Whise

Tags
CRM
Document Management
Tags
CRM
Document Management

Why connect Whise with Ziggu?

Whise helps you manage projects and publish listings across different marketplaces. But what happens after a deal is closed?

That’s where Ziggu comes in. Ziggu handles everything that follows - client communication, document sharing, updates, and approvals - all in one secure portal.

By connecting Whise with Ziggu, your internal project data flows directly into your client experience.
The result? A seamless transition from lead to project - without duplicate work.

Main benefits of the integration

  • No more manual project creation
    As soon as a deal is closed in Whise, Ziggu automatically creates a new project and links all the relevant data.
  • Structured collaboration from day one
    Documents and contact info sync to Ziggu instantly, so you can start working with your customer without delay.
  • Sync once, communicate everywhere
    Whise pushes your data to marketplaces, Ziggu uses it to power structured, professional client communication.
  • Reduce admin, improve client experience
    Everything your team needs is already in place - no uploads or re-entry needed.

How it works

  1. You manage your project pipeline and listings in Whise
  2. Once a deal is marked as closed, a Ziggu project is created automatically
  3. All linked contacts and documents are synced to the right client portal
  4. Your customer is invited to Ziggu, where collaboration begins immediately

Everything you need to make every project a success

Documents
  • Store all project files, plans, specs and contracts, in one clear place.
  • Notify clients when new documents are uploaded.
  • Track views to see who accessed each document.
  • Clients always find the latest version, no confusion.
Conversations
  • Keep messages with clients, partners and your team in one place.
  • Assign conversations to teammates for faster responses.
  • Use internal notes to align with your team behind the scenes.
  • One central inbox, no scattered chats or missed replies.
Decisions & approvals
  • Upload multiple proposals for clients to compare and approve.
  • Let clients choose directly in the portal, fast and simple.
  • Track every decision to avoid disputes or miscommunication.
  • Use reminders to nudge clients and keep projects moving.
Milestones
  • Build clear timelines with key phases and deliverable deadlines.
  • Keep all stakeholders informed without endless status emails.
  • Track progress across projects or clients at a glance.
  • Organize content by milestone for quick access.
Workflows & automations
  • Build a project timeline once and reuse it for every project.
  • Link tasks, messages, decisions and documents to milestones.
  • Notify the right people automatically, at the right time.
  • Launch steps and share content automatically, per phase.
Reports
  • Log issues with photos, notes and details in one place.
  • Assign each issue an owner and a deadline.
  • Let clients submit support requests directly in the portal.
  • Get client sign-off that an issue is resolved.
Client updates
  • Post project news clients can scroll through.
  • Give clients a clear milestone timeline to follow.
  • Share a real-time budget overview, anytime.
  • Keep clients informed without the update emails.
Forms
  • Build multi-question forms to collect client input.
  • Send them at the right moment, with reminders.
  • Run intake forms so projects start with everything you need.
  • Track satisfaction and NPS across every project.

We understand the challenges
you face every day

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Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

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