The Wise Agent

The Wise Agent


4.5 / 5
266 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

266 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month
  • Pricing Details
    Wise Agents comes with 5 team members for $29 & can purchase more.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • 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 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.


The Wise Agent Features

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Calendar Management
  • Client/Property Matching
  • Commission Management
  • Contact Management
  • Document Management
  • Email Marketing
  • Lead Management
  • Listing Management
  • Property Management
  • Website Management

The Wise Agent Reviews Recently Reviewed!


ModernDayAgent

Nov 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the affordability and the fact that I can have my check list, tasks, documents and contact information all in one spot. I ABSOLUTELY LOVE the FUSION concept. However, it needs a bit of tweaking.

Cons: 1. It would be great if individual agents on my teams emails worked like with ACT and other CRM's I have worked in the past. You have a work around but it is not optimal.

2. The Zip Form tie is awkward being on the contact page. Should be on the property not the contact. Or better yet if it created a property at the same time that would be awesome.

3. The Fusion.. I LOVE this idea. I wish I could customize it to just be a place I keep my clients checklist and documents so they can see the status. Don't care for the collaboration with title and lenders etc... Should just be for me to share what I want to share with my client. That would be GREAT!!! I love that...I hear that is on the back burner and I hope you bring it to the front.

4. Having to create two separate records for a husband and wife contacts page is kind of a hassle. Is there no way that they can be together but also searchable and traceable? Have both emails show up in the history?

5. I use JotForms for my listings. my clients fill out the form from my website. It would be super if you integrated with Jotform so it automatically adds contacts.

6. Skyslope integration would be awesome. That is my brokers transaction platform. We now have 1800 agents and are the fastest growing brokerage in the country.

7. The BombBomb integration is good, I wish I could send previously recorded videos and add notes to the email. This inability makes me have to go out of WiseAgent and open Bombbomb to do that.

Overall: I love WiseAgent and the support is awesome! Just some of it's limitations that are a dream for me would make it better.

Capterra loader

Finally found The One!

Nov 28, 2018
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: Wise Agent does all the things I need in a real estate CRM. Whether for basic management of contacts in an easy to use database or getting fancy with ongoing nurture campaigns for leads and sphere, Wise Agent is the best system I've come across...and I've tried several over the past couple decades.

While it works fine for a solo agent, Wise Agent also has a great set-up for teams. Since I now have a growing team, we're finding that it works very well in handling our separate leads, emails, etc. We also like the built-in enhancements and integrations, like automatic Facebook Lead Ad contacts import. I could go on, but try it for yourself!

Cons: Ok, so nothing is perfect...and I know that by trying many similar systems through the years. I chose Wise Agent because it has more of the features that are important to me. If I have to choose a fault with it though, I would say that the tutorial videos need to be tweaked a little. While the videos are pretty good at explaining the set-up and guiding you through a process, I would like them to start out with "why" a particular feature is there and "how" to best use it.

But, that becomes obsolete when the support staff is so good. I've always been able to just call in and speak to a friendly live voice and get good help and clarification.

Overall: My overall experience with The Wise Agent has been superb! It beats all of the other similar platforms I've tried over the years...and it's so simple to use, even the non-techies on my team like it and use it with ease!

Quality Client Contact

Nov 16, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is so easy to communicate, at least once a month with clients, using the newsletter provided in Wise agent. I receive thankyous from client with regards to content and features such as the monthly recipe.

I also appreciate the ease at which one can add and delete clients and their information. The ability to categorize your client base so you have the ability to send information that is suited best for a specific group. In my case, buyers, sellers or real estate investors.

Cons: There's so many options available, one has to be up to speed on technology to identify with some of them. I know that I'm not using a large number of the features available due to my limited technical skill.

Overall: I am solving a very important part of being a successful real estate agent by using the touches available to me in Wise Agent. The personalized messages, such as the thank you, win praise from my client base.

The ability to monitor client response to mass email communications offers a chance maintain accurate files such as phone numbers and emails.

