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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.

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

Navigate to Dashboard → RealHomes → CRM Settings to configure the CRM.
Settings are divided into multiple tabs for clarity and ease of use.

⚙️ General Settings

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

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

CRM Leads Settings

📩 Inquiries Settings

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

CRM Inquiries Settings

💼 Deals Settings

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

CRM Deals Settings

📝 Tasks Settings

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

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.