# Page 3 | Wise Agent Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Wise Agent ## Showing most helpful reviews Showing 51-75 of 531 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AD Andrea D. Realtor Real Estate Used the software for: 2+ years ### "Todays Wise Agent" August 1, 2019 3.0 Overall Wise Agent is an easy, clear tool to use for a CRM, calendar and checklist (until lately). Pros Very user-friendly. It has a lot of feature we like: CRM, calendar that connects to google calendar, transaction checklist, task list. Cons We use the transaction checklist daily, and is one the reason we keep our Wise Agent account. However, lately you changed the looked and functionality of the checklist and its become very difficult to use. We liked the "at a glance" format you had before - now we can only see about 3 of our list items at a time using the scroll bar. This simple change has made difficult to use, and see what still outstanding without scrolling, scrolling, scrolling... We are currently looking into other checklist systems and may discontinue our Wise Agent account. Review Source Braden C. Realtor Real Estate Used the software for: Less than 6 months ### "Quick Feedback" November 16, 2018 4.0 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? 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. Review Source LA Lori A. Realtor Real Estate Used the software for: 6-12 months ### "Love it " August 12, 2019 4.0 I think it's a great product. I love it. Pros The ability to implement landing pages and leads directly into the CRM. The commissions tracker to keep focused on my goals. The tasks manager. Cons The inability to separate incoming leads from going into the main database pool. It would be helpful to quality them first. Or some sort of grading system for them as they are worked through he pipeline. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-CRM/)[LionDesk](https://www.capterra.com/p/151891/LionDesk/) Reason for choosing Wise Agent Has the most features in one system and is affordable. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) I left a team who used this. I never liked it. I needed something with more overall features. Escrow tracking, check lists, commissions tracker, goal tracking (units) and lead gen/landing pages all in one. Review Source Jan C. Licensed Real Estate Broker Real Estate Used the software for: 2+ years ### "I not only use this program, I have recommended it to at least a dozen other real estate agents!" November 20, 2018 5.0 I have had a great experience in not only getting started but in using it. It's one of my mainstays for handling clients. I have not only recommended Wise Agent to at least a dozen realtors I coach but will continue to do so in the future! Pros Ease of use; many different aspects that I can incorporate for not only myself but my team as well Cons A bit cumbersome in the documents sections Review Source WR Wendy R. Realtor Real Estate Used the software for: 2+ years ### "For everyone" November 17, 2018 5.0 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. Pros It was easier to use years ago. Nothing too fancy, just functional. Cons Some things didn't seem intuitive (I'm over 60). Review Source Response from Wise Agent 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! VR Verified Reviewer Broker/Owner Real Estate Used the software for: 2+ years ### "Best CRM Experience" November 16, 2018 5.0 Pros I really appreciate all of the integrations that are available to make the CRM features more robust. Cons I honestly cannot think of anything that I did not like about the software. It is easy to use and provides so many features that it is hard not to love it. Review Source Response from Wise Agent November 26, 2018 Thank you so much for your review! We're so happy that you're loving Wise Agent! Stephanie S S. REALTOR Real Estate Used the software for: 2+ years ### "Easy to use and great customer service" July 23, 2019 5.0 Staying in communication, contact with clients and educating folks on the value on investing in RE no matter where you live. Pros The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs. Cons It is not as intuitive as I wish. I can't copy and paste a whole address I have to type each component. Review Source DH Duane H. Agent Real Estate Used the software for: 2+ years ### "Review of Wise Agent" August 12, 2019 3.0 I have neglected my SOI because I find it too difficult to use the program. Pros Easy to log in to and easy to find a contact in the separate categories. Cons Harder to use than I would like. I can't change or delete the preset 'Income/Expense Type' categories in Accounting to suit my preferred name or category. I use less than one third of the preset categories. It makes my tax accounting difficult as I have to figure out where to put my expenses and remember what category they are under in the presets instead of naming the category what I want it so I can file it conveniently and find it conveniently. Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) I switched because Wise Agent was less expensive. Big mistake! Review Source MH Monica H. Realtor Real Estate Used the software for: 2+ years ### "Not a user friendly tool" March 28, 2019 3.0 I have been using Wise Agent for many years. The only reason I haven't changed to another CRM is because of the time needed to change, and the price is so cheap. But, if given what I know now about wise agent, I would never have used the product in the first place. Pros This product is one of the least expensive available. Cons Constant difficulty logging in, unable to log in. No phone App, which is incredibly inconvenient for users. Platform is outdated and inconsistent. Review Source Response from Wise Agent June 6, 2019 Hi Monica, We're sorry you feel like Wise Agent is not user friendly. In the last few months we've been making many changes to improve the usability and functionality of Wise Agent. We hope you've see those changes and are happy with your CRM. If not, we're always available to discuss with you. Please call us at 480-836-0345. Thank you! Karla S. Real Estate Sales Associate Real Estate Used the software for: Less than 6 months ### "I started using Wise Agent as my CRM platform for my real estate business a 4 months ago." February 5, 2019 5.0 Pros The product was recommended by our local Real Estate Board and I started with a free version and then signed up for a subscription after the 30 day trial. I appreciate how it integrates with my gmail based email account, SMS text messages, keeps me organized. Their customer service is FANTASTIC. I've recommended to more than 9 colleagues so far. Cons Not a fan of how there are so many add on features that will cost me extra, such as text messaging from the site, and additional landing pages (monthly rate includes 1 free landing page). Would also be nice if email would sink with email accounts other than google ones...I had to switch my hosting company because of this. Review Source Response from Wise Agent February 7, 2019 Hey Karla, We're so happy to hear that you're enjoying Wise Agent! Thank you so much for recommending us to your colleagues! Did you know that if you get 5 paying referrals we'll comp your account? You can easily share your referral link from the Tools menu. Thank you again for taking time to leave a review, we appreciate the feedback! VR Verified Reviewer Associate Broker and Team Leader Real Estate Used the software for: 2+ years ### "Tony Dahm's Review of The Wise Agent" November 16, 2018 4.0 Good overall experience, but the software is not always intitive and is a bit difficult to learn. It does a good job for the money, though. Pros Ability to store and retrieve documents. Being able to see all contractual deadlines on one calendar. Cons It is not user-friendly, especially in the area of Vendors and Contacts Review Source LH Lawrence H. Realtor Real Estate Used the software for: 1-2 years ### "The best I've seen for the money" November 17, 2018 5.0 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, 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 Review Source Response from Wise Agent 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! JH Jeffery H. Realtor Real Estate Used the software for: 2+ years ### "Great Value " July 23, 2019 5.0 It does just what I want it to do. It helps me manage my client and customers and Ieads. The customer service is response and friendly. Pros 1\. Very Dependable 2. Great Customer service . 3 Comprehensive Tools. 4. Affordable 5. Integrations with other services.6. Generally easy to use Cons 1\. Some of the HTML Editing needs to be simplified and more intuitive and more graphic with drop and drag layout possibilities For dummies like me . I would really like to be able to include links behind pictures and text rather than the actual URL. Reason for choosing Wise Agent Price was the biggest factor at the time. But customer service and its functionality keep me . But please don't raise the price. Review Source Christel S. President Real Estate Used the software for: 2+ years ### "Great Product" November 16, 2018 5.0 They are helping download excel sheets into the contacts- their video support is very helpful. Pros The customer service is supperb and friendly Cons Tiem necessary to get the most benefits Review Source Response from Wise Agent November 26, 2018 Hey Chris, Thanks for leaving such an awesome review! We're so glad to hear that you're enjoying Wise Agent. Thank you again for the feedback! DE Danette E. Sales Real Estate Used the software for: 2+ years ### "Why I like and continue to use Wise Agent" July 23, 2019 5.0 Staying in touch with my database Pros Customer Service is there whenever I have any questions . They are always polite ..and PATIENT Cons Setting up the events that make sure it is on my to do list calendar Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Difficult to use and their customer service were rude and arrogant Review Source VR Verified Reviewer Owner Information Technology and Services Used the software for: 2+ years ### "Be wise and get the Wiseagent" May 17, 2022 5.0 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 VR Verified Reviewer Realtor Real Estate Used the software for: I