Vendor Response

by The Wise Agent on November 28, 2018

Hi Peter,
We are so glad to hear that you're loving Wise Agent, thank you for all of your wonderful feedback! For any features you'd like to learn more about we do offer free training and weekly classes. We also have video tutorials on the site that you can go through on your own time.

For everyone

Nov 17, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It was easier to use years ago. Nothing too fancy, just functional.

Cons: Some things didn't seem intuitive (I'm over 60).

Overall: Wise agent is a great CRM. Some stock holiday emails that could be personalized would be appreciated.

Generally easy to use, some parts not as much. The call to be made area-for some reason you always have to remember to click which person is adding that info and who the client belongs to, otherwise, it doesn't translate.

Some stock photos/emails would be nice to send during the different holidays/seasons.

Vendor Response

by The Wise Agent on November 30, 2018

Hey Wendy,
So great to hear that you're enjoying using Wise Agent! We recently added some new holiday email templates, so be sure to give those a look! Also, the function of selecting the person that made the call for the Call List is for teams to keep track of who is contacting certain clients. So you're absolutely right, it is important to remember to do that! If you're interested in any training we offer free unlimited training to get you familiar with our system and new features. To get started just give us a call at 480-836-0345 or hit the Contact Us button. Thank you again for the review Wendy!

Great Platform For Your Money

Mar 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Love the seamless ease of uploading contacts and how they sync with multiple accounts, especially Google! The customer support is very responsive, and relevant - they know their product incredibly well and are very eager to help!

Cons: I wish still haven't been able to figure out the MailChimp integration, so I just went ahead and uploaded all of my contacts into MailChimp separately. I'm sure I could call customer service and get excellent support, but I'm a full time Realtor and simply don't have a bunch of extra time.

Overall: Any new prospect or clients that I gain, I immediately enter into my Wise Agent database. I can then look them up later base on the category I place them in (buyer, seller, prospect, etc.), or by their first or last name. It's super easy! I love having the ability to just plug people into my CRM and then I can stop worrying about getting every little detail of each client saved somewhere, because I know the info is saved and safe in Wise Agent!

Their notes are nice to use b/c you can set engagement "alarms," which remind you when it's time to email/text/call a prospect or client!

Great!

Nov 16, 2018
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 using. Many tutorials to assist you.

Cons: Can't print out list of contact names with their addresses & phone numbers.

Can't search on a "word" in contact notes.

Overall: Very helpful

Vendor Response

by The Wise Agent on November 29, 2018

Hey Carol,
It's so wonderful to hear that you're enjoying Wise Agent and you're using our video tutorials! If you want to print out a list of your Contacts with their names and addresses, you can do this by using the drop down menu titled Print Media. After you select your contacts and select Contact List from the Print Media drop down, it will take you to a preview of the list you are about to print. Also, to search for a word in your contact notes you can use the search tool bar in the Contact Notes tab next to the Customer Summary. If you have any trouble or need help, please contact our amazing support at 480-836-0345 or hit the Contact Us button.

Wise Agent Review

Nov 16, 2018
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: Love the Contact Notes feature which allows you to back-date notes, so if you get behind on note input, your notes can be based on the date the event happened and not the date the information was inputted, like some systems. Also, love the calendar that syncs with phone.

Cons: Do not like the email function. The message format looks dated.

Overall: Great customer service and the software gives me the two functions I value most: a good calendar and a good way to keep track of my clients.

Vendor Response

by The Wise Agent on November 29, 2018

Hey Annette,
It's so great to hear that you're loving Wise Agent! Thank you for your feedback on the email function, we have recently added new templated and updated our branding templates. We are always looking to improve so your comments are appreciated. Thanks again for reviewing!

Honest feedback on Wise Agent

Nov 16, 2018
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: Love the Tax part where I can enter invoices & it keeps a tally of the year & all I have to do is print it out & take with me to my tax accountant.

Cons: On tax part would love if there were more categories that pertain to things we need to enter for taxes. I just have to end up putting them over in Misc.

Overall: Wise Agent has been GREAT & I've been using it for years. Easy to use. Very affordable with my budget. Highly recommend especially when your a new agent like I was 13 years ago...

