Help centre
How Facreo works, written down, in 17 articles. These are the same 17 articles Creo answers from inside the product, so nothing here can disagree with what it tells you.
Getting mail and leads flowing
- Connect your emailEach agent connects their own mailbox, so clients keep seeing mail from you rather than from Facreo.
- Email is not syncingAlmost always one of three things.
- Getting leads in automaticallyEvery workspace gets its own private email address.
- Bringing data across from another CRMExport a CSV from whatever you are on now and upload it.
Talking to people
- Texting from FacreoBefore a workspace can text, its number has to be registered with the mobile carriers (A2P 10DLC).
- Calling a contactCalling from a contact record rings your own mobile first, then connects you.
- Follow-up sequencesA sequence is a series of steps — emails, tasks, notes, stage changes and assignments — that runs against a contact over days or weeks.
Organising the work
- SegmentsA segment is a saved filter over your contacts that stays up to date — new people matching the rules join it automatically.
- Deals and pipelinesDeals track a transaction through your pipeline stages.
- Tasks and your dayToday is the start page: what is due, what is overdue, and what came in overnight.
- The calendarFacreo has a built-in calendar for appointments and showings, and it works today.
The brokerage
- Roles and who sees whatOwners, admins and brokers see the whole database.
- Adding and removing agentsInvite someone from Admin → Team.
- Where billing livesPlan & billing is in the sidebar and in the menu under your name.
- Using Facreo on your phoneThere is no native app in the App Store or Play Store.
- Trouble signing inSet or change your password on your settings page while you are signed in.
The boundary
Not what you were after? Email support@facreosystems.com and a person will answer. Signed in, Creo answers the same questions from the same articles.