# Page 5 | Wise Agent Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Wise Agent ## Showing most helpful reviews Showing 101-125 of 531 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Agi A. CEO/Founder Real Estate Used the software for: 2+ years ### "Avid Wise Agnet Fan" November 20, 2018 5.0 I have been an Ambassador for Wise Agent for years. I recommend it to all the new agents who join our company. Pros It's really user-friendly for the most part. Very easy to add a contact and I LOVE that it adds contacts to my Google contacts. I really like the branding features and that I can create multiple templates. Cons I do not know all that I can do with email features. It would be nice to get a quick "how to" video email to explain how to use various features. Review Source SS Sue S. Realtor Real Estate Used the software for: 2+ years ### "Honest feedback on Wise Agent" November 16, 2018 5.0 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... 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. Review Source Response from Wise Agent 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! SK Sharron K. Broker/Realtor Real Estate Used the software for: 6-12 months ### "Easy to use CRM" July 30, 2019 4.0 My experience overall has been wonderful! I recently need to add a user to a transaction and the support team was so helpful. We had it set up within 5 minutes. My business didn't miss a beat. Pros The software is user friendly. I didn't have a lot of time to invest into learning a new software. But I was able to try it out for 30 days. It was easy to use and there were tutorial already set up for you to view. I new within the first two days I would be purchasing it. Cons Trying to set up email campaigns. It was a bit challenging at first but once I got the hang of it it's been great! Reason for choosing Wise Agent I chose Wise Agent because they made it simple to set up and that impacted my business in a powerful way. Review Source AL Annette L. Broker Associate Real Estate Used the software for: 2+ years ### "Wise Agent Review" November 16, 2018 5.0 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. 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. Review Source Response from Wise Agent 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! MS Martina S. REALTOR Real Estate Used the software for: Less than 6 months ### "Best CRM/Transaction Management Over Other Poplular Solutions" August 6, 2019 5.0 Loving the drip campaigns and adding clients to them post closing and for nurturing. Pros I used this software when I was part of a team in 2014 and had used it for 7 years. Customized it to the hilt and used it daily for my team transactions, calendar and CRM. I researched for months before committing back then and again this time before committing as a single user in a different state. It still beats out other solutions out there by far due to the ability to customize it. Cons The text solutions is a bit clunky and I wish it was more seamless with an Iphone. Not sure how it works on an adroid product. There has to be a better text solution than sitting with a phone in your hand. Also, the ability to sync email into each contact when you are not using a gmail email solution. My broker has my email account on lock down due to fraud and therefore non of my email conversations come over. Wish there was a better solution for this. Reason for choosing Wise Agent Customization - hands down. Along with the all inclusive solution - transaction management, drip campaigns with lead tracking, Calendar, team management and more. Review Source SM Susan M. Real Estate Agent Real Estate Used the software for: 2+ years ### "This is a great program for the beginning or veteran agent" November 20, 2018 5.0 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) 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. Review Source Response from Wise Agent 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! SG Susan G. President Real Estate Used the software for: 2+ years ### "Great CRM for the Money" November 17, 2018 5.0 Keeping track of clients and timelines. 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. Review Source Response from Wise Agent 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! RB Rick B. CEO, Team Lead Real Estate Used the software for: 2+ years ### "Best CRM I've ever used" July 31, 2019 5.0 I could not be happier than I am with Wise Agent Pros It ease of use and it's ability to do exactly what I need it to do Cons no cons really, have worked together with WA on some idea and enhancements but this CRM is really robust. Alternatives considered [IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/) Reason for choosing Wise Agent ease of use, migration simplicity, phone support, ease of ongoing use. Review Source KS Kristina S. Sales Associate Real Estate Used the software for: 2+ years ### "Great for Agents on the