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Product Quick Facts

Industry Specialties
Real Estate
Works Best For
Mid Sized Businesses, Small Sized Businesses

About Wise Agent

Wise Agent is a customer relationship management (CRM) system that has been designed specifically for real estate agents and brokers.

Wise Agent specializes in customer service, product integration, and data management. Wise Agent seamlessly connects technology, people, and business practices in order to increase productivity, organization, and most importantly, make it easy for users to give full service to their clients and build long- term relationships. Wise Agent is loaded with intuitive contact management, time management, transaction management, and document storage features.

Wise Agent is an extremely flexible platform; it has a number of pre-built integrations, and the software company is more than willing to discuss custom development and other options for making the system integrate into your workflow easily and seamlessly. Users can manage multiple systems from within a single interface, including marketing automation, listing databases, and much more. 

Wise Agent’s customer support is available 24/7, and there are a myriad of online education and training resources for real estate agents, appraisers, inspectors, and even buyers. The software is updated on a regular basis, and new features and functionality are added in each release. 

Not sure if Wise Agent’s CRM system is the best fit for you? See more CRM systems in our product database. 


Alternatives to Wise Agent CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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