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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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78% 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 | Clientshare is a Service Governance Tool used to automate the contract lifecycle to manage profitable relationships. Track business reviews and draw attention with a secure web based method to illustrate business performance. Manage record with client account details like task completion, number of posts, customer activity by individual, community size and more. Collaborate with your team to track tasks and receive reminders to automate business workflows. 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
|
78% 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 |
Not Available
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Total Features |
18 Features
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4 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
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
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Customization
Omnichannel Customer Engagement
Predictive Analytics
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Customization
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 |
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Ease of Use, Centralized platform for information and document sharing, Improved Client Communication, Effective Account Management Lack of CRM Integration, Limited User Adoption, Occasional Software Bugs, Unintuitive User Interface |
Review Summary |
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Users generally appreciate ClientShare's utility as a client portal tool. Many reviewers mention that the software streamlines communication and file-sharing with clients. The user interface is also praised for being intuitive and easy to navigate. However, some users have expressed concerns about the occasional glitches and bugs they've encountered. Additionally, a few reviewers have mentioned that the platform can be somewhat expensive compared to similar tools in the market. |
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 |
Clientshare Professional Custom Clientshare Premium Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
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Company Details | Located in: Fountain Hills, Arizona Founded in: 2001 | Located in: London, United Kingdom Founded in: 2016 |
Contact Details |
+1 480-836-0345 |
Not available |
Social Media Handles |
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