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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.
A powerful update that puts you in control of your data. With a fully customizable list view, you can now tailor your contact display to show the information that matters most. Plus, the enhanced search filter allows for more precise searches, including the ability to save your favorite search criteria for quick access.
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Introducing Wise Agent's New Landing Page Update, a transformative upgrade that redefines how you track performance. With a sleek new interface and advanced analytics, this update empowers users to monitor key metrics like monthly leads, landing page visits, and conversion rates.
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Wise Agent's New Content Editor, a powerful yet intuitive upgrade designed to simplify content creation. With a seamless drag-and-drop interface, this enhanced editor allows users to effortlessly design and customize marketing material, emails, and more...
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