Wise Agent Virtual Office and CRM
Wise Agent is a CRM solution that brings all aspects of your Real Estate business online. Wise Agent is much more than just a contact management program - time management, transaction manage- ment, document storage and marketing tools are also included. Wise agent will streamline your business while providing depend- able, secure, access to your virtual office from anywhere. Wise Agent features include:
24/7 Customer Support
Detailed contact records, including time and date-stamped notes
Transaction checklists keep track of your listings and sales
Unlimited document storage helps you go paperless
Day planner with built-in text and email alerts
Customizeable newsletters, letters and flyers for email or print
Creative HTML email templates and drip campaigns
Partner integration brings it all together in one place
Synch your contacts and calendar to your mobile device via Google
Design preferences, free updates, and no setup fees
To accommodate real estate teams, Wise Agent also includes vari- ous solutions for multi-user accounts. Some of the team solutions include:
Up to 5 team members can use one account with no extra cost (with unrestricted access), more can be added as needed
Users can login to the same account simultaneously from different computers
Set permissions for one account to creating separate logins per team member
Assign contacts, appointments, calls, tasks, transactions, etc. to individuals
View your own or others’ schedules to keep everyone informed
Branded emails for each member of the team
Create an outside team by linking to other Wise Agent users
Share events, clients, vendors, and templates with outside team