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Wise Agent

Brand : Wise Agent

Starting at

$ 49

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Automate leads, manage transactions, and streamline marketing with Wise Agent, the robust and affordable real estate CRM built for teams to close deals faster. ...Read more

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Wise Agent Software Pricing, Features & Reviews

What is Wise Agent?

Wise Agent is a comprehensive Customer Relationship Management (CRM) software designed specifically for the real estate industry. It provides agents, teams, and brokerages with a powerful yet user-friendly solution to automate, manage, and grow their business. The system centralizes contact management, lead automation, marketing efforts, and transaction coordination into a single, cohesive ecosystem, freeing up valuable time for real estate professionals to focus on closing deals and building client relationships.

Why Choose Wise Agent?

  • Unmatched Value: The platform is frequently praised for providing enterprise-level features at a fraction of the cost of comparable systems, making it an accessible choice for both new and established agents.
  • Ease of Use: Despite its extensive feature set, Wise Agent is designed with an intuitive interface, ensuring a gentle learning curve. This user-friendliness is consistently highlighted by long-term industry professionals.
  • All-in-One Platform: It consolidates all essential business functionsfrom lead capture and marketing drip campaigns to transaction checklists and document storageeliminating the need for multiple disparate software tools.
  • Exceptional Support: Every plan includes complimentary onboarding and access to free, 24/7 live support, ensuring users can get help whenever they need it, 365 days a year.

Advanced Features of Wise Agent

  • WiseSocial Automation: An optional add-on that automates social media marketing. It can automatically create and post branded videos and content for new listings, schedule posts, and manage your social media presence.
  • Lead Enhancement: The system includes credits to enrich lead profiles with verified contact data and social media insights, providing a more complete picture of potential clients.
  • WiseText SMS Integration: Allows agents to send and receive automated and manual text messages directly from the CRM, ensuring timely communication and creating a comprehensive record of all interactions.
  • Customizable Landing Pages: Users can build and deploy an unlimited number of mobile-responsive landing pages for lead generation, property showcases, or event registrations.
  • White Label & Enterprise Solutions: For large brokerages, Wise Agent offers custom, co-branded, or fully white-labeled versions of the CRM, complete with bulk licensing discounts and a VIP support experience.

Modules of Wise Agent

  1. Contact & Lead Management: A centralized database to track all clients, leads, and vendors. It includes detailed contact records, call lists, and sophisticated lead automation rules that can distribute and respond to new inquiries instantly.
  2. Marketing Suite: A powerful set of tools including customizable email drip campaigns, a monthly client newsletter, and integration with social media. It provides real estate-specific content to simplify marketing efforts.
  3. Transaction Management: A dedicated workspace to manage all aspects of a deal. Users can create custom checklists, track critical dates, store unlimited documents, and collaborate with all parties involved in a transaction.
  4. Team-Friendly Calendar & Scheduling: An integrated calendar that helps manage appointments, critical dates, and daily tasks. It is designed for team collaboration, allowing for shared schedules and task assignments.
  5. Reporting & Analytics: Provides insightful reports on agent activity, lead sources, and business performance, helping team leaders and brokers make data-driven decisions.

How to Use Wise Agent?

  1. Start with a Free Trial: Sign up for the 14-day free trial to explore the full feature set without any commitment.
  2. Complete Onboarding: Take advantage of the complimentary onboarding session to learn the platform's key features and configure the system for your specific business needs.
  3. Import Contacts: Easily import your existing contacts and leads into the CRM to create a single source of truth for your client database.
  4. Automate Your Workflow: Set up lead distribution rules, activate pre-built marketing drip campaigns, and create transaction management templates to automate repetitive tasks.
  5. Integrate & Execute: Connect your other business tools, manage daily activities through the calendar, and use the marketing and communication features to nurture leads and engage with your sphere of influence.

Wise Agent Price

Wise Agent price starts at USD 49 per month at Techjockey. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product expert and learn more about the pricing and offers.

Wise Agent Pricing & Plans

MONTHLY
  • Drip Marketing Campaigns
  • Lead Automation
  • Team-Friendly Calendar
  • Transaction Manager
  • Customizable Landing Pages
  • Unlimited Training
    • Licenses
    • Monthly
Starting at $ 49

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Wise Agent Features

Contact Management

  • icon_check Client Management Manage clients, preferences, and communication efficiently for better service.
  • icon_check Interaction Tracking Track client interactions across all channels to stay updated on ongoing discussions.
  • icon_check Customer History View complete client history to personalize engagement and improve customer relationships.
  • icon_check Centralized Database Centralised database for client information. Access contact history and customise fields for details.

Lead Management

  • icon_check Lead Scoring Rank leads by their likelihood of conversion to target efforts more effectively.
  • icon_check Lead Distribution Distribute leads to the right agents based on expertise or location for faster conversion.
  • icon_check Lead Nurturing Maintain ongoing engagement with leads to increase the chances of successful conversion.
  • icon_check Lead Qualification Prioritize high-quality leads based on predefined criteria for focused follow-ups.
  • icon_check Lead Capture Automatically gather leads from various sources to create a database of potential clients.
  • icon_check Lead Segmentation Categorize leads into groups for tailored marketing strategies and personalized outreach.

Property Management

  • icon_check Commission Management Automate tracking and gain real-time insights into commission payouts.
  • icon_check Transaction Tracking Monitor transactions through each stage to ensure smooth processing and record-keeping.
  • icon_check Property Matching Match clients with suitable properties using advanced search and recommendation tools.
  • icon_check Property Listing Management Easily add, update, and track the status of property listings with advanced filtering.
  • icon_check Payment Tracking Track payments and outstanding dues to ensure proper financial management.

