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Getting Started
2 articles
Offers & E-Sign
2 articles
Billing
2 articles

Popular articles

Welcome to CaprikaOS
A quick tour of the CRM: leads, properties, transactions, and where to find help.
Inviting your team
Add agents, transaction coordinators, and assistants to your account.
Sending an offer for signature
Turn a drafted offer into a signable package and track it to completion.
Why some fields don’t merge into a form
How CaprikaOS decides which contact fields auto-fill into which paperwork.
Understanding your invoice
What’s on your monthly invoice: seats, add-ons, and usage-based charges.
Adding or removing seats
Scale your team size up or down and see how it affects your bill.

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