Vendor Response

by The Wise Agent on November 29, 2018

Hey there,
Thanks so much for leaving us a review and giving us your feedback on Wise Agent! We're so glad to hear you're enjoying it so far. We're always looking to improve, so it's great to have your comments about the categories in the accounting reports. Thank you again for the feedback!

The best I've seen for the money

Nov 16, 2018
5/5
Overall

4 / 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: It's pretty easy to use, and if you hit a snag you can ask for help and within a day you get a straight answer.

Cons: Actually I'm pretty happy about everything. I would prefer if I could prioritize follow up so that high priority tasks would appear first in the calendar for that day. You can prioritize and it flags the task, but it isn't scheduled in any particular order, as far as I can see. This is a VERY small complaint in what is otherwise a damn good set of programs

Overall: I follow up with all of my clients with it, send newsletters, and I'm just beginning to figure out how to interface with facebook and instagram,

Vendor Response

by The Wise Agent on November 30, 2018

Hey Lawrence,
This is a wonderful suggestion, and a perfect example of why we love to get feedback like this. We are always looking to improve and we will forward this suggestion to our developers. Thank you so much for taking time to leave us a review and for giving us such helpful feedback!

Great CRM for the Money

Nov 17, 2018
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: I've had a subscription to Wise Agent for 10 years. It's a robust CRM that can almost anything you need it to do. It will sync with google, etc.

The customer support people are awesome and easy to reach.

Cons: There is SO Much that it CAN do, I get overwhelmed.

Overall: Keeping track of clients and timelines.

Vendor Response

by The Wise Agent on November 30, 2018

Hey Susan,
We're so so happy that you're loving Wise Agent. Thank you for being with us for so many years, we really appreciate that! We do offer a lot of features and integrations, but if there are ever any that you're interested in getting some training on please give us a call! We offer unlimited training and we even have a weekly class. Give us a call at 480-836-0345 or you can hit the Contact Us button. Thank you again for taking time to review!

This is a great program for the beginning or veteran agent

Nov 20, 2018
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: It's easy to use. Also we use the monthly newsletter to keep in touch with our database.

Cons: Wish we could do transaction management with it.

Overall: We are able to use it in conjunction with Constant Contact. I track my leads with it by coding them (BLD SLD Past Client etc)

Vendor Response

by The Wise Agent on November 30, 2018

Hey Susan,
It's so great to hear that you're loving Wise Agent! We do have transaction management functions! Within the transaction management
you can create checklists that allow you to keep track of the buyer and seller transactions or any other process you repeat regularly in your business. We have video tutorials on how to get started with those, or you can always reach out to our support team! The number is 480-836-0345 or hit the Contact Us button, we would be happy to help you out! Thank you for leaving a review!

Capterra loader

It it were perfect, it would likely cost a lot more...

Nov 22, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like the tasks you can set up. For instance, whenever I get a new Zillow lead, it automatically funnels into a list of to-dos for the next couple of weeks. It also generates a few template emails. This is something that you create, and it allows for minimal dynamic content.

Cons: There are no frills. I would love to see better options available for keeping in constant contact with your clients. Right now, I'm trying to make sure I add them to my Re/Max app as well so that they receive monthly updates. Ideally, I would be able to set up more automatically generated points of contact. Also, I wish it was able to interface with my Google Voice account for automated texts. I would like to be able to click a button in the program to send out a 'to-do' text to everyone at a certain stage in a marketing drip campaign.

Overall: The overall experience has been good which is why I still use the system. The customer care representatives are great and eager to help if you have issues.

Wiseagent keeps me in Track

Nov 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: I love the way I can notate my events and conversations I have with clients and edit them later if I find that I missed writing down some important aspect of a meeting or conversation.

Cons: It is hard to use and it took me a while to get used to it. There's too much fluff and not enough basic buttons to use. Even contacts are obscured sometimes in an effort to push

The marketing partners.

Overall: It's been good I am glad I have it especially for some forms of record keeping.

