The Best Free WordPress CRM Plugin for Real Estate Lead Generation

BOTHELL, Wash. - Aug. 7, 2015 - PRLog -- “How do you turn leads into clients? Strong personal skills and services are one part. The other piece: Having a system that keeps track of prospects, so they keep track of you when they’re ready to buy or sell.” (Realtor Mag)

What if you want a WordPress website and a Lead Generating CRM solution?

Previously you would have had to:

Build your WordPress website:
Sign up for one of the Many real estate CRM solutions
Take that particular vendors lead capture code and integrate it into your WordPress website
Track the leads from the vendor’s dashboard

Back and forth, forth and back.  Meanwhile paying a fee to host your site and paying a fee to host your leads.

Otherwise your stuck having to sign up for one of the proprietary website builder’s products to get the CRM solution and pay a mega monthly fee.

Neither option was great.

Then I found this option.

Leadin WordPress CRM
At first I thought it was to good to be true.  But every once in a while a plugin comes along that actually does what it says.  And this is one.

I have long since been a fan of Hubspot Marketing Software and actively promote it on this site and often reference their marketing material.  They are a solid company built on a solid foundation.

The Leadin team is an experimental team inside of the marketing software company HubSpot. Whose mission is to build simple marketing software for small businesses on WordPress.

Hubspot’s solution starts at $200 month.  That is a bit steep for most of my clients.

The Leadin WordPress CRM Plugin is Free. Sounds Better.

I have talked to the developer’s of the plugin and like most free plugins they assure me that their will be a forever free product.  However, they will be launching a Pro Version of the plugin with increased features for a price.  Not sure what that is going to look like, but they have mentioned the number $99/year.
What is Leadin?

Short answer: A Free WordPress CRM Plugin

Long answer:  A contacts tracking, how many email addresses am I collecting and where are they coming from? Analyzing, Email Marketing pushing, Email Subscribe Widget/Pop up creating, Lead Prospecting, CRM super tool.  All from the convenience of your WordPress dashboard.

Sounds to good to be true right?  I know I thought that as well.  Must be buggy, or glitchy right?  It is not.

I have tested the plugin on my site for about 3 weeks.  And it just started working right out of the box.  The whole thing takes about 5 minutes to set up.  And Boom!  You are generating Smart Leads!

In the 3 weeks I have used the plugin I have accumulated 54 leads.  As you can see here:

To see example images visit:  http://www.jasonfox.me/can-a-free-wordpress-crm-plugin-in...

How Does Leadin Work?

Setting It Up
Download the Free Plugin:  http://leadin.com/download
Upload it onto your WordPress website
Go to the Leadin Settings and add your email address and accept their terms of service

Add your name and make yourself your first trackable contact
If you want to activate the Pop Up Email Subscribe Widget (we suggest you do)
Select the position of the pop up
Enter the title
Button Text
Activate Pop Up

If you do not want the Pop Up click the “don’t activate the pop up right now” link
That’s it.

 Collecting Leads
THIS MAY BE THE COOLEST PART:  Leadin automagically syncs with the forms on your site to start collecting and tracking your leads.  Those contacts will be stored and viewable in your WordPress dashboard under “Contacts”.

Even if you don’t use their pop up widget you can still start collecting leads, dynamic contact information, and push them into your email marketing campaign.

You can visit the Settings page to:

Change or add extra emails to get lead notifications
Do not track site admins
Further customize how the pop up works
Customize the look of the Pop Up Widget
Also you can integrate your leads with your preferred email marketing software.

Pushing Leads To Your Email Marketing Software
All of the leads that are collected on your site will be sent to your email marketing software so you can stay in touch with them.

You can sync with:

Mailchimp
Aweber
Campaign Monitor
Constant Contact
Get Response

We use Mailchimp.

Directions are given on how to get your API key for a smooth integration.

Lead Management
All the leads that are collected on your site are beautifully stored in your WordPress dashboard under the Leadin Contact tab.

Your contacts page shows you:

Image/Logo
Contact Name
Contact Email
Where the Lead Came From
How many times they have visited your site
How many pages they have visited
How many forms have been filled out
The last time they visited
When they first became a contact

If you select a lead you can get more detailed information on that lead’s personal contact page.

Each individual contact page Can show you:

As much contact information as was given or could be collected by the plugin
What form/s they completed
A summary of the contact page
Personal info (collected by matching email address)
Company info (collected by matching email address)
A complete summary of what the lead has done on your website

Leadin gives you context for your conversations by automatically finding publicly available information about each of your contacts and letting you see what they are interested in.

Would having this kind of information about your leads be helpful.  We think so.

Leadin Stats
Leadin also gives you a pretty comprehensive set of analytics to help track your progress.

You can use this data to find out what content and traffic sources convert the best.  The simple analytics page show you what content and sources are driving the traffic. No more complicated Google Analytics reports.

Leadin Support
If you look at the image above you can also see an orange circle with a speech bubble icon inside.  You can simply click on that bubble to start a chat with the Leadin team if you are having any issues with the plugin.

I had to use it once when they were having an issue with Firefox and got a fix within an hour.  Impressive.  Most of the plugins and themes I am a VIP member I do not get response times that fast

Summary
Leadin is a free WordPress CRM plugin, developed by a small team inside of Hubspot.

It offers a simple to set up and simple to use WordPress Dashboard based lead collection and lead management system.

You can use the provided pop up widget to collect leads, but the plugin will also sync with your current website forms.

The plugin collects as much public information as possible using the email address.

The plugin provides simple to use analytics to track progress.