It’s virtually useless since your contact has to opt in with an opt in link that you have to set up.

There is so much you can do with Wise Agent. The price is super nice and you can do all that it offers or just what you need.

The customer service has been A-MAZ-ING!!! They are always so helpful and pleasant to talk to.

Helps me stay in touch with my sphere of influence, people love that you remembered those important dates in their lives. I use it to send out prospecting letters as well.

As stated in the title, the support desk is the overall winner and why I would recommend this platform to anyone looking for a budget friendly, intro CRM to get started.

We have loved using Wise Agent as our database the past couple years. The price is fantastic and it is easy to use.

I would pay far more for this great CRM. The ease of use and customization is outstanding.

Good product, helps keep you on track so nothing slips through the cracks. Good client relationship manager.

What I like most is the software is pretty easy to use and has a nice, easy format.

I love the ease of use, the intervention of the software with other programs like mail chimp and bombomb.

I like the potential of the CRM software to engage clients. The texting, the landing pages, the integrations with Dotloop, for example,​ are great features.

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

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.

The program was extremely easy to use and I could use it from my phone or Computer which was great. Customer service is also amazing and they have great training videos too.

Ease of use, integration with Gmail and good tech support.

Excellent CRM tool that can easily integrate with multiple platforms, is user friendly, and hands down has the best customer service available.

The best in the business in helping me with any question I have The absolute best customer service period.

I absolutely HATE that I can only see about 5 checklist items at once, when I used to be able to see many more.

Over all its been very good and has become an asset to our whole team and our relationship with our clients.

I have enjoyed working with Wise Agent. Whenever I have needed help someone has been available and very helpful.

Price is outstanding for the features you get. They are also ALWAYS improving.

It has been the perfect database for our team. Better than any other database we have used in the past.

My experience overall has been wonderful. I recently need to add a user to a transaction and the support team was so helpful.

One of the reasons I leave the contact notes page is to get to the contact's phone number, and then what I've written on the contact, is lost.

The Texting feature has problems and just shut down on me and no one there knows how to fix it.

The dashboard is a great way to see what I have to do at a glance. You can also make the client's profile as simple or intricate as you like.

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

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

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. 


 



LongDescription

Forecasting

Internal Chat Integration

Property Management

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Sales Pipeline Management

Referral Tracking

Task Scheduling

Electronic Signature

Calendar/Reminder System

Listing Management

Lead Distribution

Pipeline Management

Customer Database

Calendar Management

Customizable Fields

Activity Management

Template Management

Data Import/Export

Email Tracking

Lead Generation

Email Templates

Contact Management

Lead Management

Email Marketing

Mobile Access

Transaction Management

Sales Reports

Territory Management

Agent Management

Marketing Automation

Client Portal

Social Media Integration

Real-Time Notifications

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Customizable Templates

Calendar Sync

Client/Property Matching

Lead Nurturing

Interaction Tracking

Website Management

Commission Management

Reporting/Analytics

Contact Database

Lead Qualification

Appointment Management

Client Management

Quotes/Estimates

Drag & Drop

Pipeline Reports

Third-Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

Web browser (OS agnostic)

It is also available at $326/year with additional features.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Wise Agent

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

User Management

Data Enrichment

Product Catalog

Performance Management

Proposal Generation

Leaderboards

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Contract/License Management

Knowledge Management

Communication Management

Call Logging

Call Management

Sales Trend Analysis

Customer Support

Process/Workflow Automation

Self Service Portal

Opportunity Management

Configurable Workflow

Sales Activity Management

Performance Metrics

Channel Management

Text Editing

Shared Contacts

Role-Based Permissions

Request Escalation

Lead Segmentation

Source Tracking

Event Triggered Actions

Field Sales Management

Demographic/Firmographic Data

Mobile App

Dashboard

Web Forms

Multi-Language

Mobile Interface

Real Time Reporting

Customizable Branding

Goal Setting/Tracking

Batch Processing

Campaign Analytics

Sales Forecasting

Web-based Deployment

Windows XP

Mac OS

Windows 8

Windows 10

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Wise Agent vs Workbooks

User Ratings & Reviews

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Product Demo & Screenshots

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