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Managing dozens or hundreds of contacts across spreadsheets, emails, and disconnected apps creates chaos. Wise Agent centralizes every lead and client in one place so you always know who to contact, when to follow up, and what to do next.
Monitor buyer and seller leads as they progress through your real estate pipeline.
Create and manage pipelines and stages that match your real estate processes.
Automatically trigger drip campaigns and notifications when leads advance to the next stage.
Easily move leads between pipeline stages with a simple drag-and-drop interface, giving you real-time insights.
Every conversation, note, and activity lives in one clear contact record so nothing gets missed.
Store notes, conversations, important dates, and client details in one organized profile.
Automatically track emails, texts, notes, and call activity for every contact.
Quickly manage, sort, and take action on your entire real estate database.
Text, email, categorize, or add contacts to drip campaigns in just a few clicks.
Sort by name, date added, last contacted date, category, source, and more.
Quickly segment your real estate database to focus on the contacts that matter most.
Combine multiple filters to pinpoint contacts by activity, category, source, or engagement history.
Save frequently used searches to instantly access key segments and take action faster.
Distribute contacts efficiently with lead assignment and sharing solutions for smooth collaboration.
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Track email stats, drip campaign performance, and reports to measure contact engagement.
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Send bulk emails, texts, and drip campaigns directly from contact profiles for streamlined outreach.
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Stay on top of deadlines with task lists, calendar events, and goal tracking linked to your contacts.
View FeatureWise Agent has no contact limits, so you can store unlimited leads, past clients, and prospects in one central database.
Yes, you can easily import contacts from spreadsheets, other CRMs, or email providers directly into Wise Agent without losing important details.
Yes, Wise Agent automatically logs emails, texts, notes, and call history—via the contact activity—so you always have a complete record of client interactions.
With built-in email campaigns, text reminders, and birthday/anniversary alerts, Wise Agent makes client follow-up simple and automated.
We created our real estate contact manager with not only the standard contact management features, but also specific fields relevant to real estate. Keep track of everything you need to know about every person in a straightforward, intuitive interface.
Read ArticleFrom new leads to long-term clients, Wise Agent’s contact management tools keep everything in one place so you can focus on growing your business.
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