# Page 6 | Wise Agent Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Wise Agent ## Showing most helpful reviews Showing 126-150 of 531 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DR Dave R. Realtor Real Estate Used the software for: 1-2 years ### "EASY to use!!!" November 16, 2018 5.0 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! 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. Review Source Response from Wise Agent 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! LS Leigh S. Listing Agent Real Estate Used the software for: 2+ years ### "Great CRM for Realtors!" November 28, 2018 5.0 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. 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. Review Source Chris D. Realtor Associate Real Estate Used the software for: 6-12 months ### "Great product for customer management" November 27, 2018 4.0 If you are looking for a great CRM that is easier to use than the most well-known, this is your platform. Pros I liked most the ability to keep notes on clients, sync emails from gmail, set up scheduled calls and stay up to date. Cons I didn't get into the campaigns much and found them harder to use than other drip campaign software. Review Source JB Jeff B. "The Wizard" Real Estate Used the software for: 2+ years ### "Great Company w Excellent Customer Service" July 23, 2019 4.0 Pros Fairly intuitive and simple to use. Wonderful Customer Service Cons A few features that I wish were more customize able like adding User defined fields. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Other Program too complicated Review Source DD Deborah D. REALTOR Real Estate Used the software for: 2+ years ### "Getting better all the time" August 8, 2019 5.0 Pretty familiar, but I don't really use all the marketing tools. Pros Easy to sort contacts, set up custom groups and sources, and print mailing labels. Cons Disjointed in some places, such as adding notes. This may be a user issue (me), but I have contacts I want to keep, but they aren't active. But when I want to see only my active clients, I have to set a filter and run a sort. I'd like to keep those old leads somewhere where I don't have to see them all the time. Switched from [Act!](https://www.capterra.com/p/175860/Act/) They sunsetted the version I liked the most. No support or fixes. Review Source LP Lori P. Owner/Designated Broker Real Estate Used the software for: 2+ years ### "Very comprehensive CRM" August 12, 2019 4.0 I have been using it for years and it had helped me stay in touch with my clients and grow my business. Pros I love how much I can do with this system - lots of features to help me stay in touch with my clients - CRM, email, newsletters, drip campaigns. I love that I can customize my transaction checklists, newsletters, emails, etc and that all my contacts (clients and vendors) are all in one place. Cons The mobile version can use a little work. And the design if the newsletters can use an update. Alternatives considered [Paperless Pipeline](https://www.capterra.com/p/172897/Paperless-Pipeline/)[LionDesk](https://www.capterra.com/p/151891/LionDesk/) Reason for choosing Wise Agent It is a more comprehensive product for the price. Review Source VR Verified Reviewer Top Producing Licensed Realtor and Founder of The Hoban Real Estate Group Real Estate Used the software for: 6-12 months ### "Wise Agent CRM Review" November 20, 2018 4.0 Great customer service - Very helpful people Pros It is specifically designed for real estate professionals and is easy to use Cons No merging capabilities and doesn’t allow you to put in an email without a name attached to it - only pulls main persons name on record - but not the spouses name affiliated with it Review Source BJ Bruce J. Broker Real Estate Used the software for: 2+ years ### "Wise Agent Review" November 16, 2018 3.0 It functions as promised...just wish it had mulit-levels of use at no additional cost. Pros Notifications are helpful, and immediate! Cons I wish they had more Levels of Use, as different Assistants need to be on different 'need to know' formats. Not all Assistants need All the Information from the Main Database that I created. This would help. Review Source Response from Wise Agent November 26, 2018 Hi Jay! Wise Agent does have the capability to set permissions for your inside team members! You can purchase a separate login for these team members, and then you get to choose what they see and can do within the account. Feel free to reach out to our support team if you'd like more information on these features! LW Lesley W. Associate Broker Real Estate Used the software for: 6-12 months ### "My review" July 30, 2019 5.0 Pros I like the easy of using the software and the connectivity to my website and Zipforms Cons I would like more templates for letters. I have new leads highlighted better when they come in. 