DE Contact us
SEO SEO SEO for Cyprus
Web design Web design Real estate
Insights
Projects Contact us Deutsch

Custom WordPress CRM

Real estate CRM for your sales process.

We built a CRM inside WordPress for a real estate agency. Enquiries, selections, viewings and deals – in one workspace.

Get a quote nowSee the real estate website

What we built

One workspace for the whole team.

  • Customer pipeline

    Every enquiry gets a status and an agent.

  • Match score

    Each property scored against the search profile.

  • Property selections

    Sent by email or link in one click.

  • Customer page

    Customers rate every property: good, okay or no.

  • Viewings calendar

    Synced with Google Calendar – both ways.

  • Statistics

    From enquiry to deal, per source.

How it fits together

Everything connected, in one place.

From first click to closed deal

Every channel feeds the CRM – and the CRM drives everything that follows.

  • Enquiry wizard
  • Property page
  • Wishlist
  • WhatsApp
  • Phone call

CRM

Customer · search profile · agent

  • Selection email
  • Customer page
  • Google Calendar
  • Review request

Customers

Every enquiry, one customer.

  1. From the website, a property page or the wishlist – with search profile and source.

  2. Same email or phone? Flagged – and merged without losing a single contact.

  3. No reply after 7 days, paused until a date, viewing without result – all in “Needs follow-up”.

Maria K.Website form · EnglishNew request
  • For sale
  • Paphos
  • Villa
  • 3 bedrooms
  • up to €500,000
Came via
Website form
Agent
Elena
  1. Today 09:12Enquiry via website form
  2. Today 09:14Agent assigned

Example data

Matching

The right properties, in seconds.

  1. Wishlist, enquiry wizard or a single property – what the customer chooses becomes the search profile.

  2. Each listing is scored against that profile: price, bedrooms, furnishing, market status.

  3. The selection lands on the customer’s own dashboard – the link goes out by email or WhatsApp.

Maria K.Wishlist · 3 saved propertiesSearch profile
  • For sale
  • Paphos
  • Villa
  • 3 bedrooms
  • up to €500,000
  • Resale
  1. Mon 18:40Saved 3 villas to the wishlist
  2. Mon 18:42Sent the wishlist as an enquiry
  3. Mon 18:42Search profile created

Example data

Calendar

Viewings, synced with Google.

  1. One week, every agent in their colour. From 15 minutes to 4 hours.

  2. Every agent’s day side by side – before you book.

  3. Viewings appear on every phone. Moved or deleted there – updated in the CRM within minutes.

  4. Typed on a phone? Shown in grey – one click links it to a customer.

  5. Google only gets first name, agent and reference. No phone, no email.

Viewings · this week

MonTueWedThuFri9:0010:0011:0012:0013:0014:00Villa, TalaAnna L. · 2 propertiesApartment, LimassolOfficeTownhouse, Chloraka

Example data

Workflow

How a customer moves through the CRM.

  1. Enquiry

    Enquiry arrives

    Website, property page, wishlist – or a phone call.

  2. Assign

    Agent and profile

    Area, type, bedrooms, budget, timing.

  3. Select

    Selection sent

    Matching properties, one personal link.

  4. Rate

    Customer rates

    Good, okay or no – visible at once.

  5. Follow up

    Nobody forgotten

    No reply after 7 days? Back on the list.

  6. View

    Viewing

    Planned in the calendar, synced to Google.

  7. Close

    Deal closed

    Deal value recorded, review request sent.

Customer dashboard

Every customer gets their own page.

  1. No login. A signed link, your logo, their properties.

  2. Every click lands in the CRM as “New choices”.

  3. Customers adjust their search – the agent gets an email.

Your property selection

Hello Maria, here are three properties we picked for you.

2 of 3 answered

Villa with sea view€485,000GoodOkayNo
Villa with pool€465,000GoodOkayNo
Townhouse near the beach€320,000GoodOkayNo

Example data

Statistics

See where deals come from.

  1. 4 weeks, 3 or 12 months – for the team or just you.

  2. Which channel brings buyers – not just clicks.

  3. Per step, field and language. No cookies, no IP.

New enquiries

58

Open customers

41

Closed deals

6

Needs follow-up

12

New enquiries per week

Example data

Connected and protected

Works with what you already use.

  • Google Calendar

    Two-way sync every five minutes.

  • Branded emails

    English, German and Russian.

  • WhatsApp

    Optional: pre-written messages.

  • Google reviews

    Review request when a deal closes.

  • Excel export

    About 60 columns, ready for pivots.

  • WPML

    Properties in the customer’s language.

  • Fake-enquiry filter

    Spam never becomes a customer.

  • Signed customer links

    Invalid once the deal is closed.

  • Form health check

    Daily test, alert if it breaks.

Client project

In use at ABC Properties Cyprus.

A real estate agency in Paphos, Limassol, Nicosia and Polis. Website, listing backend and CRM – built by us.

See the real estate website · abcpropertiescyprus.com

FAQ

WordPress CRM: short answers.

Why not a standard CRM?

A standard CRM doesn’t know your listings. This one runs inside WordPress and matches customers to your own properties.

Where is the data stored?

In your WordPress database, on your hosting. Google Calendar only receives first name, agent and reference.

Do customers need an account?

No. They open their selection with a personal link. Only agents log in.

Only for real estate?

We built it for an agency. The same idea works wherever enquiries are matched to an offer.

What does it cost?

It depends on the functions you need. After a short call, you get an individual quote.

We look forward to your reply.

Tell us briefly how your team handles enquiries today. We’ll get back to you within one business day.

What are you interested in?