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What is Wise Agent?

Discover a real estate CRM that seamlessly combines user-friendliness, intelligence, and affordability. From the initial contact to the closing of a sale, you can trust that every detail is handled effortlessly. Access vital client information instantly, ensuring you’re always prepared. Like many professionals in the industry, you probably aim to provide exceptional service while achieving notable success in your real estate endeavors. Yet, numerous agents still rely on outdated practices that hinder their progress. By failing to adopt automated marketing and transaction processes, they risk excessive workloads and diminished earnings. Designed by agents specifically for their peers, Wise Agent empowers you to optimize your workflow, increase lead conversions, and ultimately embrace the lifestyle you dreamed of when you started in real estate. Transitioning to a modern methodology allows you to flourish in today’s competitive landscape, focusing on what truly counts—nurturing client relationships and finalizing sales. Embrace innovation and watch your career reach new heights as you leverage the latest tools tailored to your needs.

What is PlanPlus Online?

Enhancing individual capabilities is essential for fostering a more successful business environment. PlanPlus Online Business Edition stands out as an innovative software solution that merges an effective personal productivity tool with a robust Customer Relationship Management system. This Business CRM offering from PlanPlus Online facilitates collaboration, sales, marketing, and project management, ultimately driving efficiency and reinforcing responsibility throughout your organization. By integrating these functions, businesses can achieve greater results and improve overall performance.

Media

Media

Integrations Supported

Agent Legend
BoldLeads
Chat Agents
Cloud Agent Suite
Curb Hero
Dubb
Happy Grasshopper
Mojo Dialer
Postamo
Productive Call Assistant
ProspectBoss
Spacio
StreetText
Ylopo
Zillow
Zillow Rental Manager
dotloop
leadpops
zipForm Plus

Integrations Supported

Agent Legend
BoldLeads
Chat Agents
Cloud Agent Suite
Curb Hero
Dubb
Happy Grasshopper
Mojo Dialer
Postamo
Productive Call Assistant
ProspectBoss
Spacio
StreetText
Ylopo
Zillow
Zillow Rental Manager
dotloop
leadpops
zipForm Plus

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$12 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wise Agent

Date Founded

2001

Company Location

United States

Company Website

wiseagent.com

Company Facts

Organization Name

PlanPlus Online

Date Founded

2006

Company Website

www.planplusonline.com

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

PIM

Content Syndication
Data Modeling
Data Quality Control
Digital Asset Management
Documentation Management
Master Record Management
Version Control

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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