Marketing Automation

  • icon_check Campaign Management Oversee and manage marketing campaigns for lead generation and client engagement.
  • icon_check Email Campaigns Create and automate email marketing campaigns to engage clients and nurture leads.
  • icon_check SMS Campaigns Send targeted SMS messages to clients and leads for promotions and updates.
  • icon_check Landing Page Builder Design and deploy custom landing pages for lead generation and property promotion.

Task and Workflow Automation

  • icon_check Alerts & Notifications Receive real-time notifications for appointments, tasks, and lead activities.
  • icon_check Task Scheduling Organize and schedule tasks to stay on top of appointments and deadlines.
  • icon_check Automated Workflows Automate repetitive tasks and processes to enhance efficiency and reduce errors.
  • icon_check Automated Follow-Ups Set up automated follow-up reminders to never miss an opportunity for client interaction.
  • icon_check Auto Lead Distribution Automatically distribute leads to the right team members based on set rules.

Analytics and Reporting

  • icon_check Commission Tracking Monitor and track commission data to ensure accuracy in payments.
  • icon_check Real-Time Updates Get up-to-the-minute information on listings, leads, and transactions.
  • icon_check Conversion Rate Tracking Track the success rate of leads converting to clients for better strategy planning.
  • icon_check Performance Dashboards View key performance metrics in real time for a quick overview of business progress.
  • icon_check Comparative Market Analysis (CMA) Generate market reports to help agents price properties competitively.
  • icon_check AI Insights Leverage AI to gain insights and recommendations for optimizing sales and marketing.

Integrations

  • icon_check API Integration Connect the CRM with external systems to expand functionality and integrate workflows.
  • icon_check Calendar Integration Sync your calendar for appointment scheduling and reminders across all devices.
  • icon_check E-Signature Integration Facilitate digital document signing for faster, paperless transactions.
  • icon_check Third Party Integrations Integrate with third-party platforms for extended capabilities in lead generation and client management.
  • icon_check Multiple Listing Services (MLS) Integration Seamlessly integrate MLS data for updated property listings and details.
  • icon_check IVR Integration Streamline client communication with integrated Interactive Voice Response systems.
  • icon_check Payment Gateway Integration Accept online payments easily with integrated payment gateways.

Collaboration and Communication

  • icon_check Document Management Store, organize, and share important documents securely within the CRM.
  • icon_check Internal Communication Facilitate team collaboration with built-in chat and messaging features.
  • icon_check Bulk Email and SMS Send mass emails and SMS messages to clients or leads in just a few clicks.
  • icon_check Call Tracking and Recording Track, record, and analyze calls to improve client service and sales strategies.

Security & Compliance

  • icon_check API Access Enable custom integrations and extend functionality with secure API access.
  • icon_check Role-Based Access Control (RBAC) Assign specific roles and permissions to ensure proper access control within the CRM.
  • icon_check Data Encryption Protect sensitive data with high-level encryption for secure storage and transmission.
  • icon_check Audit Logs Keep detailed logs of system activity for security and accountability.
  • icon_check Audit Trails Track changes and updates within the system for enhanced security and transparency.
  • icon_check IP Whitelisting Restrict access to the system by allowing only specific IP addresses for enhanced security.
  • icon_check Backup & Disaster Recovery Ensure data protection with automatic backups and disaster recovery features.
  • icon_check GDPR and CCPA Compliance Ensure full compliance with privacy regulations like GDPR and CCPA.

Others

  • icon_check Referral Management
  • icon_check Appointment Scheduling

Wise Agent Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Wise Agent Reviews and Ratings

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Wise Agent Company Details

Brand Name Wise Agent
Information Wise Agent
Founded Year 2001
Director/Founders Brandon Wise
Company Size 1-100

Wise Agent FAQ

A Wise Agent is compatible with Windows operating systems.
A Wise Agent app is not available.
A Wise Agent supports Web-Based.
A Wise Agent pricing starts at Rs.2030.00.
A Wise Agent Real Estate CRM is typically used in All Industries.
A Wise Agent demo is available for free at Techjockey.
A Wise Agent Real Estate CRM Real Estate CRM offers a free trial. However, the premium plan with advanced features available at Techjockey.
A For Wise Agent installation, insert the given CD/USB flash storage in your system and open the Setup Wizard to get started.
A Wise Agent helps with Contact Management,Lead Automation,Transaction Management and Marketing. It's a complete solution for Landing Pages,Conversations,Time Management and Integrations.
A Wise Agent price starts at USD 49 per month at Techjockey.com.
A Wise Agent is considered an extremely affordable, robust, and user-friendly CRM for real estate professionals.
A Wise Agent is described as a highly integrable CRM that features WiseSocial, a social media automation tool powered by Back at You Media.
A Yes, transaction management is a core feature included with every Wise Agent plan to help agents manage their deals from start to finish.
A Each Wise Agent plan includes access for up to five team members with a shared login, and you can purchase additional logins or member slots as an add-on.
A Wise Agent provides free 24/7 live support, 365 days a year, which is included with every subscription plan at no extra cost.
A Yes, Wise Agent offers a 14-day free trial for its CRM and CRM + Social plans, allowing you to test the software's features before committing.
A No, Wise Agent includes unlimited document storage with every plan, allowing you to keep all your transaction files and client documents in one place.

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