Wise Agent, the best real estate CRM, is all about keeping you organized! One feature that lets you do that easily is our Dashboard. It gives you a snapshot of everything that is going on in your business, instantly.

Here’s what you will find under each dashboard icon:
Today’s Dashboard This button will display everything that is happening today. It includes calls scheduled on the Call List, appointments for today, birthdays and anniversaries, and items from your Task List that are due today.

Reports Here you will find the reporting tools available for you and your team, including:
  • Email stats – see what emails you’ve sent, and if they’re getting opened
  • Lead tracking – what lead sources are converting the most to transactions
  • Team progress – what team members are crushing it on the phone or appointments

When you click on this tab, you will see any current news. It automatically displays the most recent Wise Agent Blog posts, and you can add any other RSS feeds you would like to follow. We recommend adding any feed that your clients might read, because you can easily send it to your database from here, as well. This is more quality content that you can share with very little effort!

Alerts The alarm bell will “ring” when you have any Outside Team Member requests. It will also show any calls, tasks, or appointments that you have scheduled an alert for. This feature was developed as a result of our members’ requests!

Check out our video here for a full tutorial:

As always, contact our super support team if you have any questions or suggestions on how we can help you work smarter!