Wise Agent 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.

Use Cases

Customers recommend Contact List Management, Drip Marketing, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Wise Agent.

Other use cases:

  • Communication Management
  • Generation Of New Leads
  • Lead Management
  • Campaign Management
  • Training & Onboarding
  • Helpdesk Management
  • Capturing Leads
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Wise Agent.

Other priorities:

  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
See all business priorities See less business priorities

Wise Agent Use-Cases and Business Priorities: Customer Satisfaction Data

Wise Agent works with different mediums / channels such as Phone Calls. E-Mail. and Newsletter.

Wise Agent's features include Templates, Personalization, Landing Page, etc. and Wise Agent support capabilities include Email Support, Chat Support, 24/7 Support, etc. also Wise Agent analytics capabilities include Analytics, and Custom Reports.

Reviews

"I’m loving the integrated system for lead generation and capturing that I can do right to my Facebook marketing and Instagram when I upload." - Brian Griffin

Peer review evidence (same sources as the product rating summary)

"...All my client and prospect history is over there, so I'm probably going to switch back...." Peer review by Shannon H., sales, Real Estate
"...Ease of use, it syncs with google calender, the email drips are nice. ...." Peer review by John b., Realtor / office manager, Real Estate
"...Their notes are nice to use b/c you can set engagement "alarms," which remind you when it's time to email/..." Peer review by Verified Reviewer, Real Estate

Wise Agent, Mobile Text Alerts, IXACT Contact, Growbots Outbound Sales Automation, Market Leader, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Wise Agent is a contract free Real Estate CRM with 24 7 support and a 14 day free trial.

Popular Business Setting

for Wise Agent

Top Industries

  • Real Estate
  • Information Technology and Services
  • Banking

Popular in

  • Small Business
  • Mid Market
  • Enterprise

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

Wise Agent Customer wins, Customer success stories, Case studies

How efficiently Does Wise Agent manage your Contact List Management?

How can Wise Agent enhance your Drip Marketing process?

What makes Wise Agent ideal for Engaging And Following Up?

What makes Wise Agent ideal for Communication Management?

What makes Wise Agent ideal for Generation Of New Leads?

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

Brian Griffin

I’m loving the integrated system for lead generation and capturing that I can do right to my Facebook marketing and Instagram when I upload. Testimonial By Brian Griffin
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

Bob Lahl

Customer Service is the best I've ever dealt with! Testimonial By Bob Lahl
CUSTOMERS TESTIMONIALS
Wise Agent testimonial

Brian Griffin

I’m loving the integrated system for lead generation and capturing that I can do right to my Facebook marketing and Instagram when I upload. Testimonial By Brian Griffin
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

Bob Lahl

Customer Service is the best I've ever dealt with! Testimonial By Bob Lahl

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

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Frequently Asked Questions(FAQ)

for Wise Agent

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?

Mobile Text Alerts, IXACT Contact, Growbots Outbound Sales Automation and Market Leader 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.
lightning

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 News

Product

Wise Agent launches Lead Pipeline feature to streamline lead tracking for agents

Wise Agent has introduced the Lead Pipeline feature to enhance lead tracking for real estate agents. This new tool integrates with existing CRM systems, allowing agents to organize leads, track follow-ups, and visualize sales opportunities from inquiry to closure. The dashboard provides a clear view of active prospects, helping agents prioritize and manage their sales process efficiently.

Product

Wise Agent Launches Lead Pipeline

Wise Agent has introduced a new Lead Pipeline feature to enhance its real estate CRM software. This addition aims to streamline lead management for real estate professionals, offering improved tracking and conversion capabilities.

Product

Wise Agent Launches Lead Pipeline Feature to Help Real Estate Agents Organize Leads and Improve Conversion

Wise Agent has introduced a Lead Pipeline feature in its real estate CRM platform, enhancing lead organization and conversion for agents. This tool provides a visual system to track leads through customizable sales stages, integrating with Wise Agent's existing CRM functionalities. It aims to streamline lead management, prioritize follow-ups, and improve deal closure rates for real estate professionals.

Product

Wise Agent Launches Do Not Contact Feature for Real Estate CRM

Wise Agent has launched a new Do Not Contact (DNC) feature for its real estate CRM, allowing agents to manage client communication preferences by restricting calls, texts, or emails for specific contacts. This feature helps maintain compliance and respect client preferences by automatically enforcing restrictions across campaigns and dialing tools.

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