# Wise Agent Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Wise Agent the right Real Estate CRM solution for you? Explore 531 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/20680/The-Wise-Agent/reviews --- Wise Agent 4.4 (531) [View alternatives](https://www.capterra.com/p/20680/The-Wise-Agent/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Wise Agent Ease of use 4.1 Customer Service 4.6 ## Pros and Cons in Reviews José Manuel M Sales RepresentativeReal Estate, 2 - 10 employeesUsed the software for: I used a free trial. “I only used the 14-day free trial and found it a great CRM platform for Real Estate agents“ February 27, 2025 RA Ruben A Sales AgentReal Estate, 11 - 50 employeesUsed the software for: More than 2 years. “I don't know what happened but all of a sudden all calls are being handled by overseas agents that are completely lost.“ January 5, 2024 Ed B ReatorReal Estate, Self-employedUsed the software for: More than 2 years. “The many features available in one platform - contact management, transaction management, and calendar, to name a few.“ November 26, 2022 RA Ruben A Sales AgentReal Estate, 11 - 50 employeesUsed the software for: More than 2 years. “Brandon...really? why did you destroy your customer service reputation like this...“ January 5, 2024 SH Shenequa H Co-OwnerReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ November 11, 2021 RL Roxanne L RealtorReal Estate, Self-employedUsed the software for: I used a free trial. “I requested assistance and the in speaking with \[SENSITIVE CONTENT\] for an overview of the product was not helpful at all. “ December 30, 2021 RA Ruben A Sales AgentReal Estate, 11 - 50 employeesUsed the software for: More than 2 years. “Easy to use, easy to set up, and super easy to stay in contact with your database.“ January 5, 2024 RA Ruben A AgentReal Estate, Self-employedUsed the software for: Less than 6 months. “It’s virtually useless since your contact has to opt in with an opt in link that you have to set up.“ February 17, 2021 ## Showing most helpful reviews Showing 1-25 of 531 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use José Manuel M. Sales Representative Real Estate Used the software for: I used a free trial ### "Great product, needs to be localized in Spanish for Latin American countries" February 27, 2025 4.0 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 Rebecca B. Trainer Associate Insurance Used the software for: 2+ years ### "The Wise Agent- Best CRM out there" July 30, 2019 5.0 Easily keeps me in front of my clients. Agents like that their name is on the email. They tend to at least respond to me more often It lets me reach more people at a time, help design flyers, and I love the Newsletters. I did I say that before. Pros I love the ease of using Wise Agent. I mostly use the CRM and calendar. Being able to send personalized emails in a large group is my favorite part of Wise Agent. I also like the Educational Videos and 24/7 assistance. Love the news letters and Oh yeah the price is really right!!! Cons My only dislike is the number of emails going out a day keeps getting fewer and fewer. I used to be able to invite large groups to REALTOR classes in a week now it takes 3 weeks. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Found The Wise Agent easier to access (when they first became internet accessible) My team members can all be in the account at the same time. I can assign jobs and know when they are done. Also the price. Lots of bang for the buck so to speak. Review Source Shane A. Broker Assoc. Real Estate Used the software for: 2+ years ### "Loved it, but opinion has changed with recent updates" August 2, 2019 3.0 It has been good at the beginning, but has fallen off with some of these recent updates. Pros When I 1st got this program it was easy to navigate through and work through the different features it has. I liked the checklist for buyers/sellers, the ease of making & sending letters & envelopes. The staff is always willing to help and provide service when I call in. I like the follow up features and just keeping up with daily calls and tasks. Cons there have been a number of updates in the past few months that I do not like, but can work around and make work. However, I do not like the new buyers/sellers checklist system and wish that would get changed back to the old version. Not very user friendly in my opinion. I have asked about having a default letter template set up and be able to make/print envelopes from the letter section to that I can keep my picture on the return address. I have to adjust the picture on the envelope on each one before printing as it is too big. I would also like to see an improved way to "search" for things in notes or other areas using key words or phone numbers. The main reason for keeping the system right now is because of the letter printing feature. Reason for choosing Wise Agent I am a student with the representatives group and was able to get connected through that avenue. Review Source BD Brian D. Associate Managing Broker Real Estate Used the software for: 2+ years ### "Over a Decade Using Wise Agent" July 23, 2019 4.0 They are very good at responding to support issues and when suggestions are made they tend to listen. Pros Overall it has all the features of the other top CRM's but is much more affordable. They are continuing to improve the features. / They tend to try and follow needs of industry and the way we work. Cons The built-in word processor has a little to be desired but is getting better. Alternatives considered [LionDesk](https://www.capterra.com/p/151891/LionDesk/) Reason for choosing Wise Agent Cost was the big factor and Wise Agent did almost the same functions. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) The best CRM I ever saw was a program called Howard and Friends (many years ago) when they dissolved I switched to Top Producer. Top Producer is a Canadian company who tries to accommodate all of Canada and All US agents and many of the features did not match Arizona ways. They were too expensive. Review Source mfD maria f D. principal broker Real Estate Used the software for: 6-12 months ### "drip campaigs" July 23, 2019 4.0 it is a good product for the price, but there are certain features that could be improved, when I call the customer services the answer may be "oh well, we can't do this or that". Pros drip campaigns as a core is ok, i can email regularly letters and drips. Cons there is no relational database between the marketing and the customers list that is easy to figure out. Marketing drip campaigns are not easy to use, for instance if I create a letter I can mix and match it with a drip campaign event.- creating events are not easy to use and takes time, I can't use the events on one campaign into another. Why I need this: I sell properties, I would like to create a letter called (sold september 2019)\_ and be able to use that event into other drip campaigns like sellers to be, or new customers, or residential properties sold this year... in any case letters and drip campaigns can be cumbersome. Alternatives considered [RealtyJuggler](https://www.capterra.com/p/152177/RealtyJuggler/)[iContact](https://www.capterra.com/p/221118/iContact/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wise Agent price vs my ability to send drip campaigns. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) my company back then cancelled the subscription with sales force Review Source CB Cindy B. REALTOR Real Estate Used the software for: 2+ years ### "WISE AGENT CRM" February 11, 2020 5.0 Clients and leads must be "touched" atleast once a month in order for them to remember you as their Realtor. This program allows us to stay in touch with every client/lead. It also has a Goal Tracker that helps keep us accountable for our production. Pros The ability to keep in touch with clients and leads thru a drip campaign. It has "standard letters" you can use in your campaigns or you can customize your letters Cons I love everything about it! I honestly can not think of even one thing that I am not happy with. They are always upgrading and adding additional feature that are a benefit to Realtors. Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Reason for choosing Wise Agent I liked the features that Wise Agent offered and the ease of the program to operate. Review Source SK Stephen K. Realtor Real Estate Used the software for: 2+ years ### "I Love Wise Agent" February 19, 2020 5.0 Before I started using Wise Agent I struggled keeping track of my clients and following up on a regular basis. Now, I have over 2000 clients that I follow up with on a regular basis with the Wise Agent marketing features, drip campaigns, texting feature, and email feature. Pros I have used several CRM during my tenure as a real estate agent and Wise Agent is by far the best. It has all the features and applications I want and need for my business without all the extra stuff I don't need. It is extremely easy to use and navigate. I especially like the marketing feature as well as the feature that keeps track of my sales. Cons I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) I felt that Top Producer was too complicated to use and it did not have the features I wanted. Review Source ME Michele E. Realtor Real Estate Used the software for: 2+ years ### "Wise Agent " July 23, 2019 1.0 I use it to create a mailing list - that I take to an outside mailing service to send out annual calendars - because their bulk mailing system saves me money. It is the only thing I use it for anymore. Pros I DID like that it linked with my phone. Cons Linking with my phone does not occur automatically. Entering a Contact is awkward. Entering a VENDOR is a nightmare. At this point I only use it for names and phone numbers and now that I think of it, I have pretty much stopped entering new contacts because it is such a challenge. Wish I'd never stopped using Top Producer. Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Reason for choosing Wise Agent NA Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) They went to an on line system, and at the time Top Producer wouldn't allow you to down load your own mailing list. That is not true today. Review Source Response from Wise Agent July 24, 2019 I'm sorry Michele you are having difficulties with the adding of contacts. Our support staff will reach out and assist you with getting that corrected. Please feel to reach out to us at your convenience as well at help@wiseagent.com or 480-836-0345. VR Verified Reviewer REALTOR Real Estate Used the software for: Less than 6 months ### "Best and worst of wise agent" August 12, 2019 3.0 i don't like how to find my history and notes with this product either. my overall experience has been ok. their customer service is responsive and available. i wish the training wasnt 30 secs long. i know there are videos but they are quick too. i would love a 3 hr class on how to do all the nuances i know wise agent has that I have no clue how to do. Tips and Tricks. not online. in person. We have the training space at corporate or at our office in Surprise. Pros i like that i can send text and adding and grouping clients is easy Cons i don't like the limit on how many i can send in one day. Sending my monthly newsletter is very complicated. i can't send the newsletter as a drip. So i copy and paste into a drip but i have to delete the contact info at the top because it puts at the bottom but it doesn't completely eliminate the boxes and it looks funny. it is very complicated adding my contacts as well. it has taken me 3 times and something isn't right each time. Wise agent customer service does help if you call them but i want to know how to do this myself and not be so complicated. Alternatives