The Casa Digital platform, included for everyone who works with us

Your website content and a CRM for enquiries, clients, quotes and receipts, in one account. It is not sold separately: everyone who works with us has it, at no cost.

The platform

Two parts, one account

The content your website reads and the CRM where the enquiries it receives arrive. All included, with nothing to turn on.

Content

Your business information and your website content

We set up the account for you. From then on, the business's information is yours to manage, and it serves whatever website you have, built by us or by someone else.

Your company information

Your name, contacts, opening hours, social networks and the places where you serve customers, written once and used everywhere.

  • Company and contacts
  • Opening hours and locations
  • Values and introduction

Services, products and past work

What the business does and sells, with prices, and the work it has delivered with the problem, the solution and photos. The best proof that you can do what you say.

  • Services and products with prices
  • Past work with photos
  • In the order you choose

Your website content

Articles, client testimonials, frequently asked questions and the legal texts. Write them in the account and the website that reads them is updated within seconds.

  • Articles and testimonials
  • Frequently asked questions
  • Terms and privacy

Open to developers

The content comes out through a documented API, so any developer can build a website or an app on top of it.

  • Documented API
  • One website, or several
  • Not tied to us

CRM

From first contact to receipt

The enquiries that come in through your website, a record for each client, and the quotes and receipts you send them, in the same account. There is nothing to turn on.

Website enquiries, organised

Your website's contact and quote forms create an enquiry in your list, which moves from new to contacted, quoted and won, with notes and history along the way.

  • Nothing gets lost in email
  • Stages, notes and files
  • Log phone enquiries too

An alert on your phone for every enquiry

As soon as an enquiry comes in, you get a message. Replying the same day is often the difference between winning and losing the client.

  • SMS or Telegram, as you prefer
  • The number of your choice
  • No need to open your email

Whoever writes knows it arrived

Everyone who fills in a form immediately gets an email in your business's name confirming that the enquiry arrived and when they can expect a reply.

  • Automatic confirmation email
  • In your business's name
  • Replies come to you

Quotes and receipts in your business's name

Write the quote from the enquiry, email it as a PDF, and once it is accepted turn it into a receipt without retyping anything. The platform takes care of the numbering.

  • Automatic numbering, by year
  • Sent by email with the PDF attached
  • From quote to receipt in one click

Clients with a record and history

A won enquiry becomes a client, with contacts, tax number, address and how they usually pay. From then on, every document comes out filled in.

  • Contact and billing details
  • Currency and payment terms
  • All of the client's documents

Hire and pay us in one place

The services you ask us for are hired and paid for in the same account, with your active subscriptions in view and the history of every payment.

  • Active subscriptions
  • Payment history
  • Invoices to download

How to get it

Included with any work we do together

Development, maintenance of a website or an app, or managing a .PT domain: when we start working together, we set up your account, with everything the platform does. No monthly fee for the platform.

See services

Contact

Tell us what your business does and we'll show you how it looks

Casa Digital builds and maintains websites and apps, and manages .PT domains. Everyone who works with us also gets the Casa Digital platform at no cost: their website content and a CRM for enquiries, clients, quotes and receipts.

Rua do Alcaide 20, Braga, Portugal

Contact request

Write to us and we'll reply with the next step, with no commitment.

+351

Portuguese mobile numbers only.