CRM
Enquiries, contacts, pipeline, tasks, viewings and reports
9 guides
Overview of the CRM Workspace
How the Caseta CRM fits together: enquiries, contacts, pipeline, tasks, viewings, follow-ups, segments, collaborations, commissions and reports.
Read guideManaging Enquiries
How to read, filter, reply to and close website and portal enquiries in Caseta.
Read guideManaging Contacts and Duplicates
How to add, find, edit, archive and merge contacts, record buyer requirements and read the contact timeline.
Read guideUsing the Pipeline and Deals
How to create deals, move them through stages, mark them lost or won and reopen them in Caseta.
Read guideManaging Tasks and Viewings
How to create, complete, snooze and reassign tasks, and how to book and record property viewings.
Read guideUsing Follow-ups
How Caseta drafts check-ins for quiet contacts and how to review, edit, approve, send, snooze or skip them.
Read guideCreating Segments and Managing Lead Sources
How to save reusable contact segments and manage, rotate and attribute lead sources.
Read guideSharing Collaborations and Tracking Commissions
How to offer properties to partner agencies with scoped links, record registrations, and manage expected, invoiced and paid commission lines.
Read guideCRM Reports and Settings
How to read the CRM reports and configure pipeline stages, commission defaults, follow-up rules and CRM access.
Read guide