Wise Agent

RATING:

4.4

(537)

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 ...

Awards and Recognition

FrontRunner 2020
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Wise Agent Pricing

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

Starting price: 

$49.00 per month

Free trial: 

Available

Free version: 

Not Available

Texting Conversations

Wise Agent Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for Wise Agent

1 - 5 of 537 Reviews

Sean

Real Estate, 11 - 50 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed January 2022

Good Features but no longer for me.

User Profile

Ed

Verified reviewer

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

MUST HAVE software for Real Estate Agents

Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features.

PROS

The many features available in one platform - contact management, transaction management, and calendar, to name a few.

CONS

The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.

Reason for choosing Wise Agent

Wise Agent has transaction management capability, with unlimited data storage as well.

Vendor Response

THANK YOU, Ed, for your ongoing support of our platform! We really appreciate having you as a member, and we hope to keep providing you with the best CRM that we can for many years to come. Thank you again!

Replied January 2024

Lori

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

Love it

I think it's a great product. I love it.

PROS

The ability to implement landing pages and leads directly into the CRM. The commissions tracker to keep focused on my goals. The tasks manager.

CONS

The inability to separate incoming leads from going into the main database pool. It would be helpful to quality them first. Or some sort of grading system for them as they are worked through he pipeline.

Reason for choosing Wise Agent

Has the most features in one system and is affordable.

Reasons for switching to Wise Agent

I left a team who used this. I never liked it. I needed something with more overall features. Escrow tracking, check lists, commissions tracker, goal tracking (units) and lead gen/landing pages all in one.

Ruben

Real Estate, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Counter Productive

It’s just ok, not great but better than most of the alternatives but damnit wise agent... if it ain’t broken, it don’t need fixing and now it does!

PROS

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

CONS

let me say that I wish I would have read the reviews here before I decided to move over to wise agent! The big problem is that changes are made to the platform without regard to what agents think. Recently some wise guy in his infinite wisdom decided that it would be a great idea to redesign the contact summary page. There was nothing wrong with the original contact summary page, as a matter of fact it was the best summary page I’ve seen compared to other CRMs where all the info you needed was in full view. Now you have to scroll all the way to the bottom of the page to see just about everything related to your contact which is stupidly time consuming. There are other issues such as emailing your database! It’s virtually useless since your contact has to opt in with an opt in link that you have to set up. Most platforms allow for us as the agent to opt our contacts in and here is the reason I think that Wise Agent falls short. I recently moved over from another CRM where all my contacts had already agreed to receive emails, since I moved to Wise Agent the people that already agreed now have to opt in again... imagine how that makes us look as agents. Also, lead enhancement does not work very well and for the 5 dollar a month price tag it should perform way better than it does! I wish there was a better CRM out there because I would definitely move!

Reasons for switching to Wise Agent

Liondesk turned to crap!

Cindy

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason for choosing Wise Agent

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

Reasons for switching to Wise Agent

More Solds was experiencing "growing pains" and their server went down for over 2 weeks. I needed a database that I could depend on.