WpEstate CRM saves contact form messages as leads, helps you manage contacts, and gives users their own tools to track messages from their listings.
With the WpEstate CRM plugin, you can see and manage all messages sent through your site’s contact forms. Each message is saved as a “lead.” You can find the person’s name, email, phone, and the message they sent. This helps you keep track of every new lead from your website.
Every person who sends a message through your site is saved as a “contact.” You can add notes, phone numbers, or other details. You can even add new contacts yourself. It’s a simple way to manage everyone who reaches out to you.
If users register as agents, agencies, or developers, they get their own CRM area. They can see the leads and contacts for their listings and forms. Agencies and developers can also see leads for the agents under them. Everyone manages their own contacts.
As the website owner, you can see all messages from every contact form. You can also add or edit leads and contacts. You can set contact and lead statuses to stay organized. You can find all these tools in your WordPress admin panel.
WpEstate CRM helps you keep track of messages from all your website forms. Every message is saved as a “lead,” and the person who sent it is saved as a “contact.” You can see their name, email, phone number, and message details. You can also add notes and set a status, like “new” or “follow-up.”
If you have users who sign up as agents, agencies, or developers, they get their own space to see and manage their leads and contacts. Each user only sees their own data.
As the site owner, you can see all messages and contacts from every form on your site. You can also add new leads or contacts and edit any details.
To use WpEstate CRM, go to your WordPress dashboard. Under “Appearance” → “Install Plugins,” you’ll see the option to install and activate the plugin. It’s easy and helps you stay organized.
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