Here’s a step-by-step tutorial for your knowledge base on using the RealEstateCRM.io Chrome Extension: With the RealEstateCRM.io Chrome extension, streamline your real estate management tasks right from your browser. Follow this guide to set up and make the most out of the extension. 1. Installation Use Chrome Bowser if you […]
RealEstateCRM.io allows you to create your leads manually and automatically from external sources. Here are a few ways and links to create your leads from an external source: Click on the links to access the guide Use Zapier an automation tool that connects RealEstateCRM.io to more than 2000s applications. Does […]
RealEstateCRM.io has a full REST API which allows the integration of the platform with other applications. This is advanced and only accessible for the premium plan and above. We do have for all the plans access to a more limited API to allow to create leads and contacts from the […]
Webform is a module accessible via the menu in the marketing section. Webform allows you to generate a form with a unique URL or that can be integrated in any website. What can you do with web form? Create form for Contact (create a new contact from the form) Lead […]
Zapier is a cloud solution that allows users to connect apps and automate some tasks. RealEstateCRM.io has full integration with ZAPIER with few triggers and many actions which allows connecting to thousands of applications like google sheet/excel, website, webbooks, accounting software… What can you do with Zapier and RealEstateCRM.io? Many […]
Web listing is an efficient way to generate a fast and stunning real estate website with your listings. How does Weblisting work? Create a list of listings, as only the listings from this list, will be visible on the website. Refer to the first part of this guide to create […]
This tutorial will provide you information on how to Import and synchronize your listings from RealEstateCRM.io to a WordPress website. For this purpose, we will use the plugin WP All Import. WP All Import is the most powerful plugin on WordPress to import any XML and csv file. The plugin […]
RealEstateCRM.io’s Contact Form 7 plugin all you to capture leads and contacts directly from Contact FORM 7’s forms. Contact Form 7 (CF7) is the most popular and used contact form plugin for WordPress, with more than 5 million users. Features of the plugins: Create lead and contact directly from your website Match […]
If you have any questions, feel free to contact us For Pre-Sale and Sales Related Questions: visit this page and fill the contact form Technical support When you are logged into your realestatecrm.io account, click on Feedback on the bottom right Then select Draw on the Screen: if you have […]
Opportunity-Listings matching is a feature allowing you to automatically match listings based on “opportunity criteria”. You can configure the criteria for “Matched listings” in Listings->Settings->Match Property settings You can set the settings so the HOW DOES IT WORK WITH OPPORTUNITIES ? In Opportunity details, you are able to […]