Empower Your Nonprofit Organization with Crm Programs for Realtors for NPOs

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wise agency RM offers a comprehensive solution for Brokers and real estate teams looking to optimize the use of a CRM making it a valuable tool for any brokerage or team looking to streamline their business operations on top of having access to our basic CRM features Brokers and team leads will have access to a suite of tools to help manage their agents wise agent CRM provides you with a co-branded CRM for Brokers and team leads you will have a unique registration link that redirects agents to a co-branded registration page all accounts will automatically have the company logo added with a preset theme color wise agent also happily provides complementary agent onboarding and account setup your first list of Agents will be registered by wise agent reps and any future agents will use the co-branded URL that we provide to the broker all agents will be set up as outside team members from the broker's account when an agent is registered they are also added as a contact to the broker's account with the source wise agent user that way you can send quick emails to all active agents in the CRM wise agent also provides one-on-one 30-minute onboarding sessions for all agents your agents will go through setting up their profile page importing an existing database and connecting any Integrations and Lead sources that they may want to use or that were requested by The Brokerage you can also easily upload custom signatures for all your agents to use in their emails and if you decide to include texting or any other add-on features our reps will set those features up during the onboarding process as well as a broker or team lead you have the ability to share or distribute leads with your agents automatically through the lead automation feature for any outside lead sources that are based on filters you can of course also manually share leads from the contact list page a shared leads activity can be tracked under the contact notes section on the contact summary page and you can also track all the leads that have been shared with a specific agent on the lead tracker section on the outside team page you can just as easily revoke access to a lead from a specific agent at any time Brokers and admins on the broker account can also log into their agents accounts to see detailed activity and reports Brokers will easily be able to share calendar appointments for important events and meetings and they can also request view access or edit access to their agent's accounts which makes it easy as ever to assist agents with managing their CRM Brokers can even create shareable templates for drip campaigns newsletters and other marketing content that is added into your agent's Content Library with wise agents broker reports Brokers will be able to access basic reporting in their wise agent account for all agents that are working as outside team members Brokers will get access to reports on calendar events calls added emails sent text sent tasks added contacts added an even number of logins to the CRM wise agent is full of useful resources that can be accessed at any time such as video tutorials blogs and a knowledge base with step-by-step instructions on all wise agent features you'll be able to learn the ins and outs of your CRM with ease wise agent also proudly offers 24 7 support so that you never have to worry about being on your own to get started with wise agent for your brokerage contact our Enterprise team at info wiseagent.com or call us at 480-836-0345