Getting started with EstateDeck
Here’s what happens after you buy, and how to get set up.
1. Installation
Once you’ve purchased, we’ll be in touch by email with your EstateDeck plugin files and instructions for your setup. If you bought the CRM only option, this involves uploading two plugin files through your WordPress admin (Plugins → Add New Plugin → Upload Plugin).
2. Activation
Once installed and activated, your CRM is available at yoursite.co.uk/crm. We’ll set up your login for you as part of getting you started.
3. Add your agency
Start by adding your properties, landlords, and tenants — you can add records one at a time, or let us know if you’re moving from another system and we can advise on the easiest way to get your existing records in.
4. Connect Rightmove & Zoopla
Add your portal publisher credentials in Portal Sync to start pushing listings live automatically.
5. Website + CRM customers
If you bought the bundle, we’ll be in touch to gather your agency’s details (branding, photos, contact info) and get your site built and connected to the CRM. No technical steps needed on your end.
Questions?
Check the Help Centre, or email hello@estatedeck.co.uk.