considered [Horizon Market Maker](https://www.capterra.com/p/115708/Horizon-Market-Maker/)[FusionCharts](https://www.capterra.com/p/76391/FusionCharts/) Reason for choosing Wise Agent recommended by Mike Weinstein. and it was the same cost as prospect converter. except moving contacts over was a nightmare. Review Source VR Verified Reviewer Salesperson Real Estate Used the software for: Less than 6 months ### "Easy to Use CRM" August 20, 2019 5.0 It is nice to have easy access to all my prospects. Pros I like the ease of creating landing pages. Cons I wish they had a stand alone mobile app, instead of having to use a browser to access on my phone or iPad. Switched from [Realvolve](https://www.capterra.com/p/151889/Realvolve/) Wise Agent seemed less complicated and offered everything I needed at a better price. Review Source RA Ruben A. Sales Agent Real Estate Used the software for: 2+ years ### "What Have They Done?" January 5, 2024 5.0 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 Response from Wise Agent 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. DG Dale G. Transaction Manager Real Estate Used the software for: 2+ years ### "Wise Agent's update was a downgrade" July 23, 2019 4.0 I will continue to use Wise Agent because the devil I know is better than the devil I don't. I don't want to have to relearn a whole new transaction management system. So instead, I have decided to put up with the changes that I do not at all like - because even though I am very unsatisfied with them - there is a convenience to the other aspects of Wise Agent that I do not wish to lose. I just wish the changes would have been less of a negative impact to my systems. Pros I have LOVED Wise Agent for over 10 years. I use this software daily, and I've recommended it to others. I find it very easy to use, I like how I can create my own templates for my own systems, and use different templates for different types of real estate transactions. The home screen calendar is great, as is the master list of "checklists" that I have created. Cons All software gets "facelifts" so to speak....modernization and changes are part of life. Usually although they may be tough to get used to at the beginning, one tends to eventually realize that the changes are helpful. This was NOT the case with the Wise Agent changes that were made a few months back. Although some aspects are helpful (auto save, for example)...some aspects are COUNTER PRODUCTIVE. I absolutely HATE that I can only see about 5 checklist items at once, when I used to be able to see many more. 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. Review Source JS Janet S. REALTOR Real Estate Used the software for: 1-2 years ### "VERY PROFESSIONAL " August 13, 2019 5.0 I just love it. It's the best CRM I've used in 8 years. I worked with Coldwell Banker, Keller Williams and United Real Estate and all their company free crm's just didn't work. The cost of this CRM is so reasonable that I rather pay and do it right than have a free one with a company and it not do what I need it to do. Pros There is so much you can do with Wise Agent. The price is super nice and you can do all that it offers or just what you need. I haven't fully utilized everything it can do yet, but I plan on using it more and more in my business for follow up, marketing and keeping a full database with notes on every customer. One of the best features I use a lot is that if you tie it to your Gmail account, all your emails go in the notes automatically. Then when I'm following up I have every email at my fingertips without having to set up folders etc. This was the best feature that sold me on this product. Cons I wish I didn't have to switch screens to make notes or see notes. When I pull up a customer name, I wish I can just start typing notes or see notes instead of hitting another tab. It's not a big deal but when you are doing 30 to 90 updates at a time per day it does become a big deal. Reason for choosing Wise Agent It just made sense, with the follow up procecss, easy to use, customer service was a main key point, marketing, the gmail forwarding was another very key point. Review Source JJ John J. Director Real Estate Used the software for: 2+ years ### "EASE OF USE" July 24, 2019 3.0 Good potential but no one addresses the problems that us users have. I raised these problems with customer service in January 2017, but has any progress been made? Pros I can enter a client into my phone contacts and it creates a record in WiseAgent Cons It is geared primarily to the USA and ignores users elsewhere in the world! I mean how big is the GLOBAL market? - no automatic date when the record is made - no ability to change the date format. 1/12/19 is the 12th of January in the States, to me it is the 1st of December! - some dates sync with my time zone in Hong Kong, other dates keep to the 16766 East Parkview Ave Fountain Hills, AZ 85268 time zone - no ability to change the address format or configure the titles individually. I do more rentals than sales but can I change anything to suit my requirements?........ - no automatic notification on tasks or calls. Takes too much time to input notifications each time - calendar doesn't sync automatically with Google calendar and takes far too long when you press the sync button. - mobile app not user friendly, too much wasted space Review Source KD Kent D. Realtor Real Estate Used the software for: 2+ years ### "Best CRM " July 29, 2019 5.0 The best in the business in helping me with any question I have The absolute best customer service period. Pros I have been using Wise Agent for 8 years and I love it... The Newsletter I use every month The support is amazing and and with Google Sync my calendar is always up to date. Great Service Amazing Value Wise Agent is the way to go Cons I have to maintain another software Big Purple Dot.. The reason is that BIG PURPLE DOT records my incoming calls and I have a data base of 10000 names on BPD that if I transfer them I will loose the conversation.. Hoping I can only use Wise Agent one day Review Source PB Peter B. Real Estate agent Real Estate Used the software for: 2+ years ### "Quality Client Contact" November 16, 2018 5.0 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. 