Moving from Wise Agent to Realtor Desk
Moving from Wise Agent to Realtor Desk: CAD pricing, French per contact and a consent record on each contact. What moves in a CSV, and what you give up.
Realtor Desk is a CRM for a single Canadian agent: CAD $149 a month, French or English set per contact, and the date and source of consent recorded on each contact.
We build one of the products compared here, so weigh this accordingly. This page does not state Wise Agent’s features or prices; check its own site for those.
What you would be moving to
Priced in CAD
CAD $149 a month for a single agent
French per contact
The interface and client email both work in French
A rule-based lead score
From 0 to 100, with a visible breakdown
What you give up
Realtor Desk is a smaller product than a full real estate platform. Check this list against what you use in Wise Agent today.
- No transaction management, e-signature or document storage.
- No automated email sequences. A sequence builder exists, but scheduled sending is not switched on.
- No lead-facing chatbot, automatic replies or voice agent.
- No seats, lead routing or shared pipeline. It is built for one agent.
- No native mobile app. It is a responsive web app.
- Native CREA DDF® sync is on the roadmap and is not live yet.
Try it before you move anything
14 Days Free Trial • You import your own contacts by CSV
What actually moves across
The move is a CSV import that you run yourself. Export your contacts from Wise Agent as a CSV file, then upload that file in Realtor Desk. The importer reads the header row and matches English column names such as “first name”, “email” and “phone”. There is no column-mapping screen, so rename a column in the file if it is not recognised. The import documentation lists every header it accepts.
Columns it recognises
- Email — email, email_address,e_mail or emailaddress
- Phone — phone, mobile,cell, telephone and the usual variants
- Name — first_name and last_name, or a single full_name / name column, which is split on the first space
- Source — source or lead_source; rows with neither are tagged csv_import
- Tags — tags or labels, separated by semicolons
- Company, website, job title, notes — kept in the contact’s metadata. Any other column is not imported
Rows with neither a name nor an email are skipped.
What does not come across
Deals, conversations, message and call history, automations, tasks, documents and anything specific to Wise Agent’s own data model. The import creates contacts only. Keep your Wise Agent exports for your records and rebuild any live deals in the pipeline by hand.
Duplicates are not merged. A contact that appears twice in the file is created twice, so de-duplicate the file in a spreadsheet before you import it, and import it once.
Consent is not imported. Under CASL you must record the date and source of consent for each contact before you email them. Our CASL guide for real estate email explains the consent windows.
Test it before you commit
- Export your contacts from Wise Agent and keep an untouched copy of that file.
- De-duplicate the file in a spreadsheet.
- Cut the first twenty rows into a separate CSV and import those.
- Open three of them and check the name split, the phone format and whether the tags landed where you expected.
- Only then import the rest.
- Record the date and source of consent on each contact before you email them.
Getting back out
You can export your contacts to a CSV yourself from the Contacts page. That is worth checking on any CRM you are considering, including this one — a product that makes leaving hard is telling you something. See pricing and trial terms or what the CRM does.