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Wise Agent CRM Review

Product Snapshot

Technology

Wise Agent CRM is available as a SaaS solution that requires no additional hardware.

Customer Focus

Wise Agent works with small and mid-sized customers.

Select Customers

Contact vendor directly for case studies.

About Wise Agent CRM

Wise Agent CRM Wise Agent CRM is a cloud CRM software solution that is designed for the real estate industry. As users interact with customers and interested leads, the program maintains a database for all these people and can pull up their information as needed. Once a successful financial transaction occurs, the system can process it, set up associated tasks and appointments on a calendar and import customer documents. As these appointments draw near on a calendar, users can receive text alarms. The product can additionally run drip marketing campaigns that send out messages to clients directly, and users can access CRM documents from their own mobile devices. Lastly, Wise Agent CRM features a library of design templates for emails, written letters and mailing materials.

About Wise Agent
Wise Agent was founded in 2002 and is headquartered in Arizona.

Wise Agent CRM Key Features

  • SaaS CRM software solution
  • Designed for the real estate industry
  • Stores all contact information and interactions in an online database
  • Logs all financial transactions and organizes all of their documentation
  • Provides cloud access to all CRM files
  • Maintains email drip marketing campaigns
  • Hosts a library of design templates for communication and mailing materials

 

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