Short answers to the questions agency admins and agents ask most often. Each answer links to the page with the full details.
Signing up and signing in
Do I need a card to start?
No. A new agency gets a 14-day free trial of a paid plan, and no card or payment is asked for at sign-up. You choose a plan and pay when you are ready. See Signing up your agency.
The confirmation email hasn’t arrived. What do I do?
Check your spam folder, then click Send the link again on the sign-up screen or the sign-in page. The link works for 24 hours. See If the email doesn’t arrive.
I forgot my password.
Click Forgot password? on the sign-in card and follow the link in the email. Resetting your password signs you out on all your devices. See Forgotten password.
Why can’t I sign in after a few tries?
Five wrong passwords in a row lock the account for 5 minutes. Wait, or reset your password. See When sign-in fails.
How do I change the CRM’s language?
Click your name at the bottom of the menu, then Language. The choice is kept in that browser. The agency admin sets the language the whole team starts in. See Language.
Your agency and your team
How do I add an agent? Do they get an email?
Open Agents and click Add agent. You choose the agent’s first password and give it to them yourself: the CRM doesn’t send them an invitation. See Add an agent.
Can agents see each other’s clients?
No. Agents see their own leads and clients and the shared pond. The agency admin sees everyone’s. See What each role can see and do.
Can our agency have two admins?
The Agents page adds agents only. Contact SADE to add a second agency admin. See A second agency admin.
Why does the CRM say “Agent limit reached.”?
Every seat on your plan is taken. Remove an agent or move to a larger plan. Agency admins don’t take a seat. See Seat limits.
What happens to an agent’s listings and clients when they leave?
They stay in your agency, still under the agent’s name. Reassign them to other agents before you remove the agent. See Remove an agent.
Can I change my agency’s name or country?
You can change the name in Agency settings until SADE verifies the agency. After that, write to SADE with the new registration. The country can’t be changed. See Agency settings.
Verification and the marketplace
Can we use the CRM before SADE has verified us?
Yes. The CRM works fully from the day you sign up. Only the marketplace waits: none of your listings or projects are public until SADE has verified the agency. See Verification.
Why isn’t my listing on the marketplace?
Check three things. Is your agency Verified? Has SADE approved the listing? Has it been confirmed recently? A sale listing comes off the marketplace after 60 days without a confirmation, and a rental after 30. If its status is Rejected, its page shows SADE’s reason: fix the listing and save it to send it back for review. See Review and publishing and Listing quality.
Besnik can’t find his flat in Laprakë on sadegre.com. The agency is Verified, and SADE approved the listing in September. On Listing quality he sees that it hasn’t been confirmed for 60 days, so it came off the marketplace. He clicks Still available, and the listing is public again.
Who can open our verification documents?
Only your agency’s admins and SADE’s moderators. Agents can’t, and the documents have no public link. See Security and privacy.
Plans and billing
What happens when the trial ends?
If you haven’t chosen a plan, most of the CRM closes, but your data is kept. Signing in, Plan & billing and your notifications stay open, so you can pay and carry on. See When a plan ends.
Can we pay by bank transfer?
Yes. Write to SADE at [email protected]. SADE records the payment when it arrives, and your plan runs until the date you paid for. See Pay by bank transfer.
Do we get an invoice?
The CRM doesn’t produce invoices. PayPal emails its receipt to the PayPal account that pays, and every payment is listed under Payments on Plan & billing. See Plans and billing.
How do we get projects?
Projects come with the Pro plan, or with an Enterprise organization. A developer always starts on a plan with projects. See Projects overview.
Daily work
Is there a phone app?
Yes: the SADE CRM app, for agents and agency admins. It isn’t in the app stores yet, so SADE sends you the download link. You sign in with the same details as on the web. See The mobile app.
Can I bring in listings from my old system?
Yes. The agency admin can import a spreadsheet or connect a feed from Settings, then Imports & feeds. See Imports and feeds.
Can enquiries from our own website come into the CRM?
Yes. Add a website form under Settings, then Integrations, and enquiries from your site arrive as leads. See Website forms.
Can I export our data to Excel?
Two lists can be downloaded as Excel files: Deals and Properties, each with Download Excel. An agent’s download holds only their own records. See Deals and Managing listings.
SADE and your privacy
Can SADE see our clients?
Only through a read-only view that lasts at most an hour, with a reason you can read. Your admins are notified when it starts, and every view is listed on the SADE access page. See SADE access.
Our group has several agencies. Can we manage them together?
Yes, on the Enterprise tier: an organization above your agencies, with one contract, shared reports and its own admins. Contact SADE to set it up. See Organizations.
Something unclear or missing? Write to [email protected] or call +355 69 808 0118.