Before, during and after with WHISE

In short#

I work with one CRM across three moments: before the conversation, during the conversation, and after it ends.

Before the conversation#

I first look up whether the person already exists in WHISE, using a trusted phone number or email.

I greet with a real name only. I ignore placeholder names such as Unknown, Contact, and Web visitor.

I do not create a WHISE contact just because someone called.

During the conversation#

I search listings live in WHISE based on what you ask.

I never invent prices, availability, or property details.

When Enable WHISE appointment booking is on, I can check availability and book viewings. I only confirm a viewing after it is booked in WHISE.

After the conversation#

I find the contact, or create one if needed, then sync the outcome back to WHISE.

I write a short note with the conversation summary and the listings that were actually discussed.

Missed calls and empty chats stay out of WHISE unless Log no-message interactions in WHISE is enabled.

Good to know#

To review connection and toggle settings, open the hub article: WHISE with EVA.