Your database is your business, and chances are you will spend a good amount of time in your contact management program.  It’s important that it works the way YOU want it to work, maximizing the effectiveness of a critical part of your daily routine. It’s also just a lot more fun!

That’s why we made it possible to customize your Wise Agent.   To check out some of the different options, mouse over the Profile tab and click on Settings.  Here’s a few examples of some of the features you can now customize:

  • Calendar
  • Checklists
  • Client List
  • Email Clients
  • Document / File storage
  • Letters
  • Property List
  • Vendor List
  • Synchronization
  • To Do List
  • Color and menu style

So have it your way! Not all CRM programs give you the freedom to make the program look and work the way you want it to.  We’re listening! If you have any suggestions for options you’d like to see added, contact our super support team and let us know!