All Wise Agent Reviews

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Sean

Real Estate, 201 - 500 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed January 2022

Good Features but no longer for me.

User Profile

Ed

Verified reviewer

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

MUST HAVE software for Real Estate Agents

Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features.

PROS

The many features available in one platform - contact management, transaction management, and calendar, to name a few.

CONS

The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.

Reason for choosing Wise Agent

Wise Agent has transaction management capability, with unlimited data storage as well.

Vendor Response

THANK YOU, Ed, for your ongoing support of our platform! We really appreciate having you as a member, and we hope to keep providing you with the best CRM that we can for many years to come. Thank you again!

Replied January 2024

Lori

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

Love it

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.

Reason for choosing Wise Agent

Has the most features in one system and is affordable.

Reasons for switching to Wise Agent

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.

Ruben

Real Estate, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Counter Productive

It’s just ok, not great but better than most of the alternatives but damnit wise agent... if it ain’t broken, it don’t need fixing and now it does!

PROS

Without doubt Wise Agent is packed with useful features and integrations, it is easy to use and customer service is the best!

CONS

let me say that I wish I would have read the reviews here before I decided to move over to wise agent! The big problem is that changes are made to the platform without regard to what agents think. Recently some wise guy in his infinite wisdom decided that it would be a great idea to redesign the contact summary page. There was nothing wrong with the original contact summary page, as a matter of fact it was the best summary page I’ve seen compared to other CRMs where all the info you needed was in full view. Now you have to scroll all the way to the bottom of the page to see just about everything related to your contact which is stupidly time consuming. There are other issues such as emailing your database! It’s virtually useless since your contact has to opt in with an opt in link that you have to set up. Most platforms allow for us as the agent to opt our contacts in and here is the reason I think that Wise Agent falls short. I recently moved over from another CRM where all my contacts had already agreed to receive emails, since I moved to Wise Agent the people that already agreed now have to opt in again... imagine how that makes us look as agents. Also, lead enhancement does not work very well and for the 5 dollar a month price tag it should perform way better than it does! I wish there was a better CRM out there because I would definitely move!

Reasons for switching to Wise Agent

Liondesk turned to crap!

Stephen

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

I Love Wise Agent

Before I started using Wise Agent I struggled keeping track of my clients and following up on a regular basis. Now, I have over 2000 clients that I follow up with on a regular basis with the Wise Agent marketing features, drip campaigns, texting feature, and email feature.

PROS

I have used several CRM during my tenure as a real estate agent and Wise Agent is by far the best. It has all the features and applications I want and need for my business without all the extra stuff I don't need. It is extremely easy to use and navigate. I especially like the marketing feature as well as the feature that keeps track of my sales.

CONS

I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost.

Reasons for switching to Wise Agent

I felt that Top Producer was too complicated to use and it did not have the features I wanted.

Danette

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2019

Why I like and continue to use Wise Agent

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

Reasons for switching to Wise Agent

Difficult to use and their customer service were rude and arrogant

Ashley

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2019

Works well for real estate agents!

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

Reason for choosing Wise Agent

Cost

Reasons for switching to Wise Agent

The online functionality to use it anywhere anytime

Lesley

Real Estate, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2019

My review

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.

Reasons for switching to Wise Agent

Cost and the program was just too complicated. I only used a small part of the program

Anna

Real Estate, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Couldn't Recommend This CRM Enough!

PROS

I love the calendar feature, Wise Text feature, ease of use, and most importantly for our team: customer service. Their team responds within MINUTES (Yes, minutes) of submitting a question or request. No waiting for a chat bot or being on hold. You receive an email reply within minutes.

CONS

I wish the email marketing was a bit more user friendly. I get better tracking and analytics from other email marketing software.

Reasons for switching to Wise Agent

Pipeliner was ridiculously expensive and our team disliked it, so they weren't using it to its full potential.

amy

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed July 2019

We love this product

Our experience has been excellent. It has literally saved us from having to add an extra person to follow up on our many transactions. Wise Agent takes care of it for us.

PROS

Wise Agent is the perfect solution for any real estate company who needs to manage several listings. It tracks each transaction and even has a reminder daily check list to follow so that nothing falls through the cracks.

CONS

I wish you could customize the transactions a little more.

Reasons for switching to Wise Agent

Sales Force was complicated to train people on

User Profile

Shane

Verified reviewer

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

Loved it, but opinion has changed with recent updates

It has been good at the beginning, but has fallen off with some of these recent updates.

PROS

When I 1st got this program it was easy to navigate through and work through the different features it has. I liked the checklist for buyers/sellers, the ease of making & sending letters & envelopes. The staff is always willing to help and provide service when I call in. I like the follow up features and just keeping up with daily calls and tasks.

