Marcela Propriedades: improved customer service with CASAFARI CRM
Marcela Propriedades, an Algarve estate agency established for over 25 years according to Marcela Propriedades in 2023, adopted CASAFARI CRM to automate daily tasks, streamline client registration, share property and visit data across four offices, and connect its main brand with Marcela Premium. Managing partner António Marcela noted: “CASAFARI CRM automates tasks and makes the registration of clients and activities easier, enabling a better flow of the company’s internal communication.”
Better internal and external communication of the company’s property portfolio
One of the main advantages highlighted by Marcela Propriedades was the ability to share calendars, information about visits, feedback from visitors and any other relevant data about the properties between their agents. With all this information available internally, their collaborators could provide a better service for both seller and buyer clients.
But this was not the only way in which the company managed to improve their communication.
As a brand established on the market for over 25 years, according to Marcela Propriedades in 2023, the agency is always looking for new ways to share its portfolio and reach potential clients. In this sense, their website is a priority and they make sure to keep improving it across time to provide a better experience to users.
As per CASAFARI CRM and its team, they made sure Marcela Propriedades was always up-to-date with technology, as well as provided new layouts for the website, both for desktop and mobile.
Improvements that allowed agents to better care for their clients
When it comes to practical changes that CASAFARI CRM provided to improve the agency’s everyday work, Marcela Propriedades could point out many improvements, much like how other Algarve agencies streamline their workflow with CASAFARI CRM.
The first one is the creation of the sales and lead funnels. They have allowed estate agents to categorise at what stage the customer or property is, making it easier to follow-up with active clients.
And another relevant development is the possibility of attributing properties to clients according to their needs and sending them a customised list of properties that match their criteria. This is a result of the combination of the client profile, in which you can register all information about a customer, and Smartlinks, a feature for clients to find a tailor-made selection of properties made by their agents.
And how has all this advanced technology impacted Marcela Properties?
The company continues to grow, gathering a diverse property portfolio that ranges from land to luxury homes, managing four different offices as reported by Marcela Propriedades in 2023. In 2021, the agency launched Marcela Premium, a business that unites local expertise with targeted real estate strategies for the high-end market.
“CASAFARI was essential to allow a connection between the systems of both Marcela Properties and Marcela Premium, while still keeping the autonomy of each brand.”
António Marcela, managing partner of Marcela Propriedades
Whether it’s improving the dynamics of the business or allowing the company to export to national and international property portals at once, the union between Marcela Properties, Marcela Premium and CASAFARI CRM has been a positive partnership that keeps on evolving.
And we are ready to help you achieve even more, Marcela Propriedades.
Frequently asked questions
How does CASAFARI CRM improve internal communication within an estate agency?
CASAFARI CRM allows estate agents to share calendars, property visit details, visitor feedback, and portfolio data internally across teams. With this shared information, collaborators across multiple offices can coordinate effectively. As a result, the entire agency can deliver a more seamless service to both buyer and seller clients.
How do sales and lead funnels work in CASAFARI CRM?
Sales and lead funnels enable real estate agents to categorise the exact stage of each client or property within their workflow. This clear categorisation simplifies client management across the agency. Consequently, agents can prioritise active leads and follow up with clients more efficiently.
How do client profiles and Smartlinks help estate agents match properties to buyers?
Agents record detailed customer requirements directly within the client profile and match portfolio listings against those criteria. They can then send a tailor-made property selection directly to buyers, simplifying sharing properties with a Smartlink. This feature ensures clients receive customised listings tailored to their exact preferences.
Can CASAFARI CRM connect multiple real estate brands and offices under one system?
Yes, CASAFARI CRM can link the operational systems of multiple estate agency brands while maintaining each brand’s operational autonomy. For example, Marcela Propriedades connected its main brand and Marcela Premium across four offices using the platform. This allows multi-office networks to streamline group communication without losing brand identity.
Does CASAFARI CRM support exporting listings to property portals and updating agency websites?
CASAFARI CRM provides modern desktop and mobile website layouts for estate agencies to keep their online presence up to date. In addition, the platform allows agencies to export their entire property portfolio to multiple national and international portals simultaneously. This expands property visibility while eliminating repetitive manual updates.