Our drive in building Wise Agent was to level the playing field and create a system so simple that anyone can use it, powerful enough to run an entire business, at a price which anyone could afford. The key to it all, for us, was to back up our amazing technology with mouth-dropping customer support, provided by real people that actually care. At its core, our CRM combines technology with people to help get and retain clients through building long-term relationships. As the real estate landscape changes, so does Wise Agent. We’ve created a seamless ecosystem of integrated tools to help you work smarter, not harder.
“I have coached thousands of agents over the years and found that many do not have a CRM tool at all or have one they don't use because of the complexity. I recommend Wise Agent to our members as a CRM tool unused is the same as not having one at all. At upcoming conferences, we are planning breakout sessions to train our members on utilizing all the powerful, yet easy to use features of Wise Agent so no prospect gets left behind.”
“I used many contact management systems over the years, Wise Agent by far is one of the most user friendly I have encountered. It's affordable and easy for even non tech saavy to master. I recommend to all of my coaching customers and personally use it to manage the contacts in my coaching business. We love it!”
“I recommend Wise Agent to all of my students because I have found that it is not enough to have a CRM that can do everything you need it to do, if you can't figure out how to do it. There are a lot of options out there but if you want something that is user-friendly and affordable... there's only one clear choice... and that's Wise Agent.”
“I get feedback from agents all over the world every day and WiseAgent's support gets the highest praise out of all the CRMs on the market. I'm affiliated with over 40 of them and it's one of my top favorites.”
“The Wise Agent CRM is second to none. If you want to build stronger relationships, receive more referrals, be more organized, and make more money, in less time, then this technology is a must. I recommend Wise Agent to all of my Leader’s Choice students; when high tech meets high touch it creates extraordinary results.”
We are very excited to announce that our awesome new Lead Management System is now live! You may now have all of your Leads automatically added to your Wise Agent CRM database from almost any source you are receiving them from.
A large part of sales today is receiving and handling of leads. There are many ways you may come across leads, from generating them organically on your web site to paying for a service that supplies you with leads to work on. Wherever the contacts come from, the next step is usually to get them into your CRM. Wise Agent offers six different methods to add your contacts and leads to your database, with some methods being better than others.
If you use GMail, now you can view and save your email conversations right from your Contact Summary pages in Wise Agent! To get started, go to any contact’s Summary page and scroll down to the bottom. There is now a “Conversations” section – click on the button that says “Authorize GMail”.
You are not committed to any contract when you set up payment for your Wise Agent account - you may cancel at any time. If you wish to cancel, click the Contact Us button and let us know. You will receive a confirmation email that your cancellation request was received and processed. You will not be charged anything further once you receive the confirmation email from our Customer Support Team. Save that email for your records.
Because we make it so easy for you to cancel, Wise Agent cannot process refunds or prorate your account for any reason.
If you cancel your account in the middle of your billing cycle (whether you choose a monthly, bi-annual, or annual billing cycle) you will have access to your account until the end of that billing cycle and you will not be charged again.
Thank you for your cooperation. Please contact us with any questions.