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Wise Agent CRM offers comprehensive solutions for brokers, owners, and real estate teams looking to optimize the use of a CRM, making it a valuable tool for any brokerage or team looking to streamline their business operations.
On top of having access to our basic CRM features, brokers and team leads have access to a suite of tools to help manage their agents.
Wise Agent CRM provides a co-branded CRM for brokers and team leads. You will have a unique registration link that redirects agents to a co-branded registration page, and all accounts will have the company logo added with a preset theme color.
Wise Agent also offers completely white-labeled CRM solutions for those brokerages looking to offer their agents a completely branded experience. This will include a custom domain, custom theme colors, email signatures, and more.
As a broker or team lead, you can automatically share leads with your agents through the lead automation feature for any outside lead sources based on filters. You can, of course, also manually share leads from the contact list page. You can track a shared lead's activity under the contact notes section on the contact summary page.
You can track all the leads shared with a specific agent on the lead tracker section on the outside team page. You can just as easily revoke access to a lead from a particular agent at any time. Brokers and admins on the broker account can also log into their agents' accounts to see detailed activity and reports.
Brokers can easily show calendar appointments for important events and meetings. They can also request view access or edit access to their agents' accounts, making it easy to assist agents with managing their CRM accounts.
With Wise Agent's broker reports, Brokers can access basic reporting in their wise agent account for all agents working as outside team members.
Brokers will get access to reports on calendar events, calls added, emails sent, text sent, tasks added, contacts added, and even the number of logins to the CRM.
Introducing Wise Agent's Activity Tracker, a cutting-edge enhancement that replaces and elevates the traditional Contact Notes feature. Our redesigned Activity Tracker provides users with a dynamic and comprehensive solution for tracking all interactions and engagements within the system.
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The commission reports page was updated to a user-friendly design, streamlined workflow, and a more in depth and efficient commission tracking experience.
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With Wise Agent's Checklist Triggers, you can automate various actions, such as sending templated emails or text messages to contacts, adding them to drip campaigns, or alerting team members before or after a task is due or completed.
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