CASAFARI CRM APP: carry your business in the palm of your hand!

Because estate agents spend much of their day outside the office, the CASAFARI CRM mobile app (available on Google Play and the App Store) lets them manage their business on the move. Estate agents can check locations on dynamic maps, view and add portfolio properties, manage calendar events and leads, collect digital signatures on visit forms, and generate Comparative Market Analysis (CMA) reports from anywhere.

How does the dynamic calendar manage visits and digital signatures?

Access an intuitive diary and keep track of your daily tasks. Don’t lose sight of scheduled events, book new appointments with just a few clicks and have your monthly planning always up to date.

In the calendar, besides being able to see upcoming events and filter to view those that took place in the last 15 or 30 days, you can quickly add new ones and access their details.

In the case of property visits, it is important to prove that these occurred through your real estate agency. In this sense, the CASAFARI CRM APP allows you to obtain the digital signature of the potential client and print the visit form, which will serve as proof.

It is also possible through the client management APP to collect feedback from the potential client on the property visited and share it with the owner.

How do you manage and locate properties in the app?

In the CASAFARI CRM APP, create new pages for your properties, identify the main features and upload photos. Easily show your portfolio to potential clients.

When you access the property list, you will have access to a free search area, so you can quickly find the property you are looking for, besides being able to sort the list according to your needs and see your properties on the map.

You will also have at your disposal all the details of your properties, so you can consult the owner’s details and all the related documents.

On property visits, access the exact location of your properties and navigate to them using your smartphone’s GPS.

Have you added a new property to your portfolio? You can create the new property page in the client management APP and automatically create a listing event associated with it.

How do you organise and contact clients on the move?

Keep your contact base organised and interact with your clients at any time. Register new contacts, so you can assign them to leads and close more deals.

In the client list you can freely search by type of client or interest: buyers, sellers, holidays or rentals. You can also mark your clients as favourites.

In the APP, you can create new profiles, access details (name, e-mail, telephone, associated properties, origin and language) and contact them at any time. You may call and automatically create a new event type “Phone call”, send an SMS or a WhatsApp message.

How can you track leads and share portfolios via Smartlink?

Optimise processes and convert leads into successfully closed deals. Share property listings with your clients and see all their business details.

Access the complete list of leads, whether they are for sale or listing, and see all the details associated with them, such as their priority, status, clients and associated properties, offer value and origin. You can even create and work new leads in the CASAFARI CRM APP.

Easily share your portfolio with potential clients through WhatsApp, SMS and email, including a Smartlink (tool that allows you to advertise properties in your portfolio, in mini-site format) with the properties they like the most.

How do you generate a Comparative Market Analysis (CMA) report?

The Comparative Market Analysis (CMA) report will allow you to estimate the market value of a property, at a given time, by analysing values of comparable properties. In seconds, you get a personalised CMA report with the most accurate market information.

Why use the CASAFARI CRM mobile app for daily estate agency work?

The CASAFARI CRM APP keeps up with the day to day speed of the real estate professional in a complete and integrated way.

Through it, you can manage properties, clients, opportunities and tasks through a powerful calendar of events that allows total effectiveness in daily management, alongside other CASAFARI CRM features for better efficiency and the creation of a valuable history in the relationship with the client.

These ingredients will provide crucial information, necessary to maintain an excellent performance even outside the office, and consequently, more sales.

Frequently asked questions

Where can I download the CASAFARI CRM mobile app?

The CASAFARI CRM app is available to download on both Google Play for Android devices and the App Store for iOS devices. Users can sign in to the CASAFARI platform to access their account and manage their agency work on the go.

How does the CASAFARI CRM app prove that a property visit took place?

The app allows agents to obtain the potential client’s digital signature directly after a viewing and print the visit form as proof of the agency’s mediation. Agents can also collect client feedback on the visited property to share directly with the owner.

Can I add new properties and navigate to viewings using the app?

Agents can create new property pages, identify main features, upload photos, and automatically create an associated listing event. The app also enables agents to navigate to the exact location of a property using their smartphone’s GPS.

How can I share properties with leads from the CASAFARI CRM app?

Agents can share selected properties from their portfolio via WhatsApp, SMS, or email using a Smartlink. This tool presents the properties in a mini-site format for prospective buyers and tenants.

Can I generate a property valuation report while away from the office?

Agents can generate a personalised Comparative Market Analysis (CMA) report in seconds from anywhere using the app. The report estimates fair market value by analysing values of comparable properties.