Learn if the Wise Agent CRM is the right fit for your real estate business, from functionality to customer support availability.
Wise Agent (opens in new tab) is a full CRM solution specifically designed for real estate agents. But there are lots of CRM options available, so does Wise Agent measure up as the best CRM for real estate (opens in new tab)?
There’s no doubt that the Wise Agent CRM offers extensive functionality at a reasonable price. If you’re an individual agent or you’re working with a small team, it provides useful collaboration tools to divide and conquer your workload and nurture leads more effectively.
In this Wise Agent review, we look at everything from its customer support to the platform’s user experience to provide you with a complete view of its performance. We also look at alternatives to Wise Agent so you can see how it measures up against comparable products.
Wise Agent’s plans and pricing are very straightforward. You can purchase a monthly subscription for $32 per month or an annual subscription for $27.17 per month, billed annually. There are no differences in terms of features you get with each subscription type, but paying $326 up front for an annual subscription saves you 15%. Whichever you choose, you’ll get a 14-day free trial to try the software out first.
With a Wise Agent subscription, you can also invite four team members to sign up at no additional cost. If you want to invite more team members, you need to pay an additional monthly fee for a minimum of five extra team members. However, Wise Agent does not provide details on the pricing for this, so you will have to contact them for a quote if you want to add more individuals to your plan.
With a standard Wise Agent subscription, you also get one free landing page. If you want to add more landing pages to your account, you can add them for an extra $5 per month per extra landing page.
*Save 15% with the annual plan.
Right off the bat, it’s very easy to import an existing list of contacts into Wise Agent by uploading a CSV or using a built-in integration tool to import contacts directly from places like Google Contacts.
You can also set up rules for new leads. For example, you can automatically add lead sources, send customized emails based on lead source or category, and round robin lead assignment to your team members.
Collecting information on leads so you can customize your outreach strategy is a time consuming process. Wise Agent’s contact enhancement automates a lot of this work for you.
When you click Enhance Contact on a contact record, Wise Agent scrapes public websites for information on your lead, including job titles, social media handles, and business ownership.
Wise Agent provides a combination of traditional and digital marketing tools. The digital side includes email and text marketing while the traditional side enables you to create physical letter templates and property flyers.
You can create customizable landing pages on Wise Agent, but unlike some of its competitors, the platform does not provide a complete website builder.
