The mobile app

SADE CRM has a phone app for agents and agency admins, for iPhone and Android. It works on the same data as the web CRM: a lead you claim on the phone, a viewing you book or a listing you add there shows on the web at once, and the other way round. It is made for the day out of the office: answering new leads, checking the calendar, recording how a viewing went, and photographing a new listing on the spot.

The app is not in the app stores yet. SADE sends your agency the download link. Ask SADE if you haven’t received it.

Signing in

Sign in with the Username and Password you use on the web CRM. Keep me signed in is ticked by default, so you stay signed in after closing the app. Forgot password? sends a reset link to your email; you finish the reset in the browser.

The app speaks the same 11 languages as the web CRM. Change the language on the sign-in screen, or from the language row on the More screen.

To sign out, open More and tap Sign out. Signing out also stops push notifications to that phone.

Finding your way around

The bar at the bottom has five icons:

The bell at the top of each screen opens your notifications, with an unread count.

An agent sees the same things on the phone as on the web: their own leads, the listings assigned to them, their own viewings and deals. An agency admin sees the whole agency.

What the app does

• Leads. The Leads tab shows leads Offered to you with a countdown and a Claim button, leads Waiting for you with Call, WhatsApp and Email buttons, and the Pond. The Taking new leads switch tells the CRM whether to send you new leads. See Following up.
• Logging contact. When you call, WhatsApp or email a client from the app and come back to it, the app asks “How did it go?”: Reached, No answer, Left a message or Wrong number. Logging stops the lead’s response timer.
• Tasks, under More: Overdue, Today and Upcoming, with New task.
• Clients, under More: search, a client’s properties, deals, viewings and enquiries, and sending a template.
• Calendar: book a viewing, reschedule it, change its status, record how it went and ask the client to confirm. See Calendar and viewings.
• Deals, under More: create a deal, change its status, share the PDF report. See Deals.
• Properties: search, filter, see listings on a map, open a listing, add, edit and delete listings. When editing, the status is shown but can’t be changed. A rejected listing shows SADE’s reason and a Fix the listing button; saving it sends it back to SADE: “Saved and sent back to SADE for review.”
• Projects, under More, on a plan with projects: see units by building and floor, hold, reserve and sell units, and book a viewing of a unit. Projects, buildings, prices and floor plans are edited on the web.

What stays on the web

These are on the web CRM only:

• the Viewing log and its filters (on the phone, viewings are reached from the calendar);
• Reports and every Excel download;
• agency settings: Lead routing, Action plans, editing Templates, Agency, Plan & billing, Verification, SADE access, Imports & feeds and Integrations;
• Lists, Promotions and Market prices;
• creating and editing projects, their buildings, prices and floor plans, and partner projects;
• booking a viewing of a whole project, or choosing a status when you book (phone viewings start as Pending);
• moving viewings by drag and drop, and the guided tour;
• adding or editing agents (admins can see the agents and their profiles on the phone);
• video uploads, and choosing the cover photo or the order of photos.

The app has no dark mode.

Note: the app needs an internet connection. It keeps nothing for offline use and queues nothing for later. Without a connection it shows “You’re offline” with a Try again button.

Push notifications

After you sign in, the app asks “Get new leads on your phone”. Tap Turn on, then allow notifications when your phone asks. If you tap Not now, the app asks again after 14 days. You can also allow them later in your phone’s settings.

When notifications are allowed on the phone, the notifications from your CRM bell arrive on it as well: new leads and enquiries, listings about to expire, listings approved by SADE and so on. Tapping one opens the right screen, for example the client a lead is about. While the app is open, new notifications show inside the app and in the bell instead.

On Android, the notifications use a channel called “Leads and activity”, which you can adjust in the phone’s settings. See Notifications.

Adding a listing with the camera

Add a listing from the street, with the phone’s camera and location. Tap the + button on the Properties tab, or Add property on Home. The “New property” form has six steps.

1. Basics: the title, the price and currency, whether the price is the total or per m², a pricing note and the description. In markets with a property code, such as Albania, also the Cadastral zone and Property number, or tick “No number yet (new build / off-plan)”.
2. Location: the city, the address and zip code, and the pin on the map. Tap Use my location to drop the pin where you are standing, or search, tap the map or drag the pin. Empty address fields are filled in from the pin. Here you also pick the Owner (a client), and an admin picks the Assigned agent.
3. Details: sale or rent, bedrooms, bathrooms, floor area, year built, the energy class where your country requires one, the first date it can be shown, and the viewing days.
4. Type & amenities: the property type and at least one amenity.
5. Photos: tap Take photo to use the camera, or From library to pick up to 20 photos at a time. The first photo is the cover. A photo SADE can’t take, for example one over 25 MB, isn’t added: the app says “These photos weren’t added” and names each one with the reason.
6. Review: check each step, then tap Create property.

A new listing needs a pin, an owner and at least one photo. It starts as Pending until SADE approves it: “New properties start as Pending until they are approved.” See Review and publishing.

If SADE refuses a photo while saving, for example one over 50 megapixels, the listing is saved without it and the app says “Some photos weren’t saved”, with each photo and the reason. Fix them and add them again with Edit property.

Important: the phone keeps no draft. If you close the app halfway, what you entered is lost. The web CRM saves a draft; the phone doesn’t.

The first time, the phone asks to use the camera and your location. If you refused, allow them for SADE CRM in the phone’s settings.

For every field and rule, see Adding a listing.

Listings to confirm

A published listing comes off the marketplace when nobody confirms in time that it is still for sale or rent. Listings to confirm gathers the ones that need you. Open More → Listings to confirm. The number beside it is how many are expiring or expired.

1. Choose Expiring (coming off the marketplace in the next 7 days) or Expired (already off).
2. Tap Still available on a listing to confirm it alone. Or tick several, or tap Select all, and tap Still available at the bottom.
3. Confirm in the dialog. Expired listings go back on the marketplace at once; expiring ones get a new period.

Only confirm listings that really are still for sale or rent. Editing a listing confirms it too. An agent sees only their own listings here; an admin sees the whole agency’s. See Listing quality.

Example

Something unclear or missing? Write to [email protected] or call +355 69 808 0118.