I like the fact that I can log appointments and other events in Wiseagent without a worry that a software

Update will wipe them out. If I don't want data to disappear, this is one of the places I store some kind of data.

User friendly

Nov 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software is easy to utilize and easy to navigate through. I also appreciate the help they offer if you can't understand how to maneuver through.

Cons: I wish they had a few more features . I enjoy using it and have had this for several years. I wish I could integrate more of my business into this program.

Overall: The customer service is awesome! Easily accessible

Vendor Response

by The Wise Agent on November 29, 2018

Hi Meredith,
It's wonderful to hear that you're loving Wise Agent and have been with us for a number of years! Thank you so much! We are always looking to improve and looking into new integration partners, if you have some suggestions we'd love to hear it! Please contact our amazing support at 480-836-0345 or hit the Contact Us button.

Wise Agent

Jan 04, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Low Cost and I'm not limited to the number of machines I can use for access. The monthly newsletter is worth the money by itself

Cons: It is designed for email communication and a little difficult to use for print media.

Overall: Monthly newsletter contact with past clients has been invaluable.

Vendor Response

by The Wise Agent on February 07, 2019

Hello Robert,
It's awesome to hear that you're loving Wise Agent! Thank you for taking the time to leave us some feedback, we are always looking to improve and your review will help us do that. If you're ever having trouble with creating any of the print media, we do have unlimited training and would be happy to help you any way that we can. You can give us a call at 480-836-0345 or email help@wiseagent.com. Thanks again for reviewing!

EASY to use!!!

Nov 16, 2018
5/5
Overall

4 / 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: It pretty simple and doesn't require a degree to use it. It make the process simple and links to many of the things I want it to link to!

Cons: I would really love it if it had a dedicated app and could link with with a couple other pieces of software.

Overall: It allowed me to take a number of systems I wanted to set up... and had already set up and get them all into one convenient place!

Vendor Response

by The Wise Agent on November 28, 2018

Hi Dave! We have a mobile web application for easy access on the go...just open your phone's browser and go wiseagent.com, login to your account, and a message will pop up asking if you want to save to your home screen. This will save an icon that you can click on anytime! Also, if you have suggestions on any integrations you'd like to see added, please send those to help@wiseagent.com and we will gladly add them to the list! We are always making updates to improve the system for our users!

Capterra loader

Wise? Agent

Nov 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to enter and update contacts, drip email features. Integration with other programs/website. Newsletters.

Cons: To use the newsletters you really need to proof them, often missing punctuation when converting to word or PDF for printing, Hard to size some things to fit better ie logos and designations.

Overall: Keeps all my contacts in one place, easily allows adding to multiple groups. Allows me to reach out to contacts with Newsletter and drip mail in multiple ways making me more efficient.

Vendor Response

by The Wise Agent on November 30, 2018

Hi Todd, thanks for your comments! I will forward your issue with printing the newsletter to our Development Team to see how we can improve that for you!

Capterra loader

CRM is amazing

Nov 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love using the call list feature and how it automates my business calls and client/prospect follow-up, but there is a host of other features, like DRIP campaigns, marketing templates and the ability to send emails to any segment of your database!

Cons: Interface takes some getting used to, advanced search features are a little cumbersome to set up or find.

Vendor Response

by The Wise Agent on November 27, 2018

Hey Mark,
We're so glad that you're loving Wise Agent! Thanks for your feedback on the advanced search, we are updating that section soon and your feedback will be useful in that process. Thanks again for taking time to review!

Capterra loader

Great CRM!

Nov 16, 2018
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: Support team to an amazing job of making the platform user-friendly and very effective for my business. The client support is world class!

Cons: I've used many other CRM platforms and I truly can't say that there is something that I like least with Wise Agent because I'm so happy with it overall.

Overall: Wise Agent makes it easy for me to stay in touch with my network and manage my business. I can't imagine doing what I do without them.

Vendor Response

by The Wise Agent on November 29, 2018

Hey Howard,
We are so pleased to hear that you're loving Wise Agent! Thank you so much for your kind words and taking time to leave us some feedback, we appreciate it.

