Notion CRM with Automations for Real Estate

James Ferrer

Owner

Notion is the CRM for my Real Estate business. I use Relay.app to create custom automations on top of Notion. Here's a sneak preview of our 186 step workflow...

Steps in this workflow

New page added

Assign a role

Input Commission Dollar Amount

How it works

New page added

App Notion

Trigger New page added

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Assign a role

Documentation

descriptionActions 101

Input Commission Dollar Amount

Documentation

descriptionActions 101

I have a Real Estate company and I built a CRM in Notion with automations using Relay.app. The alternatives are Real-Estate specific CRMs that would have cost me $600 or more per month.

There's a misconception that Real Estate agents just put a sign in the front yard that a home is for sale and then collect their commissions. That's not the case. We think of ourselves as pilots for Real Estate. No pilot takes off without a checklist and we don't do deals without a thorough checklist and automations to keep track of everything.

As you can see in this automation, I use Relay.app with Notion to create and stay on top of a detailed checklist for each new listing.

If you're a Real Estate agent looking to level up your processes, I'm planning to offer my full CRM system through the Notion marketplace. Follow us on Facebook to get updated when the system is available.

James Ferrer

Owner