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We are proud to be the only CRM in the industry that provides fast and friendly 24/7 support.

OUR FAQs

Or give us a call at:

(480) 836-0345

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Need help or want additional information about Wise Agent? Schedule a meeting, demo or training from one of our support representatives.

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Online Classes

Want to learn more about using your Wise Agent account? Register for one of our upcoming live training classes or watch past classes on demand at any time.

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Blog

Are you interested in finding tips and best practices for Wise Agent's features and integrations? Check out our blog for helpful articles and how-to's.

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See what some of our members have to say about the support team...

Ellicia Romo Image
Ellicia Romo
LOAN ORIGINATOR, NEXA MORTGAGE
I have been a Wise Agent customer I think for about 10 years now, I absolutly love their system, love the programs and 100% top notch customer service. You will never get better customer service anywhere else, so this is the best crm with the best customer service.
Nick Libert Image
Nick Libert
OWNER/CEO, EXIT STRATEGY REALTY
Your support team is amazing because they answer... 24 hours a day through actual staff, which amazes me.
Lindsay King Image
Lindsay King
FOUNDER, KING REALTY COMPANY
They're great. I put in a couple of calls to them and their back to me in five minutes. It's amazing.

Common Questions

See more of our FAQs

Yes! Each Wise Agent account allows up to 5 team members to use it at the same time with no additional fees. We have you covered if you have a larger team! You have the ability to turn on account permissions for anyone on your team. With this model, the team leader can decide what each team member can see or do within the CRM, and give each team member limited access based on their needs.

It really doesn’t matter where your leads are coming from, Wise Agent has a way of getting all leads to automatically show up in your CRM. There are a few different methods used; we have an open API for other technologies to integrate with Wise Agent, we can parse your leads via our email parsing, which would require you to get an email notification from the lead-source. No matter which option you use, you will have the capabilities to use our Lead Management Tool.

As soon as a new lead comes in, you can have it set to fire off an immediate email that uses the lead’s name and source in the email. You can even include a Youtube video that was made specifically for the lead source! If you like using video, you will be happy to know we have also built in a robust integration with BombBomb, allowing you to send immediate BombBomb videos to your new leads. You are also able to pre-categorize all of your incoming leads. For instance, if you are targeting buyers in a certain ad, all the leads produced from that ad can automatically be put under the category of “buyers”.

Wise Agent customer support team will be standing by to help get your leads set up to flow in seamlessly.

Wise Agent has integrated with Google allowing you to automatically sync your Wise Agent contacts to Google contacts and then to your smartphone! The synchronization is setup to mirror your contacts in all three places.

Of course! Every Wise Agent account comes with a complimentary 20 minute one-on-one Getting Started Session where a member of our team will take you through the setup process! No additional setup fees or extra cost to you!

We also offer unlimited free training and we are still the only company in the real estate industry that offers free 24/7 support with a goal to get back to you within 10 minutes or less, we are always ready to help with any questions you might have.

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