Wise Agent's 2019 Year in Review

Here to bring you the latest news, updates, integrations, and tips within Wise Agent CRM.

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2020 is right around the corner and we’re continuing our annual tradition of taking a look back on the year’s accomplishments. We made some major changes to Wise Agent and brought on some fantastic new features for our customers! Many of these updates were suggestions and requests from our valued customers. We love hearing them, so keep them coming!

However, none of it couldn't have happened without our awesome Wise Team. We’re so proud of our team and all of their hard work throughout the year. So here’s to looking back and celebrating everything that 2019 brought!

Commission Reports

The beginning of the year started with the rollout of our Commission Reports! Wise Agent CRM’s Commission Reports shows you all of your sales and commissions right on your home page with color correlated graphs that display the total numbers of your sales. Everything from commissions that have closed, those that are pending, and even those that have fallen through. 

View sales by selected date range or simply view your entire sales list. The Commission Reports is an easy way to get reports on your sales. Or even those of your team, for the month, quarter, or year. The Commission Reports helps motivate agents and teams by showing a quick snapshot of their numbers. 

Mobile Video and Image Texting

A big feature we were excited to offer our customers was the ability to send images and video through text messages. There are so many different uses for this feature like our Lead Automation sending video texts to leads automatically and instantly. Additionally, our users can include video texts in drip campaigns, single texts or even bulk texts. 

Take a video right from your phone and add that file into Wise Agent to send out as a text. This makes it easier than ever to take advantage of video marketing! 

Execute Lead Rules for Shared Contacts

Another customer suggestion came to fruition this year in the form of being able to set Lead Rules for shared contacts! Now whenever a lead is shared you can set sources, categories, and have them follow certain lead rules. It works as if they were coming into your CRM from any of your other sources. 

Checklist Summary Update

Our checklist summary got a facelift and was a work in progress over the year until we finally got it just right! Collapsable sections were added for less scrolling and an overall cleaner look. Plus, our Commission tracker was added as a section to each checklist. It lets you track Commissions on not only checklists but also the Home page!

Adding Calls from Call List onto your Calendar

Another awesome customer suggestion was put into our platform in the middle of the year: the ability to add Calls from your Call List onto the Calendar! Now there is a little calendar icon that puts calls from the Call List right on to your calendar - because if it’s not on your calendar it doesn’t exist! 

Updated Look on Mobile Web App

Our mobile app menu got a fresh new look! The Wise Team picked out the most used and important parts of Wise Agent for the agent on the go and created a whole new menu. The sections now include Contacts, Call List,

Vendors, Task List, Planner and an option to go straight to the Standard Site. Everything on the standard site is completely mobile reactive and works on every device. But the slimmed down Wise Agent on the mobile site can put what you need done quickly right at your fingertips.
Are you using our mobile app yet? Check out our blog on it here. 

Updated all Drip Campaigns and added Spanish Campaigns

An exciting undertaking of 2019 was refreshing and updating all of our drip campaigns! Now all 20+ stock drips have a modern and updated look with awesome new graphics. And as always they are completely customizable to your business’ needs. 

In addition, our customers now have access to Spanish drip campaigns! Find the up-to-date Spanish campaigns in our stock marketing programs. We hope to bring you even more options for Spanish campaigns in 2020, so keep your eyes peeled. 

Merge Tool

Successful Realtors have many different lead sources and ways of meeting new prospects, so they are constantly adding new names to their database each week or even daily.  Some of the new names will be added manually, others may be internet leads coming into the real estate CRM automatically and other contacts may be imported from a list all in the same week.  You can see how easily one may end up with duplicates that need to be addressed.

That’s why we released our Merge Tool that will save you time and make cleaning up your database easy!  Merge all of your duplicate contacts into one entry with just a few clicks. 

Email Opt In Confirmation

Recently, an outgoing message was added to bulk marketing emails allowing recipients to opt in to emails. The message for the opt in is completely customizable from our Settings page. This feature allows our customers to give their contacts the choice to opt in to emails, reducing spam and protecting email reputations. It also gets your marketing in front of the people who want to see it and will engage more frequently, turning leads into clients.

2500 Emails a Day

Our daily email limit was increased from 500 to 2500 emails per day! That’s 75,000 emails per month! We were so happy to be able to make this change for all of our valued customers. This will give each customer a huge boost in their email marketing. 

Landing Pages Update 

Our Landing Pages got a total revamp and all brand new templates were added. First, the functionality of the landing pages was greatly increased, allowing pages to redirect to agent websites, refresh for open houses, and much more. Our Landing Page Wizard is still as easy to use as ever, allowing our users to create professional, eye catching single property landing pages in a matter of moments. 

Wise Agent's Landing pages can be used for lead generation, Open House sign ins, home valuation forms and more! Links for each page are generated for sharing on social media with link reporting available.

