Top 10 Wise Agent Alternatives & competitors

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.

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.

edge CRM

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Designated as India's Most Promising CRM, edge CRM is a customer relationship management platform conceived, instigated, and perfected by salespeople for the salespeople. edge CRM is a completely customizable CRM suitable for all business sizes pertaining to every industry profile.

SalezShark

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SalezShark CRM software works perfectly in helping start-ups when it comes to streamlining the collection, evaluation, and distribution of databases in a sales pipeline. It is designed in a manner that has the potential to cut down the manual and repetitive tasks that help sales and marketing professionals to boost their efficiency and productivity.

Locobuzz

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Locobuzz is a SaaS platform which converges with technologies like Artificial Intelligence, Machine Learning, Big Data Analytics, to create a 360-degree marketing automation suite to provide a complete Digital Customer Experience.

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.

amoCRM

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amoCRM — is a simple accounting system for potential customers, which will help you to monitor and increase your sales. This online CRM system, is more functional than Excel, but much easier to use than other complex and expensive programs. AmoCRM requires no installation or configuration — just create an account on the website and your personal CRM system is ready for operation.

Realvolve

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Realvolve is a Real Estate contact relationship manager (CRM) that helps agents manage contacts, listings, escrows, tasks, files, and important dates. Realvolve keeps real estate agents and brokers organized, effective, and mobile.

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.

Junxure

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Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

Avisi Apps

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Avisi is a software company specialized in offering customized software solutions. Avisi has over 100 employees working in small, independent teams. Avisi Apps is responsible for Atlassian applications and integrations. Our most popular apps in the Atlassian Marketplace? Numbered Headings and Atlas 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