Witei

Everything you need to know to create a client in your portfolio and manage it correctly.

How to create and manage a client

Segment your customers by grouping them using saved searches

Saved searches for contacts

Create custom funnels for your contacts in Witei according to your taste and according to the commercial stage they are in.

How to create a funnel for my contacts?

Applicable examples of email marketing campaigns for a real estate business

Case studies: drip email marketing campaigns

Get to know the Witei conversation tool that will make you improve your customer service

Conversations: improve communication with customers

A tool to register automatically the contacts generated from the real estate and other websites in Witei CRM.

Smart Inbox: automatic receipt of requests

Tags can help you manage your contact information in Witei. How you can create custom tags.

Include tags in your clients

Help to do actions on various contacts: change status, email campaigns, etc.

How can I do actions on several clients at the same time?

Create the fields you need in your contacts.

Customized fields in your contact's data sheets

How do I import contacts to Witei?

Check all the activity of your users in Witei, whether they have deleted contacts or properties or made changes to them.

User activity history

Download all your account information: photos, documents, tasks, clients... from the export section.

Data export

Task management and appointment explanation

Planning: organization of tasks and appointments

Provide your contacts with an interactive calendar to arrange a meeting with you

Appointments tool

Google Calendar Integrations

How to open a WhatsApp conversation with a contact from Witei

WhatsApp: send messages from your contacts

Here you have a step-by-step guide to create and publish your own landings from Witei

Landings: Create and publish landings

Creation and use of message templates in conversations and their notifications.

Templates of messages in conversations

Coordinator, Funnel Stage, Duplicate Contacts

General Contact manager configuration

Here you can learn how to manage your customers

Contact Manager - CRM

Mail campaigns - Drip campaigns - SMS campaigns

Mail Marketing Campaigns

Control over the distribution of the publication costs of your products.

Marketing Report

A quick way to send real estate to phone numbers

SMS Campaigns

Política de Privacidad

Privacy Policy

Aviso legal y Condiciones

Cookie Policy

Política de Cookies

Legal

Find answers and get help from Intercom Support and Community Experts

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