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🤝 How to Set Up and Use the RealHomes CRM

The RealHomes CRM plugin introduces a powerful all-in-one Customer Relationship Management system to your website. It helps real estate professionals efficiently manage leads, inquiries, deals, tasks, and communication — all from the RealHomes Frontend Dashboard.

Email Notifications

Please note that enabling the CRM does not affect your standard contact form email notifications. You will continue to receive emails for every lead and inquiry as usual, alongside having the data automatically saved in the CRM.

Follow the steps below to install, configure, and take full advantage of the RealHomes CRM system.

🔌 Step 1: Install & Activate the Plugin

  1. Navigate to Dashboard → RealHomes → Plugins
  2. Locate the RealHomes CRM plugin in the bundled plugins list
  3. Click Install, then Activate

Install RealHomes CRM Plugin

After activation: - A CRM Settings section appears under RealHomes in the backend
- A new Properties CRM menu appears in the Frontend Dashboard

⚙️ Step 2: Configure CRM Settings

⚙️ General Settings

  • Empty Fields Fallback Value: Set a placeholder such as - for empty fields.

RealHomes Settings

Dashboard ➤ RealHomes ➤ Settings ➤ CRM ➤ General

RealHomes CRM General Settings

Legacy Settings

Dashboard ➤ RealHomes ➤ CRM Settings ➤ General

CRM General Settings

👤 Leads Settings

  • Name Prefixes: e.g., Mr, Ms, Investor
  • Lead Types: e.g., Prospect, Referral, Tenant
  • Lead Statuses: e.g., New, Contacted, Qualified, Won, Lost

RealHomes Settings

Dashboard ➤ RealHomes ➤ Settings ➤ CRM ➤ Leads

RealHomes CRM Leads Settings

Legacy Settings

Dashboard ➤ RealHomes ➤ CRM Settings ➤ Leads

CRM Leads Settings

📩 Inquiries Settings

  • Inquiry Types: Purchase, Rent, Tour, Valuation
  • Inquiry Statuses: New, In Progress, Closed, Awaiting Response

RealHomes Settings

Dashboard ➤ RealHomes ➤ Settings ➤ CRM ➤ Inquiries

RealHomes CRM Inquiries Settings

Legacy Settings

Dashboard ➤ RealHomes ➤ CRM Settings ➤ Inquiries

CRM Inquiries Settings

💼 Deals Settings

  • Define your full pipeline using:
  • Deal Stages
  • Stage Colors
  • Probabilities
  • Last Steps
  • Next Steps

RealHomes Settings

Dashboard ➤ RealHomes ➤ Settings ➤ CRM ➤ Deals

RealHomes CRM Deals Settings

Legacy Settings

Dashboard ➤ RealHomes ➤ CRM Settings ➤ Deals

CRM Deals Settings

📝 Tasks Settings

Configure CRM activity management: - Task Types - Task Statuses - Task Priorities

RealHomes Settings

Dashboard ➤ RealHomes ➤ Settings ➤ CRM ➤ Tasks

RealHomes CRM Tasks Settings

Legacy Settings

Dashboard ➤ RealHomes ➤ CRM Settings ➤ Tasks

CRM Tasks Settings

🧭 Step 3: Understanding the CRM Dashboard

Open the Properties CRM section in your Frontend Dashboard to view your real-time CRM workspace.

📊 CRM Dashboard Overview

The dashboard provides instant insights:

  • Activities Feed
  • Leads stats (24 Hours, Last Week, Last Month)
  • Deals stats by stage (In Progress, Won, Lost, etc.)

CRM Dashboard Overview

👥 Leads

Manage all your leads with fields such as:

  • Name
  • Contact Details
  • Lead Type
  • Status
  • Source

CRM Leads Dashboard

Additional Features: - Bulk Selection & Delete

Bulk Selection

  • Lead Notes System

Lead Notes

  • View Related Inquiries

Related Inquiries

  • View User Saved Searches

User Saved Searches

📨 Inquiries

Manage property-specific inquiries:

  • Lead
  • Type
  • Status
  • Property Specs
  • Price

CRM Inquiries Dashboard

💰 Deals

Track and manage your sales pipeline visually and interactively.

CRM Deals Dashboard

Features include:

  • Animated pipeline navigation
  • Update last/next steps
  • Change stages
  • Estimate value tracking

CRM Deals Search

📌 Matched Properties & Send Matched Listings via Email

The RealHomes CRM automatically identifies properties that match a lead’s search criteria or inquiry details.

These appear under the Matched Properties tab inside the lead or inquiry detail panel.

Matched Properties allow agents to:

  • View suggested listings tailored to the lead’s preferences
  • Review property details such as Type, Status, Beds, Baths, Built Area, and Price
  • Quickly prepare follow-up communication

To streamline outreach even further, RealHomes CRM includes a Send Matched Listings via Email button.
This enables agents to send a curated set of listings directly to the lead with a single click.

Send Matched Listings

This feature is ideal for:

  • Responding to new inquiries
  • Following up with cold leads
  • Sending personalized recommendations
  • Increasing engagement and conversion rates

📝 Tasks

A clear to-do manager for daily operations:

CRM Tasks Dashboard

🧩 Step 4: Managing CRM Data (Add, Import, Export)

Each CRM module (Leads, Inquiries, Deals, Tasks) includes:

  • + Add New
  • Import
  • Export

➕ Add New Records

Click + Add New to open a right-side slide-in panel.

Add New Lead Panel
Add New Lead Form

📥 Step 5: Importing CRM Data (CSV)

Navigate to Properties CRM → Import.

Upload Your CSV File

The Import module allows uploading:

  • Leads
  • Inquiries
  • Deals
  • Tasks

CRM Import Upload

CSV Import Guidelines

Before uploading:

  1. Ensure the file is in CSV format
  2. Verify each column has a clear header
  3. Remove empty or irrelevant rows

Download the sample CSV for guidance.

🗂️ Field Mapping

After uploading your CSV, you’ll match your CSV columns to RealHomes CRM fields.

Example:

CRM Field Mapping

This ensures clean, accurate imports with no mismatched data.

🚀 Step 6: Accessing All CRM Features in the Frontend Dashboard

Agents and users can access all CRM modules through:

  • Leads
  • Inquiries
  • Deals
  • Tasks
  • Import
  • Analytics

They can:

  • Update lead statuses
  • Add notes
  • View related inquiries
  • Access saved searches
  • Manage task progress
  • Send matched listings to clients

🆘 Need Help?

If you still have questions:

👉 Log in or register:
https://support.inspirythemes.com/login-register/

👉 Submit a support ticket:
https://support.inspirythemes.com/ask-question/

Our support team is ready to assist you.