Explore what Wise Agent offers — from day-to-day workflows to advanced capabilities.
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.
Wise Agent is a business management solution specifically designed for real estate agents and brokers. It helps users:
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 is simple and adjustable:
Free Trial: 14 days
Wise Agent CRM is most commonly used by:
Users have the ability to track leads, automate tasks, and simplify client management.
Wise Agent integrates with several tools for increased efficiency:
Integrations help Wise Agent CRM customers consolidate their workflow and boost productivity.
With Wise Agent CRM, you can eliminate some of the workload and communication barriers between clients.
Wise Agent is best for those who like CRM software that:
Affordable and easy to use.
Lacks advanced features some users may need.
Support team is professional
Customer support needs improvement; staff can be unprofessional and impatient. Platform feels buggy.
Very simple to use; support team is professional, responsive, and knowledgeable.
Exporting leads to Excel would be a helpful feature.
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.
Tell us a little about how your practice runs, and a specialist will come back with concrete numbers, a quick read on whether Wise Agent genuinely fits, and a couple of closely-matched options worth weighing up. Straight answers, no sales pressure.
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