Frequently Asked Questions

Yes! The Free plan includes unlimited leads, unlimited contacts, deal pipeline management, activities, calendar, dashboard, basic reports, REST API access, and the standalone portal with PWA support. No credit card required, no time limits.

All three Pro plans include the exact same features. The only differences are: number of sites (1, 5, or 50), support level (priority email, 24-hour premium, or same-day priority), and the Agency plan includes white-label branding and custom integrations.

Yes — we offer a 30-day money-back guarantee on all Pro plans. If you're not satisfied, contact us within 30 days of purchase for a full refund, no questions asked.

Absolutely. You can upgrade at any time and you'll only be charged the prorated difference. Downgrading takes effect at the end of your current billing period. Your data is never lost when changing plans.

Each WordPress installation where you activate the plugin counts as one site. Staging and local development environments are not counted.

The Realty WP-CRM Theme is a companion WordPress theme built specifically for the Realty WP-CRM plugin. It gives you a fully designed property listing website out of the box — responsive property grids with advanced search, agent directory, property detail pages with galleries, Schema.org structured data, and deep CRM integration with zero configuration.

No. The CRM plugin works with any WordPress theme. The companion theme is entirely optional — it simply provides a purpose-built property listing frontend that integrates tightly with the CRM. If you already have a theme you love, you can keep it and still use every CRM feature.

The theme is included free with any Pro plan. Free-tier users can download a starter version of the theme. Managed CRM customers get the theme pre-installed and configured at no extra cost.

The theme includes responsive property listing grids with advanced filtering, individual property pages with photo galleries and amenity lists, an agent directory with contact links, a dedicated home-value estimator page, favourites via local storage, full Schema.org/RealEstateListing structured data for SEO, and deep CRM integration that auto-syncs properties and captures leads.

Deeply. Property enquiries from the theme flow directly into the CRM as new leads with the property automatically linked. Property listings are pulled from the CRM REST API in real time, so status changes (sold, under offer, etc.) update the frontend instantly. The home-value estimator page uses the CRM shortcode with built-in lead capture. White-label accent colours sync automatically from CRM settings.

Yes. The theme supports the WordPress Customizer with options for colours, typography, layout styles, header and footer configuration, and custom CSS. It is also fully compatible with the WordPress block editor for content pages. No page builder required — everything is built with clean, performant code.

Absolutely. The theme outputs valid Schema.org/RealEstateListing structured data on every property page, generates clean semantic HTML, scores 90+ on Google PageSpeed Insights, and supports lazy-loading images and responsive srcset. It works perfectly with popular SEO plugins like Yoast and Rank Math.

Download the plugin ZIP file, go to WordPress Admin → Plugins → Add New → Upload Plugin, select the file, and click Install Now. Then activate it. The setup wizard will guide you through initial configuration.

No. The CRM runs on its own REST API endpoints and the portal is a separate single-page application. It doesn't load any scripts or styles on your public-facing pages unless you use the lead capture shortcodes.

Yes. The plugin includes a powerful import tool that supports CSV files for leads, contacts, properties, and deals. You can also import Google Contacts directly.