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Referral Maker CRM vs Wise Agent: 2024 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.

"I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. " - Mike Mudd, Louisville, KY

"My coach Lester Cox used it, so I’ve been using it for many years. It’s a very affordable price, a very low monthly rate. So it’s good that we can put our agents on it. It’s good for a team and it’s good for individuals. " - Vic Vartan Markarian

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