Does CASAFARI CRM work on my phone?

Yes, CASAFARI CRM is available as a web platform and a mobile app, keeping client records, pipelines, tasks, and reminders accessible wherever you work. On site, agents can present a CMA with estimated values, price distributions, and time on market, collect one-tap digital signatures, or record AI voice memos on eligible plans (casafari.com, October 2026).

What can I do in the CASAFARI CRM app while I am out on viewings?

Standing in a vendor’s hallway or stepping out of a viewing, you can review complete contact and interaction histories, check lead scoring, and update your Kanban pipelines for both acquisitions and sales. Instead of waiting until you return to your desk, you can set follow-up tasks and reminders on the spot.

When a homeowner asks about current market value, you can run a comparative market analysis (CMA) showing estimated value, price distribution, and average time on market directly from your phone. You can also send property selections and owner updates via Smartlink, Smartmail, and Ownerlink, or gather instant contract approvals using one-tap digital signatures without printing or scanning. Learn more on the CASAFARI CRM product page.

Which mobile features depend on my plan?

CASAFARI CRM offers four tiers: Free (no cost, no commitment), Plus, Premium, and Enterprise. While core CRM functions travel with you on all plans, advanced AI tools remain plan dependent. These AI features include price analysis, automated property descriptions, photo enhancement, virtual home staging, and AI voice memos.

To see which features fit your agency structure, you can book a CASAFARI CRM demo or speak with our team.

How do I get started on mobile?

You can sign up for the Free plan or request a guided demo at casafaricrm.com, where our team can assist with reviewing data imports from your current CRM. If your daily work involves mapping territories and finding private-seller opportunities in the field, explore CASAFARI GO for route and territory planning. You can also read our longer post on the CASAFARI CRM app for a detailed look at mobile capabilities.