Go" July 29, 2019 5.0 Pros Ease of use and integration to my other systems. Cons When new leads were received that were already saved as contacts they were not moved to the top of my list. Switched from [Form Simplicity](https://www.capterra.com/p/172894/Form-Simplicity/) I was having to use multiple systems to keep track of all my information. Review Source Darren M. Special Agent in Real Estate Real Estate Used the software for: Less than 6 months ### "The Integrations are great!" November 16, 2018 5.0 Being able to manage my contacts, along with the history of my interactions with them has been great! i.e. not having to go to separate platforms to perform a certain action and the history is only in those spots. Pros I love not only the amount of integrations (because there are quite a few) but specifically, I love the integrations with BombBomb and Zipforms. Two platforms I was already using but now I can control them from one source! Sending emails and controlling my contacts information is easy as well with Wise Agent. I highly recommend them...and I have! Cons If I had to say what I like least, it would have to be the templates for fliers and emails. They are decent but what I've found with all CRM's is that they either are really good with the database stuff (the CRM) or they are really good with the marketing materials. I have yet to find one with both aspects. Review Source Response from Wise Agent November 26, 2018 Hey Darren, We're so thrilled that you're enjoying Wise Agent! Thank you for your feedback, you've given us some really helpful comments about our marketing templates. We're going to take these into consideration as we make changes in the future. Thanks again for taking the time to review! Jeannie "JJ" B. Realtor Real Estate Used the software for: 2+ years ### "Wise Agent LAST" November 17, 2018 4.0 Try everything else then come over to or come back to Wise Agent last and stay. I use the newsletters, checklists, drip campaigns, contact notes, integrations, and support. I've try all kinds of CRM and I keep coming back to Wise Agent because the best CRM is the one you use. Pros newsletter, easy to use, checklists, drip campaigns, contact notes, integrations, and support Cons If you click off what you are typing before hitting the green checkmark-all is lost Review Source JL JoAnna L. BROKER-OWNER Real Estate Used the software for: 2+ years ### "Wiseagent keeps me in Track" November 27, 2018 5.0 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. 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. Review Source Karen B. Broker Sales Professional Real Estate Used the software for: 1-2 years ### "Great product" November 21, 2018 5.0 Helps me track my real estate transactions. Never miss a deadline. I recommend this product to all my colleagues. Pros Keeps me organized and puts all of my contacts in one place. Cons Nothing really. Hard to find save buttons. Review Source AH Alan H. real estate salesperson Real Estate Used the software for: 2+ years ### "Almost There" November 16, 2018 3.0 Able to categorize my client base and treat in separate ways. Able to print out mass mailings. Pros The Wise Agent includes most of what you would want or expect from a customer relationship management (CRM) software. But....... Cons The software is not as intuitive as one might hope or expect. Some operations either don't exist or so hidden that they can't be found (ex. printing multiple address labels for a customer and printing a desired number of return address labels as opposed to 30, 60 or 90). It is frustrating when you select a group from your data base and then realize that a landing spot needed to be created, first. You can't select a group and then name the category. And, if you can do the above examples, then it is not intuitive. Review Source Response from Wise Agent November 27, 2018 Hi Alan! Your suggestions are noted, thanks! We keep record of all suggestions, and will follow up with you when they are added. If you come across anything else you'd like to see added, please feel free to send it to our support team at help@wiseagent.com and we'll forward to our Development Team! TH Tony H. Realtor Real Estate Used the software for: 2+ years ### "Wise Agent" July 30, 2019 5.0 Good product, helps keep you on track so nothing slips through the cracks. Good client relationship manager Pros The ability to track transactions and keep in touch with past clients Cons Large learning curve, once I learn something the software changes Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Price Review Source MH Meredith H. Agent Real Estate Used the software for: 2+ years ### "User friendly" November 16, 2018 5.0 The customer service is awesome! Easily accessible 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. Review Source Response from Wise Agent 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. NW Natasha W. Realtor Real Estate Used