What Is Wise Agent?

Welcome Home

The first page you will come to when you sign in to your Wise Agent account is your home page. All of your essential functions will be laid out in an easy to consume fashion. This way, you can quickly see all of the information you need to get your day running. These functions include your call list, calendar, transaction list, task list, recent leads, important dates, and your contact search bar. With Wise Agent's useful drag and drop tool, you can easily customize your homepage to fit your needs.

Real Estate CRM Production Reports

Wise Agent gives you access to multiple reports so you can understand what is and isn't working for you and your team. Easily view how many calls, tasks, and appointments your team is scheduling and completing. Find out which sources are converting best, and how many leads are coming in from each source. Instantly access email and text reports so you can make informed decisions on what and when you send communications to your database.

Call List

Immediately access your call list as soon as you enter your virtual office with Wise Agent CRM's call list. This feature is designed to work great for individuals or teams, so you can be sure nothing is overlooked. Quickly glance over what calls you have scheduled for the day so you can start the day prepared. When you are ready to start a call, with a click of a button, you have access to a modal with all of your client or leads information, previous notes, and a section so you can quickly add new notes or schedule a follow-up call. Phone calls, especially in the post COVID era, are an essential part of your daily business, so Wise Agent is here to give you the best tools to execute your calls with ease.

Text Messages

At Wise Agent, we make it simple to create, send, and automate your text messages – whether you’re sending in bulk or communicating with a client one-on-one. You’ll always have a record of your conversations right on your Contact Summary page. We’ve made it easy for you to view and continue your text conversations from any page of your CRM. Simply click on the text message icon at the top of your toolbar and have instant access to your texting conversations.

Built-In Power Dialer

The Built-in Power Dialer is a communication tool that allows real estate agents to call up to three contacts simultaneously, increasing efficiency while reaching out to leads. This Power Dialer syncs up with your cell phone, giving you the option to call through your phone or directly through your computer for more accessible note-taking.

When a contact answers the phone, their information will automatically display on the screen, complete with a note modal for jotting down anything important during the call. The ability to take notes mid-call will help agents remember where conversations ended when reconnecting with clients.

Task List

Your task list helps you stay on track and ensures you are prioritizing the right projects. It coincides seamlessly with our Wise Agent real estate transaction management software for agents that prefer their tasks from transactions to show up on their homepage. Set up text and email reminders, so your team never misses another deadline. If a client is associated with a task, Wise Agent will automatically add updates from tasks to their notes. Pull task reports to ensure you and your team are finishing the tasks you are assigned so you can stay on track with your goals. Want to discover more reasons why Wise Agent is the best real estate CRM of 2023? Keep reading!

Real Estate Commission Report

When running a real estate business, success stems from reaching your sales goals. Wise Agent's commission report is a comprehensive summary of what commissions have closed, which are pending, and which have failed. You can also categorize the types of commissions you need to track, such as buyer, seller, and rental. Being organized helps your business run smoothly and allows you to focus on more important things rather than sorting through files trying to track down the report from the home you sold two months ago. Wise Agent provides you with numbers and graphs to visualize your progress in a way that works for you.

Goal Tracker

Ninety percent of people perform better with relevant goals, according to researchers. The best real estate CRM should help you discover and achieve all of your goals, which is why Wise Agent offers a goal tracker. With this tracker, you can create long term and short term goals. Annual goals are measured monetarily. Short-term goals can be weekly or monthly tasks that over time assist you in achieving your overall goals.

Real Estate Contact Management

Contact management is the lifeline of your business which is why the best real estate CRM should have you covered in every aspect. Wise Agent created our contact manager with not only the standard features but also with fields specifically for real estate agents. With a comprehensive contact list, lead rules, and detailed contact summary pages, Wise Agent is here to make sure you are set up for success.

