Communication
Email, SMS, WhatsApp and phone
17 articlesClient Portal Setup in Tesoro CRM: Complete Configuration Guide
Learn step-by-step how to configure the client portal, give clients access, and optimize the portal for better client experience and communication.
Setting Up Automated Follow-up Sequences
Create smart follow-up workflows that automatically trigger emails, SMS and tasks at the right time.
Logging and Managing Calls in Your CRM
Track all phone calls with automatic logging, notes and follow-up reminders.
Communication Templates That Convert
Ready-to-use templates for common communication scenarios, tested and proven by top performers.
Communication Center: All Channels in One Place
Manage emails, SMS, WhatsApp and calls from one unified inbox.
GDPR Compliance: Consent Management and Data Protection
Manage consent, opt-outs and data protection according to GDPR regulations for safe customer communication.
Communication Templates for Email, SMS and WhatsApp
Build a library of reusable templates for all communication channels with smart variables.
Setting Up Email Integration: Gmail and Outlook
Connect your Gmail or Outlook account to Tesoro via secure OAuth authentication.
Effective Email Marketing for Real Estate
Proven email strategies that convert leads, increase engagement, and close more deals in the real estate market.
Fixing Email Synchronization Problems
Fix Gmail and Outlook sync problems: emails niet importing, sync stops, or older emails missing.
Email Templates: Respond Faster with Reusable Content
Create, manage and use email templates with dynamic variables for personalized communication.
Creating and Managing Email Templates
Automate your email communication with professional templates that are consistent, save time, and increase your conversion rate.
Email Tracking and Analytics: Measure Your Engagement
Track open rates, clicks and engagement of your emails to optimize your communication.
Sending SMS Messages via Twilio Integration
Send SMS messages directly from Tesoro CRM with Twilio integration for fast customer communication.
Twilio SMS Integration: Automated SMS Communication
Integrate Twilio SMS with Tesoro CRM to send automated SMS messages to contacts, confirm property viewings, and convert leads faster.
WhatsApp Business API: Professional Messaging Integration
Integrate WhatsApp Business API with Tesoro CRM for professional messaging. Send property details, confirm viewings, and communicate with leads via the most popular messaging platform.
WhatsApp Business API Integration for Professional Communication
Connect WhatsApp Business API to Tesoro for rich, interactive customer communication.