One place for your portfolio
Property listings with photos, floor plans, price history, and all technical specs. From the edit screen, publish with one click to MLS portals (Multiple Listing Service).
Welcome to Tesoro CRM
Tesoro CRM is the platform where your workday comes together: properties, contacts, deals, communication, and publishing to MLS portals, all linked so you never have to double-enter data.
This page helps you get started in 5 minutes.
When is this relevant?
Section titled “When is this relevant?”- You have just started with Tesoro and want an overview
- You are switching from another CRM and want to know where things are
- You are training a new team member on the basics
What Tesoro does for you (in concrete terms)
Section titled “What Tesoro does for you (in concrete terms)”Leads automatically in one place
Leads from portals and your website come together with manually entered contacts in one list. Follow up via email, WhatsApp, SMS, or phone, everything is automatically linked to the right contact.
Visual deal pipeline
Move deals through stages from first viewing to signed contract. Two pipelines (Buyer and Owner) keep everything organized.
Publish to 15+ portals simultaneously
Write your listing once, publish to Idealista, Kyero, Fotocasa, and other portals at the same time. Per-portal validation tells you immediately which field is missing.
Communicate from one inbox
Email, WhatsApp, SMS, and call notes, all linked to the contact. A team member can pick up a conversation with the full history attached.
AI for descriptions
Translate and rewrite property descriptions in seconds instead of hours. You keep final control, all AI output is editable before you save.
Tour of the main sections
Section titled “Tour of the main sections”The left sidebar is your fixed navigation. What goes where?
Your morning briefing. Shows today’s tasks, active deals per stage, recent lead activity, and performance metrics.
Open it at the start of your workday to know in 30 seconds what’s happening.
Your complete portfolio. Here you create properties, manage photos and documents, track price changes, and publish to portals.
Each property is linked to deals, contacts, and communication, no isolated silos.
Contacts = everyone you work with, buyers, sellers, landlords, notaries, colleagues.
Leads = filtered list of prospects with demonstrated interest. New leads from portals come in here automatically.
From each contact: complete communication history, linked properties, follow-up tasks, and the step to a deal.
Visual Kanban of active deals. Default stages (Viewing, Offer, Negotiation, Contract, Completed), customize to your workflow.
In each deal: property, all linked contacts (buyer/seller/agent), full communication, documents, and deadlines.
Two pipelines: Buyer and Owner, Buyer/Owner toggle at the top.
Link: deals
One overview of viewings, follow-up calls, and task deadlines. Day, week, or month view.
Appointments sync automatically with deals and contacts, no double entry.
Link: calendar
Your connections to 15+ portals. Per property, you choose which portals to publish to.
The CRM handles the format and transfer. Sync status per portal is immediately visible, errors are clearly shown in the property edit.
All incoming and outgoing messages across all channels:
- Email: compose, send, and receive, linked to contacts
- WhatsApp: chat without leaving the CRM
- SMS: short updates
- Calls: call logging + notes
Everything linked to the contact and deal, available for the whole team.
Good to know
Section titled “Good to know”- Client Portal: give buyers/sellers their own secure portal for deal progress, documents, and direct communication. No more phone updates.
- AI Features: translating and unbranding property descriptions works today. Automatic lead extraction from portal emails (Mailparser) is in development.
- Settings: company profile, team, portal connections, email templates, deal pipeline stages. Here you make Tesoro fit your office.
Your next steps
Section titled “Your next steps” Create account Sign-up process in 5 steps.
Set up company profile Company details, branding, address, and team settings.
Invite team Add team members, assign roles, track invitations.
Stuck?
Section titled “Stuck?”The help button in the application takes you to our support team. The AI assistant at the top of this KB answers many questions directly, type your question in the search bar.