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Contact Management
Contact management is the lifeline of your business which is why the best real estate CRM should have you covered in every aspect. Wise Agent created our contact manager with not only the standard features but also with fields specifically for real estate agents. With a comprehensive contact list, lead rules, and detailed contact summary pages, Wise Agent is here to make sure you are set up for success.
Last updated on 18 Oct, 2025
Do Not Contact (DNC) Settings
Wise Agent provides tools to help you manage contact communication preferences, maintain compliance, and prevent accidental outreach. This article explains how the Do Not Contact (DNC) feature works and how settings are handled inside the system.
Create a Lead Pipeline
Organize and automate your lead management process.
Printing Vendor List
If you are ever needing to print your vendor list for your records here is how you can.
Printing Vendor List
If you are ever needing to print your vendor list for your records here is how you can.
Creating Mailing labels and Envelopes for your Vendors
If you would like to send your Vendors mail here are the steps you can use to create labels and envelopes.
How to Connect Your EXIT Realty Resource Center
For those who “sign up” for Wise Agent, you can enter a personalized API key into the RC. The API key is provided by the Wise Agent platform to their users. Doing so will allow new & updated leads/contacts to flow to the Wise Agent platform. In other words, when a new contact is created or updated in the RC, it will create a contact in the Wise Agent system. If the contact already exists in the Wise Agent system, it will update the “date last contacted” field. Also, the source of all leads will be EXIT Corp.
Import Contacts and Properties from Top Producer 8i
Did you know that Wise Agent offers a Top Producer Import Tool to easily add your contacts and properties to your CRM? One of the first things you will want to do when getting started with Wise Agent is import your contact database and we want you to have the smoothest setup possible! Follow the steps below to get started.
Export CSV Mailing List
Exporting out of Wise Agent to a CSV file
Exporting Contacts
How to export Wise Agent contacts to a .csv file
Export Contacts on iPhone and Import Into Wise Agent CRM
One of the first things you will want to do when getting started with Wise Agent is import your contact database. We want you to have the smoothest setup possible, so it must get done correctly the first time. Follow the steps below to export and import the contacts from your iPhone to your Wise Agent CRM!
Exporting From Gmail
You have the option to sync your Google Contacts to Wise Agent. This is a two-way sync, so all your Wise Agent contacts will also be added to Google. If you do not want the two-way sync, export your Google Contacts and import them to Wise Agent. You may follow the steps below.
Import Marker Leader Contacts into Wise Agent
How to export your contacts from Market Leader for import into Wise Agent
Import Outlook Contacts into Wise Agent
The process for selecting and exporting contacts from Outlook and how to prepare them for an Import into Wise Agent.
Send a text Autoreply from the Lead Management page
Email Parsing Setup for www.RentBoard.ca
https://www.RentBoard.ca/manager/
Integrate Wise Agent into Automated Marketing Solution
How to Edit or Add an Address for Your Contacts
How to Add a New Category
Deleting Contacts from Wise Agent
Two ways to delete one or more Contacts from your Wise Agent account
Import: Example CSV File
In this article, we’ll guide you step-by-step on how to locate our example CSV file, ensuring you have a solid foundation for your imports. By utilizing this example, you’ll streamline your data entry and enhance your overall efficiency. Dive in to discover how easy it is to get started!
How To Purchase Additional WiseSMS Texting Credits
Learn how to purchase additional WiseText credits with ease! This guide covers the steps to buy additional texting credits, as well as important details such as credit usage, daily message limits, and rollover policies for unused credits. Follow the steps below to get started!
Assigning a Status for Your Leads
Did you know you can assign your leads a status? With our lead statuses, you have many options to choose from to help you organize the leads in your Wise Agent account.
How To Add Multiple Contacts To A Category
Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement. Follow the steps below to mass-move your contacts into a created category within your Wise Agent CRM!
Set a Rank for Multiple Clients at Once
Merging Duplicate Contacts
You can run a search for all duplicate contacts by name and/or email, and then manually merge them. To search for duplicates:
Uploading Documents to a Contact
You can upload your own contracts and forms under the specific client with a few easy steps!
Search for Contacts by the Last Contact Date
By using our "Filters", you can pull up contacts by "Last Contact Date."
Category Examples For Your Contacts
Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement.
Google Contacts Sync with Wise Agent Contacts
The Google Contact sync is a two-way sync from Google to your Wise Agent account. This integration allows you to synchronize your contacts with your phone and mirrors them in all three places with no additional fees. You won't have to wait until you return to the office to add a new prospect. Now, you can do it all from your phone.
"Ranks" Within Your Contact Summary
Once you have selected a Contact from your Contact list, you may have noticed the "Rank" at the top of their contact summary page. Here, you can find various examples on how to use ranking
How to add clients to your Vendor List
Import Vendors into the Wise Agent Vendor List
Never lose track of a vendor again. With your vendor list, you can store all of the vendors that you have worked with in the past so you can quickly access them for future projects or refer them out to clients!
Contact Management Features
Wise Agent's Contact Management Features help you keep track of the data on your leads and clients. Go paperless and store all the digital records you need to know about your contacts. It is more convenient and organized, saving you time from looking for important information from one place to another. Apart from its standard features, we added more functionalities relevant to real estate. Below are the features you will find under the Contacts dropdown on your Wise Agent CRM.
