Wise AI Agents automate outreach process, customer onboarding, RFQ management, PO management, and analytics. Effortlessly manage AI-driven agents, customize functions, and optimize your sales funnel within the Wise Platform. CUSTOMIZABLE, FAST, AFFORDABLE
Manage all your agents in one unified platform to personalize solutions.
Seamlessly integrate with software like CRM, ERP, TMS, and email systems
Gain real-time insights to streamline your sales process
Customizable workflows to align with your unique sales processes and requirements.
Meet Your Wise Agents: Specialists for Every Sales Task
Wise Outreach
Finds ideal customers, enriches contact details, automates outreach, and delivers insights to boost sales
Find Ideal Customers
Search Database
Automate Outreach
Follow Up on Leads
Provide Insights
Monday
Agent identifies your target companies and preferences to create the perfect prospect list.
Agent enriches the prospect list with email addresses and phone numbers for each contact.
Agent sends out personalized outreach emails to the identified prospects.
Tuesday
Agent sends follow-up emails to prospects who haven't responded.
Wise Meetings
Seamlessly schedules and conducts onboarding sessions, ensuring smooth communication with prospects and efficient integration into your system.
Identify Company with Interest
Initiate Contact
Schedule Meetings
Follow ups and recap of meeting
Onboarding customer
Monday
Agent identifies potential customers and reviews their profiles.
Coordinates via email, SMS, and phone calls to schedule a demo or onboarding meeting, sending calendar invites to confirm.
Thursday
Conducts the meeting and sends a detailed recap to the customer.
Friday
Onboards the customer into the system, ensuring a smooth transition.
Wise Quoting
Leverage AI to analyze requirements, integrates seamlessly with your systems, and creates tailored quotes for your customers and vendors
Receive RFQ
Analyze Requirements
Check Current Software
Generate Tailored Quote
Monday
Receives RFQs and gathers customer requirements.
Analyzes the requirements using AI to identify all variables needed to create the quote.
Checks with your current systems like ERP, CRM, or TMS to incorporate those requirements.
Creates a tailored quote for your customer and your vendor if the material is out of stock.
Wise Closer
simplifies deal closures by managing clarifications, automating follow-ups, processing orders, and tracking shipments for seamless efficiency
Handle Customer Clarifications
Follow Up Automatically
Process POs
Track Shipping Details
Monday
Handles customer clarifications for open opportunities to ensure all requirements are clear.
Automatically follows up with customers to move deals forward efficiently.
Processes purchase orders directly into your current systems.
Tracks shipping details to provide updates and ensure timely delivery.
Wise Analytics
Transform your data into powerful insights, identifying inefficiencies and offering actionable solutions to drive business success.
Collect Business Data
Analyze performance
Identify Pain Points
Provide Actionable Suggestions
Monday
Collects and analyzes business performance data from your systems.
Identifies inefficiencies and pain points within your operations.
Generates detailed insights into your business health and performance metrics.
Provides actionable suggestions to improve efficiency and boost growth.
Discover the Power of Wise Agents
Our AI-powered tool is designed to revolutionize sales processes by automating operational tasks, enhancing team efficiency, and fostering stronger client relationships.
With Wise Agents, your team can focus on what truly matters—building connections and driving growth. Ready to see Wise Agents in action?