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.

Onpipeline

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Onpipeline is a cloud-based, reliable, and scalable Sales CRM (SaaS) that includes a full suite of tools that boost sales productivity and make the sales process more human. We believe your business deserves software that's easy to setup and use, and requires minimal training and customization. When you choose Onpipeline, you get more than just a product. You get our commitment!

InSyncTelco CRM

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InSyncTelco is the Best CRM for Small Business that has all the basic capabilities that small businesses need in CRM software, but is also highly ascendible as your business grows up. Moreover, InSyncTelco is one of the most affordable CRM solutions available; there's a free version to help you get started, and paid plans to start at a small part of the price of comparable CRM software.

Top Producer

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Top Producer has been one of the most widely used real estate CRMs for a long time, with tens of thousands of agents, coaches, and brokerages leaning on it for their own business. Top Producer features drip campaigns, marketing materials, and, most notably, the Market Snapshot feature that helps keep homeowners engaged long after the transaction.

Efficy CRM

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Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

Practifi

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Practifi is the business management platform powering growing financial advice firms around the world. We’re more than your average CRM. Unlock new insights, manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.

Insightly CRM

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InsightlyCRM started as a google app. Now InsightlyCRM is a standalone App. Insightly CRM for Small business harnesses the power of Google and Gmail Apps and brings projects and people together in one easy-to-use dashboard. Keep your projects moving and your leads high with a single point of focus to track your clients, projects and pursue an opportunity.

KeyOffice

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Best for small companies and self-employed persons who are looking for a secured and dedicated all-in-one application to run their daily business.

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.

EngageBay

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With a limit of 1,000 contacts and 1,000 emails/month, Enagebay CRM suggests its users the cheapest paid plans of the 3 providers. The basic plan will cost you $12 a month per user, and it includes 10,000 contacts and the same amount of emails.

ActiveCampaign

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ActiveCampaign is a platform that helps businesses automate customer experiences and build meaningful connections with their customers. Since 2003, ActiveCampaign has created tools that are both powerful and easy to use – because growing businesses don't always have the time to set up new tech. Today, 80,000+ businesses use ActiveCampaign for their email marketing, marketing automation, or CRM.

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