Building a Real Estate CRM in Glide – Seeking Guidance

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1

Hi everyone,

I’m new to Glide and working on a CRM build for my real estate business. I’ll be migrating data from RealNex (contacts and properties) into Glide, with the goal of having both datasets linked together (so I can click on an owner and see their properties, or click on a property and see the owner/contact info).

Here’s what I’m hoping to learn from the community as I get started:
*Which plan fits best for my use case?

  • Best practices for structuring two linked datasets (contacts and properties).
  • Tips for handling an Excel/CSV import where one dataset has full contact info and the other has property info with only partial owner details.
  • Recommended integrations (I’ll be using Constant Contact, Outlook, Calendly, Google Maps, etc.).
  • Any existing CRM examples/templates I should study before building from scratch.

If anyone has tackled something similar—especially around real estate workflows—I’d love to hear your insights or see how you structured your app.

Looking forward to learning and contributing here!

—Brian

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It depends on whether you need your users to log in. If not, you probably can do it with a Maker plan, restricting people to use consumer domains only (think gmail.com, yahoo.com etc).

If yes, and you plan to scale, you might want to talk to the Sales team to see what custom plans they can give you, other than the Business/Enterprise plan. Probably charge your users to post properties (if it works that way).

Here’s basic guide to build relational tables in Glide.

I’m not sure how partial we’re talking here, but the bottom line is if you have a field to link them together, you’re good.

3

also @Brian1 to import your old data into glide, refer to this: Import File | Glide Docs

we recommend if any file has more than 15-20k rows, use BIG TABLES and not glide tables

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4

Hi Brian, welcome to Glide

For your use case, the Maker plan is a good start. Upgrade to Team if you need more rows, storage, or advanced integrations.

Keep Contacts and Properties in separate tables and link them with a Relation column (e.g., owner email or ID). When importing from Excel/CSV, make sure both datasets share a unique identifier so they stay connected.

For integrations, Constant Contact and Outlook work well through Zapier/Make, Calendly links can be embedded, and Google Maps is built in once you have addresses.

Also, check Glide’s CRM/real estate templates to see how others structure their apps.

Hope this helps. Let us know how it goes