Wise Agent

Nov 16, 2018
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: Wise agent is a very user friendly programs plus their support staff is excellent. When you do need help, they take all the time necessary to help with or solver your issues. The system is easy to navigate and everything ties together. Great system for the money.

Cons: I honestly have not found anything I dislike.

Overall: Once you input your clients info, everything else ties together. Newsletters, drip champagnes, calender reminders, emails, just a great program

Vendor Response

by The Wise Agent on November 27, 2018

Hi Kenneth!
Glad to hear you're loving Wise Agent. Thank you so much for your kind words and taking time to give us some feedback!

Capterra loader

A Really well featured CRM

Nov 16, 2018
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: My biggest "PRO" for this particular CRM is that way that I can not only manage my customer contacts, but also my transaction flow for listings and pending sales. Additionally, I really like the "Team" feature which allows my Marketing and Transaction coordinator to work in the system and we can easily assign to one another as needed.

Cons: I cant stand the fact that I cant update the steps in in my transaction checklist. Every time I want to change a step in the process, I need to completely "re-create" the checklist. This seems like such a simple fix, yet it still hasn't been corrected or updated even though they are VERY aware of this flawed functionality.

Vendor Response

by The Wise Agent on January 23, 2019

Hey Jason,
We're happy to hear that you are enjoying Wise Agent and thank you for leaving us some honest feedback. We appreciate you taking the time and we will use your comments to make our product even better!
Thanks again!

You can't go wrong with Wise Agent

Nov 27, 2018
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: Overall Wise Agent is easy to get started. Upload your existing database and you are set to start. I like the ease to create specific transaction templates. Once you have it set you can easily track your transactions as you move forward toward closing.

Overall, if you are looking for a simple easy to use data management tool with newsletter and interfaces to 3rd party lead gen sources. Try Wise Agent.

Cons: Customizing the newsletter is not as easy as it should be.

Overall: Used it for years. I'm very happy with the program.

Wise Agent A Great Value

Nov 16, 2018
5/5
Overall

4 / 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: Why is a fast, flexible, tab based CRM The functions very well 14s or multiuser . The system is easy to use and offers a magnificent value

Cons: The thing I like the least in the software package is the necessity of verifying every data entry prior to it being saved

Overall: Overall the experience has been excellent customer service is absolutely outstanding in every issue has been addressed quickly and efficiently

Vendor Response

by The Wise Agent on November 28, 2018

Hey Barry,
We are so pleased to hear that you're enjoying Wise Agent and our customer service! Thank you for your feedback on the data entry and saving, we are always looking to improve.

Super Helpful Checklist

Nov 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I use Wise Agent primarily for the listing, contract and closing checklists. I have recommended Wise Agent to many of my colleagues. Since each checklist item is assigned to a contract/closing date, you can't miss anything. I like the ease of changing dates on the checklist if a closing is delayed, as it adjusts all of the unchecked items.

Cons: It is not the most beautiful platform. It has had some recent updates that help.

Overall: I have been using Wise Agent for the last 8 years. I tried other programs and always go back to Wise Agent.

Easy to use

Nov 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has the information already there. You don't have to re-invent the wheel. If you want to change any of the material, you can easily edit it to fit your needs.

Cons: I would like to have more updated information. I've been using it for awhile and some of the information is the same information from a couple of years ago. Other than that, it's a great CRM to use. I would also like to see information that can be used on social media (FB).

Overall: The benefits are staying in front of my clients often. I like the holiday emails that are easy to set up and the newsletter is another great way to stay in front of clients. I also like the letters and personal birthday and anniversary greetings that I can send via email.

Vendor Response

by The Wise Agent on November 27, 2018

Hey Crystal,
So glad to hear you're loving Wise Agent. Thank you so much for your review and feedback! We're always looking to improve, so your comments are appreciated. We'll take this into consideration when making changes in the future. Thanks again!

Wise Agent?

