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Keystone is your real estate command center — manage listings, clients, deals, showings, offers, and your entire team in one connected Notion workspace.

Built for agents who want to close more and track less.

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⭐⭐⭐⭐⭐ "Finally a real estate CRM that doesn't require 3 other tools. I set it up in one afternoon." — Real estate agent, Los Angeles

⭐⭐⭐⭐⭐ "The deal pipeline alone is worth it. My team tracks everything in one place now." — Broker, NYC

⭐⭐⭐⭐⭐ "Duplicated it for each market we work in. Saves us hours every week." — Agency owner, Miami

🎯 Who Is This For?

• 🏡 Real estate agents managing multiple listings and clients
• 🏢 Agencies & brokerages that need team-wide deal visibility
• 📈 Property investors tracking acquisition pipelines
• 🤝 Buyer's agents coordinating showings and offers
• 👔 Sales managers monitoring agent performance and KPIs

📦 What's Inside?

🗂️ 7 Connected Databases

• 🏠 Properties — listings with type, price, status, agent
• 👥 Clients — buyers, sellers, investors, renters
• 🤝 Deals — full pipeline from Lead to Closed Won
• 👨‍💼 Agents — team directory with performance tracking
• 👁️ Showings — scheduled visits with client feedback
• ✅ Tasks — to-dos linked to deals and clients
• 📋 Offers — offer management with status tracking

⚡ Key Features

• Pipeline board with 6 deal stages
• Charts: revenue over time, deals per agent, clients by type
• Showing calendar with feedback tracking
• Offer pipeline with expiry dates
• Commission % tracking per deal
• Closing calendar view
• Pre-filled demo data to get started fast

Properties

Clients

Deals

Agents

🚀 Getting Started

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Step 1 — Add your properties

Open the Properties database and add your listings: type, address, price, status (Available / Under Offer / Sold).

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Step 2 — Add your clients

Fill in the Clients database: type (Buyer / Seller / Investor / Tenant), contact info, status, and linked properties.

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Step 3 — Open deals

Create records in Deals, link them to a client and property, set the pipeline stage and expected close date.

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<aside> 4️⃣

Step 4 — Assign agents

Add agents to the Agents database and link them to deals — track each agent's performance on the dashboard.

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