Overview
Wise Agent is cloud-based CRM software built for real estate professionals. It helps you manage contacts, automate marketing campaigns, and streamline transactions. It doesn’t offer a mobile app, but its features and 24/7 support make it excellent software. Wise Agent CRM allows you to automate follow-ups, manage leads, and keep client information centralized. It simplifies everyday tasks, helping agents and teams focus on building relationships and closing deals.
Wise Agent software Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What is Wise Agent?
Wise Agent is a business management solution specifically designed for real estate agents and brokers. It helps users:
- Manage large contact lists
- Automate lead nurturing campaigns
- Track property transactions
- Schedule appointments efficiently
It integrates seamlessly with other real estate tools, allowing agents to run their entire operations on a single platform, making it one of the top CRM software options for professionals.
Wise Agent Pricing
Wise Agent pricing is simple and adjustable:
- Monthly Plan: $49/month per user
- Enterprise Plan: Contact for custom pricing
Free Trial: 14 days
Who uses Wise Agent software?
Wise Agent CRM is most commonly used by:
- Residential real estate agents
- Commercial brokers
- Smaller or medium-sized real estate teams
Users have the ability to track leads, automate tasks, and simplify client management.
Wise Agent Integrations
Wise Agent integrates with several tools for increased efficiency:
- Email and Calendar: Gmail, Google Calendar, Outlook
- Marketing and Social Media: Facebook for Business, Twitter, MailChimp
- Automation: Zapier
- Other Integrations: AgentFire, Benutech, Altos Research, and BombBomb
Integrations help Wise Agent CRM customers consolidate their workflow and boost productivity.
How does Wise Agent work?
- Import contacts and organize them into groups.
- Build out your follow-up rules for new leads.
- Follow leads from sales pipelines and deals.
- Share a calendar that schedules assignments and other appointments.
- Generate reports to track agent and campaign performance.
With Wise Agent CRM, you can eliminate some of the workload and communication barriers between clients.
Choose Wise Agent for Lead Tracking and Client Follow-Ups
Wise Agent is best for those who like CRM software that:
- Automates lead follow-ups
- Organizes contacts efficiently
- Tracks property transactions
- Integrates with popular tools
Wise Agent Features
With Wise Agent CRM, you can upload contact information and categorize tags for each individual, so every interaction is easily trackable. You can add unlimited notes, see your contact history, and customize the list views. Replicable rules activate follow-ups when new leads are entered.
Attract and nurture leads with marketing tools. It features drag-and-drop and pre-designed templates, so you can easily create landing pages, campaigns, and emails. You can also enable SMS campaigns and newsletters to keep in touch with prospects.
Manage contracts, apply built-in checklists, assign tasks to your team members, and track the process at each step.
Wise Agent manages calendars, task delegation, and automated reminders for teams. With these tools, communication and accountability among your team can be enhanced.
The reporting features in Wise Agent CRM offer visibility into lead activity, campaign effectiveness, and agent productivity. You’ll be able to monitor what’s trending, measure your results, and pivot your strategy based on real data.
Import, tag, and track contacts with unlimited notes and custom views.
Build landing pages, drip campaigns, emails (text & HTML), SMS, and newsletters.
Organize and manage contracts, checklists, and team activities to ensure a timely closing. It offers team collaboration, calendars, task assignments, and notifications for alignment.
See The Software In Action Watch Free Demo!
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Pros and Cons of Wise Agent
Wise Agent Reviews
FAQs
It is used by residential and commercial real estate agents and small teams.
Yes, there is a 14-day free trial.
Gmail, Google Calendar, Facebook for Business, MailChimp, Zapier, Cloud CMA, Easy Agent PRO.
Yes, Wise Agent has an API for developers.
Yes, it’s compliant with GDPR and hosted on secure servers at AWS with SSL encryption.
24/7 live support available by phone, email, FAQs, and video tutorials.
