The Wise Agent

The Wise Agent

5 / 5 1 review

Who Uses This Software?

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.

Average Ratings

1 Review
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Wise Agents comes with 5 team members for $27 & can purchase more.
  • Free Version
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • The Wise Agent
  • Founded 2001
  • United States

About The Wise Agent

Wise Agent - Features of the service include transaction management, marketing tools, contact and time management tools, unlimited document storage, lead tracking, free training, and amazing support. Wise Agent seamlessly connects technology, people, and business practices to increase productivity, organization, and most importantly we make it easy for our members to give full service to their clients and build long term relationships.

The Wise Agent Features

  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management
  • Campaign Management
  • Client / Property Matching
  • Contact Management
  • Customer Segmentation
  • Dashboard
  • Email Marketing
  • Lead Management
  • Property Alerts
  • Referral Tracking

The Wise Agent Reviews Recently Reviewed!

Wise Agent makes CRM, Marketing & Transaction Management easy with a one-site platform!

Jun 01, 2017
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: Ease of use, I get answers quickly with their 24-hour live support, great marketing tools including monthly newsletters. It's easy to track all my correspondence with my clients and any of their transaction contacts!

Cons: They only have a monthly payment plan with no option to purchase the platform at a discounted price.

Overall: Easy transaction management, great client database, ability to design your own transaction checklists, and great marketing materials and emails with options for snail mail marketing.