CONS

there have been a number of updates in the past few months that I do not like, but can work around and make work. However, I do not like the new buyers/sellers checklist system and wish that would get changed back to the old version. Not very user friendly in my opinion. I have asked about having a default letter template set up and be able to make/print envelopes from the letter section to that I can keep my picture on the return address. I have to adjust the picture on the envelope on each one before printing as it is too big. I would also like to see an improved way to "search" for things in notes or other areas using key words or phone numbers. The main reason for keeping the system right now is because of the letter printing feature.

Reason for choosing Wise Agent

I am a student with the representatives group and was able to get connected through that avenue.

Duane

Real Estate, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

FUNCTIONALITY

3

Reviewed August 2019

Review of Wise Agent

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.

Reasons for switching to Wise Agent

I switched because Wise Agent was less expensive. Big mistake!

Jay

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed July 2019

Good Software, Could use updates but does everything you need

Overall it really does what you need it to for cheap. I Like it.

PROS

This software is like 1999 Toyota, she aint pretty but she does everything you need her to. Love the commission tracker and the checklists, makes our job easy as long as we update consistently.

CONS

Many features, some are kinda clunky like the automated newsletter, they just arnt nice enough for us to really use so we make them outside of the software.

Reason for choosing Wise Agent

Price, all in one system.

Reasons for switching to Wise Agent

This was WAYYYY cheaper, and did most of the same things.

Gail

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2019

Pros and Cons of Wise Agent real estate transactions

The new format is ok....I still have problems reading transaction notes cause of scrolling down in a very small space. older version was better I think.

PROS

Customer service is good; I had so many issues with latest update tho. I do like the fact that it's a monthly fee. Kind of easy to navigate.

CONS

With the recent update, I've gotten disappointed in Wise Agent software. I've been using this software for 9 years now. Any time an update is brought on, users are not given any notice of update, changes that will be made with newest update, and if there are any problems...go to website to watch videos to figure out how to navigate through the new update (basically you're on your own to figure it out cause some issues were not addressed and I had to call and speak to someone there). With this new update, I'm finding some of my daily tasks are not being auto populated to main task list. I've found some of these completely by mistake (i.e., needing to order termite inspection, check on loan progress). May be "my bad" but I've gotten tired of having to contact wise agent, wait for them to respond, then work through the problem. I just kind of let it go for now and hope I'm able to catch these items. This last update cost me about a week's worth of not being able to get my job done...there were so many issues that were not working and this update completely changed the look/how navigate/etc . The customer service is pretty good tho...I know I wore a couple of people out trying to get certain issues fixed. I thought about trying different software from another company but I've got a lot of time/data invested here. So I just kinda bump along doing my thing.

Reason for choosing Wise Agent

back 9 years ago, basically the cost/month. It seemed pretty easy to navigate back then.

Karyn

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2018

ModernDayAgent

I love WiseAgent and the support is awesome! Just some of it's limitations that are a dream for me would make it better.

PROS

I love the affordability and the fact that I can have my check list, tasks, documents and contact information all in one spot. I ABSOLUTELY LOVE the FUSION concept. However, it needs a bit of tweaking.

CONS

1. It would be great if individual agents on my teams emails worked like with ACT and other CRM's I have worked in the past. You have a work around but it is not optimal. 2. The Zip Form tie is awkward being on the contact page. Should be on the property not the contact. Or better yet if it created a property at the same time that would be awesome. 3. The Fusion.. I LOVE this idea. I wish I could customize it to just be a place I keep my clients checklist and documents so they can see the status. Don't care for the collaboration with title and lenders etc... Should just be for me to share what I want to share with my client. That would be GREAT!!! I love that...I hear that is on the back burner and I hope you bring it to the front. 4. Having to create two separate records for a husband and wife contacts page is kind of a hassle. Is there no way that they can be together but also searchable and traceable? Have both emails show up in the history? 5. I use JotForms for my listings. my clients fill out the form from my website. It would be super if you integrated with Jotform so it automatically adds contacts. 6. Skyslope integration would be awesome. That is my brokers transaction platform. We now have 1800 agents and are the fastest growing brokerage in the country. 7. The BombBomb integration is good, I wish I could send previously recorded videos and add notes to the email. This inability makes me have to go out of WiseAgent and open Bombbomb to do that.

Richard

Real Estate, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed July 2019

Massive Change

The Wise Agent allows the team to see the transaction files from anywhere in the world. The checklist keeps us all on track without missing any steps. Customer support has been great from day one. The support team always answers the phone and you are able to speak with a real person. The support teams listens and makes changes to alleviate issues whenever possible.

PROS

Overall, the software is great and I have been using it extensively for 12 years. I am hooked on the software and it is a integral part of my business. Massive changes were recently made, seemingly over night. Wise Agent has been great at routinely making changes to improve their product. So far, I cannot see the reason behind this massive change and the changes have lowered my productivity.

CONS

The main screen has been reduced in size to fit everything in causing the main screen to look confusing and crunched. The way in which notes are added has significantly changed making it more difficult to add notes. The checklist portion is so small I can only see 5 or 6 items at a time. In addition, the changes made caused the sequence of the checklist items to be altered and no longer in sequential order. I have not had enough time to investigate why.

