CRM

Here you can learn how to manage your customers

Claudia Fusco avatar Esperanza Vega avatar
16 articles in this collection
Written by Claudia Fusco and Esperanza Vega

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.
Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

User activity history

Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

How does the customer interest matching work?

Match your customers with your products based on their interests.
Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

Data export

Download all your account information: photos, documents, tasks, clients... from the export section.
Claudia Fusco avatar
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.
Esperanza Vega avatar
Written by Esperanza Vega
Updated over a week ago

How to create and manage a client

Everything you need to know to create a client in your portfolio and manage it correctly.
Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

How do I import contacts to Witei?

Esperanza Vega avatar
Written by Esperanza Vega
Updated this week

Google Calendar Integrations

Google Tasks Integrations
Esperanza Vega avatar
Written by Esperanza Vega
Updated over a week ago

Templates of messages in conversations

Creation and use of message templates in conversations and their notifications.
Claudia Fusco avatar
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.
Esperanza Vega avatar
Written by Esperanza Vega
Updated over a week ago

Planning: organization of tasks and appointments

Task management and appointment explanation
Esperanza Vega avatar
Written by Esperanza Vega
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.
Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

Web chat for websites

Add a real-time chat in your website to talk with people who visit your online business
Esperanza Vega avatar
Written by Esperanza Vega
Updated over a week ago