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One of the first things you will want to do when getting started with Wise Agent is import your contact database. We want you to have the smoothest setup possible, so it’s important that it gets done correctly the first time. Wise Agent offers several different methods to add your contacts and leads to your database. Follow the steps below to get started!
Follow the steps below on how to change/update your password:
Your image/flyer must be in JPG format and a reasonable size for emailing. Images/flyers should be saved first to your gallery before inserting them into an email.
Here are the steps on how to convert your Contacts from a VCard to CSV
Your account will be be temporarily switched off if you will have an import violation. When importing a file, you must ensure that the columns contain the proper information. Make sure that the name columns only contain names and no numbers or weird characters. If there are a lot of similar phone numbers, that will also trigger a violation. You can always send your files at help@wiseagent.com so that our support team can check if it's formatted correctly.
This article will show you how to add images to your image gallery
At Wise Agent, we recognize the importance of integrating various tech tools seamlessly into your workflow. That's why we strive to provide you with a unified platform for accessing and utilizing these tools alongside your CRM. Below, you'll find a list of compatible website providers that effortlessly capture leads directly into your Wise Agent CRM.
With Wise Agent's lead enhancement system, as soon as your leads automatically drop into Wise Agent from any source, our lead system immediately scours the internet in search of any social media linked to the lead's primary email address. Many times, the search will return full names, companies, job titles, photos, social profile links, and more.
Wise Agent now enables members to upload their logo directly into their account without the need to send it to us.
For disconnecting your Google Contacts sync, we need to process it from our backend. We need an email request and the reason for disconnecting the sync before we will process your request.
If you'd like to learn more about Wise Agent, you can schedule a meeting with our Member Success Specialists. All are free, no extra charge.
CRM software is crucial for real estate agents, helping manage clients and leads efficiently. It keeps you organized, saves time, and shortens the sales cycle by 8 to 14 percent, as per Nucleus Research. From transaction management to automated campaigns, CRMs streamline daily tasks. Keep reading to discover the best real estate CRM of 2024.
Our Wise Agent mobile app has all the main features from the desktop version for a convenient and fast mobile web app. You will be able to have immediate access to every aspect of your business right from your phone. By using the app you are able to connect with your clients even when you are not in the office or in front of a desktop computer.
Our support plays an important role in why so many agents choose to stay with Wise Agent for years (some for well over a decade!). Wise Agent members have access to knowledgeable, attentive technical support to guide them through anything from importing their contacts to sending emails. On top of our unbeatable customer service, we offer unlimited training sessions, complimentary onboarding, and free specialized training sessions for teams.
Welcome to Wise Agent's frequently asked questions.
Teams can be incredibly beneficial in the real estate industry, providing more opportunities to learn from each other and delegate work based on strengths and specializations. However, you may occasionally need to remove and reassign team members. Follow the guide below to remove an inside team member, & a purchased login, and reassign their materials to a new team member!
Our Wise Agent mobile app has all the main features from the desktop version for a convenient and fast mobile web app. You will be able to have immediate access to every aspect of your business right from your phone. By using the app you are able to connect with your clients even when you are not in the office or in front of a desktop computer.
With our customizable logins for your inside team members, you can control what they can see and edit within the account by setting specific permissions. However, if you no longer need this feature for one of your team members and wish to remove it from your subscription, follow the steps below to remove a purchased login without fully removing the team member!