💬 Communications: SMS, Email, Whatsapp, FB Instagram, GMB Chat

The REI Pulse CRM lets you communicate with your leads and contacts through multiple channels — all from one place.

What Are Channels?

Channels are the different ways you can reach out to and receive messages from your contacts. Instead of jumping between your phone, email, Facebook, and other apps, you can manage all your conversations in one unified inbox inside The REI Pulse CRM.

Available Channels

📱 SMS (Text Messages) Standard text messages sent to your contact's phone number. This is your primary channel for reaching motivated sellers quickly. Texts have the highest open rates — most people read them within minutes.

📧 Email Send and receive emails directly through The REI Pulse CRM. Great for sending longer messages, documents, contracts, and follow-up sequences. All email conversations are tracked alongside your other communications.

💬 WhatsApp (Optional Add-On - $29.99/month) Connect with contacts who prefer WhatsApp. Popular for international communication or contacts who use WhatsApp as their primary messaging app.

📘 Facebook Messenger Communicate with leads who reach out through your Facebook business page. Messages appear in your conversations tab just like texts and emails.

📸 Instagram DMs Respond to Instagram direct messages without leaving The REI Pulse CRM. Keep all your social conversations organized with your other leads.

🌐 Google My Business (GMB) Chat If someone messages you through your Google Business listing, those messages come into The REI Pulse CRM too.

How to Use the Conversations Tab

Step 1: Click Conversations in the left sidebar

Step 2: You'll see all your messages across every channel in one list

Step 3: Click on any conversation to open it

Step 4: Choose your channel by clicking the channel icon before typing your message

Step 5: Type your message and hit send

Switching Between Channels

When you're inside a conversation, you can switch channels easily:

• Look for the channel selector near the message input box

• Click the icon for the channel you want to use (SMS, email, etc.)

• Your message will be sent through that channel

💡 Pro Tip: Start with SMS for quick responses, then switch to email when you need to send documents or longer information.

Filtering Your Conversations

You can filter your inbox to see only specific types of messages:

• Unread — Messages you haven't responded to yet

• All — Every conversation across all channels

• Recent — Your most recent conversations

• Starred — Conversations you've marked as important

Why This Matters for Wholesalers

Never miss a lead. Whether a seller texts you, emails you, or messages you on Facebook — it all comes to one place.

Full conversation history. See every interaction you've had with a contact, regardless of which channel it happened on. This is huge for accountability and training.

Faster response times. You don't have to check five different apps. Everything is right there waiting for you.

Works on mobile too. The LeadConnector app gives you the same unified inbox on your phone. Respond to leads from anywhere.

Channel Best Practices

Connecting Your Channels

Most channels are ready to use once you set up your phone number and email. For social channels:

Step 1: Go to Settings

Step 2: Click Integrations

Step 3: Connect your Facebook, Instagram, or Google accounts

Step 4: Authorize The REI Pulse CRM to access your messages

Once connected, messages will automatically flow into your Conversations tab.

Need more help? Chat with our team, Post in The Pulse Community, or join our weekly live support call!