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/) Cost and the program was just too complicated. I only used a small part of the program Review Source JC Jeff C. Realtor Real Estate Used the software for: 2+ years ### "Amazing contact management site with top notch customer service." July 31, 2019 5.0 Awesome! Pros Easability! The time I save keeping in touch with my clients allows me additional time to focus on other needs for my clients. I have been utilizing Wise Agent since it first hit the market and it has improved my market share considerably and freed up my time for family and friends. Love it!!! Cons I really can't think of anything that I would change Review Source CG Cindy G. Realtor Real Estate Used the software for: 2+ years ### "Database and transaction mgmt" September 17, 2019 5.0 Any person on my team can have access to any transaction via any device at anytime. Track all database contact, calls, emails and texts.i know exactly what I need to do everyday through the calendar and follow up system Love it Pros Needed a system that could track all transactions and our individual database for everyone on my team for the least amount of money Cons Not clear notification when updates are made. Would waste time trying to figure changes to the system Review Source GC Garry C. Realtor Real Estate Used the software for: 6-12 months ### "A Useful Office Assistant!" July 25, 2019 5.0 Overall, I enjoy using it. It would be helpful for me to spend more time with the program to see what other functions I could take advantage of. Pros I like how organized my contact list is and how I'm able to store notes and other client information right inside my contact list. It is easy to sort contacts into catagories and I also love the monthly email newsletter templates. They make it easy to keep in touch with my clients! The calendar reminders and ability to color code appointments, also a plus! Cons I would like to have no limit on the amount of emails I can send in a day. Currently, I have to send my email newsletter over a period of three days, because of the restrictions. Review Source AS Alan S. Real Estate Broker Real Estate Used the software for: 2+ years ### "Great for Newsletters" July 23, 2019 5.0 Pros Ease of use. The dashboard is a great way to see what I have to do at a glance. You can also make the client's profile as simple or intricate as you like. Cons I wish the newsletter feature formatted better. The format changes pretty drastically depending what type of email the client uses (Outlook, Yahoo, Gmail, etc.) Reason for choosing Wise Agent Price and ease of use. Review Source JC Jackie C. Transaction Coordinator Real Estate Used the software for: 2+ years ### "User Friendly" August 7, 2019 5.0 I'm sure there are many helpful functions available that I do not use daily. Have never really had the time to look into this. Pros I like that I no longer have to save any data that I add. Cons I would like to be able to enter data or dates in the Critical Dates template fields, not one or the other. Also that function would be great in reverse for the Important Fields. Review Source Pattie K. Realor Real Estate Used the software for: 2+ years ### "Best CRM for Real Estate!" November 27, 2018 5.0 I needed a CRM that wouldn't cost too much but would do everything I needed from anywhere I am. Pros So easy to learn each module. So easy to work the data base. Cons There isn't anything I really don't like. We called to get further directions about doing multiple coding of the clients. The customer service was AMAZING! Review Source KE Kenneth E. Managing Broker Real Estate Used the software for: 2+ years ### "Wise Agent" November 16, 2018 5.0 Once you input your clients info, everything else ties together. Newsletters, drip champagnes, calender reminders, emails, just a great program 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. Review Source Response from Wise Agent 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! VR Verified Reviewer Licensed Realtor Real Estate Used the software for: 6-12 months ### "I'm still learning...." November 16, 2018 5.0 Looking forward to getting better with the program and making my database a more important everyday tool. Pros Integration with other programs such as listing to leads. Cons Some of the functions are not is as intuitive as I would like them to be. Tech support is always very helpful so that makes up for some of the hidden functions. Review Source Response from Wise Agent November 29, 2018 It's so great to hear that you're loving Wise Agent! Did you know that we offer free one-on-one training any time that you'd like to schedule it as well as a weekly online class to help you learn our system? If you're interested in getting more training you can always reach us at 480-836-0345 or hit the Contact Us button. Thank you for taking time to review and give us some feedback! JW Jeff W. Team leader Real Estate Used the software for: 