Developer documentation for the Stats module of the WPResidence real estate CRM. Covers the stats-functions API, Chart.js integration, deferred loading, and scope filtering. Files libs/stats-functions.php — aggregate queries and counters. page-templates/wpestate-crm-dashboard_stats.php — dashboard template. Server-Side KPI Functions Function Returns wpestate_crm_get_lead_stats() total, by_status, by_source, by_type wpestate_crm_get_enquiry_stats() Counts keyed by status wpestate_crm_get_deal_stats() total, value_sum, by_stage, avg_value, won_count, […]

The Activity section of the WPResidence real estate CRM is your chronological audit trail. Every note added, every form filled, every email sent, every deal moved between stages, every task completed — all of it lands in the timeline automatically. This article explains what gets logged, how to read the timeline, and how to use […]

The Activity module is the audit log of the WPResidence real estate CRM. This article documents the schema, the write API, the triggers, and the valid activity types. Storage — wp_wpresidence_crm_activities 14 columns. Created in libs/db-setup.php. The schema mirrors legacy and new column names during the ongoing rename: Legacy New entity_id contact_id action type Other […]

Tasks are the fuel of a productive real estate practice. Every phone call you need to make, every viewing, every piece of paperwork — the Tasks section of the WPResidence real estate CRM keeps them visible, due-date-sorted, and accountable. Opening the Tasks Section Click CRM → Tasks in the sidebar. Admins see every task; agents […]

This article documents the Tasks module of the WPResidence real estate CRM plugin: custom table, CRUD API, AJAX endpoints, overdue detection, and the daily notification cron. Storage — wp_wpresidence_crm_tasks 19 columns, created in libs/db-setup.php. Like Deals, the schema keeps legacy and new column names side by side during the rename transition. Dual Column Names Legacy […]

Deals are the active transactions in your real estate CRM. Every offer being negotiated, every signed contract moving to closing, every potential sale — all of them live in the Deals section, organized into a visual pipeline that shows exactly where your revenue is. Two Views: Pipeline Board and List Open CRM → Deals. By […]

Developer documentation for the Deals module in the WPResidence real estate CRM – how the pipeline board is built, the drag-and-drop wire-up, the dual-column schema, and the HubSpot sync. Storage – wp_wpresidence_crm_deals Deals live in a 33-column custom table. The schema intentionally mirrors legacy column names alongside new planned names to support the in-progress rename […]

Leads in the WPResidence real estate CRM sit between contacts and deals. A lead is a signal of interest: a form submission, a phone call, a portal enquiry. Each lead is tied to a contact (the person) and, optionally, to the property they are interested in. This article walks through adding leads, understanding lead statuses, […]

Developer-focused documentation for the Leads module of the WPResidence real estate CRM plugin. Covers the custom table, CRUD API, AJAX endpoints, and relationship to Contacts. Storage — wp_wpresidence_crm_leads Leads are stored in a 14-column custom table created in libs/db-setup.php. A legacy wpestate_crm_lead CPT (post-types/leads.php) is retained for backward compatibility; new records are written directly to […]

Contacts are the heart of your real estate CRM. Every buyer, seller, tenant, landlord, and investor you work with lives in this one master database — complete with lifecycle stage, lead source, assigned agent, preferences, and a full history of every interaction. This guide walks through everything you can do from the Contacts section: adding […]

This article documents the Contacts module of the WPResidence real estate CRM plugin from a code perspective: storage, CRUD API, AJAX endpoints, field map, hooks, and permissions. Storage – wp_wpresidence_crm_contacts Contacts live in a dedicated custom table with 44 columns, created in libs/db-setup.php. No CPT is used for new records. The legacy wpestate_crm_contact post type […]

Enquiries are the front door of your real estate CRM. Every time a prospect phones in, walks into your office, emails you, or fills in a form on your website, you have an enquiry. The Enquiries section of the WPResidence CRM is where you log, review, and manage that flow. This guide covers everything you […]

This article documents how the Enquiries module is implemented in the WPResidence real estate CRM plugin. It covers the database table, the CRUD API, the AJAX endpoints, the auto-contact linking logic, status picklists, and the hooks you can use to extend the module. All references are against plugin version 5.2.2 (wp-content/plugins/wpestate-crm/). Text domain: wpestate-crm. Storage […]

The WPResidence CRM is a complete real estate CRM built directly into your WPResidence website. Instead of juggling spreadsheets, email inboxes, and separate tools, you get one frontend dashboard where enquiries, contacts, leads, deals, tasks, activity, and stats all live together. This article is an introduction to the CRM as a whole: what each section […]

This article is the developer counterpart to the CRM Overview guide. It maps the WPResidence real estate CRM plugin structure, bootstrap, page template routing, database activation, enqueues, and dashboard navigation, so you can extend or debug the plugin from a child theme or custom add-on without guessing. All references are from wp-content/plugins/wpestate-crm/, plugin version 5.2.2, […]

Content How to create a HubSpot account How to create a private app and get the access token How to connect HubSpot to WPResidence Which WPResidence forms are covered by the admin integration How to test the integration with a property created from admin How to let agents, agencies, or developers use their own HubSpot […]