Welcome to Jtek

Onboarding Journey

Watch the intro and follow the steps below to get fully set up.

Jtek Onboarding Intro
5 min intro
Getting started
Watch: Getting Started with Jtek

A quick walkthrough of your dashboard before you dive in.

0
Complete
21
Total Steps
Your progress
Phase 1

Quick Start

Get set up and see your data in Jtek right away.

1
Use Google Chrome & bookmark Jtek
Chrome works best with Jtek — bookmark your dashboard for quick access
1 min
app.jtek.pro
J
JTEK CRM
app.jtek.pro
Press Ctrl+D (or ⌘+D on Mac) to bookmark
Bookmark It
  1. Open Google Chrome (download it if you don't have it)
  2. Log into your Jtek dashboard
  3. Press Ctrl+D (or Cmd+D on Mac) to bookmark it
Jtek is optimized for Chrome. Other browsers may have limited functionality.
2
Import your contacts
Bring your existing contacts into Jtek and tag them (Buyer, Seller, etc.)
5 min
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments

Contacts 9,487 Contacts

⬇ Import
 + Add Contact
Click here
AllBuyersSellersInvestors
SM Sarah Mitchell sarah.m@example.com Buyer
JR James Rivera james.r@example.com Seller
EC Emily Chen emily.c@example.com Investor
MT Michael Thompson michael.t@example.com Seller
  1. Go to Contacts in the left sidebar
  2. Click the Import button at the top right (see above)
  3. Upload your CSV file or connect from another tool
Then map your fields

Map Your Fields

Import
Match your spreadsheet columns to Jtek fields:
Full Name
→
Email Address
→
Phone Number
→
Company
→
Tags
→
Map your fields
  1. Match each spreadsheet column to the correct Jtek field (see above)
  2. Click Import to bring them in
  3. Go back and tag your contacts (e.g. "Buyer", "Seller", "Investor") for easy filtering later
Tags help you send targeted messages later. Organize your contacts now — it pays off big.
Common questions
What format? — Use a .CSV file. Excel, Google Sheets, and most CRMs export to CSV.
No CSV? — Click "Add Contact" to add them one at a time.
Book a 10-min call about this step
3
Download the mobile app
Access your CRM from anywhere with Lead Connector on iOS or Android
2 min
Lead Connector
The official Jtek mobile app
Download App
  1. Search "Lead Connector" in the App Store or Google Play, or tap the download buttons above
  2. The app icon is a blue phone icon — that's the one (it's the official Jtek mobile app)
  3. Download and open the app
  4. Log in with the same email and password you use for your Jtek dashboard
  5. When prompted, enable push notifications so you never miss a lead
  6. You'll see all your contacts, conversations, and pipeline right on your phone
Common questions
Why "Lead Connector"? — It's the official mobile app for all accounts on our platform.
Book a 10-min call about this step
4
Set up your notification alerts
Get notified the moment a new lead comes in — never miss a hot prospect
3 min
Dashboard
Contacts
Conversations
Settings ▸
My Profile

My Profile — Notifications

New Lead Assigned
Push + Email + SMS
Inbound Message
Push + Email
Missed Call
Push only
Alerts On
  1. Go to Settings in the bottom-left sidebar
  2. Click My Profile
  3. Click the Notifications tab at the top (next to General)
  4. Enable New Lead alerts — set it to Push + SMS so you're always in the loop
  5. Turn on Inbound Message and Missed Call alerts too
  6. Click Save
Speed-to-lead is everything in real estate. Agents who respond in under 5 minutes close dramatically more deals.
Common questions
Can I set quiet hours? — Yes, under Notifications you can set a "Do Not Disturb" window.
Book a 10-min call about this step
Phase 2

Set Up Your Tools

Configure email, phone, integrations, and calendar.