Donna

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2019

Best Bang for your Buck

Love it. Love the support. Love the product. Love the price.

PROS

Price is outstanding for the features you get. They are also ALWAYS improving! I love this product and stand by it 100%.

CONS

Get a bit confused still about how to note a contact and schedule the next one properly. Seems to be multiple ways to do that and so I do it differently often, some of which confuses the team. Also, customer service was once 100%A+ and that's probably down to an A at this time. Still great. Just not as stellar as it once was.

Reason for choosing Wise Agent

We went BACK to WA after leaving for a while. Having a real estate based CRM is the best for our needs.

Reasons for switching to Wise Agent

cost and ease of use

cynthia

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2019

my thoughts on Wise Agent

A+ and customer service people are great

PROS

I use this daily to track my contacts, my follow up, all of my business. I also use it to communicate with clients. It's intuitive, easy to use, comprehensive.

CONS

I HATE the face that I can't send more than 500 emails at a time any more. This is a major inconvenience to me. I called and it was explained to me WHY you did it but I was super annoyed we were not given any notice. There are small things that annoy me but when I call and make a suggestion I am usually told it will be passed on. Not sure anything changes but seem receptive. I wish I could export a contact easier. Sometimes I am in the middle of typing an email and it just goes away, I have to start over. I assume most of my issues are operator error. It annoys me that the subject line in the email is a required field. And that it won't pick up both emails, I have to copy and paste over one of them. I wish there was an easier way to share vendor contacts. Overall I love the software tho and am 100% tied to it.

Laura

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2019

Great Product

I use Wise Agent for creating transaction reports with all of the information pertaining to individual transaction. I can then save that report as a PDF and share with each party associated with our real estate transactions.

PROS

I like the new update but there are a few extra things that could make it better.

CONS

I mainly use the transaction features. The critical dates fields need to allow users to be able to type in wording if necessary. I find myself leaving a few fields blank because I can't type "5 Days" for my Resolution Period. We never know what date that will actually fall on but like to know how many days for resolution since it varies per transaction. The Checklist Tasks section needs to be expanded so I can see more of the checklist. The transaction notes section needs to be expanded so I can see more than one or two lines of text. Just takes extra time to expand on every transaction. I usually use this field to list all parties involded in the transaction along with their email addresses. It would also be nice if the Transaction Notes (when printed) would be broken on individual lines of text instead of the way they apepar when printed (as jumbled notes in one big paragraph).

Reason for choosing Wise Agent

Another transaction coordinator that I know uses this so I thought I would give it a shot.

Nicole

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed July 2019

Wise Agent Keeps Me Organized

I have been using Wise Agent for over 10 years for real estate transaction management. I have trained several agents to use the program, locally and in other states. I have not found another system that keeps allows me to see the most important info on my file and tracks my tasks efficiently.

PROS

Transaction Coordinating - There are a lot of systems out there to choose from - what I like most about Wise Agent is that I can adjust closing dates and all the tasks associated with those dates adjust. I like knowing what tasks are past due, due today and upcoming. It very clearly pulls all my files together and I can quickly see what needs to be focused on at any given time.

CONS

I like a lot of the new design updates but I miss being able to see the checklist tasks. I have to scroll through them and I'm concerned I will miss something.

Reason for choosing Wise Agent

Ease of use and checklist management tool

Reasons for switching to Wise Agent

Ease of use and keeps me from missing a beat.

Michael

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Great CRM

PROS

Integrations, especially with Zip Forms, which is very handy. Support is excellent. I also like the fact that the company has not been bought out by a large conglomeration.

CONS

What they have is great and there is not much not to like. I wish it had a couple of features which would make it my only CRM as I use another one for a couple of their features to go along with Wise Agent.

Vendor Response

Hi Michael, thank you for your review! We really appreciate it. If you haven't done so, you can always forward your suggested features to our team. Many of the features we add are from member suggestions. We also plan to add even more functionality to the CRM in 2024, so stay tuned! Thank you again!

Replied January 2024

Jesse

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2019

Fantastic product for the money!

WiseAgent has been a solid CRM for our office for years, storing all customer data and allowing us to keep in touch with our database consistently.

PROS

The integration with our other system allows for seamless use across all platforms.

CONS

Unfortunately, we cannot mass text out of WiseAgent. This functionality would be ideal.

Reason for choosing Wise Agent

Price.

Natasha

Real Estate, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed July 2019

A good CRM start

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.

Reasons for switching to Wise Agent

User interface was primary reason

Sue

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

Honest feedback on Wise Agent

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.

Vendor Response

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!

Replied November 2018

Lawrence

Real Estate, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

The best I've seen for the money

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

Vendor Response

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!

Replied November 2018

Showing 1 - 25 of 537 Reviews