--- title: Wise Agent Reviews meta_title: 'Wise Agent Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how Wise Agent works for a business like yours. aggregate_rating: rating_value: 3.6 review_count: 15 scale: '5' date_modified: '2026-06-15' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # Wise Agent Reviews **Vendor:** Wise Agent **Category:** [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm) **Average Rating:** 3.6/5.0 **Total Reviews:** 15 ## About Wise Agent Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management, and real estate marketing software. Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money. ## Wise Agent Reviews ### 1. Great Value **Rating:** 2.5/5.0 stars **Reviewed by:** Jennifer H. | Director of Communication, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Wise Agent?** It's definitely a GREAT value, and very user-friendly to navigate. **What do you dislike about Wise Agent?** Wise Agent is pretty basic, and we wanted something with a little more capabilities. **What problems is Wise Agent solving and how is that benefiting you?** I think the biggest problem it solved for us what that it was really affordable and really easy to get off the ground. ### 2. All in one platform to simplify your life **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2020 **What do you like best about Wise Agent?** I like that the platform is easy and user friendly **What do you dislike about Wise Agent?** I think that it is a little overpriced, as its functionalities are useful but simple **Recommendations to others considering Wise Agent:** I think they should offer some extra features that cannot be performed with other free software in order to male it attractive with the current cost to the user. Furthermore I would make it a little bit faster, as it gets blocked some times when accessing some parts. **What problems is Wise Agent solving and how is that benefiting you?** I can easily organize my agenda and make sure that I can do all my work tasks with one tool ### 3. A great place to track your leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2020 **What do you like best about Wise Agent?** Ease of use. The user support team is amazing. **What do you dislike about Wise Agent?** Wish that excel leads could export to Wise **What problems is Wise Agent solving and how is that benefiting you?** They are very helpful. Not working on anything. Their on line tutorials are great. ### 4. This company needs to work on their customer service department. Camilla was the worse to deal with **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2019 **What do you like best about Wise Agent?** Nothing at all!! No pros!!!!!!!!!!!!!!! **What do you dislike about Wise Agent?** This company needs to work on their customer service department. Camilla was the worse to deal with. If you call to ask questions they sound irritated and just want to get you off the phone. The system is glitchy and clunky. I honestly can't believe they are still in business. Unprofessional staff and company! Beware!! **Recommendations to others considering Wise Agent:** Don't use this system! Clunky and bad customer service! **What problems is Wise Agent solving and how is that benefiting you?** crm and transaction management. No benefits with this company! ### 5. Integration, Integration, Integration- and GREAT Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Frank M. | Licensed Real Estate Agent, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2018 **What do you like best about Wise Agent?** This software is affordable ($29 a month or $299 a year) and integrates with almost every piece of real estate infrastructure that I use, to include: Mojo Dialer and Bomb Bomb. One of my favorite features is the google integration. Essentially all of my contacts can sync with my google contacts. This means that if I enter a contact and sync them, then when they call me back I will know who is calling me! Great for those that do lots of phone prospecting and sync prospects from Mojo. Also, the customer service is second to none. I have spoken on the phone with folks that returned calls on weekends! **What do you dislike about Wise Agent?** Some of the instructional videos are hard to find. This is mitigated by the fact that the customer service is so great. I think one has to be a somewhat experienced to a novice with the computer to get the most out of this application without using the customer service. **What problems is Wise Agent solving and how is that benefiting you?** This makes me much more efficient and ultimately will help me save time and be more productive. ### 6. Great CRM for real estate **Rating:** 5.0/5.0 stars **Reviewed by:** Nata S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Wise Agent?** Easy interface and very nice clickable icons - easy to follow and add info **What do you dislike about Wise Agent?** Sometime I need to go to persons profile in order to check some info instead of get it briefly pressing on the name **What problems is Wise Agent solving and how is that benefiting you?** Quick follow up with the clients, never missing any important dates ### 7. Best in Class CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Randy C. | Real Estate Sales Professional, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2017 **What do you like best about Wise Agent?** We have been using Wise Agent for a number of years. It has grown with us as our team has grown. I have used other CRM's in the past, and honestly can say that Wise Agent offers way more features and functionality then the others. You also can not beat the price and the excellent customer service they provide. **What do you dislike about Wise Agent?** The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon. **Recommendations to others considering Wise Agent:** Wise agent is a great program that offers ease of use and powerful functionality. Definitely worth a look. **What problems is Wise Agent solving and how is that benefiting you?** The greatest feature that my team enjoys with Wise Agent is their Transaction Checklists. The ability to stay on top of properties current listed and/or in escrow is vitally important. Wise Agent makes that process pretty seamless. Also the ability to stay in consistent contact with both active and past clients is easily done in WA. ### 8. Great way to keep tabs on transactions! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Wise Agent?** Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability. **What do you dislike about Wise Agent?