Wise Agent's Contact Summary Pages for Simplified Real Estate Contact Management

<img alt="" src="/images/blog/Wise%20Agent%20Contact%20Summary%20Page.png" style="width: 1000px; height: 525px;" /> Contact management is the lifeline of your business which is why you need to have easy access to all of your clients and their information. Wise Agent designed the contact summary page to keep all of the information about your clients and leads in one place. The more detailed your database is, the easier it will be to spark up conversations with your contacts. Wise Agent gives you the ability to access all of this information from one place within your CRM. This will save you the hassle of digging through pages of information to find what you are looking for. The contact summary page has more functionality than any other feature in Wise Agent, so let’s break down exactly what you can do here.  <img alt="" src="/images/blog/Contact%20SUmmary%20Wise%20Agent%2002.png" style="width: 1000px; height: 525px;" />  <h2>All Your Details At A Glance</h2>  When you go to any contact summary within your CRM, you will see your status bar at the top. The status bar gives you an overview of your relationship with this contact. When you met them when you added them to your Wise Agent account, how many texts and emails you have sent them, and how many calls you’ve made to them.   On the left, there is a column with all the options for the information that you can see on your contact summary pages. You can decide which sections you want to see and set those as your default. Wise Agent understands that everyone works differently. We created this feature so you are able to organize in a way that benefits you.  The action drop-down allows you to do specific tasks with this contact quickly. View notes, print a summary or share them with a team member with just the click of a button.  <img alt="" src="/images/blog/Contact%20Summary%20Wise%20Agent%2003.png" style="width: 1000px; height: 525px;" />  <h2>Source & Categories</h2>  With source tags, you are able to keep track of where every source comes from. Source tags help keep your database more organized so if you are looking for all your leads that came from a Facebook ad, you can quickly find them by searching for that source tag.   Category tags are another useful way to sort and organize your contacts. organized in your database. The difference between source and category is that there can only be one source since it is the single place your lead came in from. With categories, you can create and assign as many as you want to your contacts. For example, create categories for each different neighborhood you work in. You can even create categories for clients that enjoy certain hobbies. The possibilities are endless!  <img alt="Access Real Estate Lead History Through Wise Agent's Acitivity Tracker" src="/images/blog/Access%20Real%20Estate%20Lead%20History%20through%20Wise%20Agent's%20Activity%20Tracker.png" style="width: 100%;" />  <h2>Contact History</h2>  Having all your history with a contact summarized in one place is a vital portion of real estate contact management. Wise Agent stores all relevant activity surrounding your client in the Activity Tracker on their contact summary page. This allows you to keep track of all your client’s activity on a chronological timeline. Wise Agent will neatly categorize different actions and activities, including emails, calls, tasks, appointments, drip campaigns and much more. You can also quickly add your own notes about your contact. The Activity Tracker will give you a great overview of all communication with your contact. <img alt="" src="/images/blog/Contact%20Summary%20Wise%20Agent%2005.png" style="width: 1000px; height: 525px;" />  <h2>Marketing Details</h2>  All of the marketing tools that Wise Agent offers are available right on your contact summary page. Add your contact to a new drip campaign or create a repeating email for them. You can even view all past text conversations with your contacts, and send out a new text with just one click. Send out articles from the RSS feed on each contact summary page so you can stay up to date with the hobbies and interests of your clients and have informed conversations with them. Wise Agent has made it easy to control each of these features directly from your contact summary page.  <img alt="" src="/images/blog/Contact%20Summary%20Wise%20Agent%2007.png" style="width: 1000px; height: 525px;" />  <h2>Real Estate Info</h2>  Any checklist or task your contact is associated with will show up on their contact summary page. You can also view any upcoming events or calls you have scheduled with them, and if you need to reschedule, it is easy to edit these events while on their contact summary page. If your client is associated with any properties, that information will also be available on their contact summary page.  Referrals are extremely important in the real estate industry and contact management. Wise Agent provides you with all of your contacts referral information on their contact summary page as well. Even keep track of current and past commissions of every contact with just a glance at the contact summary page.  <h2>Integrations</h2>  Wise Agent has integrations with many of the top technology companies in the industry to simplify your life. It can be challenging to keep track of which contacts are paired with which integrations. With the contact summary pages, you can easily see all of the integrations each contact is associated with. Even see all of your email conversations laid out and quickly send them videos through Bombomb.  To see the Contact Summary video in even more detail, check out this video walkthrough: <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/6nNBG41gLH0?si=NGWyLgDWjlf1Mdbz" title="YouTube video player" width="560"></iframe>  With Wise Agent’s contact summary page, any information you need to see about a certain contact is available with the click of a button. Contact management has never been easier!

Wise Agent's Contact Summary Pages for Simplified Real Estate Contact Management

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