Wise Agent Reviews

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!

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.

This makes me much more efficient and ultimately will help me save time and be more productive.

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.

The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon.

Wise agent is a great program that offers ease of use and powerful functionality. Definitely worth a look.

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.

Easy interface and very nice clickable icons - easy to follow and add info

Sometime I need to go to persons profile in order to check some info instead of get it briefly pressing on the name

Quick follow up with the clients, never missing any important dates

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.

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.

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.

Its easy to set up and maintain if you are new to CRM

It doesnt have a ton of follow up systems to send out fliers etc

Need to become more features of a CRM

It was great to store sphere and other contacts

Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability.

There's nothing I don't like! The system works as intended and is easy to use.

Do yourself a favor - learn how this system works, and USE IT.

I was having a hard time keeping track of my clients, customers, and transactions. Wise Agent helps me keep tabs on my entire business.

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.

Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look.

Great bang for your buck.

At-a-glance calendar of transaction status.

Contact management features include the capability of importing any Gmail interactions one has had with a customer to be included in “conversations.”

The calendar-based dashboard is visually cluttered, and I feel new versions should focus strongly on revamping the UI.

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.

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.

Syncing with a third party email blast software sometimes was clunky and difficult.

If you need a program to organize and stay on top of your database, this is for you.

Organizing clients and making sure we emailed clients.

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.

Transaction templates are a bit complicated

Good value for money. This is probably the only CRM and marketing software you'll need.

Assigning tasks to team, calendar management and contact management

Its perfect gets the job done so i dont have to

its a bit slower than id like it to be

its helped out a lot in terms of solving problems looking for people to market to