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How to see information and create new graphs for recurring consultations?
See the main data of your business in a quick and intuitive way, with the possibility of saving them to consult updated information!   Learn in this artic...
Fri, 4 Oct, 2024 at 12:02 PM
How to create a page for a new property on CRM?
Have you raised a new property for your portfolio and need to create a page for it in the CRM?   Create your property page, identify the main features, up...
Fri, 4 Oct, 2024 at 12:02 PM
How to add a lead manually?
Lead management is essential to growing your business!   Create new opportunities, make your property portfolio known and close deals.   Create new Lead...
Fri, 4 Oct, 2024 at 12:02 PM
How to add a contact manually?
Register contacts in the CRM so you can assign them to leads and close deals!   You can create profiles of sellers and buyers, among others, such as lawye...
Fri, 4 Oct, 2024 at 12:32 PM
How to set up a domain on your website?
Having a unique name to locate and identify your brand on the internet is key for anyone who wants to have a digital presence.   If you have finished cust...
Fri, 4 Oct, 2024 at 12:03 PM
How to share Smartlinks via WhatsApp?
Did you know that Smartlinks are the best way to communicate in a more personalised way with your client? And better yet, you can share them right away via ...
Fri, 4 Oct, 2024 at 12:03 PM
Ownerlink: what is and how to configure it in your CASAFARI CRM?
The Ownerlink is a reserved area, made available especially to property owners, so that they can follow, in real time, the actions developed by the real est...
Fri, 4 Oct, 2024 at 12:05 PM
How to integrate your CASAFARI CRM to MailChimp?
Newsletters are a way to regularly communicate with your customers. They contribute to building your brand and increase business opportunities. CASAFARI...
Mon, 3 Jun, 2024 at 10:14 AM
What is the Emails Importer and how to set it up at CASAFARI CRM?
The Email Importer is a tool that archives the history of emails exchanged in sales and listing processes.  Having all the information centralised makes...
Fri, 4 Oct, 2024 at 12:05 PM
What is the Leads Importer and how to set it up at CASAFARI CRM?
Close deals faster by decreasing the response time to a lead! With the Lead Importer you don't waste time creating leads and business opportunities ...
Fri, 4 Oct, 2024 at 12:05 PM