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. Subs...


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Supported Operating System(s):

Web browser (OS agnostic)

525 Reviews of Wise Agent

Average User Ratings

Overall

4.43 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(285)

285

4 stars

(188)

188

3 stars

(47)

47

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 525 results

November 2018

Greg from eXp Realty

Verified Reviewer

Company Size: 201-500 employees

Industry: Real Estate

Time Used: Less than 2 years

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.

July 2019

Brian from AZHouseTour at My home Group RE

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

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 Wise Agent

Cost was the big factor and Wise Agent did almost the same functions.

July 2019

Kristin from Kona Now Hawaii Rentals

Verified Reviewer

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

2.0

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 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.

February 2020

Cindy from DreamKey Team @ 1st American Realty

Verified Reviewer

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

WISE AGENT CRM

Clients and leads must be "touched" atleast once a month in order for them to remember you as their Realtor. This program allows us to stay in touch with every client/lead. It also has a Goal Tracker that helps keep us accountable for our production.

Pros

The ability to keep in touch with clients and leads thru a drip campaign. It has "standard letters" you can use in your campaigns or you can customize your letters

Cons

I love everything about it! I honestly can not think of even one thing that I am not happy with. They are always upgrading and adding additional feature that are a benefit to Realtors.

Reasons for Choosing Wise Agent

I liked the features that Wise Agent offered and the ease of the program to operate.

July 2019

maria f from hestia realtors

Verified Reviewer

Company Size: 1 employee

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

2.0

Functionality

3.0

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 Wise Agent

price vs my ability to send drip campaigns.