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Tutorials
17 tutorials
Automate open house follow-upA digital sign-in sheet that texts them the second they leave.
Automations 101The five-minute tour of Jtek's workflow engine. You'll see where it lives, how a workflow is built from a trigger and actions, and how to watch it run.
Build a websiteA multi-page real estate site in the drag-and-drop builder, with AI copy, your brand, and your domain.
Automate your calendarSync Google or Outlook, set your availability, and share a booking link so contacts can self-schedule straight into your calendar.
Connect InstagramRoute Instagram DMs into your inbox and schedule posts, through your Facebook page.
Connect TikTokLink TikTok so you can schedule posts and track DMs from inside Jtek.
Host an event or webinarSpin up a registration page, collect sign-ups, and automate the reminders. Built for buyer seminars, listing webinars, and community events.
Create opportunitiesBuild a sales pipeline with custom stages, then drop your first opportunity into it. Takes about 3 minutes.
Send an email campaignWrite it, pick your list, and schedule the send.
Upload your contactsBring your whole sphere in from a spreadsheet.
Auto-DM your IG commentersAuto-reply, DM, and capture their email.
Post a home tour video with auto DMComment a keyword, get the link in your DMs.
Make a funnelA one-page lead-capture funnel that converts.
Send a mass textReach your whole database at once, paced so carriers stay happy.
Live booking calendar on your siteEmbed it, then automate the confirmations.
Build a smart listFilter once, reuse forever. Smart lists keep themselves current as contacts match and un-match your rules.
Drop a voicemailLand a recorded message. No ring, no awkward call.
Getting Started
5 articles
Quick Setup GuideGet Jtek configured and ready to use in under 30 minutes.
Setting Up Your Business ProfileMake Jtek look and feel like your business from day one.
Downloading the Mobile AppManage your leads from anywhere with the Jtek mobile app.
Adding Team MembersGive your team access to Jtek with the right permissions.
Understanding Your DashboardLearn what every section of Jtek does and where to find it.
Contacts & Smart Lists
5 articles
Importing Contacts via CSVLearn how to import contacts into Jtek CRM using a CSV file.
Adding Contacts ManuallyLearn how to add contacts manually in Jtek CRM.
Using Tags to OrganizeLearn how to use tags to organize your contacts in Jtek CRM.
Creating Smart Lists & FiltersCreate Smart Lists and saved filters in Jtek CRM to auto-update contact segments.
Adding Notes & TasksLearn how to add notes, tasks, and reminders to contacts in Jtek CRM.
Pipelines & Opportunities
4 articles
Creating Your First PipelineCreate your first real estate pipeline in Jtek CRM.
Managing OpportunitiesLearn how to manage opportunities in your Jtek pipeline.
Customizing Pipeline StagesRename, reorder, colour-code, and set rotting days on every stage.
Pipeline Reporting & StatsUnderstand and use pipeline reporting and stats in Jtek CRM.
Conversations & Inbox
4 articles
Navigating Your InboxEvery message from a lead, text, email and calls, in one inbox.
Replying to LeadsSend the right message, in the right channel, without leaving Jtek.
SMS vs EmailKnow which channel gets the best response for different situations.
Assigning ConversationsRoute leads to the right team member and never let anyone fall through the cracks.
Automations & Workflows
8 articles
Building Your First WorkflowBuild a simple automation, step by step, that keeps working while you sleep.
Understanding Workflow TriggersEvery automation starts with a trigger. Here is how each one fires.
Workflow Actions ExplainedEverything Jtek can do on its own, from sending texts to moving a deal.
Automated Lead Nurture SequencesFollow up with leads automatically over days and weeks until they're ready to buy.
Using Workflow TemplatesStart faster with pre-built workflows for the most common follow-up scenarios.
Wait Steps in WorkflowsPause a contact for minutes, hours, or days before the next automation action.
Conditional Branches (If/Else)Send contacts down different workflow paths based on their data or behavior.
Workflow SettingsControl re-entry, time windows, time zone, and sender for every workflow.
Email Marketing
4 articles
Setting Up Email SendingConnect a sending domain so your email lands in the inbox instead of spam.
Creating Email CampaignsBroadcast an email to a list of contacts in a few clicks.
Building Email TemplatesSave time by building reusable email templates for your most common messages.
Improving Email DeliverabilityWhat to fix so your email reaches the inbox instead of the spam folder.
Phone & SMS
5 articles
Getting a Phone NumberClaim a local number for texts and calls in under five minutes.
Completing A2P 10DLC RegistrationRegister your business to protect your SMS deliverability and avoid message filtering.
Sending SMS CampaignsBroadcast a text to your whole list, or to one targeted segment.
Setting Up Missed Call Text BackText back every caller who reaches your voicemail, so no hot lead goes cold.
Call Tracking & RecordingSee exactly which leads called, when, and what happened on every call.
Calendars & Bookings
4 articles
Creating Your First CalendarSet up a booking calendar so leads can schedule time with you automatically.
Sharing Your Booking LinkPut your booking link in texts, emails, and on your website.
Calendar Automation & RemindersAutomatically confirm bookings, send reminders, and follow up after appointments.
Managing AppointmentsView, reschedule, and manage all your booked appointments in one place.
Funnels & Landing Pages
5 articles
Building Your First FunnelBuild a high-converting landing page or multi-step funnel from scratch.
Using Funnel TemplatesStart with a professionally designed template and customize it to your brand.
Connecting a Custom DomainUse your own domain on your funnels instead of the default Jtek URL.
Funnel Analytics & Conversion TrackingSee exactly where visitors drop off and how to improve your conversion rate.
Using the Website BuilderBuild a multi-page website with Jtek's drag-and-drop editor, then publish.
Forms & Surveys
3 articles
Reporting & Analytics
4 articles
Understanding the Reporting DashboardA bird's-eye view of your pipeline health, lead activity, and team performance.
Contact & Lead ReportsUnderstand where your leads are coming from and how fast your list is growing.
Appointment ReportsTrack your booking volume, show rates, and team calendar performance.
Lead Source AttributionKnow exactly which marketing efforts are generating your real leads and revenue.
Account & Settings
3 articles
Marketing
1 articles
Payments
1 articles
Reviews & Reputation
1 articles