Compare Estate Office editions
Wordpress and Total in one table.
CRM selection guide
How to choose a real estate CRM: test one complete client case.
A feature list does not tell you how often agents retype the same information. Prepare a fictional client, property and contract, then walk through the whole workflow using test data.
An Estate Office guide · Content reviewed:
1 · Relationships
Can a client record lead you to the right contract and property?
Create a fictional client, assign an agent and add a linked contract. Check whether you can find the information later without opening several disconnected lists.
- Does the system handle individual and business clients?
- Are the contract stage, responsible person and subject of the case visible?
- Can the agent move directly to the linked property or search?
2 · Publishing
Does your website listing remain part of the CRM workflow?
Complete property details, description and photos, publish the listing on a test site, then change one detail. Check the result on a phone and computer.
- Test your own website separately from external portal connectors.
- Check agent contact details and the enquiry form’s destination.
- Establish who approves publishing and pays for portal accounts.
3 · Roles
What does an agent see, and what does a manager see?
Do not assess the system only through an administrator account. Use at least two roles and records assigned to different people.
- Does data access match your office structure?
- Can a user without permission change another person’s case?
- Is reassignment of a client clear to the team?
4 · Completion and maintenance
What happens after the transaction is signed?
Check commissions, settlement stages and the currencies you use. Beyond the CRM screens, agree on backups, updates and recovery after a failure.
- Request a test import before migrating the full database.
- Assign responsibility for hosting, updates and backups.
- For applications, verify the supported server, device and internet requirements.
FAQ
A useful test before buying
How much data do I need for a meaningful test?
Start with a small fictional dataset: an individual, a company, two roles, a property, a search, a contract and a transaction. A complete workflow matters more than the number of imported records.
Can a CRM ranking replace this test?
A ranking can help you discover products, but it does not know your agency’s processes. Base the decision on your own scenario, licence terms and implementation scope.
Estate Office
Try Estate Office against your own scenario.
Open the Wordpress demo or describe a test deployment of Total. Always use fictional data in a public demonstration.