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)

"...Track all database contact, calls, emails and texts.i..."
contacts history

4.88/5

Read Reviews (18)

"...Keeps me organized with my past clients and current contacts...."
creating contact list

4.62/5

Read Reviews (6)

"...I can easily import contacts and create campaigns. ...."
tracking contacts

4.16/5

Read Reviews (2)

"...I use this daily to track my contacts, my follow up, all of my business...."
enriching contact list

3.42/5

Read Reviews (1)

"...Wise agent enhanced contact feature is a real time saver as it check the social media networks automatically and updates the client profile to included the newly discovered information. ...."
Drip Marketing with E-Mail and Newsletter

3.82/5

Read Reviews (76)

"...user friendly interface, drip campaign and landing pages.. like the the transaction management. ...."
Engaging And Following Up with Phone Calls

4.32/5

Read Reviews (41)

"...It is then very easy to add notes about your call and schedule the next follow up call...." Real Estate Contact Management Software
PEER EXPERIENCES
Contact List Management with Phone Calls

4.72/5

Read Reviews (120)

"...Track all database contact, calls, emails and texts.i..." Peer review by Cindy G., 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)

"...user friendly interface, drip campaign and landing pages.. like the the transaction management. ...." Peer review by Shivani Y., Broker Associate, Real Estate
Engaging And Following Up with Phone Calls

4.32/5

Read Reviews (41)

"...It is then very easy to add notes about your call and schedule the next follow up call...." Real Estate Contact Management Software

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

Jolynne Ash

By far the best I've seen so far. The customer service exceeds anyone in the software industry! Testimonial By Jolynne Ash

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

Anna Lovec

Broker/Owner

The Alchemy Company

As a company we open handle around 250 transactions a month and are averaging 150 closings a month. I can say definitively there is no way we could do this without WiseAgent. It is truly our lifeline and allows us to handle each and every transactions with the same precision deal after deal. Testimonial By Anna Lovec
CUSTOMERS TESTIMONIALS

Jolynne Ash

By far the best I've seen so far. The customer service exceeds anyone in the software industry! Testimonial By Jolynne Ash

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

Anna Lovec

Broker/Owner

The Alchemy Company

As a company we open handle around 250 transactions a month and are averaging 150 closings a month. I can say definitively there is no way we could do this without WiseAgent. It is truly our lifeline and allows us to handle each and every transactions with the same precision deal after deal. Testimonial By Anna Lovec

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.

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.

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

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