Smartlink & Smartmail: automating for better results in less time
Smartlink and Smartmail in CASAFARI CRM automate property recommendations by presenting matching portfolio listings in a translated mini-site with click statistics, and periodically emailing curated selections to prospective buyers based on their preferences and price margin. This allows estate agents to streamline lead nurturing and focus on closing deals.
When it comes to sending interesting properties for potential buyers, automations eliminate the need for manual searches and individualised email compositions for each prospect. Consequently, agents can allocate more time to engaging with clients, addressing inquiries, and fine-tuning their property recommendations based on feedback.
And, since automating tasks is one of the strongest points of CASAFARI CRM, let’s get to know two functionalities that allow you to find the perfect property for potential clients without much effort.
How does Smartlink present matching portfolio properties to your clients?
Smartlink is a tool that allows you to present the properties in your portfolio that have the features that match your client’s needs. Learn how to share a property with a Smartlink in a mini-site format through which clients can navigate to see more about each property. Smartlink translates the content automatically, sending all the information to your client in their own language.
And there’s a benefit for the estate agent as well: professionals can see the statistics of the page, sharing useful market data with Smartlinks to adopt a more data-driven work approach, checking which were the properties accessed by the client and how many clicks they received.
This information shows the agent when to reinforce the promotion of a property, when to approach a client trying to stimulate an acquisition and also allows them to understand which are the properties that need improvements in order to be more appealing.
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How does Smartmail automate periodic property emails for buyers?
Another feature that will help you keep your potential clients on track with market opportunities is Smartmail, an automated system that allows you to periodically send an email with a Smartlink of properties that match the interest of the buyer.
After having created the contact inside your CASAFARI CRM with its preferences, you need only to define a text for Smartmail to be automatically sent. You get to define the sending frequency, time of the day and price margin, so the system finds properties that the buyer can actually acquire. Smartmail does not repeat properties already communicated and is sent in the language defined in the contact.
By streamlining the repetitive task of individually curating and sending listings, the automation ensures that relevant and captivating property options are consistently delivered to interested parties. Meanwhile, the agent is free to focus on personalised client interactions, negotiations, and other high-value aspects of the real estate business.
Moreover, it enhances efficiency, allowing the agent to handle a larger volume of leads and cultivate stronger relationships with clients, ultimately boosting productivity and maximising the potential for successful transactions.
Ready to start working more efficiently and boost your revenues? Sign in to the CASAFARI platform to streamline your client workflows.
If you would like to see how the mini-sites, automatic translation and click statistics work in practice, the SmartLink product page walks through the feature step by step.
To discover how these communication tools integrate within a complete client and portfolio management workflow, explore the full capabilities of our CASAFARI CRM real estate software.
Frequently asked questions
What is Smartlink in CASAFARI CRM?
Smartlink is a tool in CASAFARI CRM that presents properties from an agent’s portfolio matching a client’s needs in an interactive mini-site format, with automatic translation into the client’s language. It allows prospective buyers to explore property details easily in their preferred language.
How do Smartlink click statistics help estate agents?
Agents can view page statistics showing which properties the client accessed and how many clicks each received. This data helps agents know when to follow up, reinforce property promotion, or update listing details to make them more appealing.
How does Smartmail automate property emails in CASAFARI CRM?
Once a contact and their preferences are created in CASAFARI CRM, Smartmail periodically sends an automated email containing a Smartlink of matching properties. The system filters listings based on the defined sending frequency, time of day, and buyer price margin.
Does Smartmail send duplicate property listings to the same buyer?
No, Smartmail does not repeat properties that have already been communicated to the contact. In addition, it automatically delivers the email in the language defined in the contact’s profile.
How do Smartlink and Smartmail save time for estate agents?
By eliminating manual property searches and individual email composition for each prospect, these automations save valuable time. As a result, estate agents can manage a larger volume of leads while focusing on direct client interactions and negotiations.