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