6-12 months ### "Wise Agent" November 16, 2018 3.0 We switched from Top Producer and expected it to be less robust. WHile this is true, it is a good program but it remains i need of further development Pros The format is relatively simple and there is not the need to put in double entries like we found in Salesforce Cons It doe snot seamlessly- there seems to be strong disconnects between property/ transaction records and the persons record. It would be very helpful to be able to pull up a persons personal file and have all of the information handy Review Source Response from Wise Agent November 26, 2018 Hi Jeff! We've recently added some features that allow you to tie a property to a contact that you may not be aware of. From the Edit Property page, you can now see the "Attached Contacts/Vendors" section. You may also find value in the Transaction Management features - there you can store all the information about a transaction with dates of completion for each and every task! It even includes unlimited document storage, so all your forms and files are all in one place. MM Melissa M. Associate Broker Real Estate Used the software for: 2+ years ### "Good value. " August 19, 2019 5.0 My assistant can easily input new contacts and print mailing labels. Pros It's easy to enter new contacts and group them. I can print mailing labels easily as well (a key function in our office necessary for multiple mailings). Cons I find it difficult to log activities for each client. I'm not sure they post and refreshing the screen doesn't really help. And then when I move to NEXT on the screen it opens another page to go to the next client, eventually leaving me with multiple tabs open. Also, I wish my vendors were able to listed both as vendors as well as contacts. Reason for choosing Wise Agent My assistant chose the product as it was the most economical for the basics we were looking to include. Review Source BC Barry C. Associate Broker Real Estate Used the software for: 2+ years ### "Wise Agent A Great Value" November 16, 2018 5.0 Overall the experience has been excellent customer service is absolutely outstanding in every issue has been addressed quickly and efficiently 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 Review Source Response from Wise Agent 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. RH Renee H. Admin. Asst. Real Estate Used the software for: 2+ years ### "Good CRM product" July 24, 2019 4.0 Pros \*Ability to have multiple users, but everyone can see the team information. \*Ability to set up reminders for tasks. \*Ability to add dates for important milestones. \*Ability to add personal information to Client list. \*Ease of sending emails out. Cons \*Unable to add everyone on my Team \*Too many steps to delete completed tasks Review Source AF Angela F. Associate Broker Real Estate Used the software for: 2+ years ### "You can’t go wrong with Wise Agent" November 27, 2018 5.0 Used it for years. I’m very happy with the program. 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. Review Source DB Dora B. REALTOR Real Estate Used the software for: 2+ years ### "Wise Agent " August 9, 2019 5.0 Pros Wise Agent has so many features that I can use in my day to day Real Estate Business and can keep me organized, easy to do Newsletters, Letter, Labels. Just so many features for the cost. Cons I don't have a least favorite part of this software Alternatives considered [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Reason for choosing Wise Agent What it did at the price it costs Review Source GH Gordon H. Agent Real Estate Used the software for: 6-12 months ### "Wise Agent REO" July 31, 2019 3.0 At first, the onboarding was enthusiastic. But this seems like another platform which could not get the ball rolling to what their expectations were. I do not like the look of Wiseagent, a bit cartoonish for me. Pros I liked the "idea" that Wise Agent was going to integrate with my Zip Form account. I like the marketing options. I would like to be of any help that I could to get this software working better. Cons The software was going to integrate with my ZipForm account. It really does not. In fact, to use them together is still just another step. Zip Forms has a boilerplate input form. This form is not recognized by WiseAgent. So really I am putting contact info in only. I am looking for one that truly does transaction and CRM. I moved from Ixact and often think I made a mistake. Switched from [IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/) Because of zipforms being integrated. Review Source CG Crystal G. Realtor Real Estate Used the software for: 2+ years ### "Easy to use " November 16, 2018 5.0 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. 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). Review Source Response from Wise Agent 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! Similar Products Featured