Home Dashboard

Delete an Event

Print the Calendar

Wise Agent's Goal Tracker

Discover how the Goal Tracker feature can revolutionize the way you set, track, and achieve your business objectives. Whether you're aiming to increase listings, close more deals, or enhance client relationships, Wise Agent's Goal Tracker empowers you with the insights and tools needed to turn your aspirations into reality.

Wise Agent's Commission Reports

Running a successful Real Estate Business hinges on tracking sales commissions effectively. Wise Agent offers a comprehensive solution, storing and presenting crucial data for informed decision-making. With its integrated CRM commission reports feature, you can effortlessly monitor closed, pending, and even fallen-through commissions, ensuring transparency and accountability within your team.

Adding Multiple Contacts From A Category To Call List

To schedule multiple calls at once, follow the instructions below:

Customize your Home Page

How to Drag and Drop Sections on your Home Page

Adding Multiple Contacts To Call List

Customize your Calendar Colors

Editing colors on Wise Agent Calendar

Completing Calls from the Call list

Schedule an event

How to schedule an event on your Wise Agent Calendar

Dashboard

Your Welcome Dashboard has all the essential tools to help you stay on top of everything, saving you time from looking from one page to another. After logging in, you will find the important things you may need to check or know about each day in one place, whether it be your sales, calendar events, transaction checklists, tasks, leads, scheduled calls, and important dates. You also have the option to rearrange the tools on your homepage, depending on your preferences.

Calendar

Your calendar can also be found on your Dashboard. Aside from its basic functions, there are more functionalities that you will find useful, which will help you avoid missing any appointments.

Sync with Microsoft Outlook

How to set up your Sync with Microsoft Outlook to Google

How To Add Tasks To Your Task List

The Wise Agent's Task List offers powerful features to help you manage your tasks efficiently. By combining essential to-do list functions like setting due dates and assigning tasks with advanced options such as email and text reminders, the Task List ensures you stay organized and manage everything in one central location, guaranteeing timely completion of all responsibilities.

Syncing Google Calendar

Guide to Using Wise Agent's Task List

The Wise Agent's Task List offers powerful features to help you manage your tasks efficiently. By combining essential to-do list functions like setting due dates and assigning tasks with advanced options such as email and text reminders, the Task List ensures you stay organized and manage everything in one central location, guaranteeing timely completion of all responsibilities.

Call List

The call list feature helps you stay in touch with your contacts more easily. It lets you schedule your calls, add notes while calling, and see the completed calls, past due calls, and future calls on your Wise Agent CRM.

Wise Agent's Reporting Dashboard

Reports play an essential role in any business environment, especially in the real estate industry. Leveraging reports within your CRM is crucial to the success of your business over time. Luckily, Wise Agent makes it simple to generate and view reports in your account with just a few clicks.