Wise Agent Reviews

Pros

I love using the call list feature and how it automates my business calls and client/prospect follow-up, but there is a host of other features, like DRIP campaigns, marketing templates and the ability to send emails to any segment of your database!

Cons

Interface takes some getting used to, advanced search features are a little cumbersome to set up or find.

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.

Alternatives Considered

Zoho CRM, Referral Maker CRM and LionDesk

Reasons for Choosing 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.

Switched From

TOP PRODUCER

Reasons for Switching to Wise Agent

Has the most features in one system and is affordable.

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!

Pros

This is a great CRM system if you are trying to manage on an entry level. You can keep track of leads and set up automated drips that include email, text, and phone alerts.

Cons

It is somewhat simple and doesn't have a tracking for website click or activity like a more advanced like boomtown.

Alternatives Considered

Follow Up Boss

Reasons for Choosing Wise Agent

We switched broker that did not supply this CRM so for cost reasons we changed and are happy with WiseAgent

Switched From

BoomTown

Reasons for Switching to Wise Agent

Cost was the main factor is this decision

Pros

I like the easy of using the software and the connectivity to my website and Zipforms

Cons

I would like more templates for letters. I have new leads highlighted better when they come in.

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

Cost and the program was just too complicated. I only used a small part of the program

Switched From

TOP PRODUCER

Pros

I love the calendar feature, Wise Text feature, ease of use, and most importantly for our team: customer service. Their team responds within MINUTES (Yes, minutes) of submitting a question or request. No waiting for a chat bot or being on hold. You receive an email reply within minutes.

Cons

I wish the email marketing was a bit more user friendly. I get better tracking and analytics from other email marketing software.

Pros

Wise Agent is the perfect solution for any real estate company who needs to manage several listings. It tracks each transaction and even has a reminder daily check list to follow so that nothing falls through the cracks.

Cons

I wish you could customize the transactions a little more.

Pros

Wish Agent is always evolving and making improvements to the features and ease of use.
It’s a great value with a lot to offer. I probably don’t use all the features available, but it’s great that they are available.

Cons

Probably could be trimmed down to the most used and useful programs it’s compatible with.

Pros

It ease of use and it's ability to do exactly what I need it to do

Cons

no cons really, have worked together with WA on some idea and enhancements but this CRM is really robust.

Alternatives Considered

IXACT Contact

Reasons for Choosing Wise Agent

Agent Office was sold and the product was eliminated from the new owners support. No updates ever produced after Win7 was released. Top Producer was just to difficult to learn, my team found the merge curve way too steep, we abandoned it and migrated to Wise Agent.

Reasons for Switching to Wise Agent

ease of use, migration simplicity, phone support, ease of ongoing use.

Pros

When I 1st got this program it was easy to navigate through and work through the different features it has. I liked the checklist for buyers/sellers, the ease of making & sending letters & envelopes. The staff is always willing to help and provide service when I call in. I like the follow up features and just keeping up with daily calls and tasks.

Cons

there have been a number of updates in the past few months that I do not like, but can work around and make work. However, I do not like the new buyers/sellers checklist system and wish that would get changed back to the old version. Not very user friendly in my opinion. I have asked about having a default letter template set up and be able to make/print envelopes from the letter section to that I can keep my picture on the return address. I have to adjust the picture on the envelope on each one before printing as it is too big. I would also like to see an improved way to "search" for things in notes or other areas using key words or phone numbers. The main reason for keeping the system right now is because of the letter printing feature.

Pros

The cost and the open source with other software. The transaction management system was very nice.

Cons

They upgrade and change the software and its function with out warning. The system has slowed down with every upgrade it has made. Finding documents has become a bit more of a task because they changed the layout and function which has slowed our staff down.

Alternatives Considered

Realvolve

Reasons for Switching to Wise Agent

At first cost and the interagration. We are considering going to another product if the system keeps slowing down.

Pros

I love how much I can do with this system - lots of features to help me stay in touch with my clients - CRM, email, newsletters, drip campaigns.

I love that I can customize my transaction checklists, newsletters, emails, etc and that all my contacts (clients and vendors) are all in one place.

Cons

The mobile version can use a little work. And the design if the newsletters can use an update.

Alternatives Considered

Paperless Pipeline and LionDesk

Reasons for Switching to Wise Agent

It is a more comprehensive product for the price.

Pros

I had tried many CRMS over the years and have found WA to be user friendly and yet very robust! My client base enjoy the communication and after many years we have struck a great balance regarding information we provide using the newsletter email and how many times we communicate with our clients . I like the simplicity of the call log, the ability to create catagories that are tailored to my specific business model which is repeat and referral based.

Cons

I don't prefer that I have to look though all communication to find my last personal contact.

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

Ease of use and cost

Switched From

TOP PRODUCER

Pros

I love the affordability and the fact that I can have my check list, tasks, documents and contact information all in one spot. I ABSOLUTELY LOVE the FUSION concept. However, it needs a bit of tweaking.

Cons

1. It would be great if individual agents on my teams emails worked like with ACT and other CRM's I have worked in the past. You have a work around but it is not optimal.
2. The Zip Form tie is awkward being on the contact page. Should be on the property not the contact. Or better yet if it created a property at the same time that would be awesome.
3. The Fusion.. I LOVE this idea. I wish I could customize it to just be a place I keep my clients checklist and documents so they can see the status. Don't care for the collaboration with title and lenders etc... Should just be for me to share what I want to share with my client. That would be GREAT!!! I love that...I hear that is on the back burner and I hope you bring it to the front.
4. Having to create two separate records for a husband and wife contacts page is kind of a hassle. Is there no way that they can be together but also searchable and traceable? Have both emails show up in the history?
5. I use JotForms for my listings. my clients fill out the form from my website. It would be super if you integrated with Jotform so it automatically adds contacts.
6. Skyslope integration would be awesome. That is my brokers transaction platform. We now have 1800 agents and are the fastest growing brokerage in the country.
7. The BombBomb integration is good, I wish I could send previously recorded videos and add notes to the email. This inability makes me have to go out of WiseAgent and open Bombbomb to do that.

Pros

There is so much you can do with Wise Agent. The price is super nice and you can do all that it offers or just what you need. I haven't fully utilized everything it can do yet, but I plan on using it more and more in my business for follow up, marketing and keeping a full database with notes on every customer. One of the best features I use a lot is that if you tie it to your Gmail account, all your emails go in the notes automatically. Then when I'm following up I have every email at my fingertips without having to set up folders etc. This was the best feature that sold me on this product.

Cons

I wish I didn't have to switch screens to make notes or see notes. When I pull up a customer name, I wish I can just start typing notes or see notes instead of hitting another tab. It's not a big deal but when you are doing 30 to 90 updates at a time per day it does become a big deal.

Pros

Overall, the software is great and I have been using it extensively for 12 years. I am hooked on the software and it is a integral part of my business.

Massive changes were recently made, seemingly over night. Wise Agent has been great at routinely making changes to improve their product. So far, I cannot see the reason behind this massive change and the changes have lowered my productivity.

Cons

The main screen has been reduced in size to fit everything in causing the main screen to look confusing and crunched.

The way in which notes are added has significantly changed making it more difficult to add notes.

The checklist portion is so small I can only see 5 or 6 items at a time. In addition, the changes made caused the sequence of the checklist items to be altered and no longer in sequential order. I have not had enough time to investigate why.

Pros

I use this daily to track my contacts, my follow up, all of my business. I also use it to communicate with clients. It's intuitive, easy to use, comprehensive.

Cons

I HATE the face that I can't send more than 500 emails at a time any more. This is a major inconvenience to me. I called and it was explained to me WHY you did it but I was super annoyed we were not given any notice. There are small things that annoy me but when I call and make a suggestion I am usually told it will be passed on. Not sure anything changes but seem receptive. I wish I could export a contact easier. Sometimes I am in the middle of typing an email and it just goes away, I have to start over. I assume most of my issues are operator error. It annoys me that the subject line in the email is a required field. And that it won't pick up both emails, I have to copy and paste over one of them. I wish there was an easier way to share vendor contacts. Overall I love the software tho and am 100% tied to it.

Pros

The ease of use on a daily basis for managing my client base.

Cons

When I email my clients it goes into spam

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

Ease of use

Switched From

TOP PRODUCER

Pros

Transaction Coordinating - There are a lot of systems out there to choose from - what I like most about Wise Agent is that I can adjust closing dates and all the tasks associated with those dates adjust. I like knowing what tasks are past due, due today and upcoming. It very clearly pulls all my files together and I can quickly see what needs to be focused on at any given time.

Cons

I like a lot of the new design updates but I miss being able to see the checklist tasks. I have to scroll through them and I'm concerned I will miss something.

Pros

The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

Cons

It is not as intuitive as I wish. I can't copy and paste a whole address I have to type each component.

Pros

The overall value you get with The Wise Agent in relation to the monthly cost is the number one reason we have used the service for as long as we have. I highly recommend The Wise Agent.

Cons

The monthly newsletter format could be updated to a more modern feel.

Pros

The ability to track transactions and keep in touch with past clients

Cons

Large learning curve, once I learn something the software changes

Pros

Love the Contact Notes feature which allows you to back-date notes, so if you get behind on note input, your notes can be based on the date the event happened and not the date the information was inputted, like some systems. Also, love the calendar that syncs with phone.

Cons

Do not like the email function. The message format looks dated.

Pros

1. Very Dependable 2. Great Customer service . 3 Comprehensive Tools. 4. Affordable 5. Integrations with other services.6. Generally easy to use

Cons

1. Some of the HTML Editing needs to be simplified and more intuitive and more graphic with drop and drag layout possibilities For dummies like me . I would really like to be able to include links behind pictures and text rather than the actual URL.

Pros

It's easy to use. Also we use the monthly newsletter to keep in touch with our database.

Cons

Wish we could do transaction management with it.