SalesVerified
QuickBooks Field Quotes
Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
by AgentUIUse template
SalesVerified
Real Estate CRM Platform for Advisors, Investors & Public template
A CRM for real estate teams.
by AgentUIUpdated November 13, 2026
More screens
What's inside the Real Estate CRM Platform for Advisors, Investors & Public template
- Track every lead from first message to signed deal, with the next follow-up on each one, a timeline of calls and viewings, and the listings that fit their city and budget.
- Manage your listings with photos and status, share a public catalog where buyers and tenants send inquiries, turn inquiries into leads, and keep investors and their stakes in one place.
- Agents see only their own leads, clients and inquiries.
- A daily email reminds each agent who to call.
- Excel import (up to 500 leads), sample data, English and Spanish.
Related templates
See all templates
SalesVerified
Evergreen Webinar Platform
Run always-on (evergreen) webinars from one recording: visitors register on a public page, pick the next session and watch the video play as if it were live, at the same…
by AgentUIUse template
SalesVerified
Sales CRM with Pipeline
A sales CRM for small businesses. Drag deals across a pipeline you set up yourself, see the next activity on every deal, and get flagged when a deal has gone quiet with…
by AgentUIUse template
Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
Describe it. We'll build it with you.
Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.
Browse by what you need to build
Every tool below runs on the data you already have, with role-based access, a full audit trail and a real person behind it.