Wise Agent

Workbooks

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Ratings & Reviews

Overall Rating

4.43 / 5 (526)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

February 13, 2020

August 6, 2019

Pros/Cons

  • 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.

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

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

6 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots