The implementation process for Wise Agent software is designed to be straightforward and user-friendly. Here are the typical steps involved:
Sign-Up and Onboarding: After signing up, users receive complimentary one-on-one onboarding sessions. This personalized support helps new users set up their accounts, import contacts, and configure initial settings.
Customization and Setup: Users can customize the software to fit their specific business needs. This includes setting up custom fields, templates, and checklists. Wise Agent offers over 100 integrations, allowing users to connect with other tools they already use.
Training and Support: Wise Agent provides extensive training resources, including webinars, tutorials, and 24/7 customer support via phone and email. This ensures users can get help whenever they need it.
Ongoing Use and Optimization: As users become more familiar with the platform, they can further optimize their workflows by utilizing advanced features like drip marketing campaigns, transaction management, and reporting tools.
The entire implementation process can vary in duration depending on the user’s familiarity with CRM systems and the complexity of their setup. However, with the dedicated onboarding support, many users can get up and running within a few days to a week.
Customisation
Wise Agent is highly flexible and can be tailored to meet specific business needs. Here are some customization options:
Custom Fields: Users can create custom fields to capture specific information relevant to their business.
Templates and Checklists: The platform allows for the creation of custom email templates, checklists, and workflows to streamline processes.
Integrations: With over 100 integrations available, users can connect Wise Agent with other tools and services they use, such as email marketing platforms, lead generation tools, and more.
Landing Pages: Users can design and customize landing pages to capture leads and drive engagement.
These customization options make Wise Agent a versatile tool that can adapt to the unique requirements of different real estate professionals.
Additional Costs
Wise Agent is known for its affordability and transparent pricing. Here are some details on additional costs:
Monthly Subscription: $49 per month or $499 per year (saving 15% annually) for the basic plan.
Setup Fees: There are no setup fees. Complimentary one-on-one onboarding is included.
Maintenance and Support: 24/7 customer support is included at no extra cost.
Additional Features: Some features, like SMS texting, incur extra charges (e.g., $11 per month plus a one-time $80 registration fee).
Training
Wise Agent offers extensive training and support to ensure users can maximize the platform’s potential:
One-on-One Onboarding: Personalized onboarding sessions to help new users set up their accounts and get started.
24/7 Customer Support: Available via phone and email, ensuring users can get help whenever they need it.
Online Classes and Webinars: Regularly scheduled to provide in-depth training on various features.
Knowledge Base: A comprehensive hub of guides, tutorials, and FAQs to assist users.
Specialized Training Sessions: Free sessions for teams to optimize their use of the platform.
Security Measures
Wise Agent takes data security seriously, implementing several measures to protect user information:
Data Encryption: Ensures that all data transmitted between users and the platform is encrypted.
Regular Backups: Data is regularly backed up to prevent loss in case of any issues.
Access Controls: Users can set permissions and restrictions to control who has access to specific data.
While Wise Agent does not currently offer two-factor authentication, it maintains robust security protocols to safeguard user data.
Updates
Wise Agent frequently releases updates to enhance functionality and address any issues. However, the exact frequency of these updates isn’t always communicated in advance. Users have noted that updates can sometimes be implemented without prior notice. Despite this, Wise Agent’s commitment to continuous improvement ensures that the platform remains up-to-date with the latest features and security enhancements.
Data Ownership and Portability
Wise Agent’s policy on data ownership is clear: users retain full ownership of their data. This means that all the information you input into the system remains yours. Additionally, Wise Agent provides tools for data portability, allowing users to export their data easily if they decide to switch to another platform. This ensures that you have control over your data at all times.
Scaling Up / Down
Wise Agent offers flexible terms for scaling up or down based on your organizational needs. The platform supports team collaboration, allowing you to add or remove team members as necessary without additional fees. This flexibility makes it easy to adjust your subscription according to the size and requirements of your business.
The terms & conditions for contract renewal and cancellation
Wise Agent offers flexible terms for contract renewal and cancellation:
No Long-Term Contracts: Wise Agent does not lock users into long-term contracts. Subscriptions are typically on a month-to-month or annual basis.
Cancellation Policy: Users can cancel their subscription at any time by contacting Wise Agent via email All cancellation requests must be sent via email for tracking purposes.
Refunds: Wise Agent does not generally offer refunds for partial months of service. However, if you cancel your subscription, you will not be billed for the following month.
Renewal: Subscriptions automatically renew at the end of each billing cycle unless canceled. Users are notified of upcoming renewals and can opt-out if they choose.
Compliance
Wise Agent adheres to several compliance standards to ensure data security and regulatory compliance:
A2P 10DLC Compliance: For SMS communications, Wise Agent complies with the Application-to-Person (A2P) 10-digit long code (10DLC) system, which adheres to regulations set forth by the FCC, TCPA, and CTIA.
CAN-SPAM Act: Wise Agent’s email marketing features comply with the CAN-SPAM Act, ensuring that all email communications meet legal requirements for commercial messages.
Data Encryption: All data transmitted between users and the platform is encrypted to protect sensitive information.
