---
title: "Wise Agent Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Wise Agent Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more."
source_url: "https://www.capterra.com/p/20680/The-Wise-Agent/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Wise Agent Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Wise Agent

## What is Wise Agent?

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.

## What is Wise Agent used for?

[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)

Top alternative

Featured

Overall rating

Based on 531 user reviews

Reviews sentiment

Positive

90%

Neutral

9%

Negative

1%

Pros & cons

Streamlined client relationship tracking

Convenient mobile client communication

Cumbersome and inefficient data input

Recurring technical and usability problems

Starting price

$49

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Wise Agent?[Manage this product listing](https://www.g2.com/products/wise-agent/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Wise Agent

4.4 (531)

VS.

[4.7 (1,751)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$49

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (531)

Ease Of Use

4.6 (18,151)

Value For Money

4.5 (501)

Value For Money

4.5 (12,836)

Customer Service

4.6 (475)

Customer Service

4.7 (14,069)

## Wise Agent alternatives

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/61368/Salesforce/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

[4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/155928/Zoho-CRM/)

Highest Rated

[The Magazine Manager](https://www.capterra.com/p/77189/The-Magazine-Manager/)

[4.8 (352)](https://www.capterra.com/p/77189/The-Magazine-Manager/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/77189/The-Magazine-Manager/)

[View all alternatives](https://www.capterra.com/p/20680/The-Wise-Agent/alternatives/)

## FAQs about Wise Agent

Overview

### What problems does Wise Agent solve?

Wise Agent solves scattered real estate contact records, missed lead follow-ups, and inconsistent client outreach by centralizing client and vendor details, notes, reminders, call lists, and segmented email or newsletter campaigns. Real estate agents, assistants, and growing teams use transaction checklists and shared activity records to track listings, escrow tasks, and relationship milestones.

Answer based on 256 reviews

Overview

### Which roles and teams benefit most from Wise Agent?

Wise Agent is most used by real estate agents, Realtors, brokers, and broker-owners who manage leads, contacts, listings, and client follow-up. Transaction coordinators and office managers use it to track deal milestones and organize team activity, while managing brokers and agency leaders monitor pipelines, sales workflows, and agent communication.

Answer based on 531 reviews

Overview

### What company size and industries is Wise Agent built for?

Wise Agent is a client-influenced CRM and real estate software platform built primarily for small real estate businesses (82%). Reviewer data shows that 98% of users work in Real Estate, while midsize businesses represent 10% and enterprises 9%, indicating a focus on agents and smaller real estate organizations across the United States.

Answer based on 531 reviews

Features and Usability

### What are the key features of Wise Agent?

Wise Agent includes core CRM features for contact and client management, including contact notes, categorization, Gmail sync, and calendar reminders. Its most-discussed marketing features include email newsletters, drip campaigns, segmented email lists, and customizable templates. Transaction checklists, task scheduling, and document management support real estate follow-up and transaction workflows.

Answer based on 164 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Wise Agent offers a Monthly plan at $49 per month or 326 USD per year for the Annual plan, each with a 14-day free trial. Both include CRM, marketing, transaction management, support, document storage, and up to four additional team members. Reviewers often find pricing affordable but report extra charges for texting and additional landing pages.

Answer based on 98 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Wise Agent?

Wise Agent offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers say new and nontechnical users often learn core contact, calendar, and database tools quickly, while teams configuring advanced features, permissions, landing pages, or custom workflows need more time and may want guided, one-on-one instruction.

Answer based on 48 reviews

Getting Started and Support

### What customer support options does Wise Agent offer, and how do users rate the experience?

Wise Agent offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative, and chat assistance. Users often report friendly, knowledgeable staff, quick responses, and effective issue resolution, including after-hours help. Some reviewers cite slower follow-up, limited training documentation, and uneven support experiences after product updates.

Answer based on 119 reviews

Features and Usability

### Is Wise Agent easy to use for real estate agents?

Wise Agent makes contact management, calendar syncing, and daily follow-up accessible for many real estate agents. Video tutorials and responsive support help users get started, while its broad feature set can require time to learn. Some agents find recent interface changes, checklist layouts, and certain contact workflows less intuitive.

Answer based on 164 reviews

Features and Usability

### How well does Wise Agent handle email marketing?

Wise Agent supports personalized email campaigns, contact segmentation, mailers, and Gmail-based message history for real estate marketing. Agents value communicating with lists and tracking client outreach, but email tools receive mixed feedback. Template designs can feel dated, non-Gmail syncing may be limited, and sending restrictions can complicate time-sensitive database announcements.

Answer based on 112 reviews

## Pros and Cons

Streamlined client relationship tracking

92% positive reviews out of 62

Most reviewers indicate client management simplifies tracking interactions, scheduling follow-ups, and maintaining detailed client records.

