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Brand: Wise Agent
Wise Agent helps agents manage leads, automate tasks, and streamline their workflow with easy integrations....Read more
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Features
Contact Management Lead Management Property Management Marketing Automation Task and Workflow Automation See all 
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Contact Management
Client Management Store and organize client information. Interaction Tracking Keep records of all conversations and meetings. Customer History View past interactions and transaction history. Centralized Database All contacts in one easy-to-access place. Lead Management
Lead Scoring Rate leads based on how likely they are to convert. Lead Distribution Automatically assign leads to agents. Lead Nurturing Send follow-ups and stay in touch with leads. Lead Qualification Identify which leads are ready to buy or sell. Lead Capture Collect leads from websites, ads, or social media. Lead Segmentation Group leads based on interests or behaviors. Property Management
Commission Management Track agent commissions for sales. Transaction Tracking Monitor deals from start to finish. Property Matching Match clients with listings that meet their needs. Payment Tracking Track payments and outstanding dues to ensure proper financial management. Property Listing Management Easily add, update, and track the status of property listings with advanced filtering. Marketing Automation
Campaign Management Plan and manage marketing efforts. Email Campaigns Send promotional or follow-up emails. SMS Campaigns Send text message campaigns to clients and leads. Landing Page Builder Create custom web pages to collect leads. Task and Workflow Automation
Alerts & Notifications Get reminders for tasks or client activity. Task Scheduling Set and manage to-do lists and calendars. Automated Workflows Automatically trigger tasks based on actions. Automated Follow-Ups Schedule messages or reminders automatically. Auto Lead Distribution Send new leads to the right agent automatically. Analytics and Reporting
Commission Tracking Report on agent earnings and sales. Real-Time Updates Get live data on leads and performance. Conversion Rate Tracking See how many leads turn into sales. AI Insights Leverage AI to gain insights and recommendations for optimizing sales and marketing. Performance Dashboards View key performance metrics in real time for a quick overview of business progress. Comparative Market Analysis (CMA) Generate market reports to help agents price properties competitively. Integrations
API Integration Connect Wise Agent to other apps via API. Calendar Integration Sync with calendars like Google Calendar. E-Signature Integration Use tools like DocuSign for signing docs. Third Party Integrations Connect with tools like Zapier, Gmail, etc. Multiple Listing Services (MLS) Integration Access and manage MLS listings. Payment Gateway Integration Accept online payments easily with integrated payment gateways. IVR Integration Streamline client communication with integrated Interactive Voice Response systems. Collaboration and Communication
Document Management Store and share contracts and files. Internal Communication Message team members within the platform. Bulk Email and SMS Send mass messages to contacts. Call Tracking and Recording Track, record, and analyze calls to improve client service and sales strategies. Security & Compliance
API Access Secure access to Wise Agent features via API. Audit Logs Keep detailed logs of system activity for security and accountability. Data Encryption Protect sensitive data with high-level encryption for secure storage and transmission. IP Whitelisting Restrict access to the system by allowing only specific IP addresses for enhanced security. Role-Based Access Control (RBAC) Assign specific roles and permissions to ensure proper access control within the CRM. Audit Trails Track changes and updates within the system for enhanced security and transparency. GDPR and CCPA Compliance Ensure full compliance with privacy regulations like GDPR and CCPA. Backup & Disaster Recovery Ensure data protection with automatic backups and disaster recovery features. Others
Referral Management Track referrals and commissions. Appointment Scheduling Book and manage meetings easily. | Brand Name | Wise Agent |
| Information | Wise Agent |
| Founded Year | 2001 |
| Director/Founders | Brandon Wise |
| Company Size | 1-100 |
India
USA
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