Client, listing, contract stage, and transaction connected in one place
Step by step, the Agent can quickly add it in an intuitive interface
Estate Office CRM
The first CRM system for WordPress for real estate agencies
Estate Office CRM combines clients, contracts, properties, searches, agents, and listing export to your website in one WordPress dashboard.
Clients, contracts, transactions in one place
Unlimited users
- Clients, properties and searches
- Contracts, documents and work statuses
- Transactions, agents and offices
- Publication of offers on the website
- Export to advertising portals
- Import from MLS WPON
- Export to portals
Take control of the chaos
Real estate agencies too often work in several programs at once
CRM, website, spreadsheets, PDFs, emails, and notes can split one process across multiple tools. This slows down agents, makes team management harder, and increases the risk of errors.
The agent and manager know what stage the contract is at
Monitoring the stage of an Agent’s actions in a given agreement can be key to optimizing workflow
Integrated listing publication to your website
You don't need additional plugins and themes for your listings to look great on your website
You have full control over your data
You don't have to ask the provider for an export and access to your data. Everything is on your hosting or server
Discover Estate Office CRM
One WordPress plugin that connects CRM, listing database, clients, contracts, agents, and property publication on the agency website.
Instead of assembling the process from several independent tools, you work in one environment that supports the day-to-day work of the agency and the public listings website.
Operational CRM
Operational CRM for the agency
Instead of scattered spreadsheets, notes, and messages, clients, searches, contracts, and properties are connected in one dashboard.
Website listings
Listings published directly on your website
You enter a property in the CRM and then can show it to clients on your website as a property for sale or rent.
Agencies and agents
Agencies and agents in one system
Assign supervisors, display agent profiles on the website, and organize team work without external tools.
Documents and PDFs
Prepare materials for the client faster and more professionally
Generate listing PDFs, use document numbering, and reduce the manual assembly of materials before presentations.
Roles and security
Roles, access, and work security
Separate administrator and agent permissions. After the license expires, the system can operate in read-only mode, so the data is not lost.
WordPress native
The agent works within the agency's website, and the client sees only the listings ready for display
You don't need a separate SaaS, another dashboard, and another database outside the website. The CRM works where you already run your agency website.
Why WordPress?
Estate Office CRM instead of another closed system
When the CRM runs directly on your website, the listing site and the agents’ back office become one process, not two separate products.
Typical solution
Estate Office CRM
Separate panel outside the website
CRM runs in WordPress
Additional logins for the team
One work ecosystem
Data in an external system
Data in your WordPress installation
Listing copied to the website
Listing published from CRM
Website and CRM as two separate entities
Website and CRM as one process
Workflow in Estate Office CRM
From the first contact with the client to publishing the listing on the agency’s website.
The system organizes an agent’s and agency’s work into one workflow: from client data, through the contract and property, all the way to publication and performance monitoring.
01
Add a client and define their needs
Save client details, assign a handler, and organize information about what they are looking for or which property they want to sell.
02
Create a contract and link it to a property or search request
Handle customer service within one process, linking the client, agent, agreement, listing, and documents.
03
Manage a property in the CRM
Add the price, area, location, photos, description, status, transaction type, and the key details needed to manage the listing.
04
Publish an offer on the website
Show a sale or rental listing without re-entering data into a separate system. The client can receive a link to the listing or a PDF.
05
Control the work of the office and agents
Check the number of clients, contracts, searches, properties, and agent activity from the CRM dashboard.
Who is Estate Office CRM for?
For agencies that want to streamline their work and maintain control over their data.
The product works best where the CRM is meant to support the real sales process and the publication of listings on your own WordPress website.
For solo real estate agencies
When you want order in your clients, listings, and contracts without a complex, expensive system.
For small and medium-sized teams
When several agents work from one shared database of clients, properties, and searches.
For agencies with their own WordPress website
When you do not want to maintain a CRM, a website, and a listing publishing system separately.
For companies that want to keep control over their data
When it matters to you that client, listing, and transaction data stay in your own environment, not only with an external provider.
See the CRM before you install it
You don't have to buy blindly.
Go to the demo version and see what the CRM dashboard, client list, properties, searches, public listings, and agent profiles look like.
- CRM panel and team dashboard
- list of clients, properties, searches and contracts
- public offers for sale and rental
- agent and office profiles on the website
The demo version lets you see the system’s workflow structure. Saving data is limited in order to protect the test environment.
Sales FAQ
Frequently asked questions before testing and implementation.
Below you will find answers to the questions that most often arise before access to the demo, trial, and subscription.
Does Estate Office CRM replace a classic CRM for a real estate agency?
Yes, in terms of handling clients, properties, searches, contracts, agents, and publishing listings on the WordPress website.
Do I need to have a WordPress website?
Yes. Estate Office CRM is a WordPress plugin and will work best for agencies that already have, or plan to have, a website based on WordPress.
Can agents work in the system?
Yes. The system allows you to work with agents and assign clients, contracts, and properties to them.
Can I publish listings on the website?
Yes. The CRM supports public sale and rental listings as well as property presentations on the agency website.
What happens to the data after the license expires?
The system can operate in read-only mode, meaning the data remains accessible but without full editing capabilities.
Can I test the system before buying?
Yes. You can use the live demo and a trial license.