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Smartmail and Smartreply: Don't waste time, automate!

Smartmail - This is an automation that enables you to periodically send an email to the potential customer with a Smartlink to properties of interest to the buyer.

It does not repeat properties already communicated and is sent in the language defined in the contact.

 


Configuration - is mandatory to define it on the CRM:

Text for Smartmail automatism and OPT-IN*:


1. Go to Configuration - Automations Texts.

automation

2. On the Smartlink tab, type the subject and text of the email:


3. Under OPT-IN, set the subject, email text and OPT-IN button:



4. Click Save.

 


To share Smartlinks via email, it is essential that Smartmail is configured and the contact accepts the OPT-IN request.

 



Automation


1. Go to Settings - General Data - Automation - Smartmail. 

2. Configure the periodicity, day of the week or month and time of sending:


 

3. Set a price margin for Smartlink to include properties with % above and below the indicated:



 

Notes:

If a price margin percentage is not entered, the CRM defaults to 30%.

This applies when defining a customer profile, as it filters properties that fall within the parameters defined in that profile. In the price field, you can define a minimum and a maximum price.

For example, if you defined the following price range in the profile:
Minimum price – 160,000
Maximum price – 220,000

price

If you don't have a property price range defined, the results in the property list, in terms of price, will be as follows:
160,000 - 30% = 112,000
220,000 + 30% = 286,000

In the property list, you'll see all properties that fall between 112,000 and 286,000.

If, beyond this price range, you set a 15% limit:
160,000 - 15% = 136,000
220,000 + 15% = 253,000

notesenglish2

4.Filter properties by labels

labels

5. Click Save.







Smartreply - It is an automation that allows sending an email when a lead is created in the CRM.

It may or may not contain a Smartlink and is sent in the language defined in the contact.

 


Configuration - it is mandatory to define in the CRM:

 

Text for Smartreply Automation and OPT-IN*:


1. Go to Configuration - Automated Texts - Smartreply.

2. Type the subject and email text for the case of: existing or non-existing property:


3. In OPT-IN option, set the subject, email text and OPT-IN button:



4. Click Save.

 

To send Smartreply, it is essential that the contact accepts the OPT-IN request.

 

Automation:


1. Go to Setup - General Data - Automation - Smartreply.

2. Configure the sender.

3. Select the checkbox if you want to send a copy of the email to the broker.

4. Choose whether to include a Smartlink in this communication

5. You can add a team photo


smartlink-Jul-30-2026-03-41-56-6007-PM

 

6. Click Save.

 




Note:

  • On leads generated on the website, the OPT-IN option will already appear enabled, because when the potential buyer makes a contact request, he/she has to accept the terms and conditions.

 

  • In the leads imported from real estate portals, this option may not appear enabled. It will depend on the rules defined by each portal.

 

  • For manually created leads, the OPT-In request must be sent to the contact:


1. Go to Contacts - List of Sellers or Buyers.

2. Select the contacts.

3. In the Actions option, choose "Send OPT-IN request":


 

4. Check if the request has been accepted and when, in the contact details.

 

These features are available in the PREMIUM plan

For more information, send an email to: help@casafaricrm.com