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Wise Agent vs CiviCRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Wise Agent medium Failure Risk for CiviCRM medium
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Comparison Summary

This comparison report of Wise Agent vs. CiviCRM is based on a specific set of business needs and context. The comparison uses 3142 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Wise Agent and CiviCRM

Wise Agent, CiviCRM, IXACT Contact, Market Leader, etc., 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.

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

CiviCRM focuses on Contact List Management with Offline, Communication Management with E-Mail, Membership Management with Offline, Event Management with Offline, etc.

"Industry, Wise Agent has made it possible for me to retain my database, create flyers for my clients, and share with new agents just getting into the business. I have been using wise agent since I think 2003. Would not change to anyone else. I can l...ook things up from any computer no matter where I am. " - Bekki Booth

"The Calibrate team took up this challenge with great enthusiasm. Both during the preliminary phase (wireframes, UX and design) as during the various development phases, they were always open to discussion, new suggestions or changes. Moreover, they ...always looked for feasible solutions taking into account the budget and tight timing. Excellent project management and transparent communication ensured a pleasant collaboration. " - Margit Bal

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 Wise Agent

Focus area

Wise Agent is better than CiviCRM for

Software Failure Risk

  • medium

logo CiviCRM

Focus area

CiviCRM is better than Wise Agent for

Software Failure Risk

  • medium

About

Real Estate CRM Software to increase the productivity

Open source CRM software for nonprofits

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

58

49

Total Goals
(we found evidences for)

5

4

Top Processes

Evidences indicate better relative satisfaction

contact list management

Read Reviews (120)

Read Reviews (70)

contacts history

Read Reviews (18)

Read Reviews (3)

creating contact list

Read Reviews (6)

Read Reviews (5)

tracking contacts

Read Reviews (2)

Read Reviews (17)

drip marketing

Read Reviews (76)

Read Reviews (0)

engagement management

Read Reviews (41)

Read Reviews (25)

engaging and following up

Read Reviews (41)

Read Reviews (20)

communication management

Read Reviews (35)

Read Reviews (38)

sending & publishing communications

Read Reviews (32)

Read Reviews (15)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (25)

Read Reviews (0)

lead management

Read Reviews (23)

Read Reviews (0)

campaign management

Read Reviews (19)

Read Reviews (9)

training & onboarding

Read Reviews (17)

Read Reviews (14)

sales document management

Read Reviews (16)

Read Reviews (8)

contract management

Read Reviews (9)

Read Reviews (3)

proposal & quote management

Read Reviews (1)

Read Reviews (5)

helpdesk management

Read Reviews (16)

Read Reviews (8)

products & pricelist management

Read Reviews (7)

Read Reviews (0)

conversion management

Read Reviews (7)

Read Reviews (0)

lead qualification

Read Reviews (3)

Read Reviews (0)

lead qualification: technographic

Read Reviews (3)

Read Reviews (0)

workflow management

Read Reviews (3)

Read Reviews (15)

relationship management

Read Reviews (2)

Read Reviews (21)

calendar management

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (1)

content management

Read Reviews (1)

Read Reviews (6)

sales call management

Read Reviews (1)

Read Reviews (3)

membership management

Read Reviews (0)

Read Reviews (33)

customer case management

Read Reviews (0)

Read Reviews (19)

community building

Read Reviews (0)

Read Reviews (7)

create learning path

Read Reviews (0)

Read Reviews (3)

courses & assessment

Read Reviews (0)

Read Reviews (3)

create learning path

Read Reviews (0)

Read Reviews (3)

subscription management

Read Reviews (0)

Read Reviews (2)

advocacy management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more

  • Scale best practices

  • Launch new products

  • Grow market share

  • Enhance customer relationships

  • See 1 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • newsletter

  • promotions

  • website

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • mobile

  • events

  • trade shows

  • print media

  • magazine

  • chat

  • video

  • mobile app

  • See 15 more

  • offline

  • causes and charity

  • e-mail

  • newsletter

  • promotions

  • website

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • mobile

  • events

  • trade shows

  • print media

  • magazine

  • chat

  • video

  • mobile app

  • See 15 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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high

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Integration Risk

medium

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medium

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Migration Risk

high

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting