CRM

Here you can learn how to manage your customers

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15 articles in this collection
Written by Esperanza Vega and Pablo Ibáñez Iberlucea

User activity history

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Written by Pablo Ibáñez Iberlucea
Updated over a week ago

How does the customer interest matching work?

Match your customers with your products based on their interests.
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Written by Pablo Ibáñez Iberlucea
Updated over a week ago

Data export

Download all your account information: photos, documents, tasks, clients... from the export section.
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Written by Pablo Ibáñez Iberlucea
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.
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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.
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Written by Pablo Ibáñez Iberlucea
Updated over a week ago

How do I import contacts to Witei?

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Written by Esperanza Vega
Updated over a week ago

Google Calendar Integrations

Google Tasks Integrations
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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.
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Written by Pablo Ibáñez Iberlucea
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.
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Written by Esperanza Vega
Updated over a week ago

Planning: organization of tasks and appointments

Task management and appointment explanation
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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.
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Written by Pablo Ibáñez Iberlucea
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
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Written by Esperanza Vega
Updated over a week ago