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Popular articles
Understanding your invoice
What’s on your monthly invoice: seats, add-ons, and usage-based charges.
Welcome to CaprikaOS
A quick tour of the CRM: leads, properties, transactions, and where to find help.
Why some fields don’t merge into a form
How CaprikaOS decides which contact fields auto-fill into which paperwork.
Sending an offer for signature
Turn a drafted offer into a signable package and track it to completion.
Adding or removing seats
Scale your team size up or down and see how it affects your bill.
Inviting your team
Add agents, transaction coordinators, and assistants to your account.
Your own defaults on a shared form
Change a default for yourself without changing it for the whole brokerage.
Pick-one initials ("Seller to initial one")
Three options, one choice, and the first party to initial locks it for everyone.
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