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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
This is a very user friendly software. But the best part is the excellent customer support that is provided.
Same with entering contact info. If you forget to click the little blue check because you're just trying to get on with it, you loose it.
I love this program and not I have improved my follow up with my clients. It is so worth the money.
My broker has my email account on lock down due to fraud and therefore non of my email conversations come over.
The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.
I have neglected my SOI because I find it too difficult to use the program.
Excellent CRM tool that can easily integrate with multiple platforms, is user friendly, and hands down has the best customer service available.
I also HATE that I cannot CLEAR a required date (such as a closing date - for a transaction that has cancelled) and instead I need to pick a date in the PAST, because it won't accept an empty field.
The capabilities of this software are amazing. Once you have an understanding of how it works, then it can do amazing things for your business.
The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.
I like that it gathers all the reporting in one spot, makes it very convenient. I also really like that you can customize it however you'd like to best fit your company needs.
Customer service is horrible. I wanted to cancel BEFORE my next billing and they said that I had to schedule a call before I could cancel which is ludicrous.
I love the tracking of our opportunities with the access to forecast our high and low potential month by month. It's also wonderful to understand where the weakest points are for conversion.
The access to files and photos and emails is so limited and difficult and time wasting that I scream at it every time I use it. I hate this product and have for a while.
A solid platform with pretty much everything you would need from a CRM and lead/sales management software. Nice dashboard and interface with a solid resource library and interesting blog updates.
You know that they suck when they have to change there name so they can try and rebrand themselves but at the end of the day they are still confusionsoft.
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.
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.
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