Nov 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This program for the most part is easy to use. Has tons of ways to keep track of your client like social media, anniversary, birthdays, pet names etc. The gmail integration is one of the main reasons we went with this product. All the emails between client, lender, other agents related to this transaction shows up in the client notes.

Cons: The one thing I would like to see added to this product is the ability to share all client info with a team member. My partner can not simultaneously look at the same client, attachments etc. My partner and I work together on every deal and it's important that she can log in and make notes, add attachments etc to the same client folder that I have in my account. Right now this is not an option with this platform. I can share a client but attachments etc does not transfer.

Value, Simplicity and Integrations

Nov 21, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and navigate, very little learning curve. Transaction checklists, and integrations with other platforms.

Cons: The task feature is clunky and ineffective. I'd like to see Vendors integrated so I can access them on my phone just like my client database. Probably my 2 biggest complaint s

Overall: I've been a user wise agent for about 10 years, I use it to manage all of my real estate transactions, the calendar is ideal for teams and individuals. Wise Agent keeps all my clients and vendors organized and we love the integrations wise agent offers.

Best CRM available for Real Estate agents that aren't super techie

Nov 20, 2018
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: It is easy to use. It does everything I want and more. The price is great BUT the best thing is the customer service. So easy to get answers to any questions. That is the biggest selling point. I have had three other CRMs before this one including Top Producer. I never got much out of to producer because I didn't understand how to use it's advanced features and there wasn't anyone who could show me.

Cons: I don't have one. I don't need the super duper techie stuff.

Overall: The best!

Capterra loader

Real organization

Nov 16, 2018
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: This system has simplified my life and allowed me to be more proactive in my marketing. I looked at several systems before purchasing and actually called the customer service line at different times of day to see if they truly would call me back quickly. Guess what, they DID! This is a great system at a modest investment.

Cons: N/A I am completely satisfied! Great system!

Overall: Fabulous!

Vendor Response

by The Wise Agent on November 28, 2018

Hey Connie!
We're so thrilled that you're loving Wise Agent and are enjoying the marketing tools! Thank you for your feedback!

Best value CRM on the market

Nov 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is very complete and integration with other supporting platforms is great. The 24h support of the software is amazing. Always helpful and very quick in resolving issues.

Cons: What I least like about it is mainly caused by the fact I am not based in America and most integrations are based on the american market.

Overall: Wise Agent lets me controll perfectly my commercializing business. I am more than satisfied with the software and would recommend everyone using it.

Vendor Response

by The Wise Agent on November 30, 2018

Hey Dirk!
We're so happy to hear that you're loving Wise Agent! Thank you for your feedback, this is definitely something we will consider when finding new integration partners. Thank you again for taking the time to leave a review and for your kind words!

Pretty Good

Nov 16, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The CRM ease of entering contacts and the calendar feature. Like the app

Cons: Don't like the autofill feature that was just added to CRM

Overall: We don't use all features any more because we use task lists, etc on DotLoop but we do use it for the calendar and CRM

Vendor Response

by The Wise Agent on November 30, 2018

Hi Joanne! Thanks for taking the time to share your thoughts! Are you referring to the auto-fill feature when you're searching for a contact by name? Or is it auto-filling something else? If it's the latter, it might be a setting on your browser, not something that was added by Wise Agent. Let us know if we can help!

Wise Agent review

Nov 20, 2018
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We love the transaction manager! It's the heart and soul of our business. Everything about is awesome! Also the customer support is SUPERB! Anytime we need something, we can call and get our questions answered immediately!

Cons: This software is not very user friendly. We've spent MANY hours learning how to use it. The interface looks outdated - could use a makeover. The integrations with Facebook, MailChimp, and BombBomb still need so refining. Not very user friendly. Some functionality commands don't really seem to work either, especially when dealing with checklists (i.e. cannot delete checklists from lists).

Overall: This is a great entry level CRM. Our team has enjoyed using it for now. It's very reasonably priced and it's doing everything it needs to for now. Honestly, Wise Agent's best feature is the Fusion Transaction Manager.

