operations tracking, and service coordination systems
* Real Estate and Property Management – lead management pipelines, client onboarding, and property workflow automation
* Marketing and Advertising Agencies – campaign tracking systems, client delivery workflows, and internal project management workspaces
* E-commerce and Retail – order management dashboards, product launch workflows, and marketing automation systems
* Education and Training Organizations – program management systems, cohort tracking, and automated onboarding workflows
* Technology and SaaS Startups – product development tracking, CRM automation, sprint management, and operational dashboards
If you are planning a monday. com implementation or automation project, feel free to send a message describing your current workflow. I can quickly outline the best system architecture.
My Implementation Process
1. Discovery and workflow analysis – understand processes and bottlenecks
2. System architecture – design the optimal structure inside monday. com
3. Automation and integrations – implement workflows using Make. com, Zapier, or n8n
4. Training and documentation – deliver SOPs and walkthroughs for your team
The result is a clean, automated monday. com system that saves time, reduces operational friction, and scales with your business.
If you need a monday. com expert to design, automate, or optimize your workspace, send me a message and share your current setup.
Keywords and Platforms
Monday. com | monday | Project Management | Digital Project Management | Agile Project Management | Project Scheduling | HR System Management | Automation | Automated Workflow | CRM Software | CRM Automation | Customer Relationship Management | HighLevel | HubSpot | Make. com | Zapier | n8n | API | Implementation | Solution Architecture Consultation | Online Instruction | Instructional Design | Communications | Email Communication | Administrative Support | Virtual Assistance | Team Management | Digital Strategy | Sales and Marketing | Data Entry | Data Analysis | Database | Project Plans | WordPress | Web Development | Google Drive | Slack
Steps for completing your project
After purchasing the project, send requirements so Ezra can start the project.
Delivery time starts when Ezra receives requirements from you.
Ezra works on your project following the steps below.
Revisions may occur after the delivery date.
Review client requirements and project goals
I analyze your business needs, data structure, and workflow to design the best Notion system for your real estate operations.
Build custom Notion real estate workspace
I create property, client, and rental tracking databases with dashboards and automated views tailored to your workflow.