This template allows you to have a master list of all real estate investors in your network in a clear table view, to never miss an investment opportunity.
From sourcing to closing the deal, you will always have a clear view on the whole process.
Add your contacts from anywhere: be it directly from LinkedIn, Twitter, or any other website with our Chrome extension or from a spreadsheet (Notion, Airtable, XLS or Google Sheet).
Track relevant information (such as estate preferencies, relationship status, connections and more) thanks to our custom fields and reach out easily with email templates that are ready to be customized and sent in bulk.
When you get a reply, stay up to speed with all deals using the pipeline view.
Custom fields included:
- Geography
- Status (To contact, Contacted, In touch, In process, Deal closed, Deal lost)
- Investor sector (Luxury, Offices, New, Reconstruction)
- Relationship status (No contact, In touch, Good relation, Close relation)
- Intro made by?
- First contact date
- Next catchup date
Views included:
- List of investors (table view)
- Investors pipeline (pipeline view)
