Notion RE:OS: The OG


By Trish MacKenzie

Fully integrated Real Estate business planner, CRM & task manager template in one for Notion.
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This is it.

This is the year you are going to achieve every goal you have.

Welcome to Notion RE:OS. This is the OG.

Developed for REALTORs by REALTORs.

A business planner, CRM & task manager all in one.

The key to Notion RE:OS lies in the interconnected dashboards that help you keep track of all of your metrics & OKRs while going about your day. The Notion RE:OS makes your progress tracking seamless while keeping everything at your fingertips.

Use the relation feature throughout the Task List, Activity Tracker, Client Snapshot & Lead Generation dashboards to make sure every. single. thing. you do works towards achieving your six-month, 1-year, 2-year, 5-year, 10-year & beyond goals.

Take a look. Explore. Stop playing catch up and start making everyone else wonder how you do it all.

Plan, launch, and manage your Real Estate business all in one place!

Notion RE:OS is the fastest, easiest, and most organized way to plan, launch and manage your Real Estate business using Notion.

Manage it all in one place.

???? Lay out your mission, vision & values

???? Think big and get there faster with 30,000ft & 10,000ft SMART goal setting

???? Customizable dashboard to help you stay focused on everything

???? See the snapshot of your entire pipeline at a glance

???? Understand the full potential & weighted value of your future business at any moment

???? Rank your tasks & leads to be more effective with your time

???? Keep up with your day-to-day tasks, never losing sight of the big picture along the way

???? Understand how you generate your business with our Lead Generation Results

???? Keep a Rolodex of your third-party vendors & other agents at your fingertips

???? Link clients, tasks & goals to stay focused on the big picture

???? 100% customizable to fit your needs

Save money and spend more on bringing in more volume.

Includes ✔️ Goals Dashboard ✔️ OKR Tracking ✔️ Tasks Dashboard
✔️ Client Dashboard ✔️ Lead Generation Planner ✔️ Lead Generation Tracker
✔️ CRM ✔️ Daily Task Manager ✔️ Monthly Task Manager ✔️ GCI & Pipeline Tracker ✔️ Third-Party Rolodex ✔️ Wins & Milestone Tracker & much more.

Notion RE:OS is a lifestyle, more than just a couple templates.

  • Fully integrated Real Estate business planner, CRM & task manager template in one for Notion



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