Contact List Feature
Learn how to access and manage your Contact List in Wise Agent. This article covers sorting, filtering, and customizing your view to organize contacts efficiently. Plus, discover how to save frequently used filters for quick access.
Adding Contacts
Manually adding contacts to your Wise Agent database
Property Search Criteria
Within your Wise Agent account, you are able to add desired Property Search Criteria for your clients!
Adding Referrals to Your Clients
Wise Agent has a referral tree built into each clients' record. The Referral Tree is there to help you keep track of where your clients are coming from. You will be able to keep track of who referred you client to you and who, if any, your clients have referred to you. This will help you to keep track of who is helping you grow your business.
Search For Contacts by Email Address
How To Add and Update Your Contact's Profile Image
How to Add Notes to Multiple Contacts in Wise Agent CRM
Keeping all your interactions with a contact summarized in one place is crucial for effective real estate contact management. Wise Agent centralizes all relevant client activity in the Activity Tracker on their contact summary page. Follow the steps below to add notes in bulk to your selected contacts, ensuring their information and updates are always current!
Search by Date Added
You can pull up contacts by Date Added using our Filters.
How To Create Mailing Labels
Despite declining volume, direct mail remains a powerhouse in marketing, boasting a 90% open rate compared to emails' 20-30%. With 21% less cognitive effort to process, direct mail yields a response rate nearly nine times higher than email, leading to recipients spending 28% more. From within your Wise Agent CRM, generating mailing labels becomes seamless, allowing you to effortlessly tap into the benefits of direct mail marketing!
Edit a Contact
How to edit a contact in Wise Agent
Merge Categories
How to merge your contacts to another category
Contact List vs Vendor List
This article will compare Wise Agent's "Contact List" and "Vendor List," highlighting their unique features and functionalities. By understanding the distinctions between the two, you can streamline your communication and improve your workflow in Wise Agent.
Assign Multiple Contacts to Inside Team member
How to assign multiple contacts to your inside team member
Search for Contacts with an Incomplete Address
You can search for contacts that do not have a complete address through the "Filters" on the Contact List page. Here's how:
Search for Multiple Categories
Editing Note Categories
You can easily sort your contact notes by adding them to a note category.
Import Acceptable CSV Column Headers
Here is a list of acceptable column header fields to use in your CSV file.
How To Search For Contacts Based On Their Opt-In Status
Activity Tracker
This feature meticulously records and organizes every interaction, from calls and emails to property viewings and client meetings, providing a comprehensive overview of each client's journey.
Activity Tracker - Email
The Email type option will show you all of the email activity, including the email reports. You will be able to alsosee if your contact open your email right from this page.
Activity Tracker - Call List
This filter option will let you see your call recordings from WAVV dialer and Productive Call.
Activity Tracker - Texts
By using this filter type, you will see the text messages sent and received from your Wise Agent number.
Activity Tracker - Checklist
The Checklist option displays all checklist activity in the CRM.
Add New Source
How to add a new source and add contacts to a source:
Import LionDesk Database into Wise Agent
This article will walk you through exporting contacts from LionDesk and how to import them seamlessly into your account using our import tool.
Activity Tracker - Task
This activity type will display all the completed tasks for a particular client.
Activity Tracker - Drip Campaign
This activity type will display all the emails from your drip campaign that were sent to a specific client. Additionally, you will be able to view the first and last marketing emails they have received.
Activity Tracker - Calendar
This activity type will display all the appointments added, deleted or completed.
How To Set Up Automated Lead Rules
With Wise Agent’s lead management features, it’s incredibly easy to set up your lead management system in exactly the ways that work for you. For instance, when someone is added to your CRM automatically via capture form, or other lead sources, you can instantly follow up via email and text based on the source of the lead. This allows you to tailor your lead automation software to the specifications that work for you, which will help you foster the most leads and close the most deals.
How To Utilize Wise Agent's Print Media Features
Did you know that 90% of direct mail is opened, while only 20-30% of emails are opened? It also requires 21% less cognitive effort to process than email. Unveil the Future of Addressing and Labeling with Wise Agents! In this captivating feature, we dive into print solutions for labels, envelopes, and return labels. Marketing to your database via “snail mail” is quick and easy!
The Contact Summary Page Explained
Contact management is the lifeline of your business which is why you need to have easy access to all of your clients and their information. Wise Agent designed the contact summary page to keep all of the information about your clients and leads in one place. The contact summary page has more functionality than any other feature in Wise Agent, so let’s break down exactly what you can do here!
Wise Agent's Shark Tank Feature
Wise Agent's Shark Tank lead distribution method allows your team members to compete for unclaimed leads in real-time. When the Shark Tank method is enabled, incoming leads will be available to all selected agents simultaneously. The first agent to claim the lead gets the opportunity to work on it, encouraging quick action and ensuring the most engaged team members are handling incoming leads. In this guide, we’ll show you how to enable Shark Tank to manage your leads efficiently, so no opportunity goes unnoticed! 🦈📈
What is CRM Rehab.ai by Happy Grasshopper
CRM Rehab cleans and organizes your contacts in one guided session. With this service, In one guided appointment your contacts are imported, cleaned/organized utilizing their new app to deliver a database that can help agents function in their day-to-day business. Learn more below about how you can have your newly updated and organized databased imported into Wise Agent CRM.
