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Real Estate CRM Integration

Never Miss A Wise Agent Lead Again

Marlie AI answers buyer and seller calls 24/7, qualifies the lead, and pushes a fully populated Contact into Wise Agent with the right source, tags, and follow-up reminders attached.

Real estate phone coverage that keeps Wise Agent current

Real estate phone coverage that keeps Wise Agent current

Wise Agent gives real estate professionals an affordable CRM with drip campaigns, transaction management, and lead routing built in. The catch is that drips and campaigns only fire when leads make it into the system — and most agents lose calls to voicemail evenings and weekends.

Marlie AI gives your business 24/7 phone coverage that pushes structured Contacts straight into Wise Agent. Buyer, seller, and sphere calls are answered, qualified, and pushed into Wise Agent with the right source, tags, and drip campaign assigned — so follow-up runs on autopilot.

What You Get with Marlie + Wise Agent

Everything you need to connect your phone calls with Wise Agent — fully automated, zero manual work.

Auto-Create Contacts

Every inbound caller becomes a Wise Agent Contact with name, phone, email, price range, and buyer or seller intent.

Drip Campaign Triggers

Marlie tags new Contacts so the right Wise Agent drip campaign starts automatically the moment the call ends.

Source Attribution

Calls inherit the right source — sign call, portal lead, sphere referral, ad campaign — so your reporting and ROI stay clean.

Call Notes On The Contact

Full call summary, transcript, and recording link are attached to the Wise Agent Contact so callbacks are well-prepared.

Follow-Up Reminders

Marlie can capture commitments from the call and create Wise Agent reminders so promised follow-ups never slip.

After-Hours Coverage

Sign calls at 9 PM, sphere referrals on Sunday morning — Marlie handles them all and keeps Wise Agent moving.

How It Works

Get up and running with Wise Agent in minutes — no coding required.

1

Connect Wise Agent

Pair Marlie with Wise Agent via Zapier, webhooks, or a CSV import bridge — Wise Agent does not currently publish a public API.

2

Map Sources, Tags & Drips

Map Marlie phone numbers to Wise Agent lead sources, define which tags drive which drip campaigns, and set assigned-agent rules.

3

Marlie Answers 24/7

Every inbound call is answered. Marlie qualifies price range, timeline, and location and identifies returning leads.

4

Wise Agent Picks Up The Follow-Up

A new Contact lands in Wise Agent, the drip campaign fires, the assigned agent is notified, and follow-up runs automatically.

Built for Real Scenarios

See how businesses use Marlie + Wise Agent to capture more leads and streamline operations.

Solo Real Estate Agents

Scenario

An individual agent uses Wise Agent for affordable CRM and drips but loses calls during showings.

Outcome

Marlie answers, qualifies the lead, creates the Wise Agent Contact, fires the right drip, and the agent reviews warm leads at end-of-day.

Small Brokerage Teams

Scenario

A 5-agent brokerage needs lead routing without paying for an enterprise CRM.

Outcome

Marlie creates every Lead in Wise Agent with assigned-agent and source attribution so each agent gets warm leads with full notes.

After-Hours Sphere Calls

Scenario

A past client refers a friend who calls Sunday afternoon while the agent is at a family event.

Outcome

Marlie answers, qualifies the referral, creates the Wise Agent Contact tagged Sphere Referral, and books a Monday callback.

Frequently Asked Questions

Common questions about the Marlie AI + Wise Agent integration.

Does Wise Agent have a public API for direct integration?

Wise Agent does not currently publish a public REST API. Marlie integrates via Zapier, webhooks, and CSV bridges so call data still flows into Wise Agent.

Can Marlie trigger Wise Agent drip campaigns?

Yes — by applying the right tag on Contact creation. Any Wise Agent drip campaign that starts on a tag will fire when Marlie creates the Contact.

How does Marlie handle returning callers?

Marlie matches callers to existing Wise Agent Contacts by phone and email and adds the call as a note on the existing record instead of creating a duplicate.

Can Marlie route Leads to specific agents?

Yes. You can configure routing by location, price range, and intent so Marlie assigns each Lead to the right agent in Wise Agent.

Does Marlie work for both buyer and seller leads?

Yes. Marlie supports separate flows for buyers, sellers, and renters with the right Wise Agent source, tags, and drip for each.

Are call recordings stored in Wise Agent?

Transcripts and summaries are written to the Wise Agent Contact note. Full audio recordings stay in Marlie and are linked from the note.

Ready to connect Marlie AI with Wise Agent?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

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    Marlie AI + Wise Agent Integration | AI Phone Agent For Real Estate Professionals