Contact Summary Page

Being a real estate agent means knowing as much as possible about your client. With Wise Agent, you can add unique information to your contacts profile. Some of these categories include spouse information, children's birthdays, and even pets names. Even rank each contact so you can keep track of who your best clients are and who you may have little to no experience with. Add contacts to categories to make it easy to filter and find certain groups. All of these features are designed to help you keep your database organized in a way that will streamline your day to day business.

Contact List

Your contact list should be organized however you see fit to find the clients and leads you are looking for. Wise Agent CRM allows you to search for contact via name, email, address, plus more unique filters such as rank, spouse info, children's birthdays, and even pets names. Find exactly who you are looking for quickly, so you don't have to spend time scouring your database for your contact.

Lead Rules & Automation

Inman found that waiting only 10 minutes to reach out to a new lead drops your chances of conversion by 400%, which means when a new lead comes in, you need to be in touch immediately. Wise Agent CRM allows you to set up lead rules, so there is no more wait time, and you give yourself the highest chances of converting that lead to a paying client. Set a rule so any time a new lead comes in, they automatically get a text from you. Create drip campaigns that leads from your landing pages will be signed up for. Let your real estate CRM do the heavy lifting for you. Lead rules help you stay in touch and build lasting relationships with your clients and leads.

Artificial Intelligence Bot

Wise Agent is proud to introduce its Artificial Intelligence (AI) Bot that acts as an assistant to real estate professionals, saving them time when following up with leads. The AI Bot uses industry-proven real estate scripts to engage and qualify incoming leads and even nurture existing leads.

The AI Bot drives conversations forward while using elements of human empathy. For example, the Bot is intelligent enough to acknowledge life-changing events during a conversation, such as a mention of a new child or new job. Your assistant will then inquire further to get more details, so you have a complete picture of your lead once they are handed over.

The AI Bot is able to automatically qualify new leads that are being added to Wise Agent through Wise Agent's Lead Management tool. The AI Bot immediately follows up with new leads and has meaningful, human conversations to discern whether they are looking to buy, sell, secure a loan, or rent.

Real Estate Vendor List

Never lose track of a vendor again. With your vendor list, you can store all of your contacts that you have worked with in the past so you can quickly access them for future projects or refer them out to clients.

Real Estate Drip Campaigns

A drip campaign is a marketing method that automatically markets to contacts over a longer period of time. According to Uplers, "open rates for drip emails are about 80% more than single sends, and average click-through rates are three times higher". Wise Agent offers you fully-customizable drip campaigns with functions like texting, emails, and videos. We offer you drip campaign templates that you can completely utilize, or you can completely create your own from that ground up. Save time and energy by utilizing drip campaigns so messages automatically go out to your database without you even giving it a second thought.

Real Estate Landing Pages

According to NAR, 97% of home buyers used the internet to search for a home in the past year. Landing pages are huge sources for leads in the real estate industry. Utilize landing pages as a source of lead generation by linking your call to action on social media or email to your landing page. If you use online paid ads, you can even link your landing pages to your ads.  Wise Agent offers you an assortment of fully customizable landing pages.  Not tech-savvy? That's ok! Our landing pages are easy to design and use, and with a library of templates to choose from, creating one is quicker and easier than ever!

Through Wise Agent, you can purchase domain names without ever leaving the CRM and create subdomains to host all of your single property landing pages. After that, you can add additional landing pages to your domain at any time and swap out existing pages with ease. 

Real Estate Newsletters

Real estate agents know that referrals are the number one source of new business. However, sometimes it can be hard to stay on your client's mind after you're done working with them. Newsletters can be a great way to stay in touch with your clients and not be forgotten. Wise Agent supplies you with monthly newsletters that are pre-written in English, Spanish, and for a Canadian audience so you can easily send them out to your database every month. These newsletters are also fully customizable, so if you want to change a section, you are able to do so!

