Estate Office CRM Wordpress

Turn your WordPress website into your agency’s workspace.

Keep WordPress and add a connected real estate workflow. Estate Office CRM Wordpress brings clients, agents, searches, contracts and transactions together with listings published on your agency website.

  • WordPress plugin
  • Your own hosting
  • CRM and website listings

Client cases

From the first contact to transaction settlement

A client record should be more than a contact card. Link it to an agreement, property or search and follow the case through its stages.

  • Individual and business clients with assigned agents.
  • Contracts with stages and linked subject records.
  • Transactions, commissions and staged settlements.
Contract list in Estate Office CRM Wordpress
Public property listing with the assigned agent’s details

Your own website

Enter a listing in CRM. Present it to clients too.

The property catalogue, listing page and team profiles use system records. Agents update the property, while the website presents its published listing without rebuilding it in a separate page editor.

  • Photos, property details, descriptions and the responsible agent’s contact information.
  • Views for listings, individual properties, agents and offices.
  • External portal publishing is configured separately from your own website.

Teams and searches

Make responsibility visible

Access reflects role and office. Search criteria help match properties to client needs, while notifications cover selected events in the workflow.

  • Different access scopes for administrators, managers and agents.
  • Client searches with criteria and property matches.
  • Linked records keep the context of a case within reach.

Before launch

A fit for agencies that want to keep WordPress

The plugin needs a maintained WordPress installation, hosting and licence configuration. Check the theme, migration and external integrations on a copy before launch.

  • Test the agent and manager experience, not only the administrator account.
  • Check the catalogue and property page on a phone and computer.
  • APP and Desktop described here currently connect to Total, not the Wordpress plugin.

FAQ

Questions from agencies using WordPress

Do I need a new website?

Not necessarily. The plugin can be deployed in an existing WordPress installation. The extent of theme and listing-view adjustments should be determined after checking your site.

Can I move to Total later?

The projects include WordPress–CMS migration mechanisms. Before switching, check version compatibility, backups, record mapping and media. This is not a promise of automatic migration for every configuration.

Estate Office

Use the demo to follow a case you handle every day.

Check the links between a client, contract and property. Then review available plans or tell us about your installation.