See every lead and what the buyer did before it, in one place. Work it there, or let it feed the CRM you already use.
Live demo on real Florida MLS listings. Your own site shows sample listings until your MLS is connected.
Log in at idxbloom.com with an email link and work your leads there, from any device, for every site on your account: statuses, notes and tasks, a hot badge with its reason, and one-tap Call, WhatsApp and Email buttons.
Every lead, and what the buyer did before it, goes to the CRM you connect as it happens: Follow Up Boss, GoHighLevel, Lofty, BoldTrail, HubSpot, Zoho, Real Geeks or Sierra Interactive, or any tool through a webhook, Zapier, Make or email. Where the CRM allows it, its status shows back in the dashboard.
For a registered buyer who agreed to be contacted, views, saves and searches are sent in small batches to your dashboard: a listing id, the price and the page, no photos and no remarks. A question or registration arrives as a lead.
The lead goes to the right person by your rules. You get an instant email with Call and WhatsApp buttons, and your CRM gets the lead, its owner and the buyer's recent activity.
In the dashboard, or in WordPress under IDX Bloom, Leads: statuses and notes are the same in both. Where your CRM allows it, its status shows back too.
Contact details and consent, which CRMs hold the lead, the pages and listings that brought the buyer, and a timeline of what they did, newest first. Notes and tasks with due dates.
Rules published to you, always with the reason in words, such as saved 2 listings in 3 days. No secret score.
Rules are checked in order, first match wins, and there is always a default: a fixed owner, round robin with working hours and out-of-office, or by website, page type, area, building, price band or page language, for example Spanish pages to your Spanish-speaking agent. If nobody can take a lead, you get an email.
An email on every lead with Call and WhatsApp buttons, an email when a lead is assigned to a teammate or has nobody, an optional daily or weekly digest, and, on a paid account, an optional text message to your own mobile once IDX Bloom's text service is switched on.
Which sites, page types and languages bring leads, how fast you reply, and which leads came from AI answers, for 7, 30 or 90 days. An optional monthly summary by email.
The Leads screen in your admin opens on the Dashboard tab once your plan is paid, with the same statuses and notes, and an Open full dashboard button that signs you in with a one-time link, without a second password.
| What the buyer did | What your CRM receives |
|---|---|
| Registered | A registration, sent with the lead, with the page it came from |
| Viewed a listing | A viewed-property action with the listing, its address line and the price |
| Saved a listing or a search | A saved-property or saved-search action |
| Asked a question | The lead itself, with the page, building, price, language and source |
Follow Up Boss, Lofty, Real Geeks, the webhook, Zapier and Make receive each action as an event. GoHighLevel, BoldTrail, HubSpot, Zoho and Sierra Interactive receive it as a note on the contact. Email receives only inquiries and registrations. Buyer actions are sent only for registered buyers who agreed to be contacted.
| Your CRM | What flows |
|---|---|
| Follow Up Boss | The lead, its owner and each buyer action as an event. Status comes back by webhook. Live activity and status turn on once IDX Bloom's Follow Up Boss system key is installed on our side. |
| GoHighLevel | The lead, its owner, tags and a note for each buyer action. Status comes back when you open a lead, or at once through a workflow webhook. |
| Lofty | The lead, its owner (best effort), tags and the buyer's activity. Status comes back by webhook. |
| HubSpot, Zoho | The lead and a note for each buyer action. Status comes back when you open a lead. |
| BoldTrail, Sierra Interactive | The lead and a note for each buyer action. Send only: no status comes back. |
| Real Geeks | The lead. Buyer activity too, once Real Geeks has registered IDX Bloom for your site. No status comes back. |
| Any other tool | A signed webhook, Zapier or Make receive every lead and action as events, so your own code or a no-code tool can listen. Email sends the lead to your inbox. CSV is a download. |
After a visitor has looked at a few homes (three by default), a pop-up asks for an email, with a consent tick: closable, or required if you choose. Name and phone, optional, are asked on the next action. It is a pop-up, not a redirect. It is off in the trial, because lead forms are locked there. A new install starts with the closable pop-up once the plan is paid; an upgraded site keeps it off until you choose a mode in Settings, Registration and alerts.
Each registration is a lead with a registration event, so it reaches the dashboard and your CRM. The text box (a separate, unticked box, never taken from the email consent) is off until you switch it on in Settings, Registration and alerts; when ticked it is stored with the date and the exact wording the buyer saw.
For your own analytics, six events (idxb_view_listing, idxb_search, idxb_save, idxb_register, idxb_lead and idxb_tour) are pushed to the data layer and to the Meta pixel when your site has them, each with a listing id, price, page type and language only: never a name, email, phone or message. On for new installs; an upgraded site switches them on in Settings.
| The old way | IDX Bloom | |
|---|---|---|
| Where leads live | Only in a CRM you pay for, or in email | In your dashboard, in WordPress and in your CRM, in step |
| What the CRM learns | A form fill | The lead itself, and for registered buyers their views, saves and searches |
| Who gets the lead | Whoever is on the form | Rules by website, page type, area, building, price or page language, or round robin, with a default |
| If you have no CRM | A spreadsheet | A lead desk with statuses, notes, tasks and alerts |
The page the visitor was on, the building or neighborhood, price range, language and source, plus an optional contact-consent checkbox recorded with the lead. In the Leads inbox you also get a plain-words summary in English or Spanish.
Every lead is saved on your own site first, and failed sends to your CRM are retried automatically.
Yes, an optional contact-consent checkbox you can turn on. When it is used, the answer is recorded with the lead. Consent to text messages is a separate tick box, stored with the date and the exact wording.
No. Use it alone, or connect a CRM once in the dashboard and every site on your account uses it.
In the dashboard: Follow Up Boss, GoHighLevel, Lofty, BoldTrail, HubSpot, Zoho, Real Geeks and Sierra Interactive, plus Zapier, Make, a signed webhook, email and a CSV download. Salesforce (Web-to-Lead) is a connection you set up in the plugin on each site. See the Integrations page for what each one needs.
The dashboard is part of the $49 a month plan. During the 7-day trial you can open it and set it up, while lead forms stay locked, so no leads arrive until the plan is active.
The demo runs the real plugin on real Florida MLS listings, shown for demonstration. The guide, building and blog pages are about real places: Brickell and the Brickell Flatiron tower in Miami.
Try the live demo on real Florida MLS listings, then start your 7-day free trial (no card needed).