Product Overview of Wise Agent
Wise Agent is a comprehensive and user-friendly Customer Relationship Management (CRM) system specifically designed for real estate professionals. This software is engineered to streamline and automate various aspects of a real estate agent’s workflow, from lead management and communication to transaction tracking and client relationship building.
Key Features and Functionality
Transaction Management
Wise Agent includes a robust transaction management system that provides templates, checklists, commission reports, and property lists, all accessible through an intuitive dashboard. This feature helps agents keep track of every stage of the transaction process, ensuring that no details are overlooked. The platform also allows for notes and contacts to be associated with specific properties, keeping all relevant information in one place.
Communication and Lead Management
The CRM offers a wide range of communication tools, including email, text messages, and phone calls. Agents can send up to 2,500 emails per day and utilize prebuilt email campaigns or create their own. The system also includes a power dialer that allows agents to call up to three contacts simultaneously. Additionally, Wise Agent features an AI Bot that automates lead responses, engages new leads, and nurtures existing ones through personalized and respectful conversations.
Contact Management
Wise Agent’s contact management system is highly effective and user-friendly. It displays recent new leads on the dashboard and provides a detailed summary page for each contact, where agents can add unlimited notes, save contact information, birthdays, and important dates. The system also categorizes contacts automatically based on predefined criteria, such as lead source.
Automation and Drip Campaigns
The software allows for the automation of various tasks, including sending templated emails or text messages, adding contacts to drip campaigns, and alerting team members about upcoming tasks. Wise Agent’s drip campaigns can include multiple touchpoints such as emails, texts, videos, and phone calls, helping agents stay top of mind with their clients and leads.
Integration and Synchronization
Wise Agent integrates seamlessly with other tools and services, including Gmail, Google Contacts, and BombBomb for video messaging. This integration enables agents to view and save email conversations directly on the contact summary pages and sync contacts across different platforms.
Reporting and Document Storage
The CRM provides visual reports and commission tracking tools, making it easier to monitor performance and manage finances. Additionally, Wise Agent offers unlimited document storage, allowing agents to keep all their documents organized and accessible.
Additional Features
Other notable features include customizable landing pages, automated monthly newsletters in multiple languages, and a call list feature that integrates with client notes and the power dialer. The system also includes an Activity Tracker to monitor all interactions and engagements, and Checklist Triggers to automate various actions based on task completion or due dates.
Pricing and Support
Wise Agent is priced affordably, with a basic plan starting at $49 per month or $499 per year. There are also custom enterprise plans available for teams with 15 or more agents. The software includes 24/7 customer support, unlimited training, and free setup, making it an excellent choice for real estate professionals looking to streamline their operations and enhance their client relationships.
In summary, Wise Agent is a versatile and powerful CRM designed to help real estate agents manage their contacts, automate communications, and efficiently handle transactions. Its comprehensive set of features and integrations make it an ideal tool for agents seeking to grow their business and improve client satisfaction.