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WPL -

REAL ESTATE CRM

FOR WORDPRESS

Sell or assign the “Leads” of your website to your agents!
Unlimited Seats – Unlimited Agents – Unlimited Records

Real Estate CRM helps closing more deals (CLICK TO EXPAND)
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    The CRM helps agents find suitable properties for leads. A lead sends a request through the CRM form and the agent matches their request with available listings on the website.
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    Leads will be distributed between agents through different methods. Agents can monitor their lead activity on the website
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    Contact Agent – Request a Visit: Potential clients can provide you with their requirements and contact information by filling out a form.
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    Clients can search for properties on your website
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    CRM PRO+ CRM

Realtyna CRM (Lead Management) highlights (Click to EXPAND)
  • 1 Record the requirement of leads and follow them easier
  • 2 Record the events by a fully functional calendar
  • 3 Record to-do tasks and remind them by an email
  • 1 Automatically assign the leads to Realtors/Agents
  • 2 Provide the CRM tools to agents for keeping up with the leads
  • 3 Monitor the activities and interests of the leads
  • 1 Create Personalized Forms
  • 2 Gather the personal data of website visitors
  • 3 Generate Leads

Introducing WPL CRM

A web-based Real Estate CRM

With WPL CRM you are able to manage all of your customer’s needs in one place.. This powerful yet simplified system for lead management automates lead-generation, follow-ups, etc. This enables you to manage every aspect of your contacts needs and requests and have unlimited users and records. It’s easy-to-use and easy-to-setup nature enables you to start using it right after the installation. This CRM system includes:

  • Capturing a lead through different forms in the website
  • Gathering information from the leads
  • Monitoring Leads activity through:
    • Login history
    • List of bookmarked properties
    • List of Saved Searches, etc.
  • Providing necessary controls over the privacy of information within the system between all users

Features List

  • Advanced form creator for managing fields of contacts and requests
  • The Administrator can adjust the privacy levels and control how much access the agents can have with the contacts. Furthermore, they can adjust
    the access levels of every single item in the CRM. For example, they can forbid some agents to create “Requests”, they can edit the agents
    “Reminders”, and they can give an agent access to see “Other Events”.
  • Outstanding user experience with the integrated user interface
  • Monitor the activity of registered users through the login history, list of bookmarks and saved searches
  • Event Management and Reminder System
  • History of viewed listings by your leads
  • Advanced search filters for finding contacts, requests, etc.
  • Ability to sell real estate CRM features through Membership and Payment Gateway Add-on
  • Support for unlimited agents and contacts

System Overview

Contacts & Forms
The key element of every CRM is contact managing and gathering information about your contacts. There are multiple ways to gather contact information:

  • Leads can contact you, through the CRM form in the property details page
  • Leads can contact you through the general CRM form
  • Agents can enter information manually on the CRM Contacts pageEach form consists of 2 sections:
    • ‘Contact Details’
    • ‘Requirement Details’

The CRM forms are based on an advanced data structure manager called Flex. The website admin can manage (add, edit, remove) all the fields of the Contact Details, Request Details and other areas of the forms.

Contact Management

There are 3 ways to distribute leads generated from the CRM form inside the property details page:

  • Round Robin: You can use the Round Robin algorithm to distribute leads
  • Manage with the Lead Distribution Manager (A manager can be selected by the Admin)
  • Assign to Property Owner (registered agent)

If the contact is entered directly by the agent, it will be assigned to that agent and the contact info may become private and accessible to that agent only.

Actions and Alerts

When a contact is assigned to an agent, that agent can manage the contact details and requirements. They can perform different actions within the system that include:

  • Editing contact details, requests, etc.
    The agents are able to update the contact details, add information to the contacts and divide them into different groups.
  • Monitoring contact activity
    If the contacts are registered users, each time they log into the website and bookmark properties or save a search, these actions will be saved in the system and the owner of that contact will be able to view the actions. This information provides necessary insight about the interests of the clients and helps the agent close the deal with that specific client.
  • Managing contact events
    WPL CRM assist agents in managing professional events with their contacts and setting up email reminders for them.

  • CRM Add-on (Unlimited)

    $1,850

    Lead Generation & Management
    Supports Unlimited Agents

$1,850 Add to cart

  • CRM Add-on (Lite)

    $350

    Lead Generation & Management
    Supports Up to 5 Agents