Home/CRM Software/Wise Agent vs VtigerUpdated on: March 28, 2024

Compare Wise Agent vs Vtiger

85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Wise Agent
Wise Agent CRM Software (41 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Vtiger
Vtiger CRM Software (522 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM
Zoho CRM CRM Software (4237 Ratings)
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Wise Agent

Wise Agent

CRM Software (41 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Vtiger

Vtiger

CRM Software (522 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM

Zoho CRM

CRM Software (4237 Ratings)
Get Free Quote

Get Free Quote

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Overview

Summary

Wise Agent is a Customer Relationship Management software for real estate businesses. It can be used for seamless management of transactions, organization of client information and to facilitate automated smart marketing campaigns. Contact management module within Wise Agent maintains lists of all prospects, customers, leads, etc., and makes the data retrievable at any time of the day. Social data from subscribers’ emails, get captured by the wide variety of tools within Wise Agent. Businesses can set separate rules for seamless management of individual leads. Managers get access to detailed reports comprising the status of individual sales on a monthly, quarterly, and yearly basis. The software acts as a hub for landing pages that can be customized as per business needs. Clients can utilize their assigned landing page or choose to work on their own domain. A synchronized appointment planner within the software, regulates all events and appointment-related goals. Users can share their online calendars with vendors or clients and send on-time alerts. ..show more

Vtiger all-in-one CRM stands out as a comprehensive solution designed to streamline and enhance the synchronization between the company's marketing, sales, and support teams by leveraging unified customer data through its One View feature. Simplifying CRM to its core, Vtiger equips businesses with the necessary tools and functionalities across crucial departments such as Sales, Help Desk, and Marketing. This enables a holistic view of customers, incorporating essential details like names, phone numbers, previous interactions, and account history for more informed decisions and strategies. By utilizing features such as landing pages, web forms, email campaigns, and customized sequences, Vtiger CRM aids in acquiring leads and fostering enduring relationships. The Process Designer feature further allows for the designing, automation, implementation, management, monitoring, and optimization of business processes, enhancing operational efficiency. Moreover, Vtiger's extensive collection of preloaded email and print templates streamlines communication and document customization, saving valuable time. Additionally, Vtiger simplifies appointment scheduling, enabling meetings to be arranged in just a few clicks, thereby ensuring that managing the business engagements is both efficient and hassle-free. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Fountain Hills, Arizona / +1 480-836-0345

Bangalore, India / +91 9243602352

Pleasanton, California - 94588 / +1 877-834-4428

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Wise Agent
$32 /Month

Features

  • Complimentary one-on-one onboarding included
  • Drip Marketing Campaigns
  • Lead Automation
  • Team-Friendly Calendar
  • Free 24/7 support
  • Transaction Manager
  • Contact Manager
  • Customizable Landing Pages
  • Unlimited Training
  • Social Media Enhancement
  • Unlimited Document Storage
  • Monthly Newsletter
  • Reporting Tools
Enterprise
Custom

Features

  • White Label Solutions
  • API Access
View Price Page
One Pilot
Free

Free plan - ideal for companies getting started on their CRM journey

Features

  • Max users - 10
  • Max records - 3000
  • Contact Management
    • One View
    • Idle Alerts
  • Contact Engagement
    • Emails & Phone Integration
    • Document Engagement
    • Zoom & Google Meet
  • Internal Collaboration
    • Meeting Aide in Vtiger Buzz
    • Actions Page
    • Comments
  • Marketing
    • Lists and Segments
    • Profile Scoring
    • 1000 Emails/month
    • Autoresponders
    • Consents for compliance
    • Web to Lead Forms
    • Email Template Builder
    • List Reports
    • Email Campaign Reports
  • Project Management
    • Tasks & Milestones
    • Subtasks
    • Gantt View
    • Kanban Board
  • Sales Pipeline
    • Customize Sales Stages
    • Deal Kanban View
    • Idle Deal Alerts
    • Time Spent in every Stage
  • Sales Enablement
    • Email Sequences
    • Google + O365 Add-ins
    • Enrich LinkedIn Extension
    • Appointment Pages
    • Workflows
  • Help Desk
    • Email to Case
    • First Response SLA
    • Resolution SLA
    • Business Hours
  • Mobile App
    • Real-time Notifications
    • Actions Page
    • Business Card Scanner
    • Leads, Contacts, Deals, Quotes, Cases
    • Voice Notes
  • Storage
    • 3 GB
One Growth
$12 /User/Month

