Wise Agent
Sales & CRM · wiseagent.com/
Overview
Wise Agent is real estate CRM software intended to automate leads, responses, appointments, and transactions. The software provides transaction management from beginning to end to ensure all details are covered. It also records client information, automates lead management, and supports drip marketing campaigns. Pros Customer support has 24/7 availability Combines CRM, transactions, and calendar into one platform Easy to use and set up Cons Has somewhat dated graphics Lacks some features found in other CRMs The review provides a structured product overview and implementation context.
The problem Wise Agent solves
Sales crm teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility. Wise Agent is relevant because the researched review explains wise agent is real estate crm software intended to automate leads, responses, appointments, and transactions. Buyers should validate current pricing, integrations, data handling, and implementation fit before committing.
Best for
- Real estate professionals who require a comprehensive yet straightforward system for managing client interactions, leads, and transactions.
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Teams seeking a workflow outside the product's documented focus
- Teams requiring pricing or capabilities that the reviewed page does not document
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct sales crm workflow to the directory
- The review includes an overview, pros, cons, target market, feature details, and pricing context
- Vendor and independent review links are retained for verification
Pricing
Starting plan
$49 per monthSoftwareConnect publishes a price point of 49 USD in the reviewed pricing section; confirm billing period and limits.
- Contact Records: Track interactions with contacts and automate follow-up communication.
- Lead Generation: Capture and track leads from multiple sources like social media, lead providers, and emails.
- Transaction Management: Utilize deadline reminders and checklists to manage property listings, incoming offers, and contract deadlines.
- Task Management: Sync with calendars, set reminders, and put together task lists to track daily operations.
- Collaboration Tools: Take advantage of tools like shared dashboards, calendars, and built-in messaging for better teamwork.
- Reporting: Develop detailed insights and reports for brokers, such as agent performance, commission earnings, and lead source reports.
- Support: Leverage personalized onboarding sessions, live chat, knowledge base tutorials, and email and phone support.
Plan 2
$499 per monthSoftwareConnect publishes a price point of 499 USD in the reviewed pricing section; confirm billing period and limits.
- Lead Generation: Capture and track leads from multiple sources like social media, lead providers, and emails.
- Transaction Management: Utilize deadline reminders and checklists to manage property listings, incoming offers, and contract deadlines.
- Task Management: Sync with calendars, set reminders, and put together task lists to track daily operations.
- Collaboration Tools: Take advantage of tools like shared dashboards, calendars, and built-in messaging for better teamwork.
- Reporting: Develop detailed insights and reports for brokers, such as agent performance, commission earnings, and lead source reports.
- Support: Leverage personalized onboarding sessions, live chat, knowledge base tutorials, and email and phone support.
Plan 3
$49 per monthSoftwareConnect publishes a price point of 49 USD in the reviewed pricing section; confirm billing period and limits.
- Transaction Management: Utilize deadline reminders and checklists to manage property listings, incoming offers, and contract deadlines.
- Task Management: Sync with calendars, set reminders, and put together task lists to track daily operations.
- Collaboration Tools: Take advantage of tools like shared dashboards, calendars, and built-in messaging for better teamwork.
- Reporting: Develop detailed insights and reports for brokers, such as agent performance, commission earnings, and lead source reports.
- Support: Leverage personalized onboarding sessions, live chat, knowledge base tutorials, and email and phone support.
Features
Pros & cons
Pros
- Customer support has 24/7 availability
- Combines CRM, transactions, and calendar into one platform
- Easy to use and set up
Cons
- Has somewhat dated graphics
- Lacks some features found in other CRMs
What the record shows
SoftwareConnect's researched review describes wise agent is real estate crm software intended to automate leads, responses, appointments, and transactions.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
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