** There's nothing I don't like! The system works as intended and is easy to use. **Recommendations to others considering Wise Agent:** Do yourself a favor - learn how this system works, and USE IT. **What problems is Wise Agent solving and how is that benefiting you?** I was having a hard time keeping track of my clients, customers, and transactions. Wise Agent helps me keep tabs on my entire business. ### 9. The only All-in-One Software any Realtor Needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2018 **What do you like best about Wise Agent?** Ease of use. Contact management is great. Love the way how it keep tracks all the emails sent to a contact and how the contacts are synced with google contacts. **What do you dislike about Wise Agent?** Transaction templates are a bit complicated **Recommendations to others considering Wise Agent:** Good value for money. This is probably the only CRM and marketing software you'll need. **What problems is Wise Agent solving and how is that benefiting you?** Assigning tasks to team, calendar management and contact management ### 10. Wise Agent is a real estate business management solution for brokers and agents **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2018 **What do you like best about Wise Agent?** Contact management features include the capability of importing any Gmail interactions one has had with a customer to be included in “conversations.” **What do you dislike about Wise Agent?** The calendar-based dashboard is visually cluttered, and I feel new versions should focus strongly on revamping the UI. **What problems is Wise Agent solving and how is that benefiting you?** It’s evident Wise Agent was built to be flexible, to work with agents already entrenched in any number of lead-generation or email marketing accounts. And that’s great. ### 11. Awesome **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2018 **What do you like best about Wise Agent?** Its perfect gets the job done so i dont have to **What do you dislike about Wise Agent?** its a bit slower than id like it to be **What problems is Wise Agent solving and how is that benefiting you?** its helped out a lot in terms of solving problems looking for people to market to ### 12. It is okay **Rating:** 1.5/5.0 stars **Reviewed by:** Tamica M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2018 **What do you like best about Wise Agent?** Its easy to set up and maintain if you are new to CRM **What do you dislike about Wise Agent?** It doesnt have a ton of follow up systems to send out fliers etc **Recommendations to others considering Wise Agent:** Need to become more features of a CRM **What problems is Wise Agent solving and how is that benefiting you?** It was great to store sphere and other contacts ### 13. ALmost a really great tool, definately a great price. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Wise Agent?** Compared to other CRM's Wise Agent beats them hands down on the price. They definitely offer a very robust program for what most CRM's would charge you in one month they offer for a whole year. **What do you dislike about Wise Agent?** Aesthetically I felt the interface was a little clunky or box in its design. Alos, as far as I know, the mobile ability was not as robust as I would like. **What problems is Wise Agent solving and how is that benefiting you?** I was looking for something that would combine CRM capabilities with strong transactional capabilities. Having both worlds unified in one database is a very powerful business component. ### 14. Executives Assistants Experiences with Wise Agent **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Wise Agent?** I loved being able to organize my bosses contacts and assign them to different groups in order to send specific email blasts too as well as setting alerts for specific dates. **What do you dislike about Wise Agent?** Syncing with a third party email blast software sometimes was clunky and difficult. **Recommendations to others considering Wise Agent:** If you need a program to organize and stay on top of your database, this is for you. **What problems is Wise Agent solving and how is that benefiting you?** Organizing clients and making sure we emailed clients. ### 15. Great for contact management and transaction tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2016 **What do you like best about Wise Agent?** Intuitive and easy-to-use contact management and transaction tracking. The customer service and tech support is outstanding. The fact that Wise Agent automatically syncs to gmail and loads the content into a contact's history is such a time saver. **What do you dislike about Wise Agent?** Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look. **Recommendations to others considering Wise Agent:** Great bang for your buck. **What problems is Wise Agent solving and how is that benefiting you?** At-a-glance calendar of transaction status. - [View Wise Agent pricing details and edition comparison](https://www.g2.com/products/wise-agent/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-16+16%3A49%3A17+-0500&secure%5Bsession_id%5D=16c43624-6c10-4583-b99f-be481cab7f51&secure%5Btoken%5D=6f12b804cb8ec79430d112822a3a2aaad7669eda8a40e7f7395d3a5b79fc2ff2&format=llm_user) ## Wise Agent Features **Relationship Management** - Lead Generation - Social Media Integration - CRM Integration **Client Management** - Lead Scoring - Contact Management - Lead Generation **Presentation** - Website Builder - MLS Integration - SEO Strategization - IDX Website **Task Management** - Marketing Automation - Document Management - Third-Party Integration **Platform Features** - Contact & Account Management - Opportunity & Pipeline Management - Task / Activity Management - Listing Management - Email Marketing - Transaction Management - Lead Management - CMA Management - Forecasting & Reporting - Dashboards **Platform Branding** - Operability - Brand Management **Platform Content** - Social Media Management - Communication Management - Website Management - Campaign Building **Agentic AI - Real Estate CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Natural Language Interaction - Decision Making **Platform Additional Functionality** - Reporting **Platform Integrations** - Integration with Real Estate CRM - Integration with Virtual Tour - Integration with Real Estate Activities Management ## Top Wise Agent Alternatives - [BoldTrail](https://www.g2.com/products/boldtrail/reviews) - 4.5/5.0 (1,480 reviews) - [BoomTown](https://www.g2.com/products/boomtown/reviews) - 4.7/5.0 (564 reviews) - [IXACT Contact Real Estate CRM](https://www.g2.com/products/ixact-contact-real-estate-crm/reviews) - 4.5/5.0 (260 reviews)