Going to implement marketing automation and thinking about Wise Agent? We advice to view resembling tools to make the right choice.

When people choose marketing automation tool, usually they are looking for functionality for email builder, CRM, landing page builder, lead nurturing, segmentation etc.

Comparing Wise Agent with competitors people pay attention to the campaign builder, marketing lead database, help desk, conversations, form builder, segmentation, number of triggers and actions and so on.

We’ve compiled a list of top 10 competitors that are very resembling in cost and functionality to Wise Agent. The list is based on user reviews, so if Wise Agent isn’t appropriate for you in any way, here you can easily select the best solution for you.

E2 Shop System

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We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.

Close

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Close focuses on taking your sales to another level, with its smart email conversation history tracking keep your team updated. Get a robust view of your leads, communication, pipelines and measure the performance of your sales team.

Zoho CRM

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Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.

Commence CRM Software

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Commence is a complete CRM solution designed to automate the front-end business process that impacts the sales execution and customer service including contact and account management and email.

Less Annoying

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Less Annoying CRM is a simple customer relationship manager designed specifically for small business. Store all of your contacts and their histories, track sales leads, customize the CRM to fit your unique workflow, and manage your events/reminders.

Apptivo

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Apptivo is the perfect small business suite for google apps. Apptivo has CRM, Project Management, Invoicing, Timesheets and more. Apptivo's business suite consists of 40+ apps that are integrated and seamlessly work with each other. The information is shared across apps, so data once created can be used everywhere improving overall productivity.

Oracle Sales

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Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance.

UGRU CRM

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UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.

Pipeliner CRM

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Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

IXACT Contact

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IXACT Contact is a real estate CRM oriented toward the agent who focuses on emails, drip campaigns, and snail mail to cultivate their relationships

Equisoft

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Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

How to choose Wise Agent substitute

Many marketing automation software are similar to each other. Apps with the same features can differ in price by 2 times. The first feature you should look at is the availability of flow builder. This is a basic feature of marketing automation software and if it doesn’t include this thing, most likely this product isn’t formed yet. All node interfaces look almost the same. It's important not to look at the UI, but pay attention to the functionality.

In a few days, you'll get used to the design, but the lack of features will always annoy you. Changing marketing automation tools is very time-consuming. If you have the usual email set up, it's not that difficult to change tool. But if you've already set up integrations, business processes, and have complex funnels, it can take weeks to replace the tool. That's why you should be careful to choosing an alternative.

What to look for when analyzing the funnel builder? It has 4 important features categories.

1. Triggers. For instance, "Form submit" is a trigger that starts a funnel. The most popular triggers are: opening an email, clicking a link in an email, reaching a goal, adding or removing a tag, closing a deal, visiting a page, etc. In each app for marketing automation this set may differ. The more, the better.
2. Action. For example, "Send email". This is the most basic action you can have. The most often used actions are: add or remove a tag, send a text message, send a messenger message, set a salesperson task, update a transaction, notify someone by email, move a transaction to another stage, etc.
3. Delay. For example, "Wait 2 days. Subscriber fill in the form on the website and get in the marketing automation system (Trigger), the software sends a Welcome email (Action). After that the software waits 3 hours (delay) and sends a second email. This is the most standard automation. But there are other variants. For example, "Wait until something happens". Or wait until January 20th, or wait until 7 PM in the contact's time zone.
4. If/else. For example, "If a subscriber, has the tag "Bought product #1", send the email, if the subscriber doesn't have the tag "Bought product #1", wait 3 days and send the email. The most often used if/else parameters are: was on the site page, purchased certain items, opened certain emails, user field the contact card matches some criteria. This is data according to which you can segment the contact base.

Studying the automation builder, you need to pay attention to all four categories of functions. The more, the better. Often it appears that powerful marketing automation apps with the biggest number of functions look ugly. Young systems look nice, but they have few functions. You need to the app you want to use very deeply. Otherwise, it will be very painful to change it in the future.

Once you've analyzed the automation builder, you need to whether there are integrations with the systems you need. Fortunately, Apiway can help you. In most cases, software like Wise Agent are the center of business IT infrastructure. It's kind of digital hub for all your client. This kind of app is like an tree, which is putting its tentacles into other software. Software like Wise Agent need to integrate with most other ones. Or you’ll have to spend a lot of money and time making custom integrations.

Also users who are trying to find alternatives to Wise Agent use software from other categories like chatbot software, chat on website software, CRM software, sales engagement software