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Wise Agent

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Ratings & Reviews

Overall Rating

4.30 / 5 (787)

4.43 / 5 (526)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 25, 2020

February 20, 2020

Pros/Cons

  • Pros

  • I like how it files the customers. Its convenient to access and is usually easy to navigate through the program . Always have some one just a message away to assist with any issues . LOVE THAT!

  • The customer service is fantastic! There is not usually a wait time to get a person on the line to assist in any way.

  • Cons

  • It's never fun setting up software it wasn't difficult but it was a little bit time consuming. Once everything is set up it pretty much runs itself though.

  • The invoicing functionality is my least favorite feature, however, given that we're not in Quick Books, I appreciate why. That said, tweaking it to offer basic accounting options would be great.

  • Pros

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

  • Easy interface than the major brand I had used for over 14 years. LOVE that it syncs with Ziplogix platform and Bombbomb. Love the landing page feature.

  • 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