Wise Agent Reviews & Product Details

Wise Agent Overview

What is Wise Agent?

The online solution to all your business and contact management needs. Easy to use software backed up by unbeatable support

Wise Agent Details
Website
Product Description

The online solution to all your business and contact management needs. Easy to use software backed up by unbeatable support


Seller Details
Seller
Wise Agent
Company Website
Year Founded
2001
HQ Location
Fountain Hills, AZ
Twitter
@WiseAgent
2,121 Twitter followers
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
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Wise Agent Reviews

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UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like that the platform is easy and user friendly Review collected by and hosted on G2.com.

What do you dislike?

I think that it is a little overpriced, as its functionalities are useful but simple Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can easily organize my agenda and make sure that I can do all my work tasks with one tool Review collected by and hosted on G2.com.

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IR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Ease of use. The user support team is amazing. Review collected by and hosted on G2.com.

What do you dislike?

Wish that excel leads could export to Wise Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

They are very helpful. Not working on anything. Their on line tutorials are great. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Nothing at all!! No pros!!!!!!!!!!!!!!! Review collected by and hosted on G2.com.

What do you dislike?

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!! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don't use this system! Clunky and bad customer service! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

crm and transaction management. No benefits with this company! Review collected by and hosted on G2.com.

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Licensed Real Estate Agent
Real Estate
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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! Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This makes me much more efficient and ultimately will help me save time and be more productive. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Easy interface and very nice clickable icons - easy to follow and add info Review collected by and hosted on G2.com.

What do you dislike?

Sometime I need to go to persons profile in order to check some info instead of get it briefly pressing on the name Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Quick follow up with the clients, never missing any important dates Review collected by and hosted on G2.com.

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Real Estate Sales Professional
Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Wise agent is a great program that offers ease of use and powerful functionality. Definitely worth a look. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability. Review collected by and hosted on G2.com.

What do you dislike?

There's nothing I don't like! The system works as intended and is easy to use. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do yourself a favor - learn how this system works, and USE IT. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I was having a hard time keeping track of my clients, customers, and transactions. Wise Agent helps me keep tabs on my entire business. Review collected by and hosted on G2.com.

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UE
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Transaction templates are a bit complicated Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Good value for money. This is probably the only CRM and marketing software you'll need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Assigning tasks to team, calendar management and contact management Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Contact management features include the capability of importing any Gmail interactions one has had with a customer to be included in “conversations.” Review collected by and hosted on G2.com.

What do you dislike?

The calendar-based dashboard is visually cluttered, and I feel new versions should focus strongly on revamping the UI. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Its perfect gets the job done so i dont have to Review collected by and hosted on G2.com.

What do you dislike?

its a bit slower than id like it to be Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

its helped out a lot in terms of solving problems looking for people to market to Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Its easy to set up and maintain if you are new to CRM Review collected by and hosted on G2.com.

What do you dislike?

It doesnt have a ton of follow up systems to send out fliers etc Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Need to become more features of a CRM Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It was great to store sphere and other contacts Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Syncing with a third party email blast software sometimes was clunky and difficult. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need a program to organize and stay on top of your database, this is for you. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Organizing clients and making sure we emailed clients. Review collected by and hosted on G2.com.

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UR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great bang for your buck. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

At-a-glance calendar of transaction status. Review collected by and hosted on G2.com.

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