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. Review Source Response from Wise Agent 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. Holly M. Real Estate Consultant Real Estate Used the software for: 2+ years ### "I Wish There Was More Automation" November 27, 2018 3.0 Pros I like that it is a real estate based software. Cons Overall, I feel the software is a bit elementary. I wish it could be more automated. For example, my team sends out seller and buyer weekly updates, which is time consuming. I would like to see this be able to be automated, rather than one of my team members spending hours sending out the updates manually. Review Source Response from Wise Agent November 29, 2018 Hi Holly! Are you using our drip campaigns? This feature allows you to set up a series of emails in advance to go out automatically on a desired timeframe. We would be happy to help you set this up - just reach out to our support via the Contact Us button or give us a call at 480-836-0345. Howard H. Designated Broker Real Estate Used the software for: 2+ years ### "Great CRM!" November 16, 2018 5.0 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. 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. Review Source Response from Wise Agent 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. JO Jeff O. Agent Real Estate Used the software for: 1-2 years ### "Review of WiseAgent" November 20, 2018 3.0 It's been great starting out. The experience I have been happy with and if I had to do over again I would. I'm sure agents that do more business than myself probably still use it, but where I'm at in sales I felt I needed a more robust system. Pros The price and it works great for people on a budget. It did everything I needed it to do starting out in real estate. Cons It's not as robust as other programs out there. I have actually switched over to another CRM program. I do still have this one currently at this moment. It looks a bit outdated and could use an upgrade and maybe make it a bit easier to use. The program I switched over to was Boomtown which is great, they set up a site for you and you also get leads. My zillow leads automatically get uploaded into Boomtown also. Review Source Response from Wise Agent November 27, 2018 Hi Jeff! We are working on an update to the interface that will allow for more customization which we're pretty excited about! Also, we can capture leads from your website and a number of lead sources, including Zillow, and then you can set up rules for your leads, automating the follow-up process. If you have questions on any of these features, please feel free to reach out to our support via the Contact Us button in your account! VR Verified Reviewer Owner/Designated Broker Real Estate Used the software for: 2+ years ### "Wise Agent" November 16, 2018 5.0 We have realized the benefits of staying in touch with clients through Wise Agent. 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. Review Source Response from Wise Agent 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. Kim B. Realtor Real Estate Used the software for: 2+ years ### "Best CRM for Real Estate Business" August 12, 2019 5.0 This product helps my manage my time better. Everything is centrally located into one software. Pros The software allows me to have all of my data in one place. Tracks client informations, transactions and links to other software that I use. Great customer service. Highly recommend this product when looking for a CRM. Cons Time consuming to get everything set up but once it is updated with information it is great. Review Source VR Verified Reviewer Realtor Real Estate Used the software for: 2+ years ### "CRM" November 16, 2018 5.0 Keeps me on track for calling clients and keeping up with them. Also love the part of keeping notes for each client. 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. Review Source Response from Wise Agent 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! VR Verified Reviewer Associate Broker Real Estate Used the software for: 2+ years ### "It's Okay" November 16, 2018 4.0 We use Wise Agent to retain our contact info for clients, and organize them into categories. We use a different system for task management, and another for drip campaigns. Pros Connectivity to MailChimp, auto imports leads from Zillow, eyc Cons Recent update causes serious problems quickly pulling up the lead you are looking for - autofill is less convenient, not more Review Source David R. Realtor Real Estate Used the software for: 2+ years ### "Great program for the beginner or experienced agent or team!" November 16, 2018 5.0 Every system has problems occasionally, but they are always quick to resolve any issues that come up. Pros Easy to learn, and nothing is complicated. Cons Drip campaigns need more frequent updates and choices. Review Source Response from Wise Agent November 26, 2018 Hey David! Thank you so much for your review, we're so happy to hear that you're loving Wise Agent! We appreciate your feedback, so thank you for taking time to leave some for us. VR Verified Reviewer Associate Broker Real Estate Used the software for: 2+ years ### "Wise Agent" November 16, 2018 4.0 Pros For the money, this is a very good program with a lot of features. Cons The search capability within the program is not very robust. If I have an email address or phone number and want to search for the person who they are linked to the search feature does not have that functionality. Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)