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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Wise Agent is a Customer Relationship Management software for real estate businesses. It can be used for seamless management of transactions, organization of client information and to facilitate automated smart marketing campaigns. Contact management module within Wise Agent maintains lists of all prospects, customers, leads, etc., and makes the data retrievable at any time of the day. Social data from subscribers’ emails, get captured by the wide variety of tools within Wise Agent. Businesses can set separate rules for seamless management of individual leads. Managers get access to detailed reports comprising the status of individual sales on a monthly, quarterly, and yearly basis. The software acts as a hub for landing pages that can be customized as per business needs. Clients can utilize their assigned landing page or choose to work on their own domain. A synchronized appointment planner within the software, regulates all events and appointment-related goals. Users can share their online calendars with vendors or clients and send on-time alerts. Read more | Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs. Read more |
Pricing Options |
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SW Score & Breakdown |
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 19 Most Popular # 19 Fastest Growing | # 15 Fastest Growing # 8 Fastest Growing |
Total Features |
18 Features
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24 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Not Available
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User Friendly Interface, Customization Options, Powerful Reporting, Email Marketing Capabilities Steep Learning Curve, Technical Issues, Limited Mobile Functionality, Expensive Add-ons |
Review Summary |
Not Available
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Efficy CRM receives generally positive reviews, with users praising its user-friendly interface, robust features, and ability to streamline customer relationship management. Many appreciate the customization options, powerful reporting capabilities, and automation features. While its comprehensive nature can be beneficial, some reviewers note a learning curve for new CRM users, suggesting the need for comprehensive upfront training. The platform's cost and limited third-party integrations are also mentioned as potential drawbacks. |
Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Wise Agent $27.16 $32.00 per month Enterprise Custom |
Sales (Maxo) Custom Marketing (Maxo) Custom Customer Service (Maxo) Custom Essentials (Tribe) Others Advanced (Tribe) Others Ultimate (Tribe) Others E-deal Sales Others E-deal Service Others E-deal Standard Others Premium E-deal Others |
View Detailed Pricing
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View Detailed Pricing
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Company Details | Located in: Fountain Hills, Arizona Founded in: 2001 | Located in: Brussels, Belgium Founded in: 2005 |
Contact Details |
+1 480-836-0345 |
+32 (0)2648 18 98 |
Social Media Handles |
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