Wise Agent

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Ratings & Reviews

Overall Rating

3.57 / 5 (153)

4.43 / 5 (525)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

3.5 / 5

4.5 / 5

Customer Support

3.5 / 5

4.5 / 5

Functionality

3.5 / 5

4.0 / 5

Last Reviewed

November 24, 2019

February 20, 2020

Pros/Cons

  • Pros

  • It was easy to navigate and had a large storage capacity.

  • Price makes it very competitive. Easy to use and pick up Good pipeline tools that can be used for forecasting

  • Cons

  • The learning curve for customization was daunting. But, it was more than worth the time to train us all.

  • The only thing that could be better is better reporting capabilities within Goldmine. The price could be a bit better as well.

  • Pros

  • Great program, easy to understand and very flexible

  • The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

  • Cons

  • It has a few sync bugs, but they're always working to fix these.

  • It was somewhat cumbersome to add a new client, yet they have fixed the issue. I would like a more modern monthly newsletter template.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots