Tools and add-ons
SmartLinks, Lead Magnet, CASAFARI Connect, the Chrome extension and the mobile app.
Does CASAFARI CRM work on my phone?
Yes, CASAFARI CRM is available both as a web platform and a mobile app. Agents can manage client contacts, pipelines, task reminders, property market appraisals, and digital signatures directly from their mobile phone.
How do I move my contacts, properties and history into CASAFARI CRM from another CRM or spreadsheets?
Yes, in many cases your agency's contacts, properties and interaction history can be moved into CASAFARI CRM from another CRM or spreadsheets after the CASAFARI team reviews your data and source system.
How do I publish a listing to property portals from CASAFARI CRM?
With CASAFARI CRM, you enter a property listing once and publish it directly to the portals enabled for your market and account. Across Europe, CASAFARI CRM connects to more than 200 portals, with availability depending on your location and account configuration.
What Smartlink, Smartmail, Smartreply and Ownerlink do in CASAFARI CRM
Smartlink, Smartmail, Smartreply and Ownerlink are four core automations in CASAFARI CRM that send personalised property selections to buyers by email or WhatsApp and provide regular updates to property owners, logging every interaction automatically in the contact history.
Which CASAFARI CRM plans are there, and how do I choose?
CASAFARI CRM is available in four plans: Free (no cost, no commitment), Plus (essential CRM), Premium (advanced CRM) and Enterprise (CRM at scale). Subscription pricing is tailored to team requirements, and you can compare options or request a demonstration at casafaricrm.com.
How do I activate my Lead Magnet?
The Lead Magnet is activated manually by CASAFARI, so email support@casafari.com with your account name and any relevant details to request it. A CASAFARI Account Manager will then contact you directly and guide you through activation, based on your business needs and website setup.
How do I share a property with a SmartLink?
Open the property page, click Export & Share at the top, select Share SmartLink and send it via WhatsApp or Facebook, or copy the link to paste anywhere. To share several properties at once, select them in your search results and use the SmartLink button above the list.
How do I share properties from my search results?
In Property Sourcing, tick the checkboxes next to the listings you want and click Export & Share at the top of the list. Then click Share Smartlink and copy the link to send to your client by email, WhatsApp or any other platform.
How do I download information from private listings?
In CASAFARI, open the Leadflow tool, go to Private Listings, apply your filters and click Download at the top right of the private seller list. Choose CSV or XLS, then click Download again to export up to 500 leads at a time.
How do I send a partnership request to an agency in another country?
Use CASAFARI Connect: the agency must also use CASAFARI Connect, and your CASAFARI subscription must include that country or zone. Once the market is active in your subscription, create or select the deal and send the partnership request to the agency through CASAFARI Connect.
How do I choose what information my SmartLink shows?
Open the property page, click the pencil button at the top (or the button next to each detail), and switch on the sections you want recipients to see, such as Timeline, Valuation or Comparable properties. Then save your changes and share the SmartLink.
How do I generate a property and location description with AI?
Open the property's page from Property Sourcing and click Generate a description with AI, below the property's general information and images. CASAFARI writes a property and location description from the available data, which you can review, edit with the pencil icon and copy into listings, marketing materials or SmartLinks.
How do I track my Lead Magnet and microsite visits with Google Analytics?
Click your profile icon (top-right) in CASAFARI, select My Microsite, scroll to the Lead Magnet Configuration section, paste your Google Analytics Measurement ID (for example G-XXXXXXXXXX) into the Google Analytics ID field and click Save. Google Analytics then starts collecting visits from your microsite automatically.
How do I activate the Chrome extension?
Install the official CASAFARI extension from the Chrome Web Store in Google Chrome by clicking Add to Chrome and then Add Extension. Next, click the CASAFARI icon in your browser toolbar and log in with your CASAFARI credentials.
How do I use the CASAFARI Chrome extension?
Log in to your CASAFARI account, open a property listing on a supported agency or real estate portal, then click the puzzle icon next to Chrome's address bar and select the CASAFARI Extension. Search by URL or by reference or ID to see comparable listings, property history, market trends and estimated values.
What is CASAFARI Connect and how do I use it?
CASAFARI Connect is a networking feature inside CASAFARI that lets buyer and seller agents share commissions, set the terms of each transaction and collaborate. Open it from the left-hand menu, set your terms under Me > Connect Settings, and find shareable listings with the CASAFARI Connect filter in Property Sourcing.
How do I find properties available for commission sharing?
In Property Sourcing, open the Private | Agency filter group, scroll to the CASAFARI Connect section, select the CASAFARI Connect Members option and click Save. Your results then show only listings from agents who share commissions through CASAFARI Connect.
How do I set my commission rules for shared deals?
In CASAFARI, click Me at the top of the menu, select Edit Connect Settings, enter the commission percentage you want for shared deals in the commission rules section, and click Save.
How do I build and customise my microsite?
If your Lead Magnet subscription includes a microsite, sign in to CASAFARI, go to Me > My Microsite and fill in the required details. You can set the title, colour scheme, contact details, description and Lead Magnet configuration, and your microsite goes live within seconds.
Where can I see my Lead Magnet results?
Your Lead Magnet results are in the Leadflow Dashboard: log into CASAFARI, open Leadflow Dashboard from your main menu and select Lead Magnet. There you can review new leads, see your lead history and lead volume, and download the data for a chosen period as a CSV or XLS file.
What is the Lead Gen Pack?
The Lead Gen Pack is an optional CASAFARI add-on for finding private sellers. It includes the Leadflow Dashboard, where you filter, contact and share private seller leads with your team, and Telegram bots that send instant phone notifications about new leads and changes in your areas of interest.
How do I activate the Lead Gen Pack?
Open the Me Menu in the top-right corner of CASAFARI, select Add-Ons and purchase the Lead Gen Pack, which then activates automatically for your user. Scan the QR code you receive to connect Telegram, so property alerts are sent to your leads automatically.