A CRM for small and medium-sized businesses

Features

  • Max users - 15
  • Max records - 100,000
  • Everything in One Pilot plus:
  • Lead Management
    • Lead Auto-assignment & Routing
  • Action Center
    • Email tracking & real time notifications
  • Salesforce Automation
    • Multiple pipelines
  • Hel[ Desk
    • Organization matching with Email domain
    • Agent level business hours
    • Case satisfaction survey
  • Inventory Management
    • Invoicing
    • Sales Order
  • Reports & Analytics
    • Customizable dashboards
    • Custom schedule reports
  • Automation
    • Opportunity creation from Email
    • Organization creation from Email
One Professional
$42 /User/Month

Standard

  • $30 per User per Month billed Yearly
  • $42 per User per Month billed Monthly

Single App

  • $20 per User per Month billed Yearly
  • $28 per User per Month billed Monthly

A complete CRM that gets all your teams on the same page with Customer One View.

Features

  • Everything in One Growth plus
  • SalesForce Automation
    • Multiple Pipelines
    • Profile & Engagement Scoring
    • Lead Scoring
  • Desk Management
    • Social Ticketing
    • Round Robin Ticket Assignment
    • Least Loaded Ticket Assignment
    • Agent Level Business Hours
  • Conversations
    • Internal Team Collaboration
    • Live Web Chat
  • Dashboards
    • Sales Insights
    • Support Insights
    • Customizable Reports & Dashboards
  • Inventory Management
    • Invoicing
    • Vendor Management
    • Purchase Order Management
    • Subscriptions
    • Payment Tracking
    • Sales Order
  • Project Management
    • Task dependencies (Finish to Start)
    • Automated task end times (User business hours)
  • LMS Portal
    • Courses
    • Concepts
    • Exercises
    • Quiz
    • Questions
  • Process Desginer
    • Business Process Automation
    • Rules, Conditions, and Actions
    • Workflows and Approvals
    • Flowcharts
    • Tasks
One Enterprise
$58 /User/Month

Standard

  • $42 per User per Month billed Yearly
  • $58 per User per Month billed Monthly

Single App

  • $30 per User per Month billed Yearly
  • $42 per User per Month billed Monthly

Fully loaded enterprise grade CRM that gives you best-in-class features for a fraction of the cost of comparable options

Features

  • Everything in One Professional plus:
  • Contact Engagement
    • Best Time to Contact
  • Salesforce Automation
    • Multi Currencies
  • Internal Ticketing
    • Internal Ticketing system for employees
    • Internal ticket Insights
  • Help Desk
    • Work order management
  • Project Management
    • Automated Time Tracking and Billing
View Price Page
Standard
$20 /User/Month

Automate and optimize your sales cycle

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
  • Automation and Process Management
    • Workflow rules
    • Email notifications
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
Professional
$35 /User/Month

Improve customer acquisition and accelerate growth

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
Enterprise
$50 /User/Month

Manage global CX operations with the complete CRM

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
Ultimate
$65 /User/Month

Scale exponentially with dedicated BI capabilities

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
    • Zoho Analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
CRM Plus
$69 /User/Month

Unify sales, service, and marketing on one platform

Features

  • Eight apps, all features included
  • Users have access to all apps
  • Fully integrated
CRM Flex
$14 /User/Month

billed Yearly

Build a custom sales, service, and marketing bundle

Features

  • Select the apps you need
  • Select editions and users for each app
  • Fully integrated
View Price Page

SCREENSHOTS

Wise Agent Screenshots
Vtiger Screenshots
View 7 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

    NA
  • Olark
  • Gmail
  • Exotel
  • Dropbox Business
  • Microsoft Teams
  • Clickatell
  • Cisco Webex Meetings
  • PayPal
  • Ozonetel CloudAgent
  • Plivo
  • Quickbooks
  • Telzio
  • Zapier
  • Zoho Sign
  • PieSync
  • Xero
  • Hunter
  • Knowlarity
  • VICIdial
  • Authorize.Net
  • Clearbit
  • Stripe Payments
  • naturalForms
  • Twilio Flex
  • MailChimp
  • DocuSign
  • Tally
  • Constant Contact
  • Razorpay
  • Google Drive
  • WooCommerce
  • Google Meet
  • MYOB
  • Google Docs
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to Wise Agent

Follow Up Boss
Follow Up Boss
LionDesk
LionDesk
IXACT Contact
IXACT Contact
Zoho CRM
Zoho CRM
Salesforce
Salesforce

Top alternatives to Vtiger

Zoho Books
Zoho Books
SugarCRM
SugarCRM
Dolibarr ERP CRM
Dolibarr ERP CRM
Odoo Accounting
Odoo Accounting
HubSpot CRM
HubSpot CRM