Everything a solo agent needs, nothing they donβt
Casavria is a CRM built around one idea: tell the agent who to contact today and make it effortless to do so. Here is what is inside.
Daily money list
Every morning, the few people most worth contacting today, with the reason.
Follow-up tasks
Tasks tied to people, due dates and an Overdue list you can trust.
Voice notes
Talk after a call. Casavria files the note, remembers the details and proposes the follow-up.
Meeting brief
A 20-second briefing on a client before you walk in or call.
Message writer
Warm, ready-to-edit texts in English and Spanish. You always press send.
Deal tracker
Every deal, its stage, your pending commission and the steps to closing.
Contract deadlines
Deadlines from your contract date, surfaced on Today so none slip.
Showing day & route
Line up the dayβs homes, put them in the shortest order and navigate in Apple Maps.
Neighborhood radar
New listing or sale? Find the contacts within a mile and text them in seconds.
Pop-by ideas
Past clients you have not seen in a while, nearest to you first.
Buyer agreement tracker
Know who has signed a buyer representation agreement and when it ends.
Referral tracking
Remember who sent whom, how it went, and whether you said thank you.
Client status link
Send a private page where your client follows every step of their purchase or sale.
Import your contacts
Bring in your phone contacts in a couple of minutes. You choose who.