Best Agent Business and Wise Agent Can Help You Succeed!

Wise Agent is a Customer relationship management (CRM) system that has been designed specifically for Realtors. They specialize in customer service, product integration, and data management. Wise Agent seamlessly connects technology, people, and business practices to increase productivity, organization, and most importantly we make it easy for our members to give full service to their clients and build long term relationships. Wise Agent is loaded with easy to use contact management, time management, transaction management, and document storage features including the following:

• 24/7 Customer Support (always our goal to get back to you in ten minutes or less)

• Contact Manager (client list, unlimited categories, referral tree, drip campaigns)

• Transaction Manager (details, critical dates, people involved, document storage, notes)

• Document Storage (unlimited)

• Call List (integrates with contact notes)

• Day Planner (birthdays, anniversaries, critical dates, team functions)

• Text & Email Alerts (integrated in Day Planner)

• To Do List (team functions)

• Vendor List (track vendor information)

• Property List (track properties, photos, flyers, creates slide shows)

• Marketing Program (automated drip campaigns)

•Letters (high quality templates including content, weekly and monthly campaigns)

• Newsletter (fully branded/ready-to-send two-page monthly)

• Print Flyers (easy-to-create templates designed for print)

 Email Flyers (tout your listings via email)

• Email Branding (choose from our templates or create your own custom)

• Email Clients (send unlimited attachments on one email, email multiple clients at once)

• Email Templates (hundreds of html templates for every occasion to stay in touch)

• Lockbox (track serial #, CBS code, shackle code, & location of each lock box)

• Tax Help (track basic expenses & miles)

• Education (track continuing education credits & take online courses)

• Import/Export (import from other programs or export - you have full control of your data)

• Facebook (link to contacts, view profiles, view wall, send listings to wall or pages)

• Closing.com (integrated closing cost calculator, compare vendor services/prices)