Last week I spoke about a couple solutions for real estate contact management or CRM (MS Outlook and Top Producer) and this week I will cover another option: The Wise Agent.
At the NAR conference, I had the pleasure of meeting the energetic people at The Wise Agent booth. Wise Agent is a web based CRM much like Top Producer 7i with many similar features. The Wise Agent’s system includes the following essential items:
- Time Tracking to manage your calendar, to-do lists and appointments;
- Contact Management to organize your clients and vendors, track notes & communication, birthdays & anniversaries, and create labels & envelopes;
- Marketing tools where you can create custom marketing plans including letters, flyers, emails, newsletters and calendar reminders to implement the plans;
- Transaction Management where you use customized action plans or checklists for tracking activities in your sale transactions;
- Online Forms that are integrated into your Wise Agent site that you need for your transactions, including your contracts and disclosures.
- Additional features such as expenses tracking, tax help, lock box tracking, and the sending of greeting cards (through send out cards
The last few weeks I have had the opportunity to test out The Wise Agent and get down to the nitty-gritty of how their system works and how it compares to the top competing CRM platforms. I have to say that in working with with Wise Agent I am really taking a liking to it and it is really climbing to the top of my list of favorite CRM programs for real estate.
What is most remarkable about Wise Agent its ease of use. The main complaint I hear from agents when it comes to other CRM programs (with the initials TP) is that they love all the included features, but they are difficult to understand and learn how to use. Wise Agent has really listened to those complaints and have come up with a great system that anyone can jump in and figure out how to use relatively easily. They also offer free online training classes and offers support 24/7. I have been really pleased with their service so far and have gone above and beyond to help with account set-up and questions I may have.
Wise Agent also gives you the ability to add your assistants or team members and give them access to your account without having to purchase additional licenses. So you can coordinate tasks and appointments right with your team on your Wise Agent account. You can also have external team members (other Wise Agent users) to coordinate tasks and vendors with (great for transactions).
At the conference they were billing themselves as the alternative to Top Producer. After playing with it for the past couple weeks, though it is not yet as advanced and in-depth as Top Producer, I believe The Wise Agent is really a viable alternative to other top CRM programs and will fit the needs of most agents looking for something easy to use.
Wise Agent is offering a 30 Day Free Trial for agents to test and see if it is a good fit for them. Want a discount? Just for my blog readers and clients, if you use the promo code: barberva , you will receive a 20% discount off of their normal monthly fees. It is definitely worth a try.
© Megan E. Barber, Barber Virtual Assisting Solutions, LLC
Megan Barber is a Real Estate Virtual Assistant, owner of Barber Virtual Assisting Solutions, and publisher of The REAL Advantage E-Zine. Megan has spent 9+ years doing the “behind-the-scenes” work in the real estate industry assisting agents with their real estate marketing and transaction needs.
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