Wise Agent

(5)
3.6 out of 5 stars

The online solution to all your business and contact management needs. Easy to use software backed up by unbeatable support

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Wise Agent review by <span>Randy C.</span>
Randy C.
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Verified Current User
Organic
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Best in Class CRM

What do you like best?

We have been using Wise Agent for a number of years. It has grown with us as our team has grown. I have used other CRM's in the past, and honestly can say that Wise Agent offers way more features and functionality then the others. You also can not beat the price and the excellent customer service they provide.

What do you dislike?

The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon.

Recommendations to others considering the product

Wise agent is a great program that offers ease of use and powerful functionality. Definitely worth a look.

What business problems are you solving with the product? What benefits have you realized?

The greatest feature that my team enjoys with Wise Agent is their Transaction Checklists. The ability to stay on top of properties current listed and/or in escrow is vitally important. Wise Agent makes that process pretty seamless. Also the ability to stay in consistent contact with both active and past clients is easily done in WA.

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Wise Agent review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

ALmost a really great tool, definately a great price.

What do you like best?

Compared to other CRM's Wise Agent beats them hands down on the price. They definitely offer a very robust program for what most CRM's would charge you in one month they offer for a whole year.

What do you dislike?

Aesthetically I felt the interface was a little clunky or box in its design. Alos, as far as I know, the mobile ability was not as robust as I would like.

What business problems are you solving with the product? What benefits have you realized?

I was looking for something that would combine CRM capabilities with strong transactional capabilities. Having both worlds unified in one database is a very powerful business component.

What Real Estate CRM solution do you use?

Thanks for letting us know!
Wise Agent review by <span>Tamica M.</span>
Tamica M.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

It is okay

What do you like best?

Its easy to set up and maintain if you are new to CRM

What do you dislike?

It doesnt have a ton of follow up systems to send out fliers etc

Recommendations to others considering the product

Need to become more features of a CRM

What business problems are you solving with the product? What benefits have you realized?

It was great to store sphere and other contacts

Wise Agent review by User in Real Estate
User in Real Estate
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great for contact management and transaction tracking

What do you like best?

Intuitive and easy-to-use contact management and transaction tracking. The customer service and tech support is outstanding. The fact that Wise Agent automatically syncs to gmail and loads the content into a contact's history is such a time saver.

What do you dislike?

Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look.

Recommendations to others considering the product

Great bang for your buck.

What business problems are you solving with the product? What benefits have you realized?

At-a-glance calendar of transaction status.

Wise Agent review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Executives Assistants Experiences with Wise Agent

What do you like best?

I loved being able to organize my bosses contacts and assign them to different groups in order to send specific email blasts too as well as setting alerts for specific dates.

What do you dislike?

Syncing with a third party email blast software sometimes was clunky and difficult.

Recommendations to others considering the product

If you need a program to organize and stay on top of your database, this is for you.

What business problems are you solving with the product? What benefits have you realized?

Organizing clients and making sure we emailed clients.

Kate avatar
Kate from G2 Crowd

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