PieSync Integration

One of our most exciting integrations for 2019 was definitely PieSync. This integration created a 2-way contact sync between Wise Agent and over 190 other platforms. This integration really filled in some wants and user suggestions by allowing Outlook to sync with Wise Agent, as well as multiple gmail accounts for teams and even other CRMs. 

If you want to see a complete list of platforms we now sync with through PieSync head to our blog. 

Classes Page Update

Wise Agent is all about helping our customers succeed. A big part of that is our free unlimited training. Customers can now find all the resources for this training on our new and improved Online Classes page. All of the live classes we offer are listed here with times and dates to register. However, if you’re ever unable to make the scheduled times you can watch the recordings of these classes any time On-Demand. 

We currently offer Marketing training, Transaction Management, Contact Management and General overviews of Wise Agent multiple times per week. 

You can find our new classes page here. 

Wise Printing

Our new Wise Printing feature enables you to send real estate postcards to your contacts right from your CRM. No more exporting files to another platform or entering duplicate information. It’s as easy as a few clicks to get stylish, personalized postcards out to your clients! 

Wise Printing offers you modern, industry proven real estate postcard templates that are easy to customize to your business’ brand. You can complete each card with your agent photo, contact info, and a short bio about your business and industry experience.


We offer a library of templates including Just Sold, Just Listed, plus more added all the time. Check out our blog about it here. 

Contact List now can be Sorted by Date Met

Yet another practical customer suggestion we added is the ability to sort the contact list by Date Met. This allows you to see Contacts on your list that you’ve met most recently. You can even narrow it down by who you’ve met this year, since last year, and much more. Adding these "sort-by" features can make all the difference when you're looking to follow-up with leads. 

New Email content Features - Landing Pages, Multiple Property Listings, Email Templates

The increase in daily email sending limit gave our customers a huge advantage in their marketing. They only needed one more thing - content! We introduced new tabs on our Email Contacts page that instantly pull ready made content into emails for super simple email marketing. 

We added the Landing Page tab which formats existing active landing pages from users accounts into ready made emails with images and links to the landing pages. We also did the same for our Properties tab which allows users to include multiple listings into an email that can be sent out to their entire database. 

Lastly, we updated and added a ton of Holiday email templates. Time to send out quick and effortless Holiday cheer all year long! We have a whole library of templates from every occasion including some for Open Houses and all major Holidays. Plus, if you think of one you’d like to see in there let us know! We’re happy to add it.

Menu Bar Redesign

Another big change was our Menu Redesign which organized everything in Wise Agent. We have been busy adding so many new features and integrations this year. Therefore, we wanted to make sure our drop down menus were straight forward and everything was easy to find. We added tabs, like the Integrations tab which houses our BombBomb, Facebook and Integrations Menu. Our Home tab took the place of the previous menu bar and now houses any “at-a-glance” features meant for daily use. 

The most exciting (and hopefully useful) new tab is our Help tab. This is where you can find all of our help resources. Find the Contact Us button there for immediate support, or check out our video tutorials, online classes, knowledge base and our Wise Blog!

Email Sending from User’s Email Addresses
Next up, a change to our email sending from Wise Agent. Now, when emails are sent from Wise Agent the sender’s address will simply show up as their own email address. This was a request from a lot of our customers and one that we were very excited to bring to them in 2019. Read more about it at our blog here.

Goal Tracker

Looking ahead to 2020, our Goal Tracker was released in the later part of the year. Wise Agent’s Goal Tracker is a tool that allows you to set, achieve, and keep track of your goals so that you can grow your business.

Break down your goals by Annual goals, Monthly goals and even weekly goals. Annual goals are measured monetarily, and then divided by Average Sale Price. This gives you the number of homes you need to sell to meet this goal. 

Goals can be set for an entire team, or to individual team members to track individual progress. 

Plus, Wise Agent’s Goal Tracker will do all the heavy lifting when it comes to divvying up the tasks for your monthly and weekly views. Progress made on these goals will be reflected in both views. Once you have input your goals, you’ll have a roadmap for success and a clear direction to follow. 

Get started with your 2020 Goal Planning right now!

Viewing Contact Notes on Modal

Next, our team ended the year with a fairly simple change that is going to make a huge difference for our users. The notes are added to a contact through a modal rather than redirecting to an entirely different page within the CRM. Now, customers can easily and quickly add contact notes without jumping back and forth from Contact Summary to other pages. 

Wise Agent Travel and Our New Events Page

Lastly, 2019 was a huge year for travel for our company! We attended 27 Real estate conferences around the country and got to meet so many of our valued customers. We’ll be doing a lot more travel in 2020 as well! You can keep up with all of our upcoming travel on our Wise Agent Events page here. Find our booth at any of the shows listed and say hello! We love meeting our customers and answering questions about what we do!

And there you have it!

Thank you to our customers and friends for all of the support they gave us this year. We coudn't have done any of this without you! We’re fortunate to have had the growth that 2019 gave us and we look forward to what 2020 has in store. If you want to keep up with the updates as they come subscribe to our monthly newsletter below!

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