Frequently Asked Questions
On this page, you will find answers to the most frequently asked questions about Tesoro CRM. The questions are grouped by category so you can quickly find what you are looking for.
Getting started
Section titled “Getting started”How do I create an account?
Section titled “How do I create an account?”You can create a Tesoro CRM account via the registration page. After registration, you go through a short setup wizard where you configure your company profile. See Create an account for a step-by-step guide.
How do I invite team members?
Section titled “How do I invite team members?”Go to Settings and invite team members via their email address. You can assign each user a role that determines their permissions. See Invite users for more information.
How do I set up my company profile?
Section titled “How do I set up my company profile?”After creating your account, you can configure your company profile with your company name, logo, address, and contact details. This profile is used in emails, PDF brochures, and the client portal. See Company settings for details.
Which languages does Tesoro CRM support?
Section titled “Which languages does Tesoro CRM support?”Tesoro CRM supports multiple languages for both the interface and contact communication. You can set a language per contact, which affects email templates and the client portal.
Contacts and leads
Section titled “Contacts and leads”What is the difference between a lead and a contact?
Section titled “What is the difference between a lead and a contact?”A lead is a potential client who has shown interest but has not yet been qualified. A contact is a person in your broader database, this can be a converted lead, but also a lawyer, notary, or other party involved in a transaction. Leads have lead-tracking fields (source, stage, status), while contacts have a role (buyer, seller, lawyer, etc.). See Contacts and leads overview for a detailed explanation.
How do I convert a lead to a contact?
Section titled “How do I convert a lead to a contact?”When a lead is qualified, you can convert them to a contact. This changes the person’s status and makes it possible to link deals to them. The lead history is preserved.
Can I import contacts from another system?
Section titled “Can I import contacts from another system?”Yes. Tesoro offers a CSV import function for leads, contacts, and relations. You can download a sample file, fill in your data, and upload it with full field mapping. See Importing data for the complete guide.
Which contact roles are available?
Section titled “Which contact roles are available?”Tesoro supports various roles, including: Buyer, Seller, Tenant, Landlord, Lawyer, Notary, Architect, Real Estate Agent, Accountant, and more. Roles determine how the contact is displayed and which links are available.
What do the lead stages (Hot, Neutral, Cold) mean?
Section titled “What do the lead stages (Hot, Neutral, Cold) mean?”The lead stage indicates how warm a lead is:
- Hot: Actively searching, high chance of conversion
- Neutral: Interested but not urgent
- Cold: Low activity, exploring options or no recent contact
Properties
Section titled “Properties”How do I add a property?
Section titled “How do I add a property?”Go to Properties and click Add Property. Fill in the basic details (type, transaction type, price, location) and add photos, descriptions, and features. See Creating a property for a step-by-step guide.
Which property types are supported?
Section titled “Which property types are supported?”Tesoro supports a wide range of property types, including: Apartment, Villa, Townhouse, Penthouse, Duplex, Studio, Detached House, Semi-detached House, Terraced House, Plot, Commercial, Office, and more.
How do I publish a property on portals?
Section titled “How do I publish a property on portals?”First, connect one or more MLS portals (Multiple Listing Service) to your account via Settings. Then, you can configure per property which portals it is published on. See Publishing to portals for more information.
How do I import properties via an XML feed?
Section titled “How do I import properties via an XML feed?”Tesoro supports Kyero-compatible XML feeds for automatically synchronizing property listings. Configure the feed URL via Settings > XML Import. Properties are synchronized periodically. See Connecting portals for the setup.
How do I add photos and media to a property?
Section titled “How do I add photos and media to a property?”On the property edit page, you will find the Media section. Here you can upload photos, arrange them, and set main photos. Tesoro also supports video URLs and virtual tours. See Property media for details.
Deals and pipeline
Section titled “Deals and pipeline”What is a deal in Tesoro CRM?
Section titled “What is a deal in Tesoro CRM?”A deal represents an active real estate transaction, a purchase, sale, or rental moving through your pipeline. Each deal has a type (Buy, Sell, Rent, Rent Out), a stage in the pipeline, and links to contacts and properties. See Deals overview for more information.
What pipeline stages exist?
Section titled “What pipeline stages exist?”Tesoro has two pipelines:
Buyer pipeline: Knowing Property, First Visit, Multiple Visits, Offer, Reservation, 10% Contract, Signing Deed, Won, Lost
Owner pipeline: has its own set of stages for the sales process from the property owner’s perspective.
See Pipeline stages for a detailed description of each stage.
Can I customize the pipeline stages?
Section titled “Can I customize the pipeline stages?”The pipeline stages are standard in Tesoro and cannot be freely customized. They are designed to cover the complete transaction process in the real estate industry.
How do I link a contact to a deal?
Section titled “How do I link a contact to a deal?”On the deal page, you can add contacts via the Contacts section. You can link multiple contacts to a deal and assign each contact a type (main contact, co-contact).
Communication
Section titled “Communication”Can I send emails from Tesoro?
Section titled “Can I send emails from Tesoro?”Yes. Tesoro offers integrated email functionality. You can send emails from contact and deal pages, with support for email templates. See Email for more information.
Does Tesoro support WhatsApp?
Section titled “Does Tesoro support WhatsApp?”Yes, Tesoro offers WhatsApp integration that allows you to send and receive messages from within the CRM. See WhatsApp and SMS for the configuration.
Can I call from Tesoro?
Section titled “Can I call from Tesoro?”Tesoro supports call integration. See Calls for available options and configuration.
Migration and import
Section titled “Migration and import”Can I transfer my data from another CRM?
Section titled “Can I transfer my data from another CRM?”Yes. Tesoro has a Migration Toolkit with built-in support for Sooprema (JSON exports) and Inmoweb (XML exports). For other CRM systems, the toolkit can be extended. See Migration overview for the complete process.
Which file formats are supported for import?
Section titled “Which file formats are supported for import?”- CSV: For contacts, leads, and relations
- XML: For properties (Kyero format) and Inmoweb exports
- JSON: For automated connections and Sooprema exports
Will data be lost during a migration?
Section titled “Will data be lost during a migration?”No. The migration principle is that nothing should be lost. All records are imported, including deleted records (marked as is_deleted). After migration, the numbers are compared with the baseline and an ID-level verification takes place. See Migration overview for the verification procedure.
Can I perform a test import?
Section titled “Can I perform a test import?”Yes. The CSV import wizard automatically runs a preview after you have set up the field mapping. During this preview, all rows are validated without saving any data. You can check the result and correct any errors in your CSV before starting the final import.
AI features
Section titled “AI features”Which AI features does Tesoro offer?
Section titled “Which AI features does Tesoro offer?”Tesoro offers various AI-powered features, including automatic processing of portal leads and AI-generated property descriptions. See AI features overview for a complete overview.
How does AI lead processing work?
Section titled “How does AI lead processing work?”Tesoro can automatically process incoming portal leads with AI. The system analyzes the message, extracts contact information, and links the lead to the correct property. See AI lead processing for details.
Can AI generate property descriptions?
Section titled “Can AI generate property descriptions?”Yes. Tesoro can automatically generate descriptions in multiple languages based on the property data. See AI descriptions for more information.
Settings and configuration
Section titled “Settings and configuration”How do I create email templates?
Section titled “How do I create email templates?”Go to Settings > Email Templates. Here you can create and edit templates with variables that are automatically filled in (contact name, property details, etc.). See Email templates for a guide.
How do I create PDF brochures?
Section titled “How do I create PDF brochures?”Go to Settings > PDF Templates. Tesoro offers customizable PDF templates for property brochures that are automatically filled with property data and photos. See PDF templates for more information.
Can I create custom fields?
Section titled “Can I create custom fields?”Yes. Via Settings > Custom Fields you can add extra fields to contacts, properties, and other entities. See Custom fields for the configuration.
How do I manage my subscription?
Section titled “How do I manage my subscription?”Go to Settings > Subscription to view your current plan, upgrade, or change billing information. See Subscription for more information.
Client portal
Section titled “Client portal”What is the client portal?
Section titled “What is the client portal?”The client portal is a secure environment where your clients can view properties you have shared with them. Clients can log in, view properties, mark favorites, and provide feedback. See Client portal overview for more information.
How do I give a client access to the portal?
Section titled “How do I give a client access to the portal?”You can invite a client to the portal from their contact page. The client receives an email with login details. See Portal users for the steps.