Great value and easy to navigate

Dec 13, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Wise Agent is a great database to use to quickly and efficiently organize your contacts. The system is very user friendly and they also offer many tutorials to help you along the way. I would highly recommend

Cons: The only con worth noting is that the generic articles and look for the email marketing pieces are out dated and the process of getting contacts added and moved from one piece to another could use some work to make it easier and faster and more automated.

Great CRM

Nov 16, 2018
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. Everything is right in front of me for planning my day.

Cons: I have no dislikes of this software. It is wonderful.

Overall: I have been in real estate for 30 years and have used at least 5 other contact management software programs. This is by far the easiest and most user friendly one out there. Integrates well with other products. I have been recommending for years.

Vendor Response

by The Wise Agent on November 27, 2018

Thank you so much for your awesome review and for recommending Wise Agent to others! We're thrilled that you love our software and that it is a great fit for you. Thanks again!

Wise Agent

Nov 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a great place for customer contact information and follow up schedules and keeping in touch with clients with flyers offered here.

Cons: I am not tech savvy so I need help since I want this service but want to be in the field hands on first but this helps me be in more places than I can be at once.

Overall: We have realized the benefits of staying in touch with clients through Wise Agent.

Vendor Response

by The Wise Agent on November 27, 2018

So happy to hear that you're enjoying Wise Agent! Thank you so much for taking time to give us some feedback.

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.

Ease of use and customer service

Nov 20, 2018
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: I love its simplicity. Also, when you call for customer support, help is immediate and they take suggestions for their product seriously. Years ago, I suggested that they add "Home Anniversary" date and they added that immediately. They pay attention to their customers!

Cons: I can't think of a single thing that I don't like about the software.

Overall: It's such an easy way to keep in touch with clients and customers.

I couldn't work without it!!!

Mar 26, 2019
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: This program makes me look good. I can't imagine working without this software. I was able to create multiple templates and work with them on a daily basis. Life savor program!

Cons: There was a recent upgrade and I no longer care for how a new checklist is created. There has been some confusion among my team on how to maneuver through the new process of adding in clients and transaction addresses.

User for two years

Nov 16, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the clean interface that hasn't been over designed. I like the integration with Zapier and Google products.

Cons: I don't like how I have to delete my Google Calendar and reinstall it every time I need it to synchronize with Google. My Gmail contacts also doesn't seem to update regularly, I noticed yesterday that they have not updated since July.

Overall: It's a good product that just needs to have a few issues resolved.

Wise Agent

Nov 16, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Cost and ease of use also aloows up to 5 agents on one account (team)

Cons: Need more letters and follow up forms for buyer and sellers

Overall: I use it everyday would like a few more bells and whistles

Vendor Response

by The Wise Agent on November 28, 2018

Hi Bob,
We're so happy that you're enjoying Wise Agent! Thank you for your feedback on the letters and drip campaigns, we always want to improve so your comments are appreciated. If you have any specific requests as far as having more bells and whistles, please feel free to get in touch!

One of the Best Options out there!

Nov 20, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: You can tailor this program to meet your needs which is great. They have an app and it can be used on all devices.

Cons: The look is older looking. It needs to be more current and easier looking. There is a lag probably because it is real-time online.

There needs to be some updates with the way you enter contacts and vendors so you don't have to answer twice.

Overall: Keeping the process of listing and selling homes moving.

Great CRM!

Nov 19, 2018
5/5
Overall

4 / 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: It is very easy to use, and has a ton of functions!

Cons: I don't really like the format for sending client emails.

Overall: There are endless features for whatever functionality you are looking for, and they are intuitive and easy to use.

Vendor Response

by The Wise Agent on November 30, 2018

Hey Gavin,
It's so awesome to hear that you're loving Wise Agent! We have recently updated some of our email templates and branding, but we are always looking to improve so thank you for your feedback on that. And thank you for taking the time to review!

Great CRM for Realtors!

Nov 28, 2018
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: This software is extremely user friendly. As most CRM's, what you put into it, is what you get out of it. This give you a daily plan, if you utilize the software properly.

