Contacts is watsi's CRM: everyone who messages your WhatsApp, Instagram or Messenger is added automatically, together with their conversation, where they came from, the agent handling them and the funnel stage they are in. There is no manual lead entry and no copying chats into a spreadsheet. From the same screen you search, filter, see the funnel as a board and open each contact's full record.
Comparing options? Read why agencies use watsi as their real-estate CRM.
Where it is
In the sidebar, open Contacts. If you have an agent selected, you see the contacts that agent handles.
At the top there are two views:
- Contacts — the list of all your contacts.
- Funnel — a board with one column per funnel stage. See Funnel board.
Search, filter and sort
- Search contacts... narrows the list as you type.
- Filters opens the filter panel:
- Contact info — name, email, phone and tags, each set to "Any", "Has" or "Missing".
- Conversations and Channels — by conversations and by messaging channel.
- Origin — by source (ads, portals, your origin channels) or Organic / Direct.
- Sort — recent activity, name A–Z or Z–A, newest or oldest.
The list shows 20 contacts per page. Each card shows the name, the channel, the agent handling it, the time of the last message (or "no chat"), the email, the phone and up to three tags.
The phone chip offers Call, Send to my phone (you get a notification in the watsi app to dial from your phone) and Copy number.
The contact record
Click a contact to open its record. You'll find:
- Conversation status and Contact type (personal or customer).
- Assignment fields — the data the AI agent profiles during the conversation (budget, area, property type…).
- Assigned agent and Observers.
- Source — which ad, UTM campaign, Google Ads click or portal it came from. See Lead source and UTM.
- The activity history and, if you imported your WhatsApp, the imported context.
- Actions: Start conversation (needs a phone number), View chat and Delete contact.
Add a contact by hand
- 1
Open the form
In Contacts, click Add. - 2
Fill in name and phone
Name and phone are required; email is optional. The phone includes the country code (for example, +52 for Mexico).
- 3
Save
If a contact with that phone or email already exists, watsi tells you and offers View contact instead of creating a duplicate.
To upload many at once, use Import contacts.