Wise Agent is CRM Software. Wise Agent offers the following functionalities:
- Contact Management
- Call Logging
- Lead Scoring
- Referral Tracking
- Marketing Automation
- Customer Support
- List Management
Learn more about Wise Agent features.
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.
| Support | 24/7 (Live rep) Business Hours Online | Customer Type | Large Enterprises Medium Business Small Business |
| API | Location / Phone Number | Fountain Hills, Arizona / +1 480-836-0345 | |
| Deployment | SaaS/Web/Cloud | Category | CRM Software |
Disclaimer: The pricing details were last updated on 12/10/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Wise Agent is CRM Software. Wise Agent offers the following functionalities:
Learn more about Wise Agent features.
Here`s a list of the best alternatives for Wise Agent:
Yes, Wise Agent provides API.
Ease of use. The user support team is amazing.
Wish that excel leads could export to Wise
They are very helpful. Not working on anything. Their on line tutorials are great.
Easy interface and very nice clickable icons - easy to follow and add info
Sometime I need to go to persons profile in order to check some info instead of get it briefly pressing on the name
Quick follow up with the clients, never missing any important dates
Ease of use. Contact management is great. Love the way how it keep tracks all the emails sent to a contact and how the contacts are synced with google contacts.
Transaction templates are a bit complicated
Good value for money. This is probably the only CRM and marketing software you'll need.
Assigning tasks to team, calendar management and contact management
This software is affordable ($29 a month or $299 a year and integrates with almost every piece of real estate infrastructure that I use, to include: Mojo Dialer and Bomb Bomb. One of my favorite features is the google integration. Essentially all of my contacts can sync with my google contacts. This means that if I enter a contact and sync them, then when they call me back I will know who is calling me! Great for those that do lots of phone prospecting and sync prospects from Mojo. Also, the customer service is second to none. I have spoken on the phone with folks that returned calls on weekends!
Some of the instructional videos are hard to find. This is mitigated by the fact that the customer service is so great. I think one has to be a somewhat experienced to a novice with the computer to get the most out of this application without using the customer service.
This makes me much more efficient and ultimately will help me save time and be more productive.
We have been using Wise Agent for a number of years. It has grown with us as our team has grown. I have used other CRM's in the past, and honestly can say that Wise Agent offers way more features and functionality then the others. You also can not beat the price and the excellent customer service they provide.
The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon.
Wise agent is a great program that offers ease of use and powerful functionality. Definitely worth a look.
The greatest feature that my team enjoys with Wise Agent is their Transaction Checklists. The ability to stay on top of properties current listed and/or in escrow is vitally important. Wise Agent makes that process pretty seamless. Also the ability to stay in consistent contact with both active and past clients is easily done in WA.
Intuitive and easy-to-use contact management and transaction tracking. The customer service and tech support is outstanding. The fact that Wise Agent automatically syncs to gmail and loads the content into a contact's history is such a time saver.
Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look.
Great bang for your buck.
At-a-glance calendar of transaction status.
Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability.
There's nothing I don't like! The system works as intended and is easy to use.
Do yourself a favor - learn how this system works, and USE IT.
I was having a hard time keeping track of my clients, customers, and transactions. Wise Agent helps me keep tabs on my entire business.
Its perfect gets the job done so i dont have to
its a bit slower than id like it to be
its helped out a lot in terms of solving problems looking for people to market to
I loved being able to organize my bosses contacts and assign them to different groups in order to send specific email blasts too as well as setting alerts for specific dates.
Syncing with a third party email blast software sometimes was clunky and difficult.
If you need a program to organize and stay on top of your database, this is for you.
Organizing clients and making sure we emailed clients.
I like that the platform is easy and user friendly
I think that it is a little overpriced, as its functionalities are useful but simple
I think they should offer some extra features that cannot be performed with other free software in order to male it attractive with the current cost to the user. Furthermore I would make it a little bit faster, as it gets blocked some times when accessing some parts.
I can easily organize my agenda and make sure that I can do all my work tasks with one tool
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