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Surveys
Collect feedback from customers and owners. Through this recourse, you will be able to predict the favorable closing of business and evaluate internal proc...
Fri, 4 Oct, 2024 at 11:55 AM
Smartlink
Smartlink: What is it? Smartlink is a tool that allows you to show properties of your portfolio with characteristics that meet client's needs, in a ...
Fri, 4 Oct, 2024 at 11:56 AM
Learn how to create an Azure key for translations on your CASAFARI CRM
The translation of content is essential to cross borders in the digital world and attract customers from all over the world. CASAFARI CRM allows automat...
Thu, 17 Aug, 2023 at 4:43 PM
Smartmail and Smartreply: Don't waste time, automate!
Smartmail - This is an automation that enables you to periodically send an email to the potential customer with a Smartlink to properties of interest to the...
Fri, 4 Oct, 2024 at 11:56 AM
How to manage property viewings?
Visiting properties is an essential activity for selling a property.   You can create visits at various locations in CRM:   Dashboard 1. Go to the...
Fri, 4 Oct, 2024 at 11:56 AM
How to configure CASAFARI Lead Magnet on the Landing Pages of the website?
With CASAFARI's Lead Magnet you capture contacts at any time of the day, even if you are offline! On any page of your website you can put this lead mag...
Fri, 4 Oct, 2024 at 11:56 AM
How to set up and apply labels?
Labels are a tool that allows you to distinguish and/or highlight groups of properties and contacts.   There is no limit to the amount of tags you can cre...
Fri, 4 Oct, 2024 at 11:57 AM
How to synchronize your schedule with Google Calendar?
Optimize your schedule management and get notified in real time of all changes to events.   Settings   1. In the upper right corner, go to “Settings”. ...
Fri, 4 Oct, 2024 at 12:31 PM
How to create and use checklists?
The checklist is a tool that helps you create and organise tasks that must be completed in a certain state of the business.   Settings   1. Go to Lea...
Fri, 4 Oct, 2024 at 12:31 PM
How to change your password?
Want to set a new password? Check the steps on the login page or inside the CRM:   Login Page 1. Go to https://admin.casafaricrm.com/account/login#...
Fri, 4 Oct, 2024 at 12:32 PM