Cons: There are no real negatives regarding this software for our business.

Overall: The software notifies us our client's birthdays, when to follow up with certain clients, when tasks need to be completed and most importantly deadlines regarding contracts.

A comprehensive CRM for the active real estate agent.

Nov 20, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It gets the job done at a reasonable price. Support is responsive to our challenges.

Cons: The learning curve. The layout is not intuitive for me and I do not do well with videos and webinars. They are either too fast or not meeting my needs. I like an prefer one on one instruction.

Overall: Once I learned the parts of the program that I use, it has been a very good tool in my belt for keeping up with my clients and sphere.

CRM

Nov 16, 2018
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: Love the ease of WiseAgent and everything it has to offer. Customer Service is always helpful when needed

Cons: There isn't anything paticular that comes to mind on cons.

Overall: Keeps me on track for calling clients and keeping up with them. Also love the part of keeping notes for each client.

Vendor Response

by The Wise Agent on November 29, 2018

We're so happy to hear that you're loving Wise Agent! Thank you so much for taking the time to review and for your kind words, we appreciate it!

Easy System

Nov 16, 2018
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: Very easy to understand and simple to use, keeps me on track with all my clients.

Cons: Importing should allow you to move only the clients I need and not my entire google contacts.. took me forever to figure out how to get old out and only keep the new clients..

Vendor Response

by The Wise Agent on November 29, 2018

Hey Michele,
Thank you for taking the time to leave us some feedback! We have video tutorials for importing contacts, but the easiest way to get it done is to give our support team a call and they will be happy to help you! If you have any trouble or need help, please contact our amazing support at 480-836-0345 or hit the Contact Us button.

Quick Feedback

Nov 16, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Overall I'm happy with the program and it does a lot of things right. Being able to import/export my contacts easily is huge and the integrations are great.

Cons: The ui and responsiveness seem a little dated in comparison to others in the market. I was last on liondesk and the ui seemed a little less glitchy, had some cool info graphics, and was a bit cleaner. I would also like to see birthdays and other dates used more effectively... as in showing on the calendar and syncing to my phone calendar or sending me a notification. Unless I'm on the crm regularly I'll miss those. A few other features i miss from liondesk was daily task emails sent to me automatically and the ability for users to upload and share their drip campaigns.

Overall: A basic app would be cool so i could see my daily call list and click through each contact more seamlessly. The main reason i went with wiseagent over liondesk was the fact that my company uses mailchimp a ton and liondesk didn't have that. My last suggestions would be to have wiseagent and mailchimp sync contacts automatically...unless theres a free way to do that I don't know about?

Excellent choice for a Contact Management system

Nov 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's very easy to use -- but I have to say the fast response to my questions is something I absolutely love.

Cons: There were a couple features that were a little tricky to figure out -- but the support was helpful.

Overall: It keeps my contacts in a managed system, so I can find them easily. It's useful for keeping track of my past customers and clietns.

Vendor Response

by The Wise Agent on November 27, 2018

We're so thrilled to hear that you are loving Wise Agent! Feel free to call us any time you have questions! If you're looking for more help we offer free training as well as a weekly class to help you learn all of the features. Thanks so much for your feedback!

Review

Nov 16, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: How i can make easy to use templates, and checklist for my team

Cons: Duplicating stuff is near to impossible.

Vendor Response

by The Wise Agent on November 29, 2018

Hey Laura,
It's great to hear that you're enjoying Wise Agent! Our marketing programs and the checklist templates are currently able to be duplicated. If you'd like any help learning how to do this or if you'd like help duplicating something else please call our amazing support at 480-836-0345 or hit the Contact Us button.

review

Nov 16, 2018
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: I like its simplicity and the new changes for client input, way easier and more cost effective than top producer

Cons: the birthday portion is not able to be filled out when you press put in a new contact.

Overall: great! easy

Vendor Response

by The Wise Agent on November 29, 2018

Hello Daniel,
We are so pleased to hear that you're loving Wise Agent! Thank you for your feedback about entering birthdays when adding a new contact. We are always looking to improve!