Real Estate Portfolio Management Free Template

#Business Operations #business operations #process management #visibility

Pipefy’s Real Estate Portfolio Management template helps you keep track of all your properties, their location, maintenance dates and contact information. Use reports to check the value of your assets and monitor your profit.

Real easy real estate management

Get organized fast with Pipefy’s Real Estate Portfolio Management template. Use the start form to organize and manage all of your real estate information such as location and property details. Document properties that are unoccupied, those that are currently leased or rented, and the ones that are for sale or recently sold.

With Pipefy’s process management software, you’ll also be able to communicate effectively with your real estate team, bringing visibility and organization to the operation.

Get started with this free Real Estate Portfolio Management template today!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Teams across the globe love Pipefy

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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Real Estate Portfolio Management Template

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