Wise Agent Overview
Wise Agent is a Real Estate CRM designed to help agents generate leads, build relationships, and close more deals. For $49 a month, users gain access to a contract-free platform with 24/7 support and a 14-day free trial. This tool focuses on enhancing the productivity of real estate professionals by streamlining client management and communication. Wise Agent's features cater specifically to the real estate industry, making it easier to manage listings, track leads, and automate follow-ups. With its user-friendly interface and dedicated support, agents can efficiently handle their day-to-day operations, ultimately boosting their sales and client satisfaction.
Use Cases
Customers recommend Contact List Management, Drip Marketing, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Wise Agent.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Wise Agent.
Wise Agent Use-Cases and Business Priorities: Customer Satisfaction Data
Wise Agent works with different mediums / channels such as Phone Calls. E-Mail. and Newsletter.
Wise Agent's features include Templates, Personalization, Landing Page, etc. and Wise Agent support capabilities include Email Support, Chat Support, 24/7 Support, etc. also Wise Agent analytics capabilities include Analytics, and Custom Reports.
Reviews
"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 l...ook things up from any computer no matter where I am." - Bekki Booth
Peer review evidence (same sources as the product rating summary)
"...Monthly newsletter contact with past clients has been invaluable...." Peer review by Robert L., Broker , Real Estate
"...The platform s marketing module enables teams to design and produce letters, SMS text, newsletters, drip campaigns, emails, and real estate flyers...." Peer review from Featured Customers
"...Wise Agent helps me to followup with leads and convert to clients...." Peer review by gina b., Salesperson, Real Estate
Wise Agent, Less Annoying CRM, Teamgate CRM, Floify, monday sales CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Wise Agent is a contract free Real Estate CRM with 24 7 support and a 14 day free trial.
Popular Business Setting
for Wise Agent
Top Industries
- Real Estate
- Information Technology and Services
- Banking
Popular in
- Small Business
- Mid Market
- Enterprise
Wise Agent is popular in Real Estate, Information Technology And Services, and Banking and is widely used by Small Business, Mid Market, and Enterprise.
Wise Agent Customer wins, Customer success stories, Case studies
What benefits does Wise Agent offer for Contact List Management?
What solutions does Wise Agent provide for Drip Marketing?
What benefits does Wise Agent offer for Engaging And Following Up?
What Are the key features of Wise Agent for Communication Management?
What benefits does Wise Agent offer for Generation Of New Leads?
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.
| CUSTOMERS | TESTIMONIALS |
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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. |
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It’s a great way to keep in contact with my clients through my holiday mailings and client updates. It works great! Testimonial By Kelly Mattice |
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I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my clients like “Happy Birthday." I just love it! Testimonial By Okie Arnot |
| CUSTOMERS | TESTIMONIALS |
|---|---|
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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. |
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Kelly Mattice |
It’s a great way to keep in contact with my clients through my holiday mailings and client updates. It works great! Testimonial By Kelly Mattice |
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Okie Arnot |
I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my clients like “Happy Birthday." I just love it! Testimonial By Okie Arnot |
Wise Agent: A simple: smart: and affordable Real Estate CRM
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.
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.
What is Wise Agent used for?
What are the top features of Wise Agent?
Who uses Wise Agent?
What are Wise Agent alternatives?
Where is Wise Agent located?
Peers used Wise Agent for contact list management and drip marketing
Wise Agent Competitors
Wise Agent Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (3) |
| Analytics | Read Reviews (11) |
| Custom Reports | Read Reviews (147) |
| CAPABILITIES | 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
Wise Agent, LLC News
Wise Agent Recognized by Forbes as the Best Real Estate CRM for Collaboration in 2026
Wise Agent has been recognized by Forbes Advisor as the best real estate CRM for collaboration in 2026. The recognition highlights Wise Agent's collaboration tools that enhance communication and productivity for real estate professionals, allowing agents to share marketing materials, create checklists, and manage documents with customizable permissions.
Wise Agent launches Lead Pipeline feature to streamline lead tracking for agents
Wise Agent has introduced the Lead Pipeline feature to enhance lead tracking for real estate agents. This new tool integrates with existing CRM systems, allowing agents to organize leads, track follow-ups, and visualize sales opportunities from inquiry to closure. The dashboard provides a clear view of active prospects, helping agents prioritize and manage their sales process efficiently.
Wise Agent Launches Lead Pipeline
Wise Agent has introduced a new Lead Pipeline feature to enhance its real estate CRM software. This addition aims to streamline lead management for real estate professionals, offering improved tracking and conversion capabilities.
Wise Agent Launches Lead Pipeline Feature to Help Real Estate Agents Organize Leads and Improve Conversion
Wise Agent has introduced a Lead Pipeline feature in its real estate CRM platform, enhancing lead organization and conversion for agents. This tool provides a visual system to track leads through customizable sales stages, integrating with Wise Agent's existing CRM functionalities. It aims to streamline lead management, prioritize follow-ups, and improve deal closure rates for real estate professionals.
Wise Agent, LLC Profile
Company Name
Wise Agent, LLC
Company Website
https://wiseagent.com/HQ Location
16766 E Parkview Ave, Fountain Hills, AZ 85268, US
Employees
11-50
Social
Financials
PRIVATE
