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WpEstate Customer Relationship Management – CRM

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This video explains how to manage Hubspot API integration for all WpResidence theme contact forms, including contact page Watch Video on Youtube

WpEstate CRM (Customer Relationship Management) plugin saves all contact form messages and allows you to manage Lead Messages and Contacts from wp-admin backend AND allows individual users who register on your site as single users, agents, agencies or developers to manage their leads and contacts.

The key features of WpEstate CRM are:

  • Lists messages sent as emails form theme  forms  under “Leads”
  • Saves senders information under “Contacts”
  • Lets you add new contacts manually.
  • Lets you manage Leads Statuses and Contacts Statuses from wp-admin dashboard

How to install WpEstate CRM

You will be prompted to install WpEstate CRM from Dashboard -> Appearance -> Install Plugins

Install and activate the plugin if you wish to use it. If you don’t want to use it, you can disregard the notification as this is a recommended plugin, not a mandatory one.

How it works:

  • WpEstate CRM saves all the theme contact forms messages as ‘leads’
  • A lead message includes automatically: Contact form’s full name, email, phone number, the agent’s name, the link from where the form was sent, the message’s content and date.
  • A lead message can be managed  with extra settings: add lead status to the lead message, add comments, add notes
  • A contact can be edited and add notes, contact status
  • You can add a new contact manually, you can  manage contact statuses and lead message statuses

Sent messages from theme forms are saved as CRM leads.

Forms include:

WpEstate CRM For Users who register as User, Agent, Agency or Developer

Each user type will get their emails saved as leads and contacts for the following forms

  • Agent, Agency or developer profile pages contact forms. The message is sent from profile page. Below is an example of agent profile page form.

  • Property page contact form for the properties they manage
  • Agencies and Developers will also see the Leads and messages from the agents added by them in their account
  • Agents will only see their individual leads/contacts, no matter if they register as Agent (independent) or is registered as an Agent from an Agency

Each User will have 2 CRM pages in dashboard

Leads

Edit Lead allows you to add extra details. 

Contacts

 

Edit contact details allows you to add extra info here as well.

WpEstate CRM For Site Admin

Site administrator will get as leads all the messages form all theme forms

In wp-admin the Site admin can see all leads under CRM

How to add new comments to lead messages

How to edit a contact

Contacts save in a separate list

Contact details can be edited from wp-admin -> WpEstate CRM -> Contacts -> Edit Contact. By default we save the name (from contact form), the email (from contact form), the phone (from contact form). You can add other contact details, comments, a featured image to the contact profile, a status to the contact profile.

Add a new contact or a new lead

If you wish to add other contacts or leads, that’s a possibility too.

Contact Status and Lead Messages Status

You can add any contact status and lead messages status from Edit Contact / Edit lead , or from Edit Contact Statuses  /  Edit Lead Statuses