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

Private area for owners

Tips and information on risks and good practices to prevent problems arising from phishing, malware, etc.

Security: Recommended practices to protect your account

Coordinator, Funnel Stage, Duplicate Contacts

General Contact manager configuration

How to count the monthly volume of emails sent from Witei to your contacts

Messaging via email

Here you can learn how to manage your customers

Contact Manager - CRM

Política de Privacidad

Privacy Policy

Aviso legal y Condiciones

Cookie Policy

Política de Cookies

Legal

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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