Cumbersome and inefficient data input

60% negative reviews out of 55

Some reviewers find data entry tedious, with repetitive steps, confusing fields, and challenges merging or editing contact information.

Convenient mobile client communication

92% positive reviews out of 26

Most users report mobile access enables easy client follow-up and staying connected while away from the office.

Recurring technical and usability problems

56% negative reviews out of 41

Some reviewers describe bugs and issues with syncing, login difficulties, unresolved errors, and confusing configuration processes.

Comprehensive contact organization tool

100% positive reviews out of 24

Most reviewers describe database management as efficient for organizing, searching, and maintaining client information daily.

Disruptive and outdated software updates

64% negative reviews out of 33

Some users say updates cause interface problems, lack communication, introduce frustrating changes, and make the platform feel outdated.

## Features

AI summary

Based on 1,459 Real Estate CRM reviews

Capterra data shows that buyers of Real Estate CRM rank the following features as their top priorities:

-   **Contact Database** (**60%** of reviewers rated this feature as critical)
-   **Client Management** (**54%**)
-   **Customer Database** (**49%**)

Wise Agent supports all three features that reviewers rate highest: **Contact Database**, **Client Management**, and **Customer Database**. Together, these capabilities help businesses keep records organized, manage client relationships more effectively, and maintain accurate customer information, allowing teams to follow up consistently and handle sales activity with greater efficiency.

Contact Database

5.0 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Client Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Contact Management

4.4 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Lead Management

4.3 (8)

62.50% of 8 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Lead Capture

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Email Marketing

4.2 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Create and send email blasts/campaigns

Wise Agent 66 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals.
- Forecasting: Form predictions based on past and present data/trends
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Distribution: Route and distribute your leads to third party buyers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Segmentation: Group leads or contacts based on their specific characteristics
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system
- Website Management: Built-in website builder or integration with third-party site
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.2 (531)

4.2

Based on 531 reviews

## Pricing

Value for money

4.5 (501)

Free Trial

[View pricing plan details](https://www.capterra.com/p/20680/The-Wise-Agent/pricing/)

Monthly

$49.00

Flat Rate,Per Month

It includes:

-   24/7 Support
-   Allows 4 Additional Team Members
-   Contact Manager
-   Customizable Landing Pages
-   Drip Marketing Campaigns
-   Lead Automation
-   Monthly Newsletter
-   One-on-One Onboarding Session
-   Reporting Tools
-   Social Media Enhancement
-   Team-Friendly Calendar
-   Transaction Manager
-   Unlimited Document Storage
-   Unlimited Training

Annual

$326.00

Flat Rate,Per Year

It includes:

-   24/7 Support
-   Allows 4 Additional Team Members
-   Contact Manager
-   Customizable Landing Pages
-   Drip Marketing Campaigns
-   Lead Automation
-   Monthly Newsletter
-   One-on-One Onboarding Session
-   Reporting Tools
-   Social Media Enhancement
-   Team-Friendly Calendar
-   Transaction Manager
-   Unlimited Document Storage
-   Unlimited Training

Custom

Contact Vendor for Pricing

It includes:

-   24/7 Support
-   Allows 4 Additional Team Members
-   API Access
-   Contact Manager
-   Customizable Landing Pages
-   Drip Marketing Campaigns
-   Lead Automation
-   Monthly Newsletter
-   One-on-One Onboarding Session
-   Reporting Tools
-   Social Media Enhancement
-   Team-Friendly Calendar
-   Transaction Manager
-   Unlimited Document Storage
-   Unlimited Training
-   White Label Solutions

Value for money

4.5 (501)

4.5

Based on 501 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (475)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (475)

4.6

Based on 475 reviews

## User reviews

Overall rating

4.4

Based on 531 reviews

Filter by rating

5(288)

4(189)

3(48)

2(3)

1(3)

Mentioned topic

Sorted by most recent

Jose Manuel M.

Sales Representative

Real Estate

### "Great product, needs to be localized in Spanish for Latin American countries"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 27, 2025

Great product, needs to be localized in Spanish for Latin American countries

Pros

I only used the 14-day free trial and found it a great CRM platform for Real Estate agents

Cons

Not yet suitable for Mexico, not in Spanish yet

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

NS

Nizar S.

Data Steward

Pharmaceuticals

### "For better CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

February 19, 2024

Pros

Wise Agent offers me great features related to real estate agents such as transaction management and email marketing

Cons

what i like least about Wise Agent is that the mobile app has less functionalities than the Web-based app

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RA

Ruben A.

Sales Agent

Real Estate

### "What Have They Done?"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

1.0

1.0

Likelihood to Recommend

7/10

January 5, 2024

I don't know, I'm trying to get past the Customer service part other wise its a great product. If the word processor wasn't trash I may have been able to complete what I wanted to do without an agent. Lets get the customer service that you're known for back \[sensitive content hidden\]!!!

