Wise Agent Software

4.48 / 5 (266)

About Wise Agent


Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.

Wise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login.

Wise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis. 

 



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Supported Operating System(s):

Web browser (OS agnostic)

266 Reviews of Wise Agent

Average User Ratings

Overall

4.48 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(152)

4 stars

(92)

3 stars

(21)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 266 reviews

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November 2018

Karyn from My Home Group Real Estate, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

November 2018

Greg from eXp Realty

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2018

Peter from Keller Williams Realty

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Quality Client Contact

I am solving a very important part of being a successful real estate agent by using the touches available to me in Wise Agent. The personalized messages, such as the thank you, win praise from my client base. The ability to monitor client response to mass email communications offers a chance maintain accurate files such as phone numbers and emails.

Pros

It is so easy to communicate, at least once a month with clients, using the newsletter provided in Wise agent. I receive thankyous from client with regards to content and features such as the monthly recipe.

I also appreciate the ease at which one can add and delete clients and their information. The ability to categorize your client base so you have the ability to send information that is suited best for a specific group. In my case, buyers, sellers or real estate investors.

Cons

There's so many options available, one has to be up to speed on technology to identify with some of them. I know that I'm not using a large number of the features available due to my limited technical skill.

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

Hi Peter, We are so glad to hear that you're loving Wise Agent, thank you for all of your wonderful feedback! For any features you'd like to learn more about we do offer free training and weekly classes. We also have video tutorials on the site that you can go through on your own time.

November 2018

Wendy from Keller Williams

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

November 2018

For everyone

Wise agent is a great CRM. Some stock holiday emails that could be personalized would be appreciated. Generally easy to use, some parts not as much. The call to be made area-for some reason you always have to remember to click which person is adding that info and who the client belongs to, otherwise, it doesn't translate. Some stock photos/emails would be nice to send during the different holidays/seasons.

Pros

It was easier to use years ago. Nothing too fancy, just functional.

Cons

Some things didn't seem intuitive (I'm over 60).

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

Hey Wendy, So great to hear that you're enjoying using Wise Agent! We recently added some new holiday email templates, so be sure to give those a look! Also, the function of selecting the person that made the call for the Call List is for teams to keep track of who is contacting certain clients. So you're absolutely right, it is important to remember to do that! If you're interested in any training we offer free unlimited training to get you familiar with our system and new features. To get started just give us a call at 480-836-0345 or hit the Contact Us button. Thank you again for the review Wendy!

March 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

Great Platform For Your Money

Any new prospect or clients that I gain, I immediately enter into my Wise Agent database. I can then look them up later base on the category I place them in (buyer, seller, prospect, etc.), or by their first or last name. It's super easy! I love having the ability to just plug people into my CRM and then I can stop worrying about getting every little detail of each client saved somewhere, because I know the info is saved and safe in Wise Agent! Their notes are nice to use b/c you can set engagement "alarms," which remind you when it's time to email/text/call a prospect or client!

Pros

Love the seamless ease of uploading contacts and how they sync with multiple accounts, especially Google! The customer support is very responsive, and relevant - they know their product incredibly well and are very eager to help!

Cons

I wish still haven't been able to figure out the MailChimp integration, so I just went ahead and uploaded all of my contacts into MailChimp separately. I'm sure I could call customer service and get excellent support, but I'm a full time Realtor and simply don't have a bunch of extra time.

November 2018

Carol from MCO Realty

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Great!

Very helpful

Pros

Ease of using. Many tutorials to assist you.

Cons

Can't print out list of contact names with their addresses & phone numbers.
Can't search on a "word" in contact notes.

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

Hey Carol, It's so wonderful to hear that you're enjoying Wise Agent and you're using our video tutorials! If you want to print out a list of your Contacts with their names and addresses, you can do this by using the drop down menu titled Print Media. After you select your contacts and select Contact List from the Print Media drop down, it will take you to a preview of the list you are about to print. Also, to search for a word in your contact notes you can use the search tool bar in the Contact Notes tab next to the Customer Summary. If you have any trouble or need help, please contact our amazing support at 480-836-0345 or hit the Contact Us button.

November 2018

Annette from Remax Realtec Group

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Wise Agent Review

Great customer service and the software gives me the two functions I value most: a good calendar and a good way to keep track of my clients.

Pros

Love the Contact Notes feature which allows you to back-date notes, so if you get behind on note input, your notes can be based on the date the event happened and not the date the information was inputted, like some systems. Also, love the calendar that syncs with phone.

Cons

Do not like the email function. The message format looks dated.

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

Hey Annette, It's so great to hear that you're loving Wise Agent! Thank you for your feedback on the email function, we have recently added new templated and updated our branding templates. We are always looking to improve so your comments are appreciated. Thanks again for reviewing!

November 2018

Sue from Keller Williams Platinum Partners

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

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!

November 2018

Lawrence from Respected Realty LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

Response from The Wise Agent of The Wise Agent, LLC

Replied November 2018

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!

November 2018

Susan from Crown Key Realty, Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018