5
Complete your business profile
Add your logo, hours, and address so everything looks professional
4 min
Dashboard
Contacts
Opportunities
Settings ▸
Business Profile

Business Profile

Save Changes
Business Name
Phone
Email
Website
Logo
Upload your logo (PNG, 250x250px)
Fill & Save ↑
  1. Click Settings in the bottom-left sidebar
  2. Go to Business Profile
  3. Upload your logo, add your business name, address, and hours
  4. Click Save
Common questions
Logo size? — 250x250px or larger, PNG with transparent background.
Book a 10-min call about this step
6
Set up email sending
Configure your email so you can send campaigns and automations
5 min
Dashboard
Contacts
Opportunities
Settings ▸
Email Services

Email Services

+ Add Domain
yourbusiness.com
VerifiedDNS records configured
Add your sending domain
Go to Settings → Email Services → Add Domain
Add Domain ↑
  1. Go to Settings → Email Services
  2. Click Add Sending Domain
  3. Enter your business domain name
Then add DNS records

DNS Records

1 of 3 verified
Add these records at your domain provider (GoDaddy, Namecheap, etc.):
TypeHostValueStatus
CNAMEem._domainkeydkim.leadcon...Verified ✓
TXT@v=spf1 include...Pending
CNAMEmailmailgun.orgPending
Copy to your domain
  1. Copy the DNS records shown above to your domain provider (GoDaddy, Namecheap, etc.)
  2. Wait for verification — usually 15 min to a few hours
  3. Once verified, create your first sending address (e.g. hello@yourbusiness.com)
Common questions
DNS verification time? — Usually 15 min to a few hours, sometimes up to 48 hours.
Book a 10-min call about this step
7
Get a phone number & complete A2P
Set up a business number to send SMS and make calls
5 min
Dashboard
Contacts
Opportunities
Settings ▸
Phone Numbers

Phone Numbers

+ Add Number
(555) 100-2001Active
(555) 100-2002A2P Pending
A2P Registration — Required for SMS. Takes 1-5 business days.
Add Number ↑
  1. Go to Settings → Phone Numbers
  2. Click Add Number and choose your area code
  3. Select a number and confirm
Then complete A2P registration

A2P Registration

Required for SMS
Legal Business Name
EIN / Tax ID
What will you use SMS for?
Sample Message
⏱ A2P approval typically takes 1-5 business days. Start this early!
Complete A2P form
  1. Fill out the A2P registration form (business name, EIN, use case)
  2. Write a sample message — this is required by carriers
  3. Submit and wait 1-5 business days for approval
  4. Once approved, you can send SMS to your contacts
A2P registration takes 1-5 business days. Start this early so it's ready when you need it.
Common questions
What is A2P? — Application-to-Person registration is required by carriers for business SMS. One-time setup.
Book a 10-min call about this step
8
Connect your integrations
Link Google, Facebook, and other accounts to sync everything
3 min
Dashboard
Contacts
Opportunities
Settings ▸
Integrations

Integrations

GoogleConnect
FacebookConnect
StripeConnected ✓
Click Connect
  1. Go to Settings → Integrations
  2. Click Connect next to Google, Facebook, or other services
  3. Authorize Jtek to access your account
  4. Repeat for each integration you use
9
Sync your calendar & set up booking
Connect your calendar so clients can book appointments automatically
4 min
Dashboard
Conversations
Calendars
Contacts
Opportunities

Calendars

+ Create Calendar
Consultation Call
30 min · Round Robin
Active
M
T
W
T
F
S
S
24
25
26
27
28
29
30
Create Calendar ↑
  1. Go to Calendars in the left sidebar
  2. Click Create Calendar
  3. Choose a calendar type (Round Robin, Simple, etc.)
Then set your availability

Set Your Availability

Save
Timezone:
Mon
9:00 AM — 5:00 PM
Tue
9:00 AM — 5:00 PM
Wed
9:00 AM — 5:00 PM
Thu
9:00 AM — 5:00 PM
Fri
9:00 AM — 12:00 PM
Sat
Unavailable
Sun
Unavailable
Set your hours
  1. Set your available hours for each day of the week
  2. Connect your Google Calendar or Outlook to prevent double-bookings
  3. Copy your booking link and share it with clients or add it to your website
10
Set up lead tags & custom fields
Organize and filter contacts so you can always find exactly who you need
3 min
Dashboard
Contacts
Settings ▸
Tags

Tags & Custom Fields

+ Add Tag
YOUR TAGS
Buyer LeadSeller LeadHot LeadReferralPast ClientDo Not Contact
CUSTOM FIELDS
Dropdown
Text
Organized ✓
  1. Go to Settings → Tags and create your core tags: Buyer Lead, Seller Lead, Hot Lead, Referral, Past Client
  2. Go to Settings → Custom Fields and add fields like: Property Type, Budget Range, Preferred Area
  3. Go to Contacts, open any contact, and apply tags using the Tags field
  4. You can also select multiple contacts and use Bulk Actions to apply tags in bulk
Tags make filtering, bulk messaging, and automation targeting much more powerful. Set them up now — you'll use them constantly.
Common questions
Can I apply tags in bulk? — Yes, select contacts on the contacts page and use "Apply Tag" from the action menu.
Book a 10-min call about this step
Phase 3

Learn the Platform

Understand your dashboard, pipeline, and key features.

11
Watch the software tutorials
Quick video walkthroughs of every major feature in Jtek
15 min

Jtek Video Tutorials

Software Setup
Grow With Jesse
Social Media
AI
Funnels
Google Ads
65 Videos
  1. Visit the Jtek Software Tutorials
  2. Watch the overview video first (~5 min)
  3. Then watch feature-specific videos that apply to you
  4. Come back anytime to rewatch
12
Master your dashboard
Monitor contacts, pipeline, and key metrics at a glance
5 min
Dashboard
Conversations
Calendars
Contacts
Opportunities

JTEK CRM

Contacts
247
Pipeline
$42K
Won
$12K
Your Home Base
  1. Click Dashboard in the left sidebar
  2. Review your contact stats, pipeline value, and activity feed
  3. Customize widgets to show what matters most
  4. Make it a habit to check this daily
13
Set up your pipeline
Create stages to track deals from first contact to closed
5 min
Dashboard
Conversations
Calendars
Contacts
Opportunities

Sales Pipeline

+ Add Opportunity
New Lead
Sarah M.
$5,000
Ana G.
$8,500
Contacted
Emily C.
$12,000
Meeting
James R.
$15,000
Won
Tom D.
$18,500
Create Pipeline
  1. Go to Opportunities in the left sidebar
  2. Click Create Pipeline
Then name your stages

Edit Pipeline Stages

Save Pipeline
⋮⋮
⋮⋮
⋮⋮
⋮⋮
⋮⋮
+ Add Stage
Name your stages
  1. Name each stage to match your sales process (e.g. New Lead → Contacted → Meeting → Proposal → Closed)
  2. Drag to reorder stages and click Save Pipeline
  3. Start adding deals by clicking + Add Opportunity and assigning them to contacts
Common questions
How many stages? — Start with 4-6. You can always add more as your process evolves.
Book a 10-min call about this step
14
Add your first deal to the pipeline
Practice moving a real contact through your sales stages — this is the core workflow
3 min
Dashboard
Contacts
Opportunities
Conversations
NEW LEAD
MS
Maria S.
$450k budget
▶ Move stage
IN CONTACT
JR
James R.
Showing Fri
OFFER MADE
Pipeline ✓
  1. Go to Opportunities in the left sidebar
  2. Click + Add Opportunity (or open a contact and add them to the pipeline from there)
  3. Fill in: contact name, deal value, and starting stage
  4. Practice dragging the card to the next stage to see how the pipeline works
Add a real prospect you're working with right now. The pipeline is most powerful when it reflects your actual deals.
Common questions
Can I have multiple pipelines? — Yes, you can create separate pipelines for buyers, sellers, and rentals.
Book a 10-min call about this step
15
Send a message from your inbox
Reply to a contact via SMS or email directly in Jtek — your command center for all conversations
5 min
Dashboard
Contacts
Conversations
MS
Maria Santos
SMS · 2 mins ago
Hi! Saw your listing on Zillow. Still available?
Yes it is! Would love to set up a showing. Are you free this weekend?
Inbox ✓
  1. Click Conversations in the sidebar
  2. Open any contact thread — or find a real lead you want to follow up with
  3. Type a message and hit send — it will go out as SMS if they have a phone, or email if not
  4. Explore the channel switcher to see how you can also send via Facebook Messenger, Instagram DM, and more
All your conversations — SMS, email, DMs — live in one inbox. No more juggling apps.
Common questions
What channels are supported? — SMS, Email, Facebook Messenger, Instagram DM, Google Business Messages, and more.
Book a 10-min call about this step
Phase 4

Start Growing

Launch automations, campaigns, and funnels to generate revenue.

16
Build your first automation
Set up a welcome sequence or follow-up that runs on autopilot
10 min
Dashboard
Contacts
Opportunities
Marketing
Automation
Sites

New Lead Follow-Up

Save Publish
Trigger: New Contact
Send Welcome Email
Wait 1 Day
Send Follow-Up SMS
Build Workflow
  1. Go to Automation → Workflows in the left sidebar
  2. Click Create Workflow
Then choose a trigger

Choose a Trigger

What starts this automation?
Contact Created
When a new contact is added
Form Submitted
When someone fills out a form
Tag Added
When a tag is applied to a contact
Pipeline Stage Changed
When a deal moves to a new stage
Choose a trigger
  1. Select a trigger — "Contact Created" is a great first choice
  2. Add actions: Send Welcome Email → Wait 1 Day → Send Follow-Up SMS
  3. Click Publish to activate your workflow
Start simple. A welcome email + follow-up SMS is the fastest way to see ROI.
Common questions
Best first automation? — Follow-up sequence: welcome email immediately, text 1 day later.
Book a 10-min call about this step
17
Create a lead capture form
Build a form to collect leads from your website or social media
5 min
Dashboard
Contacts
Marketing
Automation
Sites
▸ Forms

Forms

+ Create Form
Contact Us
First Name
Email
Phone
Submit
Create Form ↑
  1. Go to Sites → Forms
  2. Click Create Form
  3. Add fields: name, email, phone, and custom fields
  4. Copy the embed code or share the form link
18
Send your first campaign
Send a mass email or SMS blast to re-engage your contacts
10 min
Dashboard
Contacts
Opportunities
Marketing
▸ Emails
Automation

Emails

+ Create
📧 Email Campaign
Design and send mass emails to your contacts
💬 SMS Campaign
Send mass texts — keep under 160 characters
Send Campaign
  1. For Email: Go to Marketing → Emails in the top nav and click Create
  2. For SMS: Go to Contacts, select the contacts you want to text, click More → Send SMS
Then compose and send

Compose Email

Preview Send
Subject Line
From
Audience
BuyersHot Lead+ Add filter
Email body preview area — use the drag-and-drop editor to design your email...
Compose & send
  1. Write your subject line — personalize with {{contact.first_name}}
  2. Select your audience using the tags you created (Buyers, Sellers, etc.)
  3. Design your email or write your SMS (keep texts under 160 characters)
  4. Preview, then click Send
SMS has ~98% open rates. Keep messages short and always include an opt-out.
19
Build your first funnel
Create a landing page to capture leads and launch your first offer
15 min
Dashboard
Contacts
Marketing
Automation
Sites
▸ Funnels

Funnels

+ Create Funnel
Landing Page
Capture leads with a high-converting page
Thank You Page
Confirm and redirect after form submit
Create Funnel ↑
  1. Go to Sites → Funnels
  2. Click Create Funnel — pick a template or start from scratch
Then build your page
Elements
📝 Headline
📄 Text Block
🖼 Image
📋 Form
🔘 Button
📐 Divider
Page Preview
Get Your Free Consultation
Book a call and see how we can help your business grow
Book Now →
Drag to build
  1. Drag elements from the left panel onto your page (Headline, Form, Image, Button)
  2. Add a lead capture form with Name, Email, and Phone fields
  3. Connect the form to your automation workflow for automatic follow-up
  4. Click Publish and share the funnel link or run ads to it
Common questions
Need a website? — No. Jtek hosts the page for you. Just share the link or run ads to it.
Book a 10-min call about this step
20
Enable reputation management
Automatically request Google reviews from happy clients — build credibility on autopilot
5 min
Dashboard
Contacts
Reputation ★

Reputation Management

Google Reviews
4.9 ★ · 47 reviews
Auto-Request After:
Deal ClosedShowing Complete
Review request sent via SMS within 1 hr of trigger — personalized with client name ✓
Reviews On ★
  1. Go to Reputation in the left sidebar
  2. Connect your Google Business Profile to start tracking reviews
  3. To automate review requests, go to Automation → Workflows
  4. Create a workflow with trigger: Pipeline Stage Changed → Closed Won
  5. Add an action: Send SMS with a friendly message and your Google review link
  6. Click Publish to activate
Agents with 50+ Google reviews get 3x more organic leads. Set this up once and it runs itself every time you close a deal.
Common questions
What if clients don't have Google accounts? — The system only sends when it detects a valid Google account linked to their email.
Book a 10-min call about this step
🎉

You're officially a Jtek pro!

Your account is fully set up and you've launched your first automation, campaign, and funnel. Time to grow.

Go to your dashboard
Back to Support Center
🤖

Jtek AI — Setup Coach

Let's get you set up

—/100