the software for: 6-12 months ### "A good CRM start" July 23, 2019 4.0 I like the interface in WA better than the less expensive CRM I had been using. Having a UI that compels the user to log in is critical. That being said, I found myself being irritated in one small place or another, and so I logged in less and less (I also got busier, which doesn’t help, and my self discipline admittedly lacks at times). Pros Like many CRMs, there is far more functionality than I will ever use as a solo practitioner. Also like most CRMs, they work better the more one uses them. There is a lot I like about Wise Agent - the calendar view on the home screen comes to mind. I like that snapshot of the month and my client events all in one quick look. Cons I am not a team. Wise Agent is far more designed for agents who work in teams. I also wish there were the ability to customize fields more so. Little things, like being able to tab between fields would be helpful too. Some of the UI is clunky. Switched from [RealtyJuggler](https://www.capterra.com/p/152177/RealtyJuggler/) User interface was primary reason Review Source LM Lisa M. Executive Assistant Real Estate Used the software for: 2+ years ### "I couldn't work without it!!!" March 26, 2019 5.0 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. Review Source VR Verified Reviewer Sales Representative Real Estate Used the software for: 6-12 months ### "Easy To Use & Organized" November 20, 2018 5.0 Since the beginning, my first use of Wise Agent was very easy and efficient. The cost of this CRM is very attractive. Pros This software allows me to stay updated with reminders and organized with notes about clients. It is a great help because its very user friendly. Cons I do not know if there is anything I would say I like the least about this software. Review Source WR Wayne R. Real Estate Agent Real Estate Used the software for: 2+ years ### "Great value CRM " July 30, 2019 5.0 Pros Has a lot of the same types of features that other CRM’s have plus you can do mass emails they also integrate with other platforms and open house apps very easy to use and get started Cons Would like if they had there own dialer so you stay in wise agent instead of having to keep both open when making calls, also would be nice if you could text in the CRM platform with a that you already have Review Source JA Jolynne A. Principal Broker Real Estate Used the software for: 2+ years ### "Best CRM for Real Estate" July 23, 2019 5.0 I would pay far more for this great CRM. The ease of use and customization is outstanding. Pros Ease of use. My small team can all access the site at any time and update information in real-time. Exporting client data is super simple. The best feature of WA is its customer service. Hands down the best of any technology company I have ever worked with. Cons I don't use all of the features but love the ones I do use. Review Source VR Verified Reviewer Member Real Estate Used the software for: 1-2 years ### "Simple to use" September 5, 2019 4.0 A great option for those seeking a user-friendly CRM program. Pros Easy to use and navigate with great data fields in each client contact, so you can add children or pet names, birthdays, and last date of contact. Cons The template for the e-newsletter is a bit on the basic side. I've had several clients that love the monthly recipes. Review Source VR Verified Reviewer Realtor Real Estate Used the software for: 2+ years ### "Wiseagent" November 17, 2018 3.0 Pros Email feature works ok...could be a bit more user friendly with email signatures. Cons Monthly Subscription fee isn't too expensive, but prefer annual subscription. Review Source Response from Wise Agent November 27, 2018 We're happy to help with setting up your email signature! If you have something custom you'd like to use, you can send it to help@wiseagent.com and we'll add it to your account. If you need help customizing one of our templates, please give us a call at 480-836-0345 so we can further assist you. NV Nicole V. Realtor Real Estate Used the software for: 2+ years ### "Wise Agent" July 24, 2019 4.0 I really appreciate that they have LIVE support!!! There is only the one con, other than that, I really like Wise Agent. Pros It does most everything I need it to do. Cons I use Microsoft Outlook. When I send an email to a client via Wise Agent, the email responses I get from clients will not come back into Wise Agent. They will only go to my outlook account. It does make it more difficult to track those communications. Review Source LAM Laurie Ann M. Realtor Real Estate Used the software for: 1-2 years ### "wise Agent Review" July 23, 2019 5.0 I am managing my business better and my data base Pros The ease of use on a daily basis for managing my client base. Cons When I email my clients it goes into spam 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/) Ease of use Review Source Similar Products Featured