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Wise Agent

3.9
(11)

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 Reviews

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Showing 11 Wise Agent reviews
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Wise Agent review by Frank M.
Frank M.
Validated Reviewer
Verified Current User
Review Source

"Integration, Integration, Integration- and GREAT Customer Service"

What do you like best?

This software is affordable ($29 a month or $299 a year) and integrates with almost every piece of real estate infrastructure that I use, to include: Mojo Dialer and Bomb Bomb. One of my favorite features is the google integration. Essentially all of my contacts can sync with my google contacts. This means that if I enter a contact and sync them, then when they call me back I will know who is calling me! Great for those that do lots of phone prospecting and sync prospects from Mojo. Also, the customer service is second to none. I have spoken on the phone with folks that returned calls on weekends!

What do you dislike?

Some of the instructional videos are hard to find. This is mitigated by the fact that the customer service is so great. I think one has to be a somewhat experienced to a novice with the computer to get the most out of this application without using the customer service.

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

This makes me much more efficient and ultimately will help me save time and be more productive.

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Wise Agent review by Randy C.
Randy C.
Validated Reviewer
Verified Current User
Review Source

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The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon.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

What Real Estate CRM solution do you use?

Thanks for letting us know!
Wise Agent review by Nata S.
Nata S.
Validated Reviewer
Verified Current User
Review Source

"Great CRM for real estate"

What do you like best?

Easy interface and very nice clickable icons - easy to follow and add info

What do you dislike?

Sometime I need to go to persons profile in order to check some info instead of get it briefly pressing on the name

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

Quick follow up with the clients, never missing any important dates

Wise Agent review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Review Source

"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.

Wise Agent review by Tamica M.
Tamica M.
Validated Reviewer
Review Source

"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 Administrator
Administrator
Validated Reviewer
Review Source

"Great way to keep tabs on transactions!"

What do you like best?

Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability.

What do you dislike?

There's nothing I don't like! The system works as intended and is easy to use.

Recommendations to others considering the product

Do yourself a favor - learn how this system works, and USE IT.

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

I was having a hard time keeping track of my clients, customers, and transactions. Wise Agent helps me keep tabs on my entire business.

Wise Agent review by User in Real Estate
User in Real Estate
Validated Reviewer
Verified Current User
Review Source

"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 User
User
Validated Reviewer
Review Source

"Wise Agent is a real estate business management solution for brokers and agents"

What do you like best?

Contact management features include the capability of importing any Gmail interactions one has had with a customer to be included in “conversations.”

What do you dislike?

The calendar-based dashboard is visually cluttered, and I feel new versions should focus strongly on revamping the UI.

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

It’s evident Wise Agent was built to be flexible, to work with agents already entrenched in any number of lead-generation or email marketing accounts. And that’s great.

Wise Agent review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Review Source

"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.

Wise Agent review by User in Executive Office
User in Executive Office
Validated Reviewer
Review Source

"The only All-in-One Software any Realtor Needs! "

What do you like best?

Ease of use. Contact management is great. Love the way how it keep tracks all the emails sent to a contact and how the contacts are synced with google contacts.

What do you dislike?

Transaction templates are a bit complicated

Recommendations to others considering the product

Good value for money. This is probably the only CRM and marketing software you'll need.

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

Assigning tasks to team, calendar management and contact management

Wise Agent review by User
User
Validated Reviewer
Review Source

"Awesome"

What do you like best?

Its perfect gets the job done so i dont have to

What do you dislike?

its a bit slower than id like it to be

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

its helped out a lot in terms of solving problems looking for people to market to

Kate from G2 Crowd

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* We monitor all Wise Agent reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.