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Referral Maker CRM vs Wise Agent: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Referral Maker CRM vs. Wise Agent is based on a specific set of business needs and context. The comparison uses 2065 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Wise Agent

Referral Maker CRM, and Wise Agent belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

Wise Agent focuses on Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, etc.

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

"For years Wise Agent has been one of the key components of my real estate business. I feel it is important to give my agents the tools to succeed. " - Ryan Deamaral

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Referral Maker CRM

Focus area

Referral Maker CRM is better than Wise Agent for

Software Failure Risk

  • medium

logo Wise Agent

Focus area

Software Failure Risk

  • medium

About

Real estate CRM with lead generation tool offering realtor training and support

Real Estate CRM Software to increase the productivity

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

35

58

Total Goals
(we found evidences for)

3

5

Top Processes

Evidences indicate better relative satisfaction


generation of new leads


engagement management

engaging and following up


contact list management



communication management

sending & publishing communications

tracking & monitoring communications



helpdesk management


sales document management

contract management



training & onboarding



conversion management


campaign management


relationship management



lead qualification

lead qualification: technographic


products & pricelist management





workflow management



calendar management



social media management




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more
  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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high

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Business Setting