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.
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 ★ |
"...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 ★ |
|
| creating contact list |
4.62/5 ★ |
|
| tracking contacts |
4.16/5 ★ |
|
| enriching contact list |
3.42/5 ★ |
|
| Drip Marketing with E-Mail and Newsletter |
3.82/5 ★ |
"...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 ★ |
"...Follow Up Boss ..." Top 5 CRM's for Real Estate Agents |
| PEER EXPERIENCES | |
|---|---|
| Contact List Management with Phone Calls |
4.72/5 ★ |
"...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 ★ |
| creating contact list |
4.72/5 ★ |
| tracking contacts |
4.72/5 ★ |
| enriching contact list |
4.72/5 ★ |
| Drip Marketing with E-Mail and Newsletter |
3.82/5 ★ |
"...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 ★ |
"...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 |
|---|---|
|
|
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. |
|
|
Customer Service is the best I've ever dealt with! Testimonial By Bob Lahl |
|
|
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. |
|
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 | Read Reviews (64) |
| Personalization | Read Reviews (50) |
| Landing page | Read Reviews (48) |
| Recording | Read Reviews (23) |
| Alerts: popups & Notifications | Read Reviews (23) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (64) |
| Personalization | Read Reviews (50) |
| Landing page | Read Reviews (48) |
| Recording | Read Reviews (23) |
| Alerts: popups & Notifications | Read Reviews (23) |
IT and Other Capabilities
for Wise Agent
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (177) |
| Data Export | Read Reviews (83) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (177) |
| Data Export | Read Reviews (83) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (26) |
| Chat Support | Read Reviews (27) |
| 24/7 Support | Read Reviews (359) |
| Phone Support | Read Reviews (36) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (26) |
| Chat Support | Read Reviews (27) |
| 24/7 Support | Read Reviews (359) |
| Phone Support | Read Reviews (36) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (11) |
| Custom Reports | Read Reviews (147) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (11) |
| Custom Reports | Read Reviews (147) |
Software Failure Risk Guidance
?for Wise Agent
Overall Risk Meter
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
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