insite

The whole agency working in one place

Every lead from your ads reaches the right broker, and the whole team answers the agency's number together.

Every inquiry reaches the broker of the property

Link each ad to its property. When a lead comes in, insite assigns it to the responsible broker and notifies them instantly.

  • Link properties by ad, ad set or campaign: the most specific one wins.
  • The broker gets the alert in the app and on WhatsApp, with a direct link to the chat.
  • Whoever publishes the ad can keep receiving a copy of every lead.

Who receives the leads

  • Meta

    Casa Punta Ballena · Octubre

    House with pool in Punta Ballena

    Manuel
  • Meta

    Pinares 3 dormitorios

    3-bedroom house in Pinares

    Rebecca
  • Meta

    Barrio Golf jardín

    House with garden in Barrio Golf

    Joaquín

One WhatsApp number for the whole agency

Connect the agency's number and answer it as a team. Each broker keeps their personal number, which stays private.

  • Admins see and answer every conversation on the shared number.
  • Assign a chat to a broker and they carry on the conversation from their number.
  • The agency's Facebook and Instagram also connect once for everyone.
WhatsApp

Team shared number

+598 ··· ···

  • Mónica

    Can we visit on Saturday?

    Assigned toManuel

  • Ana

    Is it still available?

    Assigned toRebecca

  • Carolina

    Question about Barrio Golf

    Unassigned

Every broker with their tools, the agency in control

Each agent connects their own accounts and works their leads in private. The admin adds what belongs to the whole agency.

Agent

Everything they need to work their leads.

Their accounts

  • WhatsApp
  • Instagram
  • Facebook
  • Meta Ads
  • Gmail
  • Outlook
  • Google Calendar
  • Google Drive
  • CRM

Can

  • Answer their conversations and the chats assigned to them.
  • Manage their leads, which stay private to them.
  • Add and edit the agency's properties.
  • Build ads on Meta, Instagram and WhatsApp.
  • Use the insite assistant on WhatsApp.
  • Have their own credit wallet.

Admin

Everything the agent has, plus what belongs to the whole agency.

Agency accounts

  • WhatsApp (shared number)
  • SMS
  • Mailchimp

Can also

  • Create the team's accounts and set their roles.
  • Route the leads from their ads to the broker of each property.
  • Answer the shared number and assign chats.
  • Pay for their team's accounts and see what each one uses.

The whole agency working in one place