Wise Agent Overview

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.

Cuspera Reviews

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.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers 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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Contact List Management with Phone Calls

4.72/5

Read Reviews (120)

"...Staying in communication, contact with clients and educating folks on the value on investing in RE no matter where you live. ...." Peer review by Stephanie S S., REALTOR, Real Estate
contacts history

4.88/5

Read Reviews (18)

creating contact list

4.62/5

Read Reviews (6)

tracking contacts

4.16/5

Read Reviews (2)

enriching contact list

3.42/5

Read Reviews (1)

Drip Marketing with E-Mail and Newsletter

3.82/5

Read Reviews (76)

"...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
Engaging And Following Up with Phone Calls

4.32/5

Read Reviews (41)

"...Follow Up Boss ..." Top 5 CRM's for Real Estate Agents
PEER EXPERIENCES
Contact List Management with Phone Calls

4.72/5

Read Reviews (120)

"...Staying in communication, contact with clients and educating folks on the value on investing in RE no matter where you live. ...." Peer review by Stephanie S S., REALTOR, Real Estate
contacts history

4.72/5

Read Reviews (18)

creating contact list

4.72/5

Read Reviews (6)

tracking contacts

4.72/5

Read Reviews (2)

enriching contact list

4.72/5

Read Reviews (1)

Drip Marketing with E-Mail and Newsletter

3.82/5

Read Reviews (76)

"...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
Engaging And Following Up with Phone Calls

4.32/5

Read Reviews (41)

"...Follow Up Boss ..." Top 5 CRM's for Real Estate Agents

35+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1786 insights from peers and experts to help you assess how these Wise Agent use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

Bob Lahl

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

Joyce Reese

I love the fact that you have 24 hour support so when I’m working late at night I can call. I love the fact that you have all these different companies that you can plug into the system. And I love the fact that you have great pricing! Testimonial By Joyce Reese
CUSTOMERS TESTIMONIALS

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

Bob Lahl

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

Joyce Reese

I love the fact that you have 24 hour support so when I’m working late at night I can call. I love the fact that you have all these different companies that you can plug into the system. And I love the fact that you have great pricing! Testimonial By Joyce Reese

Popular Business Setting

for Wise Agent

Top Industries

  • Real Estate
  • Information Technology and Services
  • Banking

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Wise Agent to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for Wise Agent

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

3.03/5

Read Reviews (64)
Personalization

3.04/5

Read Reviews (50)
Landing page

4.37/5

Read Reviews (48)
Recording

3.20/5

Read Reviews (23)
Alerts: popups & Notifications

2.92/5

Read Reviews (23)
FEATURES RATINGS AND REVIEWS
Templates

3.03/5

Read Reviews (64)
Personalization

3.04/5

Read Reviews (50)
Landing page

4.37/5

Read Reviews (48)
Recording

3.20/5

Read Reviews (23)
Alerts: popups & Notifications

2.92/5

Read Reviews (23)

IT and Other Capabilities

for Wise Agent

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.73/5

Read Reviews (177)
Data Export

3.65/5

Read Reviews (83)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.73/5

Read Reviews (177)
Data Export

3.65/5

Read Reviews (83)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.34/5

Read Reviews (26)
Chat Support

4.32/5

Read Reviews (27)
24/7 Support

4.18/5

Read Reviews (359)
Phone Support

4.16/5

Read Reviews (36)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.34/5

Read Reviews (26)
Chat Support

4.32/5

Read Reviews (27)
24/7 Support

4.18/5

Read Reviews (359)
Phone Support

4.16/5

Read Reviews (36)
CAPABILITIES (OTHER) 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 (OTHER) 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

Vendor Profile Details

Company Name

Wise Agent

Company Website

https://wiseagent.com/

HQ Location

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

Employees

11-50

Social