used a free trial ### "Wise Agent Review" August 17, 2019 3.0 The staff was very nice. The cost is very misleading every extra feature costs extra. I would be careful before signing up and call to asked a lot of questions. Pros The best part on wiseagent you could call 24/7 and speak to someone. Email response was pretty quickly. Cons It is very hard to use. Drip Campains are not very useful. The training call was ok, but for each additional question you had to register for another training or watch a video. When asking specific questions staff went over option but never explain what was asked. Adding client was good but the layout for each client was a little confusing. Every extra feature: texting (extra cost), enhancing customer profile (extra cost) the price was very misleading. Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) Someone referred me to them. Review Source Jack L. Sales Representative Real Estate Used the software for: 6-12 months ### "Wise Choice is Wise Agent" November 16, 2018 4.0 Pros Does everything I need for a CRM at a much lower cost. When investigating other systems I thought I would give Wise Agent a try and if I didn't like it I would move to a more expensive system, but after using it I have no need to switch. Cons App has some limitations over website. For putting in reminders for scheduled appointments the App doesn't allow this to be done. Review Source Response from Wise Agent November 30, 2018 Hi Jack! You sound like a very Wise person! Thanks for your review. I will forward a suggestion to our Development Team to add the ability to set an alert when scheduling from the mobile web app. We'll keep you updated on the progress! Ellicia R. Director of Marketing and Business Development Banking Used the software for: 2+ years ### "Ease of Use" November 25, 2018 5.0 It helps me stay in front of my clients with ease. Pros I love that it is easy to use. The learning curve was small. I also love the great customer service. Cons I wish I could send email to my entire list instead of only being able to send one page at a time. Review Source DK Donald K. REALTOR® Real Estate Used the software for: 2+ years ### "The Wise AGENT CRM Review" July 23, 2019 4.0 My overall experience with The Wise Agent CRM is good. It does 90% of everything I need it to do (no software is 100%). If was to give it a grade, it would be a "solid A". Pros Transaction coordination with up to 5 team members for a reasonable price. Ability to send out mass email (usually I do this only once per month). The ability to store documents in the software. The ability to have all the parties involved in a transactions and critical dates / task / to do lists. Cons I would like to be able to eliminate sections of the software (i.e. commission tracker - I don't use it) and have the ability to customize the home menu in the order I would like it. Review Source AC Ashley C. agent Real Estate Used the software for: 2+ years ### "Works well for real estate agents!" July 30, 2019 4.0 Good place to have all your contacts, which syncs easily with Google. Calendar functions work for us Pros The functionality for a real estate agent. Cons Setting up listing/pending plans/task lists Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Reason for choosing Wise Agent Cost Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) The online functionality to use it anywhere anytime Review Source VR Verified Reviewer Realtor Real Estate Used the software for: 1-2 years ### "Realtor Using Wise Agent" November 16, 2018 5.0 Pros I like that it is easy to use. That is key for getting started with and sticking with a system. Cons None as of yet. I know there is more I can do with it. Just need to do that. Review Source Response from Wise Agent November 28, 2018 It's great to hear that you're enjoying Wise Agent! If you're interested in finding what else you can do with your Wise Agent account then our weekly classes are a great place to start. We also have free one-on-one training you can schedule at any time. Tom C. Owner Real Estate Used the software for: 2+ years ### "Best Deal on the Market" November 27, 2018 5.0 Love it !!! All aspects, great support. They are always quick to respond Pros Ease of use, and very adaptable to what you want and what you need Cons None Really, just wish list items. Like sharing google contacts between two agents. Review Source Michael K. Real Estate Broker Real Estate Used the software for: 2+ years ### "Wise Agent" November 21, 2018 5.0 I have used it for years...love it for my RE business... Pros Fast, quick and really easy to use..I have use other more expensive software but it doesn't work as well. Cons There needs to be a better calender with better colors. Review Source Kris W. REALTOR - Broker Associate-Keller Williams Real Estate Used the software for: 2+ years ### "A wise choice" November 28, 2018 5.0 Pros Very easy to use. How to videos on most topics. Customer service and technical support are great. Cons We are looking for the capability to send video texts and unfortunately Wise Agent does not offer that. Review Source Similar Products Featured