Description:
Houzez CRM is a customer relationship management system for real estate websites, built directly into the Houzez real estate WordPress theme. It lets agents, brokers, and real estate agencies manage leads, inquiries, and deals from their own website. Everything works inside the WordPress dashboard, so listings, leads, agents, inquiries, and customer activity stay connected in one platform without relying on third-party CRM software.
Houzez collects leads from property pages, inquiry forms, contact forms, and agent pages, and every lead appears in the CRM dashboard. You can track contact details, communication history, and related properties, and follow up with buyers, sellers, renters, and investors. Property inquiries are centralized in one organized dashboard where agents review inquiries, monitor conversations, and respond to prospects, which reduces missed opportunities and simplifies communication between agents and clients.
Deal management tools help organize ongoing transactions, monitor deal stages, and keep client information connected to each transaction. Performance tracking and built-in analytics let agencies monitor lead activity, deal progress, and engagement metrics, including property views, listing activity, and lead sources. These insights help real estate teams improve follow-ups, evaluate marketing performance, and optimize lead generation strategies from one centralized dashboard.
The vendor’s own page for Houzez CRM has the full details.
Main Features of Houzez CRM:
- Capture and organize leads from property pages, inquiry forms, contact forms, and agent pages
- Track inquiries from property listings, forms, and agent pages in one organized dashboard
- Monitor deal progress and manage every stage of the sales process
- View property insights, traffic sources, and lead engagement data
- Track agent activities, follow ups, and client communication history
- Monitor property views, listing activity, and customer engagement trends from the CRM dashboard
EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.
Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.
The 1.5.0 version stays on this update channel for the subscription year.
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