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Friday Freebie: Wise Agent

October 27 2011

WiseAgent official logoThis week we continue our incredibly popular Friday Freebies series. Free or trial versions are an excellent opportunity to find the technology solutions that are right for you. Our Friday Freebie column will introduce you to your options. This week we feature Wise Agent.


Free 30-Day Trial from Wise Agent
During a free, 30-day trial, real estate professionals can explore the full version of Wise Agent’s online organizer/virtual office solution. It’s important to mention that Wise Agent will not ask for a credit card number for this trial. No billing information is required until after the 30-day trial – and only if the customer opts to purchase. Even then, customers aren’t locked into any kind of contract.


Get access to the free trial here:


This 30-day trial will allow customers to take advantage of a variety of features:

  • 24/7 Customer Support (Always our goal to get back to you in 10 min. or less)
  • Contact Manager (client list, unlimited categories, referral tree, drip campaigns)
  • Transaction Manager (details, critical dates, people involved, document storage, notes)
  • Document Storage (unlimited)
  • Call List (integrates with contact notes)
  • Day Planner (birthdays, anniversaries, critical dates, team functions)
  • Text & Email Alerts (integrated in Day Planner)
  • To Do List (team functions)
  • Vendor List (track vendor information)
  • Property List (track properties, photos, flyers, create slide shows)
  • Marketing Program (automated drip campaigns)
  • Letters (prewritten high quality content weekly and monthly campaigns)
  • Newsletter (fully branded/ ready to send monthly 2 page)
  • Print Flyers (easy to create templates designed for print)
  • Email Flyers (tout your listings via email)
  • Email Branding (choose from our templates or create your own custom)
  • Email Clients (send unlimited attachments on one email, email multiple clients at once)
  • Email Templates (100’s of html templates for every occasion to stay in touch)
  • Lockbox (track serial #, CBS code, shackle code, & location of each lock box)
  • Tax Help (track basic expenses & miles)
  • Education (track continuing education credits & take online courses)
  • Import/Export (import from other programs or export out)
  • Social Media integration (link contacts' Facebook, Twitter, Klout, and RSS feeds, view profiles, view wall, send listings to wall or pages)
  • (integrated closing cost calculator & compare vendor services/prices)
  • Synchronization (your info on the go – sync your contacts and calendar to your mobile device via Google)

To register for the free trial, click hereclick here. To learn more about Wise Agent, visit their website (

Want to be featured as our Friday Freebie?
If your company offers a free or trial version of a product we’d love to feature it as a Friday Freebie. Contact Melissa McHone – [email protected] or 530-412-2048 – for more information.

For a collection of past Friday Freebies, click here.

Other articles of interest: Birdview IDX | AgentOffice