Product Business Settings

Wise Agent is popular in Real Estate, Information Technology And Services, and Banking industries and is widely used by Small Business, Mid Market, and Enterprise.

Wise Agent Product Overview

Wise Agent is a Real Estate CRM designed to help agents generate leads, build relationships, and close more deals. For $49 a month, users gain access to a contract-free platform with 24/7 support and a 14-day free trial. This tool focuses on enhancing the productivity of real estate professionals by streamlining client management and communication. Wise Agent's features cater specifically to the real estate industry, making it easier to manage listings, track leads, and automate follow-ups. With its user-friendly interface and dedicated support, agents can efficiently handle their day-to-day operations, ultimately boosting their sales and client satisfaction.

How satisfied the customers are with Wise Agent use-cases

Reviews

"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
"I like the simplicity of it, it’s very user friendly. It does everything, it does contacts, it does notes - all those notes about the client, you just put those in there. You can paste emails in there, you can also put in all the tasks that you have..., you can add and upload contracts. There are checklists that tell you on every transaction what to do. There’s different choices of newsletters that you can send out. You can create your own checklists and customize the checklists. There’s everything down to sending a Christmas card out! It’s only as good as the person that puts the information in, so if you put your information in like you’re supposed to every day, it's a perfect system. It’s just putting the information in, but you have to put it somewhere! We like it." - Laura Blackburn

Wise Agent Customer Insights, Testimonials and Case Studies

How does Wise Agent address your Contact List Management Challenges?

What solutions does Wise Agent provide for Drip Marketing?

What solutions does Wise Agent provide for Engaging And Following Up?

What makes Wise Agent ideal for Communication Management?

What makes Wise Agent ideal for Generation Of New Leads?

What is Wise Agent?

Wise Agent is a Real Estate CRM platform that automates the leads, responses, appointments, and transactions. It provides seamless transaction management, centralized client information and smart marketing automation. It provides the members one simple platform to run and organize every aspect of the business. It helps to acquire customers and enhance customer relationships.

Wise Agent provides seamless transaction experience from initial outreach to the closing table. Wise Agent is integrated with Zapier and also provides native integration to applications like Google Calendar, Google Contacts, Twitter, Gmail etc.

Some of its features to run a successful business include contact management, lead automation, transaction management, team features, time management and many more.

What is Wise Agent used for?

Wise Agent is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contact List Management, Drip Marketing and Engaging And Following Up .

What are the top features of Wise Agent?

Templates, Personalization and Landing page are some of the top features of Wise Agent.

Who uses Wise Agent?

Wise Agent is used by Real Estate, Information Technology And Services and Banking among other industries.

What are Wise Agent alternatives?

Less Annoying CRM, Teamgate CRM, Floify and Monday Sales CRM are popular alternatives for Wise Agent.

Where is Wise Agent located?

Wise Agent is headquartered at 16766 E Parkview Ave, Fountain Hills, AZ 85268, US.

8 buyers and buying teams have used Cuspera to assess how well Wise Agent solved their CRM needs. Cuspera uses 1786 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Wise Agent testimonial

Bekki Booth

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 look things up from any computer no matter where I ...am.

Testimonial By Bekki Booth
Wise Agent testimonial

Laura Blackburn

I like the simplicity of it, it’s very user friendly. It does everything, it does contacts, it does notes - all those notes about the client, you just put those in there. You can paste emails in there, you can also put in all the tasks that you have, you can add and upload contracts. There are chec...klists that tell you on every transaction what to do. There’s different choices of newsletters that you can send out. You can create your own checklists and customize the checklists. There’s everything down to sending a Christmas card out! It’s only as good as the person that puts the information in, so if you put your information in like you’re supposed to every day, it's a perfect system. It’s just putting the information in, but you have to put it somewhere! We like it.

Testimonial By Laura Blackburn
Wise Agent testimonial

Steve Emanuelli

The best thing about Wise Agent is the support. There’s so many programs out there where you can’t get ahold of them, and they email you later after 24 hours. When I call Wise Agent, they always say “Steve, what’s the problem? If I can’t handle it, I’ll get someone else”. And they always do! Anothe...r thing I like about them is they’re always updating. There’s nothing boring about Wise Agent!

Testimonial By Steve Emanuelli
CUSTOMERS TESTIMONIALS
Wise Agent testimonial

Bekki Booth

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 look things up from any computer no matter where I ...am.

Testimonial By Bekki Booth
Wise Agent testimonial

Laura Blackburn

I like the simplicity of it, it’s very user friendly. It does everything, it does contacts, it does notes - all those notes about the client, you just put those in there. You can paste emails in there, you can also put in all the tasks that you have, you can add and upload contracts. There are chec...klists that tell you on every transaction what to do. There’s different choices of newsletters that you can send out. You can create your own checklists and customize the checklists. There’s everything down to sending a Christmas card out! It’s only as good as the person that puts the information in, so if you put your information in like you’re supposed to every day, it's a perfect system. It’s just putting the information in, but you have to put it somewhere! We like it.

Testimonial By Laura Blackburn
Wise Agent testimonial

Steve Emanuelli

The best thing about Wise Agent is the support. There’s so many programs out there where you can’t get ahold of them, and they email you later after 24 hours. When I call Wise Agent, they always say “Steve, what’s the problem? If I can’t handle it, I’ll get someone else”. And they always do! Anothe...r thing I like about them is they’re always updating. There’s nothing boring about Wise Agent!

Testimonial By Steve Emanuelli

Wise Agent: A simple: smart: and affordable Real Estate CRM

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Peers used Wise Agent for contact list management and drip marketing

Wise Agent Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.70/5

Read Reviews (3)
Analytics

3.75/5

Read Reviews (11)
Custom Reports

3.20/5

Read Reviews (147)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.70/5

Read Reviews (3)
Analytics

3.75/5

Read Reviews (11)
Custom Reports

3.20/5

Read Reviews (147)

Software Failure Risk Guidance

?

for Wise Agent

Overall Risk Meter

Low Medium High

Top Failure Risks for Wise Agent

Wise Agent, LLC Profile

Company Name

Wise Agent, LLC

Company Website

https://wiseagent.com/

HQ Location

16766 E Parkview Ave, Fountain Hills, AZ 85268, US

Employees

11-50

Social

Financials

PRIVATE