Wise Agent

Frequently Asked Questions about WiseAgent

Who are WiseAgent?

WiseAgent is a cloud-based customer relationship management (CRM) platform designed to assist real estate professionals in managing their client relationships, streamline workflows, and enhance productivity. Founded in 2003, WiseAgent aims to provide a user-friendly solution tailored to the needs of real estate agents and brokers.

What are WiseAgents products?

WiseAgent offers a comprehensive CRM platform that includes features such as contact management, lead tracking, transaction management, email marketing, and customizable reporting. Additionally, they provide integration capabilities with various third-party applications to enhance functionality.

What services do WiseAgent offer?

WiseAgent primarily offers CRM services specifically designed for real estate professionals. This includes tools for managing contacts, automating follow-ups, creating marketing campaigns, and tracking sales transactions. They also provide training and support to help users maximise the platforms capabilities.

What type of companies do WiseAgents products suit?

WiseAgents products are ideally suited for real estate agencies, independent agents, and brokers seeking to improve their client relationship management and overall efficiency. It is particularly beneficial for small to medium-sized real estate businesses looking for an affordable and effective CRM solution.

How much does WiseAgents product cost?

WiseAgent offers a subscription-based pricing model with different tiers that cater to varying needs. Pricing typically starts at around £25 per month for the basic plan, with additional features available at higher tiers. For the most accurate and current pricing, it is advisable to check their official website.

Does WiseAgent offer a free trial?

Yes, WiseAgent offers a 14-day free trial that allows potential users to explore the platform and its features without any commitment. This trial provides an opportunity to assess the CRMs suitability for individual needs.

What discounts does WiseAgent offer on their products?

WiseAgent occasionally offers discounts for annual subscriptions, allowing users to save on their total costs. Promotions may also be available during specific events or holidays, so it is beneficial to check their website or subscribe to their newsletter for updates.

Are there any hidden fees or additional costs with WiseAgent?

WiseAgent does not typically have hidden fees associated with its services. However, users should review the pricing structure carefully, as certain advanced features may incur additional costs depending on the selected subscription plan.

Who uses WiseAgents products?

WiseAgents products are used primarily by real estate professionals, including agents, brokers, and agencies. These users range from independent agents to larger real estate firms looking to enhance their customer relationship management processes.

What are the main features of WiseAgents products/services?

Key features of WiseAgent include contact management, lead tracking, email marketing, task management, transaction management, customisable reporting, and integration with third-party tools. The platform also offers automation features to streamline communications and workflows.

How does WiseAgent compare to its competitors?

WiseAgent is generally regarded as an affordable and user-friendly CRM option for real estate professionals, especially when compared to more complex and costly solutions. While it may not have all the advanced features of larger competitors, it offers essential tools that meet the needs of small to medium-sized agencies effectively.

Is WiseAgents platform easy to use?

Yes, WiseAgent is designed to be intuitive and user-friendly. The interface is straightforward, allowing users to navigate easily and access features without extensive training. This design is particularly beneficial for those who may not be tech-savvy.

How easy is it to set up WiseAgents product or service?

Setting up WiseAgent is relatively simple. Users can create an account, customise their settings, and begin importing contacts within a short period. The platform also provides resources and support to assist users during the setup process.

Is WiseAgent reliable?

WiseAgent is considered a reliable CRM option, with a good track record of uptime and performance. The platform is cloud-based, which enhances accessibility and ensures that data is backed up securely.

Does WiseAgent offer customer support?

Yes, WiseAgent provides customer support through various channels, including email and live chat. They also offer a comprehensive knowledge base with articles, tutorials, and FAQs to assist users in resolving issues independently.

How secure is WiseAgent’s platform?

WiseAgent prioritises security and employs industry-standard measures such as data encryption and secure servers to protect user information. Regular backups and updates are also part of their security protocols.

Does WiseAgent integrate with other tools or platforms?

Yes, WiseAgent offers integration capabilities with various third-party applications, including email services, marketing tools, and other CRM systems. This allows users to enhance their workflows and utilise their preferred tools alongside WiseAgent.

Can I use WiseAgent on mobile devices?

Yes, WiseAgent is accessible through mobile devices via web browsers, allowing users to manage their CRM on the go. However, there is currently no dedicated mobile application available.

What do users say about WiseAgent?

User reviews of WiseAgent are generally positive, highlighting its ease of use, affordability, and effective customer support. Many users appreciate the tailored features for real estate professionals, although some have noted the desire for more advanced functionality.

What are the pros and cons of WiseAgent?

Pros: User-friendly interface, affordable pricing, tailored features for real estate, good customer support.

Cons: Limited advanced features compared to larger competitors, no dedicated mobile app.

How can I purchase WiseAgent’s services?

Users can purchase WiseAgent’s services directly through the official website by selecting a subscription plan and completing the sign-up process. Payment options are typically available via credit or debit card.

What is the cancellation or refund policy for WiseAgent?

WiseAgent offers a cancellation policy that allows users to cancel their subscription at any time. Refunds may be available for unused portions of the service, but users should review the specific terms on their website or contact customer support for details.

What are the common use cases for WiseAgent?

Common use cases for WiseAgent include managing client relationships, tracking leads and sales, automating marketing campaigns, and organising transaction details. It is designed to streamline workflows for real estate professionals, making it easier to manage business operations.

Why choose WiseAgent over other options?

WiseAgent may be preferred over other options due to its affordability, user-friendly interface, and specific focus on real estate professionals. It offers essential tools without overwhelming users with unnecessary features, making it suitable for those who need a straightforward CRM solution.

Does WiseAgent offer training or tutorials?

Yes, WiseAgent provides training resources, including tutorials and webinars, to help users understand how to utilise the platform effectively. These resources are designed to assist both new and existing users in maximising their experience with the CRM.

What languages does WiseAgent support?

WiseAgent primarily supports English. There may be limited functionality or resources available in other languages, but users should verify on the official website for any updates regarding language support.

What problems does WiseAgent solve?

WiseAgent helps real estate professionals manage client relationships, track leads, automate marketing efforts, and streamline transaction processes. By centralising these functions, it alleviates the organisational challenges that agents and brokers often face.

Is WiseAgent worth the investment?

For real estate professionals seeking a cost-effective CRM solution, WiseAgent is often considered a worthwhile investment due to its tailored features and ease of use. Users should assess their specific needs and compare them against the platforms offerings to determine if it aligns with their business goals.