Wise Agent: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Wise Agent
Brand: Wise Agent
Rating: 4.42 (1786 reviews)

4.42 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(1786)

Real Estate CRM Software to increase the productivity

Wise Agent Overview

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

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.

Reviews

"I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my cli...ents like “Happy Birthday." I just love it!" - Okie Arnot

Wise Agent, IXACT Contact, Market Leader, Bigcontacts CRM, LionDesk, 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.

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.

Comprehensive Insights on Wise Agent Use Cases

How does Wise Agent address your Contact List Management Challenges?

Wise Agent provides comprehensive contact management capabilities. It facilitates easy organization and retrieval of contact information. The system also enables users to manage tasks, track appointments, and automate lead nurturing. However, navigating through folders within the contact list could be improved for ease of use.

"...It’s a great way to keep in contact with my clients through my holiday mailings and client updates...." Testimonial by Kelly Mattice

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How can Wise Agent optimize your Drip Marketing Workflow?

The platform offers drip marketing capabilities, enabling users to create and send automated sequences of marketing materials, such as letters, emails, and SMS text messages. This functionality allows users to nurture leads and maintain engagement throughout the real estate sales process. However, the current implementation may lack flexibility, requiring users to create and manage events for each individual campaign rather than allowing for reusable elements.

"...I love using the call list feature and how it automates my business calls and client/prospect follow-up, but there is a host of other features, like DRIP campaigns, marketing templates and the ability to send emails to any segment of your database!. ...." Peer review by Mark H., REALTOR®, CSSPE®, Real Estate

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How does Wise Agent facilitate Engaging And Following Up?

The software automates follow-up tasks, schedules reminders, and helps users track client information and deadlines. It assists in managing client relationships and improving follow-up efficiency. Its limited capabilities for automated follow-up communication, such as sending flyers, may hinder its application in certain situations.

"...I like the potential of the CRM software to engage clients...." Peer review by April P., Principal, Real Estate

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How does Wise Agent facilitate Communication Management?

Wise Agent enables users to send emails, newsletters, and text messages to contacts. The platform also facilitates contact management, allowing for organization and categorization of contacts. It integrates with Google Contacts and provides features for scheduling and tracking communication, but the emailing capabilities are outdated and may present challenges.

"...Wise Agent has been referred to as the best real estate marketing CRM often in reviews, and a major part of that is our powerful email system that allows you to send personalized mass email to your database or a scheduled email to an individual contact...." Real Estate Marketing Tools

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What Are the key features of Wise Agent for Generation Of New Leads?

35+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Okie Arnot	I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my clients like “Happy Birthday." I just love it! Testimonial By Okie Arnot
Vic Vartan Markarian	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. Testimonial By Vic Vartan Markarian
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

CUSTOMERS	TESTIMONIALS
Okie Arnot	I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my clients like “Happy Birthday." I just love it! Testimonial By Okie Arnot
Vic Vartan Markarian	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. Testimonial By Vic Vartan Markarian
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

Video

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

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?

IXACT Contact, Market Leader, Bigcontacts CRM and LionDesk 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.

Peers used Wise Agent for contact list management and drip marketing

Wise Agent Competitors

More Wise Agent Alternatives...

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 Profile

Company Name

Wise Agent

Company Website

https://wiseagent.com/

HQ Location

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

Employees

11-50

Social

Financials

PRIVATE

Wise Agent: Use-Cases, Insights and Reviews | 2024 Cuspera

Real Estate CRM Software to increase the productivity

Failure Risk for Wise Agent ?

Wise Agent Overview

Use Cases

Business Priorities

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

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Wise Agent Use Cases

How does Wise Agent address your Contact List Management Challenges?

How can Wise Agent optimize your Drip Marketing Workflow?

How does Wise Agent facilitate Engaging And Following Up?

How does Wise Agent facilitate Communication Management?

What Are the key features of Wise Agent for Generation Of New Leads?

35+ more Business Use Cases

Customer Testimonials

Video

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

Frequently Asked Questions(FAQ)

What is Wise Agent?

What is Wise Agent used for?

What are the top features of Wise Agent?

Who uses Wise Agent?

What are Wise Agent alternatives?

Where is Wise Agent located?

Peers used Wise Agent for contact list management and drip marketing

Wise Agent Competitors

Wise Agent Features

Software Failure Risk Guidance

Wise Agent Profile

Get a personalised risk report for Wise Agent

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