How to Set Up Your CRM for Success

How to Set Up Your CRM for Success

Join us for an insightful webinar where we delve into the essential strategies and best practices for setting up your Real Estate CRM as the cornerstone of your success.

Discover how to transform your CRM into your one source of truth, ensuring that all your contacts and vital data are seamlessly integrated, readily available, and ready to propel your real estate business forward.

Learn how to cleanse, update, and maintain your information to eliminate duplicates and outdated records. Explore time-saving techniques and automation tools that streamline data entry and keep your CRM up-to-date effortlessly.

Plus, we’ll go through how you can tailor your CRM to your unique real estate workflows. Find out how to integrate other essential tools and platforms to enhance your CRM's capabilities and create a seamless operational environment.



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Episoder(54)

Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

Today's agents don’t need more leads — they need better systems.In this collaborative webinar hosted by Lab Coat Agents CEO Tristan Ahumada and Wise Agent CRM's Camilla Temu, we’ll show how Wise Agent...

16 Jan 34min

Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

Curious how top agents actually use their CRM to stay organized, increase conversions, and scale their business? This webinar breaks it all down.Join Wise Agent and special guest Mike Dumas, broker an...

16 Jan 59min

Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

Ready to turn your CRM into the engine that drives your business? In this replay of our live webinar with real estate coach Key Yessaad, we break down the practical, easy-to-apply strategies agents ca...

20 Nov 202559min

Automate Your Real Estate Marketing with Wise Agent CRM

Automate Your Real Estate Marketing with Wise Agent CRM

In this special webinar hosted by Lab Coat Agents CEO Tristan Ahumada, Wise Agent’s Enterprise Success Specialist Camilla Temu demonstrates how to automate your real estate marketing using Wise Agent ...

20 Nov 202531min

Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team

Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team

In this exclusive episode of Becoming a Wise Agent, KeAusha Jordan and Jeavanna Lanza share how they built a referral-driven business in luxury real estate. In this session, you’ll discover:- How to i...

10 Sep 202554min

The Future of Real Estate Now | Ft. Jared James and Brandon Wise

The Future of Real Estate Now | Ft. Jared James and Brandon Wise

In this special episode of Becoming a Wise Agent, Wise Agent CEO Brandon Wise sits down with industry leader Jared James for an inspiring conversation on how agents can adapt, grow, and thrive in toda...

19 Aug 20251h 2min

Video Storytelling For Real Estate Success with Billie Parrott

Video Storytelling For Real Estate Success with Billie Parrott

In this episode of Becoming a Wise Agent, we’re joined by real estate broker and speaker Billie Parrott—who shares her journey and expert strategies for using video content and social media to grow a ...

24 Jul 202557min

Maximize Your Listing Reach: SEO & Marketing Strategies for Real Estate Agents | Ft. Rachel Gombosch

Maximize Your Listing Reach: SEO & Marketing Strategies for Real Estate Agents | Ft. Rachel Gombosch

Want your listings to get more views, more clicks, and more offers? In this value-packed webinar, Wise Agent is joined by Rachel Gombosch, Marketing Manager at Virtuance, to uncover the marketing and ...

3 Jul 202556min

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