The Wise Agent

The Wise Agent


4.5 / 5
3 reviews

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

3 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $27.00/month
  • Pricing Details
    Wise Agents comes with 5 team members for $27 & can purchase more.
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • The Wise Agent
  • www.thewiseagent.com
  • 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
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

The Wise Agent Reviews Recently Reviewed!


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

Jun 01, 2017
5/5
Overall

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
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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.

Capterra loader

A very cost affordable CRM for a single real estate agent or for a small team

Jun 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I really like the team access aspect of this software. Its very helpful to have access to people like your TC, Lender and say general contractor leave pertinent notes and information without have to pay a seat for each user

Cons: very flexible and effective. Cosmetically is can use some enhancing with more up to date dashboard. However, it is a very simple by design CRM for the newbie to the veteran

Great product!

Sep 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: What I like the most is how it links to your calendar. I use this software on behalf of the realtor I assist and it makes it easy to add things to his calendar in addition to the important events that are automatically added based on the checklists you have created.

Cons: One of the minor improvements I would suggest is keeping the calendar button option for all of the items on the checklist instead of just the most important options up top. This would make it a lot easer when filling out the dates.