Getting Started

How to Import Contacts From Outlook 365 to Wise Agent CRM

Learn how to efficiently move your Outlook contacts into your Wise Agent account, centralizing your data and enhancing your contact management capabilities!

How to Edit Account Settings

You can customize certain aspects of your account, like Wise Agent Color Themes, Notifications, Opt-in Message, Default Views and more on your Settings page.

Training Made Easy

Tools to help your learn Wise Agent

Navigating Your Wise Agent Account:

Quick overview of Wise Agent's navigation bar.

What is a Sender's Email?

In this article we will cover what "Sender's Email" means in Wise Agent and how to verify your Sender's Email address.

Getting Started With Wise Agent in Three Easy Steps

Welcome to Wise Agent! You have just embarked on a journey to grow and organize your real estate business. Don’t worry - we’ll make it easy for you to get started. Here’s three EASY steps!

How to Add Your Logo to Your Profile

Did you know that you can add your own logo to your Wise Agent profile? As a real estate agent, your brand represents who you are, your values, and the services you offer. Follow the steps below to effortlessly add or update your logo, elevating your professional presence!

How to Import Your Contacts Using a CSV File / Previously Exported Database

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’s important that it gets done correctly the first time. Having all of your data together in one spot makes it easy to send out blasts emails or mass texts.