The Best Free WordPress CRM Plugin for Real Estate Lead Generation

This Plugin Will Increase Your Real Estate Lead Generation Without Much Effort

“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?

Before we found the best free WordPress CRM plugin we would have had to:

1. Build your WordPress website
2. Sign up for one of the Many real estate CRM solutions
3. Take that particular vendors lead capture code and integrate it into your WordPress website
4. 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 (update 9/20/17) “HubSpot – Free Marketing Plugin for WordPress” CRM The Best Free WordPress CRM Plugin

The “HubSpot – Free Marketing Plugin for WordPress” team was an experimental team inside of the marketing software company HubSpot. Whose mission was to build simple marketing software for small businesses on WordPress.

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

Initially, this plugin was rolled out as a beta in the name of Leadin, a division of the Hubspot company.  As of this update, Hubspot has decided to roll the Leadin Plugin directly into the Hubspot offering.

And almost unbelievably they are offering it with even more power and still FREE!!

At first, I thought it was too 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.

Along with the forever free version they offer a Starter package at $50/month. It gets you:

• Lead insights (No time limit on data)
• Remove HubSpot branding
• Custom form fields
• Phone and email support

What is “HubSpot – Free Marketing Plugin for WordPress”?

Short answer: The Best 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 too 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 2 years.  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 time I have used the plugin I have accumulated 1,902 leads.  As you can see here:

How Does “HubSpot – Free Marketing Plugin for WordPress” Work?

Setting It Up

1. Download the Free Plugin: https://wordpress.org/plugins/leadin
2. Upload it onto your WordPress website
3. Go to the Hubspot Settings and create a new account.
4. Add your email address, company name, and website URL and “Get Hubspot”
5. Add your name and create a password.

Once You Are Logged In To Your Marketing Dashboard

1. Install Tracking Code
2. Create A Lead Flow

 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.

Lead flows

The plugin will work if you do not create a lead flow.  It will start to consolidate all of your leads that are captured off of other forms.

If you want to start turbo charging your lead generation than you can create a Lead Flow.

There are 3 types of lead flow… or lead capture tools you can create:

1. Slide-In Box
2. Drop Down Banner
3. Pop-Up Box

There are 3 steps to creating a Lead Flow:

How To Create A Lead Flow:

1. 1.  Click on Lead Flows in the main menu
   2. Click “Create Lead Flow”
   3. Select 1 of the 3 types of Lead Flow
      • What Type Should You Select:
        • Slide-in boxes are subtle and friendly. Use them to promote your content or add to your blog subscriber list.
        • Pop-up boxes are bold and assertive. Use them to promote your most active social channels, add to your email subscriber list, and highlight your most valuable content
        • Dropdown banners are prompt and helpful. Use them to promote time-sensitive offers (like a sale or a webinar) or to encourage new subscriptions to your frequently updated blog.
   4. Click “Next”
   5. Create The Call Out
      • Add an Image, Title, Text, Button, and Choose your color
   6. Click “Next”
   7. Create The Form
      • Form text, choose what information you would like to capture, form button, and language.
   8. Click “Next”
   9. Create The Thank You Message
      • Add your thank you message
   10. Click “Next”
   11. Follow Up Messages
       • COMING SOON
   12. Click “Next”
   13. Set Options
       • Give your Lead Flow a name, decide when and how you want it to display, and enter the email address you would like new leads sent to.
   14. Push new contacts to your email provider (optional)
       • This is where you can have your Lead Flow leads automatically sent to your Email Newsletter software:
         • MailChimp
         • Campaign Monitor
         • Aweber
         • Constant Contact
         • Get Response
       • Click “Manage Settings”
       • Select your email newsletter provider
         • I use and recommend MailChimp
         • Click “Connect”
         • Enter Username and Password
         • Click “Save Settings”
   15. Go Back to your Lead Flow
   16. Go to Options
   17. Click “Select Lists”
       • Choose the list you would like the leads sent to
       • Click “Save”
   18. Click “Next”
   19. Preview Your Lead Flow
   20. If you are satisfied with your Lead Flow; Click “Publish”
   21. If you are ready for it to go Live; Click “Set It Live”
   22. If you are done; Click “Finish”
   23. If you set it up correctly you should see a green light next to published

Lead Management

All the leads that are collected on your site are beautifully stored in your Hubspot dashboard under the Contact tab.

 Your contacts page shows you:

1. 1. • Image/Logo
      • Contact Name
      • Contact Email
      • Where the Lead Came From
      • Phone Number
      • Lead Status
      • When they 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:

1. 1. • 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

Hubspot 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.

Hubspot Stats

Hubspot 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 shows you what content and sources are driving the traffic. No more complicated Google Analytics reports.

Hubspot Support

Once logged in you will notice a purple help button.  You can simply click on that bubble to start a chat with the Hubspot 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 🙂

What People Are Saying About Hubspot

Gives great visitor info and automatically gathers leads from all your WP forms, without having to do anything! Happy days 🙂 Being able to see visitor history, pages visited, time spent on page, what they came back to see. AND then they added the power-ups with ability to set up a subscribe pop up automatically…

Clare Kelly

…the Leadin plugin has been very useful so far in giving us an idea of the actual visitor paths to our contact forms vs. the paths we’ve intended.

Adam W. Warner

No reason not to use this plugin. Super easy to install. Great support team. Streamlined access to intelligence about people who comment on your blog posts or who fill out any form on your website.

Alan Perlman

What Hubspot Says

Summary

“HubSpot – Free Marketing Plugin for WordPress” is a free WordPress CRM plugin.

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. The plugin syncs 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.