Overview
CRM Rehab.ai by Happy Grasshopper helps real estate professionals clean, organize, and optimize their databases in one guided session.
In this one-time service, you’ll work with a CRM Rehab specialist who will use their proprietary app to reorganize, remove duplicates, and properly label your contacts — delivering a well-structured database designed to help you manage your day-to-day business more effectively.
Wise Agent members receive an exclusive discounted rate for this service and a 30-day free trial of Happy Grasshopper’s marketing platform.
How CRM Rehab Works
Sign Up & Schedule Your Session
Visit the CRM Rehab registration page to sign up for the service, pay the one-time discounted fee, and schedule your guided appointment.Guided Database Cleanup
During your scheduled session, a CRM Rehab specialist will guide you through the process of importing your existing contacts into their system. Using their app, they will:Remove duplicates
Apply labels or tags
Clean and reorganize your contact information
Receive Your Updated Database
Within approximately 7 days, you’ll receive an updated CSV file containing your newly cleaned and organized contacts.
Importing Your Updated Contacts into Wise Agent
There is no integration required between Wise Agent and CRM Rehab. Once you receive your updated CSV file, you have two options:
Option 1: Let Wise Agent Help You Import
We recommend forwarding the CSV file to our Wise Agent Support Team at support@wiseagent.com.
Our team will review your file to ensure it’s properly formatted and assist with the import process.
(This option is best if you’re unsure whether your CSV headers match Wise Agent’s import fields.)
Option 2: Import Contacts Yourself
If you prefer to handle the import on your own, you may update your CSV file headers to align with Wise Agent’s contact fields and complete the import directly from your account.
For detailed guidance, visit our Importing Best Practices article here:
How to Import Contacts into Wise Agent
Exclusive Wise Agent Member Benefits
Wise Agent members enjoy a discounted one-time fee of $149 (regularly $499).
In addition, after completing the CRM Rehab service, you’ll receive a 30-day free trial of Happy Grasshopper — a full-service marketing platform offering:
Automated email and text campaigns
Ringless voicemail
Social media content
Task reminders
Handwritten cards and gifts
This partnership provides agents with both a clean, organized database and ready-to-launch marketing tools to help nurture and convert leads.
Get Started
Sign up for CRM Rehab today: CRM Rehab Sign-Up
Questions? Contact Wise Agent Support at help@wiseagent.com