Context on every lead
Page, building, price range, language and source, ready for your CRM.
— Features: leadsLeads that arrive
Leads that arrive
with the story.
Every lead lands in your inbox with the page, building, price range, language and source, then goes to your CRM, a webhook or email.
Pre-launch. Fictional listings until your MLS is connected.
— Annotated
Every lead, saved on your site first
The inbox is the plugin's own screen. A fresh demo site has no leads yet, so the counts read zero. Test leads come from your private preview page and are never sent to a CRM unless you click Send test lead.
- 1Inbox, Buyers, Where leads go.
- 2Filters: All, Real, Test, Buyer accounts, From AI.
- 3Search by name, email, phone or area.
— How it works
Three steps
1
A visitor fills the form
On a planted grid, a grown page or a listing. Consent box if you turned it on.
2
It lands in your inbox
Saved on your own site first, newest on top, with page, building, price range, language, source and a plain-words summary.
3
It goes where you work
To one of seven CRMs, a webhook or email, and is retried automatically if the CRM does not answer.
— What you get
The details
Plain-words summary
Open a lead for a short summary in English or Spanish and a next step.
Filters and search
All, Real, Test, Buyer accounts and From AI, plus a search box.
CSV export, and delete
The download holds the current filter and search, never the IP address. Delete what you no longer need.
Optional consent box
A contact-consent checkbox on the lead form, recorded with the lead.
Test leads stay test leads
In Preview mode, leads are saved as test leads and are not sent to a CRM until you click Send test lead.
— The anatomy
A lead card, and where it goes
This card illustrates the fields a lead carries. The names and values are made up.
— Where leads start
The form on your pages
An inline lead form is planted after every grid and on listing pages. Each lead remembers which page and building it came from.
- 1Optional consent checkbox, recorded with the lead.
Straight answer
IDX Bloom is not a CRM. It feeds yours.
There are no pipelines, drip emails or auto-responders in IDX Bloom. Your CRM does the follow-up; IDX Bloom sends it the lead with the context a good follow-up needs.
Planned, not built: lead routing rules and AI replies to leads. Planned
— Side by side
The old way vs IDX Bloom
| The old way | IDX Bloom | |
|---|---|---|
| What arrives | A name and an email | Plus page, building, price range, language and source |
| Reading it | Open the form and guess | A plain-words summary in English or Spanish |
| If the CRM is down | The lead can be lost | Saved first on your site, then retried automatically |
| Export | Copy and paste | CSV of the current filter and search |
— FAQ
Questions about this feature
What does a lead include?
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.
What if my CRM is down?
Every lead is saved on your own site first, and failed sends to your CRM are retried automatically.
Where are leads stored, and can I export them?
Every lead is saved on your own WordPress site first, newest on top, in the Leads inbox. You can filter and search it and download a CSV (the download never includes the IP address), or delete leads.
Is there a consent checkbox on the lead form?
Yes, an optional contact-consent checkbox you can turn on. When it is used, the answer is recorded with the lead.
Is there lead routing or round robin?
Not yet. Your CRM does the assigning and the follow-up; IDX Bloom sends it the lead with its context. Routing rules are on the roadmap as Planned.
Does IDX Bloom reply to leads with AI?
Not yet. Today a lead gets a plain-words summary in the Leads inbox, in English or Spanish. AI replies to leads are Planned.
— See it in the demo
Try it on the live demo
The demo runs the real plugin on fictional listings. Nothing on it is a real home.
— Keep going
Related pages
See it on your own site.
Start a free pilot (no card), try the live demo with fictional listings, or join the waitlist.