Overview: Insightly CRM and Wise Agent as CRM Category solutions.

Insightly CRM is a versatile CRM platform primarily utilized by large enterprises and IT services, offering extensive capabilities such as contact and engagement management, backed by strong integration and custom reporting features. In contrast, Wise Agent focuses on small to mid-sized real estate agencies, with strengths in contact management and drip marketing, advantageous for customer acquisition and relationship management. Both provide essential 24/7 support, but Insightly stands out with comprehensive communication and complex workflows, whereas Wise Agent excels in simplicity and targeted marketing in niche segments.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

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

Insightly CRM and Wise Agent: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM excels in contact list and engagement management, facilitating workflow and sales document organization, which is vital for enterprises handling complex sales cycles. read more →

Wise Agent supports contact list management and drip marketing, enhancing engagement for real estate professionals focusing on nurturing leads efficiently. read more →

Business Goals

Insightly CRM aims to enhance customer relationships and acquire new clients, aligning with large enterprises seeking to increase sales and enter new markets. read more →

Wise Agent prioritizes acquiring customers and growing market share, particularly useful for real estate agencies looking to expand their client base and establish best practices. read more →

Core Features

Insightly CRM offers strong integration capabilities, custom reports, and extensive data import/export options to meet the sophisticated needs of large enterprises. read more →

Wise Agent features compliance management and custom reporting tailored to real estate markets, with simple integration and analytics for smaller businesses. read more →

Vendor Support

Insightly CRM provides comprehensive 24/7 support with multiple channels like email and phone, ensuring users have reliable assistance for complex operations. read more →

Wise Agent offers 24/7 support focusing on email and chat, aiding smaller teams in maintaining effective communication without heavy resource investment. read more →

Segments and Industries

Insightly CRM is predominantly used by large enterprises in IT services and education, making it suitable for businesses managing vast information and client bases. read more →

Wise Agent is favored in the real estate industry, reflecting its design for small to mid-market companies aiming for robust contact management in niche markets. read more →

Operational Alignment

Insightly CRM fits well into complex enterprise workflows, providing tools for extensive communication and document tracking, ideal for large-scale operations. read more →

Wise Agent is designed for straightforward operations in real estate, enabling seamless implementation for teams focusing on lead generation and client interactions. read more →