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Wise Agent vs Keap: Which is a better fit?

Updated on November 17th, 2024
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Summary
Key features rated by users
Features selected based on 14,264 reviews from CRM users.
% Fit
Not enough reviews
Feature ratings
Contact Management
4.4
Sales Pipeline Management
4.3
Lead Management
4.1
Activity Dashboard
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Third-Party Integrations
3.0
% Fit
Not enough reviews
Feature ratings
Contact Management
4.2
Sales Pipeline Management
3.9
Lead Management
4.1
Activity Dashboard
4.5
Third-Party Integrations
5.0
User satisfaction
4.4
User reviews537
Ease of use
4.1
Functionality
4.2
Value for money
4.5
Customer support
4.6
4.1
User reviews1,289
Ease of use
3.5
Functionality
4.1
Value for money
3.8
Customer support
4.1
Price starts from
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry.

Freelancers/self-employed, micro-enterprise, Small businesses, medium-sized companies, Large companies

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-4e6442cd-d1cb-4d4d-f27a-08dafa794d01
Dave M
Realtor
5.0

David: Hey, it's David here. I'm a real estate agent, and I give Wise Agent a five out of five. And for more reviews like this, please click on the link below. I was using LionDesk before Wise Agent and the customer service was just horrible. In fact, it was rare if they ever got back to you. And they made some changes. I just didn't like it anymore. So I went with Wise Agent. It was easy to use, awesome support. They get back to you immediately. And it just does what I need it to do, and it's just simple, easy to use. The onboarding for Wise Agent was easy. I just watched a few videos. I do some pretty detailed things and I was able to find support for that. I did have a few questions and I emailed customer support, and they got back to me right away. So it was pretty easy, quite frankly. If you're thinking about Wise Agent, you can start with it. They've got a free two-week trial. Go in, set up some campaigns, try it for yourself. I think you'll find it's easy, and the support's excellent. I've used a lot of other stuff and I don't worry about being stuck or stranded anymore.

How Capterra sources reviews
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Eli B
CEO
5.0

Eli B.: Hey. I'm Eli. I'm a CEO of an SMMA, and we have less than 10 employees. And I give Keap a five out of five. So I was using HubSpot originally, and I use Keap for a lot of my other clients as well. I like Keap because the lead nurturing capabilities and automation are superior to HubSpot for a couple different reasons, one of which includes the Zapier integration. It's a lot more intuitive and easy to set up on Keap's side than it is in HubSpot, and the pricing definitely plays a role. So we chose Keap, and we implement Keap for a lot of our new clients and existing clients who already use it. We like to use Keap to nurture our leads that come in, as well as prioritize them based on where they are in the sales pipeline. Getting started with Keap was extremely easy. It's just the click of a button. There's some integrations you need to do if you want to integrate it with WordPress, or other marketing software that you use. The good news is it does have a pretty easy to use Zapier integration if you're familiar with that platform. So you could connect it to virtually any other marketing app you use. If you are looking for a CRM for your business, or just a way to automate your marketing efforts, I definitely recommend Keap. Not only does it have the capabilities to do everything, if you aren't able to figure something out on your own, their support team is fantastic, and can pretty much walk you through any step of what you're trying to accomplish.

How Capterra sources reviews
View all video reviews
User interface
20680 video thumbnail}
1 Video
76390 video thumbnail}
1 Video
20680
5 screenshots
76390
3 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Wise Agent

Top Features
24/37
  • Customer Journey Mapping
  • Customizable Reports
  • Data Security
  • Document Storage
  • Email Management
  • Forecasting
  • Lead Scoring
  • Marketing Automation
  • Multi-Channel Communication
  • Quotes/Estimates
  • Sales Pipeline Management
  • Sales Reports
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Data Import/Export
  • Drag & Drop
  • Email Marketing
  • Email Templates
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Mobile Access
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Segmentation
  • Task Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Keap

8/37
Show CRM Software Features +

Wise Agent

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Keap

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Wise Agent
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Keap
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Wise Agent
  • By Wise Agent
  • Located in United States
  • Founded in 2001
Keap
  • By Keap
  • Located in United States
  • Founded in 2001
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