Content Library

In Wise Agent, you can create and save the emails, letters, or text messages you send to clients frequently in your Content Library. Wise Agent also provides you with a vast library of Real Estate Stock Content that can be customized for your needs. When it’s time, you can select this content from your library and send it out with just a few clicks, saving you from having to retype it or copy and paste it from another platform every time you need it.

Facebook and Google Ads

With Wise Agent’s Digital Ads feature, you can create and manage your real estate Facebook and Google Ads simply and efficiently right from your CRM. This feature fully integrates with your CRM to pull property information from a real estate listing and automatically generate ads detailed with photos, listing info, your agent photo, and logo.

Real Estate Postcards

Physical Mail may seem outdated, but according to the Data & Marketing Association, 30% of emails are opened, while 90% of direct mail is opened and the response rate is up to nine times higher. If you want to discover the best real estate CRM that makes it easy to work with the physical side of marketing as well, then look no further. Wise Agent has our very own postcard sending feature, which allows you to create, print, and send postcards directly from your account. Better yet, you never have to set foot in a post office. Utilizing all forms of marketing will help you reach every audience, so get started with your real estate postcard strategy today!

Property Flyers

Just like with postcards, property flyers are another great way to switch up your marketing and give your database something new to look at. Help your clients and leads discover new properties by utilizing the best real estate CRM of 2023. Add flyer boxes to your properties, print out flyers for viewings or open houses, or send them out to leads who may be interested. Whatever you are using flyers for, Wise Agent has you covered.

Property Text Feature

Wise Agent members have the ability to create sign riders right from their real estate CRM that feature texting numbers assigned to specific properties. Leads can text these numbers to get property information sent directly to their mobile devices. Additionally, with our sign rider integration with Oakley Signs & Graphics, you can order printed property signs directly from Wise Agent!

Real Estate Transaction Management

Discover the transaction management system that makes Wise Agent the best real estate CRM of 2023. Our software makes managing transactions easier than ever. With multiple templates to choose from, you can be more organized and on top of your transactions while saving valuable time and energy.

Every template is customizable and has a checklist associated with it. Triggers can be set up in each template to create automated actions for each task such as emails, text messages, and team alerts upon task completion or other set dates -- that way, you'll never miss a task in the transaction process. The checklist also serves as record-keeping, so any time you make progress, a note is added to your client's account to help you stay organized. Wise Agent is integrated with DocuSign, so you can easily save digitally signed documents. To give you even quicker access, your home page boasts a transaction hot list that previews all current transactions.

Transaction Portal

Not only is Wise Agent's transaction management great for individual agents, but it also works perfectly for teams. From your transaction checklist, you can effortlessly create a webpage. This is a single location where anyone involved in a transaction can easily log in and view a transaction's progress. Now you don't have to spend time answering calls to explain where you are at on a transaction. Your clients, vendors, and team members can find all the information they need through the portal.

Properties

Manage all of your properties directly within your Wise Agent account. With your property list, you can store all the information and notes that go with each property. You can also create categories to stay organized. Showing homes post COVID has never been easier with our immoviewer integration. This helpful tool allows you to create 360 virtual reality tours in 3D so you can show your client's homes without even having to meet in person. Keep track of every lockbox code, location, and serial number with your lockbox list.

Email

Discover email automation made easy with the best real estate CRM of 2023. With Wise Agent, you can send personalized individual or mass emails to your database. You can even schedule emails to go out so you don't even have to think about it. With dozens of templates to choose from, Wise Agent has you covered so you can send out emails quickly. With a YouTube integration, you can effortlessly include videos in your emails. If you prefer to send emails via MailChimp or Constant Contact, our API integrations with these partners allow you to do just that.

Email Signatures

Wise Agent has a built-in email signature generator, so every email you send has a clean and professional brand. Like everything else, we have created templates for you to choose from, or you can create your own from scratch. You can also save as many signatures as needed for you and your team to send successful emails to your database.

Integrations

Wise Agent understands that you depend on an assortment of different technologies to help your business flourish, which is why we have a deep history of partnerships with other top tech companies. We want you to be able to access all the software and technology you need from one place - your CRM. One login, one account, to save yourself time and money by having everything in one place for you. We are proud to be directly integrated with zipForm® Plus, Dotloop, Skyslope, and many other popular companies. With our two-way Google sync, you never have to worry about missing a piece of information because it didn’t get moved over to your CRM or vice-versa. With the click of a button, your Google and Wise Agent calendars, contacts, and even conversations will be completely synced up! All of our integrations are direct and easy to set up, so you don't have to worry about any hassle!

Tools

To discover the best real estate CRM of 2023, you also have to dive into all the tools and resources we offer you outside of your day to day workload. We want you to have all the tools you need to thrive, which is why we give you access to top of the line resources.

Resources

With our resources section, you can keep track of all your real estate support in one place. Here you can store links to websites you want to keep track of so you can find and visit them again in the future. We have tons already available to you, and you can add your own.

Real Estate Education Tracking

Keeping your real estate license up to date means constantly taking more classes and continuing your education. Wise Agent offers you a section dedicated to helping you keep track of classes you need to take along with due dates, as well as classes you have taken and record details. You'll never have to cram to maintain your license again.

Gmail Chrome Extension

Once installed, you will have an "Add to Wise Agent" button in your Gmail. Now, when you receive an email from someone who is not yet in your Wise Agent account, you click that button, and their info will automatically be imported into your account. You can also assign them to categories and to inside team members without ever leaving your Gmail Inbox.

Accounting

Your Wise Agent account has an accounting section to help you keep track of your expenses and mileage so when tax season rolls around, you don't have to go searching for old receipts. Create entries for all expenses and income and create a report to make filing taxes easier than ever.

Calculators for Real Estate

Do you need to see if your client will save money by refinancing their home? What about seeing how much they may save by combining debts into one payment? You can calculate both of these, plus multiple other calculations with Wise Agent's real estate calculators. From an amortization to early payoff calculators, you'll never have to spend time searching for calculators again.

Marketplace

The Wise Agent marketplace is your one stop spot for all your real estate needs. This is the place where you can see what companies we partner and integrate with so you can utilize all the tools available to you and your business. Our marketplace is constantly growing so make sure you keep your eye on it!

Customer Support & Training

According to The Close, 45% of brokers report that the biggest challenge agents face is keeping up with technology. Wise Agent has one of the best support teams out there, so you can stay ahead of the curve. From consistently updated blog posts to YouTube tutorials, you can be sure you know how to use your CRM from top to bottom.

When you first sign up, you will go through a one-on-one onboarding call with one of our phenomenal support team members. Of course, questions will pop up in your day to day usage of the system, which is why we are one of the only CRMs to offer 24 hour a day, seven days week support standing by to help you discover more reasons why Wise Agent is the best real estate CRM of 2023. Join us for a webinar with one of our Wise Agent users, or pop in on one of the many online classes that we host so you can stay up to date and know the in's and out's of the tool you use to run your business.

Team Friendly Real Estate CRM

Wise Agent works effortlessly with an individual agent or in a team setting. Each account allows up to five internal team members, which means everyone will share one user name and password and one account. The team leader can set up permissions and decide what each team member can see and do within the CRM. Other team options are outside team members, where you can stay connected with other team members who have their own Wise Agent account, making it easy to share events and contacts.

Single Sign-On Feature

The Single Sign On Feature is great for brokers or team leads as it allows you to log into your team member’s account and access information such as planner events or marketing materials, set goals and more.

Wise Agent Mobile Web App

Do you take work on the go? No problem! Wise Agent has a mobile web app, so you can access your CRM from anywhere, at any time. The Wise Agent app will work on any mobile device with just the swipe of your finger!

Don't just take our word for it, get started with your 14-day free trial and see for yourself why Wise Agent is the best real estate CRM on the market.