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CRM
Here you can learn how to manage your customers
18 articles in this collection
Written by
Claudia Fusco,
Elena Pedroche Real,
and
Santiago Quintero Delgado
How to create and manage a client
Everything you need to know to create a client in your portfolio and manage it correctly.
Written by
Claudia Fusco
Updated over a week ago
How to create a funnel for my contacts?
Create custom funnels for your contacts in Witei according to your taste and according to the commercial stage they are in.
Written by
Claudia Fusco
Updated over a week ago
Conversations: improve communication with customers
Get to know the Witei conversation tool that will make you improve your customer service
Written by
Santiago Quintero Delgado
Updated over a week ago
How does the customer interest matching work?
Match your customers with your products based on their interests.
Written by
Claudia Fusco
Updated over a week ago
Include tags in your clients
Why tags can help you manage your contact information in Witei and how you can create custom tags.
Written by
Claudia Fusco
Updated over a week ago
How can I do actions on several clients at the same time?
Help to do actions on various contacts: change status, email campaigns, etc.
Written by
Claudia Fusco
Updated over a week ago
Smart inbox: automatic receipt of requests
A service to register automatically in Witei CRM the contacts generated in the real estate portals and other websites.
Written by
Claudia Fusco
Updated over a week ago
How do I import contacts to Witei?
Written by
Claudia Fusco
Updated over a week ago
User activity history
Written by
Claudia Fusco
Updated over a week ago
Data export
Download all your account information: photos, documents, tasks, clients... from the export section.
Written by
Claudia Fusco
Updated over a week ago
Planning: organization of tasks and appointments
Task management and appointment explanation
Written by
Claudia Fusco
Updated over a week ago
Google Calendar Integrations
Google Tasks Integrations
Written by
Claudia Fusco
Updated over a week ago
Landings: Create and publish landings
Here you have a step-by-step guide to create and publish your own landings from Witei
Written by
Elena Pedroche Real
Updated over a week ago
Templates of messages in conversations
Creation and use of message templates in conversations and their notifications.
Written by
Claudia Fusco
Updated over a week ago
Live chat for websites
Add a real-time chat to your website to talk to people who visit your online business.
Written by
Santiago Quintero Delgado
Updated over a week ago
Mail Marketing Campaigns
Mail campaigns - Drip campaigns - SMS campaigns
Written by
Claudia Fusco
Updated over a week ago
Marketing Report
Control over the distribution of the publication costs of your products.
Written by
Claudia Fusco
Updated over a week ago
SMS Campaigns
A quick way to send real estate to phone numbers
Written by
Claudia Fusco
Updated over a week ago