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Your Replay Link: Building a Seamless Transaction Workflow in Your CRM

April 23, 2026

Missed it live? Wise Agent replay is here!

Catch the webinar replay: Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM

Tristan Ahumada and Camilla from Wise Agent share a simple CRM system to keep leads moving—using automation + a visual pipeline so nothing slips through the cracks.

Quick takeaways:

  • Lead capture that converts: valuation requests + niche guides

  • AI niche-down (ChatGPT/Claude) to improve lead magnet fit

  • Instant response rules (auto text/email by lead source)

  • Drag-and-drop pipeline + transaction templates with task triggers

  • Automated milestone follow-ups (inspections → post-close)

  • Landing pages for open houses + lead magnets ($5 per active page)

Bottom line: A repeatable workflow that scales without losing the personal touch.