Pros

I've been with wise agent for several years no and my experience with the product is excellent. Easy to use, easy to set up, and super easy to stay in contact with your database. It has a ton of integrations option which can be useful and the best part...it doesn't cost you 1/3 of your commission check per month. Great product....Buuuuuut - Cons

Cons

All I can say is with the exception of the word processor within Wise Agent which by the way happens to be total trash! Wise Agent is great. For the better part of my subscription with Wise Agent, Customer service was 100% awesome. You were able to reach Knowledgeable staff that had all the answers and if they didn't they would make it their priority to get you an answer and response time was always top notch! NOT ANY MORE!!! I don't know what happened but all of a sudden all calls are being handled by overseas agents that are completely lost. I spent the better part of 30 minutes just trying to articulate to the agent on what I wanted to accomplish, I would get put on hold and then the agent would come back and ask me more questions about what I'm trying to accomplish and then get put on hold and so the story keeps going. I finally just hung up! \[sensitive content hidden\]...really? why did you destroy your customer service reputation like this...it is really bad...worse than Lionsdesk...that's not good for customer retention.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 8, 2024

Hello Ruben, We appreciate you taking the time to leave us feedback on your experience so far with Wise Agent. It is unfortunate to hear that your recent experience with our support team didn't meet your expectations, and we plan to do all that we can to remedy this for not only you, but all of our members. We understand that access to 24/7 support is a standout feature for Wise Agent, and it is our goal to provide excellent service. We have forwarded your feedback to our team and will review your support tickets and reach out with any questions. Thank you again for your feedback.

MM

Michael M.

Agent

Real Estate

### "Great CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2023

Pros

Integrations, especially with Zip Forms, which is very handy. Support is excellent. I also like the fact that the company has not been bought out by a large conglomeration.

Cons

What they have is great and there is not much not to like. I wish it had a couple of features which would make it my only CRM as I use another one for a couple of their features to go along with Wise Agent.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 8, 2024

Hi Michael, thank you for your review! We really appreciate it. If you haven't done so, you can always forward your suggested features to our team. Many of the features we add are from member suggestions. We also plan to add even more functionality to the CRM in 2024, so stay tuned! Thank you again!

Ed B.

Reator

Real Estate

### "MUST HAVE software for Real Estate Agents "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 26, 2022

Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features.

Pros

The many features available in one platform - contact management, transaction management, and calendar, to name a few.

Cons

The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.

Reasons for choosing Wise Agent

Wise Agent has transaction management capability, with unlimited data storage as well.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 8, 2024

THANK YOU, Ed, for your ongoing support of our platform! We really appreciate having you as a member, and we hope to keep providing you with the best CRM that we can for many years to come. Thank you again!

ET

Ekrem Taha U.

Musician

Music

### "One of the best CRM software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

August 4, 2022

Pros

Really easy! Time-saver. When you want the use CRM this software helps a lot!

Cons

I don't think there are cons! Just marvelous app.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Owner

Information Technology and Services

### "Be wise and get the Wiseagent"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 17, 2022

Pros

A lot of great features for a very small price. Their customer service is very good.

Cons

I can’t really say anything bad about it. The price is right and it is very feature Rich. Period

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RL

Roxanne L.

Realtor

Real Estate

### "Disappointed"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 30, 2021

I'm switching from wise agent to another CRM that can provide the necessary support needed

Pros

I have no pros to report. I recent obtain the program and I'm canceling my subscription today.

Cons

Wise Agent was recommended through my coaching program and the experience was not the best. I requested assistance and the in speaking with \[SENSITIVE CONTENT\] for an overview of the product was not helpful at all. After going through a few of the tabs. I left more confused. I asked if there was a way for me to training on how to use the software it was suggested YouTube. If I'm going to purchase the software my expectation is to get the necessary support so that I can utilize it to run my business as a real estate agent successfully.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SH

Shenequa H.

Co-Owner

Real Estate

### "Wise Agent - Great CRM for Any Business"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 11, 2021

Wise Agent helps me stay on top of my business and in front of my clients.

Pros

Wise Agent has just the right features for my business. The calendar helps keep me on track, the contact management helps keep me in touch with my clients, and the integrations with Google and other platforms are great time savers.

Cons

The transaction management could be more robust.

Alternatives considered

[LionDesk](https://www.capterra.com/p/151891/LionDesk/)

Reasons for choosing Wise Agent

Customer Service and cost

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Ena A.

Sales Manager

Import and Export

### "One of the best CRMs"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2021

Pleasant.

Pros

Wise Agent is very easy to use, or at least for me. It has 24/7 user support, that's great, as well as sending personalized emails to a large group of people, and finally the price, I consider it very well.

Cons

The in-app word processor could be better.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/)

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