

The Wise Agent Software
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About The Wise Agent
The Wise Agent Pricing
It is also available at $326/year with additional features.
Starting price:
$32.00 per month
Free trial:
Available
Free version:
Not Available
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The Wise Agent User Reviews
OVERALL RATING
Showing 1 - 5 of 532 reviews
Anonymous
Time used: Less than 12 months
Review Source: Capterra
January 2022
Good Features but no longer for me.

Greg
Verified reviewer
Company size: 201-500 employees
Industry: Real Estate
Time used: Less than 2 years
Review Source: Capterra
November 2018
Finally found The One!
My overall experience with The Wise Agent has been superb! It beats all of the other similar platforms I've tried over the years...and it's so simple to use, even the non-techies on my team like it and use it with ease!
Pros
Wise Agent does all the things I need in a real estate CRM. Whether for basic management of contacts in an easy to use database or getting fancy with ongoing nurture campaigns for leads and sphere, Wise Agent is the best system I've come across...and I've tried several over the past couple decades. While it works fine for a solo agent, Wise Agent also has a great set-up for teams. Since I now have a growing team, we're finding that it works very well in handling our separate leads, emails, etc. We also like the built-in enhancements and integrations, like automatic Facebook Lead Ad contacts import. I could go on, but try it for yourself!
Cons
Ok, so nothing is perfect...and I know that by trying many similar systems through the years. I chose Wise Agent because it has more of the features that are important to me. If I have to choose a fault with it though, I would say that the tutorial videos need to be tweaked a little. While the videos are pretty good at explaining the set-up and guiding you through a process, I would like them to start out with "why" a particular feature is there and "how" to best use it. But, that becomes obsolete when the support staff is so good. I've always been able to just call in and speak to a friendly live voice and get good help and clarification.
Brian
Company size: 1,001-5,000 employees
Industry: Real Estate
Time used: More than 2 years
Review Source: Capterra
July 2019
Over a Decade Using Wise Agent
They are very good at responding to support issues and when suggestions are made they tend to listen.
Pros
Overall it has all the features of the other top CRM's but is much more affordable. They are continuing to improve the features. / They tend to try and follow needs of industry and the way we work.
Cons
The built-in word processor has a little to be desired but is getting better.
Reasons for choosing The Wise Agent
Cost was the big factor and Wise Agent did almost the same functions.
Reasons for switching to The Wise Agent
The best CRM I ever saw was a program called Howard and Friends (many years ago) when they dissolved I switched to Top Producer. Top Producer is a Canadian company who tries to accommodate all of Canada and All US agents and many of the features did not match Arizona ways. They were too expensive.
Kristin
Company size: 2-10 employees
Industry: Real Estate
Time used: Less than 2 years
Review Source: Capterra
July 2019
Good Ideas, Poor Execution
Frustrating. Frustrating. Frustrating.
Pros
The overall idea is good - many of the features are what I need to work my business.
Cons
The development team is very inconsiderate of current users. Features are added and taken away without regard to how it will impact the end user. I have more than once opened my account to find that features important to me and my work flow are either changed or missing with no warning or explanation. Further - customer support people are apparently not trained on the new features. The recent modifications to the checklists are a good example. When an agent is working multiple transactions, the NEED is to stay on top of and ahead of deadlines. Why then, do the upcoming tasks show on the calendar unless they are completed? The critical dates also show ONLY when complete. Yes - these dates are on the task list - and on the checklist - but they are MOST useful (to me) on a CALENDAR - which I SWEAR used to be the case. Then - the task section of the revised check list was modified to be scrollable, but only displays 3 tasks at a time. Wise Agent should use focus groups to design features, because software engineers think and work very differently that REALTORS!
Reasons for choosing The Wise Agent
Price and supposed interface with ZipForms - which doesn't work well at all. The databases are not mapped well and it is a one direction interface, so only good for starting a transaction with limited information transferring between applications - the " spouse " file never migrates and the transaction types don't fit those in ZipForms.
Reasons for switching to The Wise Agent
I thought the checklists were better in Wise Agent and I liked the calendar feature. Then you changed them so they are less functional. Considering migrating back to Zipforms.
maria f
Company size: 1 employee
Industry: Real Estate
Time used: Less than 12 months
Review Source: Capterra
July 2019
drip campaigs
it is a good product for the price, but there are certain features that could be improved, when I call the customer services the answer may be "oh well, we can't do this or that".
Pros
drip campaigns as a core is ok, i can email regularly letters and drips.
Cons
there is no relational database between the marketing and the customers list that is easy to figure out. Marketing drip campaigns are not easy to use, for instance if I create a letter I can mix and match it with a drip campaign event.- creating events are not easy to use and takes time, I can't use the events on one campaign into another. Why I need this: I sell properties, I would like to create a letter called (sold september 2019)_ and be able to use that event into other drip campaigns like sellers to be, or new customers, or residential properties sold this year... in any case letters and drip campaigns can be cumbersome.
Reasons for choosing The Wise Agent
price vs my ability to send drip campaigns.
Reasons for switching to The Wise Agent
my company back then cancelled the subscription with sales force