How CASAFARI CRM enhanced SURe Properties’ sales, lead generation and online presence

Over two years with CASAFARI CRM, real estate agency SURe Properties — led by manager Mario de Vicente Pelaez — successfully rebuilt an interactive, branded website, structured daily agent workflows and client follow-ups, and increased both lead generation and sales. By incorporating feedback surveys, CASAFARI GO and a connected holiday rental channel, the agency transformed its online presence and daily operations.

How CASAFARI CRM helps SURe Properties in their daily tasks

As changing their website was a priority, Mario tells us that CASAFARI CRM’s feature to create websites was something that caught their attention. The team of SURe Properties chose one of our templates to work with, added their content and customised it to their branding, leaving the whole team proud of the final outcome. They also keep upgrading their content, showing how easy it is to create your own website with our technology.

And this wasn’t the only possibility that CASAFARI CRM provided to their company. It is also used to structure all working processes, allowing agents to:

• Book visits to properties;
• Keep track of interactions with clients;
• Set reminders to trigger action;
• Organise the work along the leads and sales funnels;
• Check what is going on in each agent’s agenda.

Discover how CASAFARI CRM can support your real estate agency.

Once daily tasks run smoothly and agents focus on providing client services, measuring results becomes essential to confirm that the structure is operating effectively. CASAFARI CRM provides comprehensive statistics to meet this need.

“The statistics provided help me understand the best tools to generate leads and which are my best agents.”

Mario de Vicente Pelaez, Manager at SURe Properties

But what is most important in Mario’s opinion is the ability to follow-up with clients using many different CASAFARI CRM features. By setting up all the types of actions offered (alerts, calls, visits, feedback surveys and more), they can have time to work on new leads, showing future customers how they will receive information from SURe Properties on a weekly basis.

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What results did SURe Properties achieve in sales, lead generation and online presence?

By making good use of our features, SURe Properties could identify desirable outcomes coming from different fronts.

• When it comes to revenue, they saw an increase in sales thanks to being able to monitor the work of the agents.
• When it comes to new business opportunities, they also increased their lead generation due to feedback surveys and the use of CASAFARI GO.

CASAFARI GO: Real estate prospecting made easier

• When it comes to their online presence, they optimised the company’s website, providing better usability to visitors and making their portfolio more accessible.

When asked if they met their goals with our tool, Mario answered in no time: “we did it with flying colours”.

At the moment, SURe Properties even has a holiday rental channel, also connected to CASAFARI CRM, and it works great to generate more business deals. Our technology is supporting their every initiative, working alongside agents and managers to write this history of success in real estate.

To explore how these tools can assist your agency, sign in to the CASAFARI platform.

Frequently asked questions

How did SURe Properties build and update its real estate website with CASAFARI CRM?

SURe Properties selected a website template from CASAFARI CRM and customised it to match the agency’s branding with its own content. The team continues to update its property portfolio and pages easily, improving overall usability for website visitors.

Which daily tasks do SURe Properties’ agents manage inside CASAFARI CRM?

Agents inside the agency use CASAFARI CRM to book property visits, track client interactions, and set reminders to trigger actions. The platform also allows them to organise work across lead and sales funnels while keeping track of each agent’s daily agenda.

How does CASAFARI CRM help agency managers monitor team performance?

CASAFARI CRM provides detailed statistics that show managers which tools are most effective at generating leads. It also highlights top-performing agents, enabling management to monitor progress and boost sales through effective oversight.

How did SURe Properties increase lead generation and client follow-ups?

SURe Properties schedules various follow-up actions inside CASAFARI CRM, including alerts, calls, visits, and feedback surveys. This systematic process ensures clients receive weekly updates while freeing up time for agents to prospect new leads using CASAFARI GO.

Can CASAFARI CRM support holiday rental channels as well as property sales?

Yes, CASAFARI CRM supports holiday rental operations alongside traditional property sales. SURe Properties connected its holiday rental channel directly to the CRM to manage enquiries and generate additional business deals.