[ Wise Agent Reviews ](https://www.g2.com/products/wise-agent/reviews) [ Wise Agent Reviews ](https://www.g2.com/products/wise-agent/reviews) # Wise Agent Features ##### ## Platform Features (10) Contact & Account Management Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties. Opportunity & Pipeline Management Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide. Task / Activity Management Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities. Listing Management Edit and update property listings from within the system, and integrate data across MLS and real estate listing services. Email Marketing Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders. Transaction Management Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification. CMA Management Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients. Forecasting & Reporting Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. Show More ##### ## Relationship Management (3) Lead Generation Captures and generates real estate leads from the website and other forms of engagement Social Media Integration Integrates with social media channels, simplifies posting and sharing CRM Integration Connects with existing CRM to leverage client information Show More ##### ## Presentation (4) Website Builder Supports the creation and maintenance of a non-IDX website to further agent-client relationship MLS Integration Facilitates the integration of real estate listings from the MLS database to created website SEO Strategization Enforces or guides website content to fit desired SEO strategy IDX Website Provides a customizable IDX website to present polished listings to clients Show More ##### ## Client Management (3) Lead Scoring Analyzes stored leads and identifies hot, warm, and cold leads Contact Management Streamlines the input and management of contacts into the database Lead Generation Nurtures and generates leads from a variety of lead capture sources Show More ##### ## Task Management (3) Marketing Automation Facilitates the setting up, dispersal, and automation of email marketing strategies Document Management Stores and organizes contracts and other important documents for easy retrieval Third-Party Integration Easily integrates with third-party solutions for more comprehensive functionality Show More ##### ## Platform Branding (2) Operability Connects to external systems and applications as needed to complete team workflows. Brand Management Manage the overall brand of the real estate agent or agency and be able to create, edit or share advertisements for external brand. Show More ##### ## Platform Content (4) Social Media Management Capable of managing the social media posts, profiles and overall social brand. Communication Management Has the ability to communicate with clients via business instant messaging, text, calls, or email. Website Management Creation of an IDX website or Real estate specifc web builder that is customizable that aids the efforts of agency marketing. Campaign Building Manage and track the marketing campaigns that may contain focuses on social media, email marketing, flyer creation, or website marketing. Show More ##### ## Platform Additional Functionality (1) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Show More ##### ## Platform Integrations (3) Integration with Real Estate CRM Integration capabilities with Real Estate CRM products for a comprehensive platform to manage real estate processes. Integration with Virtual Tour Integration capabilities with Virtual Tour products for a platform to manage tours of real estate properties Integration with Real Estate Activities Management Integration capabilities with Real Estate Activities Management products for a platform to manage douments, financials and more for a real estate agency Show More ##### ## Agentic AI - Real Estate CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More [ ![TenantCloud](https://images.g2crowd.com/uploads/product/hd_favicon/c2210d1f8481ad8461b9830406be32ac/tenantcloud.svg "TenantCloud") Sponsored TenantCloud 4.4/5 (290) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![BoldTrail](https://images.g2crowd.com/uploads/product/hd_favicon/b71973d9927a9b53d75dd2552a695b57/boldtrail.svg "BoldTrail") BoldTrail 4.5/5 (1,480) ](https://www.g2.com/products/boldtrail/reviews) [ ![BoomTown](https://images.g2crowd.com/uploads/product/hd_favicon/a67663e645f1efaf8d7e4be6796efabe/boomtown.svg "BoomTown") BoomTown 4.7/5 (564) ](https://www.g2.com/products/boomtown/reviews) [ ![IXACT Contact Real Estate CRM](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ba32f15f305ca80d86e6306ce3f61b19/ixact-contact-real-estate-crm.jpg "IXACT Contact Real Estate CRM") IXACT Contact Real Estate CRM 4.5/5 (260) ](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/wise-agent/competitors/alternatives) Wise Agent Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_16426185626c57445e56e1361c0c6ae0/follow-up-boss.png "Product Avatar Image") Follow Up Boss 4.6/5 (117) [ Compare Now ](https://www.g2.com/compare/follow-up-boss-vs-wise-agent) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba32f15f305ca80d86e6306ce3f61b19/ixact-contact-real-estate-crm.jpg "Product Avatar Image") IXACT Contact Real Estate CRM 4.5/5 (268) [ Compare Now ](https://www.g2.com/compare/ixact-contact-real-estate-crm-vs-wise-agent) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b2f2f1d1bc289ab023b9d5676ca3ee31/top-producer.png "Product Avatar Image") Top Producer 3.1/5 (124) [ Compare Now ](https://www.g2.com/compare/top-producer-vs-wise-agent) ##### Categories on G2 [ Real Estate Marketing ](https://www.g2.com/categories/real-estate-marketing)[ Real Estate CRM ](https://www.g2.com/categories/real-estate-crm) ##### Explore More [ Best VoIP software for small business ](https://www.g2.com/discussions/what-is-the-best-voip-software-for-small-businesses)[ Best voice recognition software for small businesses ](https://www.g2.com/discussions/best-voice-recognition-software-for-small-businesses)[ Best intuitive dam software for easy collaboration ](https://www.g2.com/discussions/best-intuitive-dam-software-for-easy-collaboration) [ Intranet software that integrates with office 365 ](https://www.g2.com/discussions/intranet-software-that-integrates-with-office-365)[ What are the top-rated event marketing platforms for trade shows? ](https://www.g2.com/discussions/what-are-the-top-rated-event-marketing-platforms-for-trade-shows)[ Best anti-money laundering software for fintech ](https://www.g2.com/discussions/best-anti-money-laundering-aml-software-for-fintech-companies) Show More [ Best VoIP software for small business ](https://www.g2.com/discussions/what-is-the-best-voip-software-for-small-businesses)[ Best voice recognition software for small businesses ](https://www.g2.com/discussions/best-voice-recognition-software-for-small-businesses)[ Best intuitive dam software for easy collaboration ](https://www.g2.com/discussions/best-intuitive-dam-software-for-easy-collaboration) [ Intranet software that integrates with office 365 ](https://www.g2.com/discussions/intranet-software-that-integrates-with-office-365)[ What are the top-rated event marketing platforms for trade shows? ](https://www.g2.com/discussions/what-are-the-top-rated-event-marketing-platforms-for-trade-shows)[ Best anti-money laundering software for fintech ](https://www.g2.com/discussions/best-anti-money-laundering-aml-software-for-fintech-companies)