Wise Agent vs Clientshare Comparison

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

Wise Agent

CRM Software

4.3 130 user ratings

Get Free Advice

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

Clientshare

CRM Software

4.7 57 user ratings

Get Free Advice

Overview

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	Free Trial Available Starts at $27.16. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 90% Reviews 74% Momentum 66% Popularity 83%	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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 72% Reviews 70% Momentum 62% Popularity 70%
SaaSworthy Awards	# 19 Most Popular # 19 Fastest Growing	Not Available

Features

Total Features	18 Features	4 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 12 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 1 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.3/5 130 user ratings	4.7/5 57 user ratings
Rating Distribution	Excellent 46.9% Very Good 36.9% Average 13.1% Poor 2.3% Terrible 0.8%	Excellent 77.2% Very Good 17.5% Average 5.3% Poor 0% Terrible 0%
User Sentiments	Not Available	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	Not Available	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

Pricing Options	Free Trial Available Starts at $27.16. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Wise Agent $27.16 $32.00 per month Enterprise Custom	Clientshare Professional Custom Clientshare Premium Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	The Real Estate CRM Wise Agent Vs The Real Estate CRM RealOffice360 4.5 102 ratings Wise Agent Vs RealOffice360 Sell.Do 4.9 145 ratings Wise Agent Vs Sell.Do LionDesk 4 134 ratings Wise Agent Vs LionDesk Top Producer CRM 4 140 ratings Wise Agent Vs Top Producer CRM	CRM.io by 500apps 5 2 ratings Clientshare Vs CRM.io by 500apps webCRM 4.6 36 ratings Clientshare Vs webCRM SimpleCRM 4.4 16 ratings Clientshare Vs SimpleCRM SalesCRM Clientshare Vs SalesCRM DigitalCRM.com Clientshare Vs DigitalCRM.com
	View All Wise Agent Alternatives	View All Clientshare Alternatives