User Reviews Overview

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...

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Feature ratings

Value for Money
4.5
Features
4.2
Ease of Use
4.1
Customer Support
4.6

Browse Wise Agent Reviews

534 of 534 reviews
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Mark
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 16/11/2018

CRM is amazing

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.

Response from Wise Agent

Hey Mark,
We're so glad that you're loving Wise Agent! Thanks for your feedback on the advanced search, we are updating that section soon and your feedback will be useful in that process. Thanks again for taking time to review!

Replied 27/11/2018
Lori
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 12/08/2019

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.

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.
Ruben
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
5

3
Reviewed on 17/02/2021

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!

Top Wise Agent Alternatives

Jessica
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 29/08/2019

The Wise Agent for real estate

overall it does the job and my teammate and I will continue to use for our only CRM program.

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
Lesley
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 30/07/2019

My review

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
Anna
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 09/08/2019

Couldn't Recommend This CRM Enough!

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.

amy
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 29/07/2019

We love this product

Our experience has been excellent. It has literally saved us from having to add an extra person to follow up on our many transactions. Wise Agent takes care of it for us.

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.

Marion
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/08/2019

Real Estate CRM Review

Good customer support, great value and easy to use for even someone just starting out.

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.

Rick
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/07/2019

Best CRM I've ever used

I could not be happier than I am with Wise Agent

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.
Shane
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

3
Reviewed on 02/08/2019

Loved it, but opinion has changed with recent updates

It has been good at the beginning, but has fallen off with some of these recent updates.

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.

JIm
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 08/08/2019

Wise Agent Review

The price is great for all you get. It is slow at times and they make upgardes and changes for no reason which you have to figure out how to navigate.

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.
Lori
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 12/08/2019

Very comprehensive CRM

I have been using it for years and it had helped me stay in touch with my clients and grow my business.

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.
Deborah
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/07/2019

The best and easiest CRM for Realtors!

Excellent! I highly recommend it!

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
Karyn
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/11/2018

ModernDayAgent

I love WiseAgent and the support is awesome! Just some of it's limitations that are a dream for me would make it better.

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.

Janet
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/08/2019

VERY PROFESSIONAL

I just love it. It's the best CRM I've used in 8 years. I worked with Coldwell Banker, Keller Williams and United Real Estate and all their company free crm's just didn't work. The cost of this CRM is so reasonable that I rather pay and do it right than have a free one with a company and it not do what I need it to do.

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.

Richard
  • Industry: Real Estate
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
5

4
Reviewed on 24/07/2019

Massive Change

The Wise Agent allows the team to see the transaction files from anywhere in the world. The checklist keeps us all on track without missing any steps.

Customer support has been great from day one. The support team always answers the phone and you are able to speak with a real person. The support teams listens and makes changes to alleviate issues whenever possible.

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.

cynthia
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/07/2019

my thoughts on Wise Agent

A+ and customer service people are great

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.

Laurie Ann
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/07/2019

wise Agent Review

I am managing my business better and my data base

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
Nicole
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
3

4
Reviewed on 23/07/2019

Wise Agent Keeps Me Organized

I have been using Wise Agent for over 10 years for real estate transaction management. I have trained several agents to use the program, locally and in other states. I have not found another system that keeps allows me to see the most important info on my file and tracks my tasks efficiently.

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.

Stephanie S
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 23/07/2019

Easy to use and great customer service

Staying in communication, contact with clients and educating folks on the value on investing in RE no matter where you live.

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.

Brian
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/07/2019

Great Value for the Money!

The Wise Agent solves all of our CRM needs.

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.

Tony
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
5

5
Reviewed on 30/07/2019

Wise Agent

Good product, helps keep you on track so nothing slips through the cracks. Good client relationship manager

Pros

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

Cons

Large learning curve, once I learn something the software changes

Annette
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/11/2018

Wise Agent Review

Great customer service and the software gives me the two functions I value most: a good calendar and a good way to keep track of my clients.

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.

Response from Wise Agent

Hey Annette,
It's so great to hear that you're loving Wise Agent! Thank you for your feedback on the email function, we have recently added new templated and updated our branding templates. We are always looking to improve so your comments are appreciated. Thanks again for reviewing!

Replied 29/11/2018
Jeffery
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 23/07/2019

Great Value

It does just what I want it to do. It helps me manage my client and customers and Ieads. The customer service is response and friendly.

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.

Susan
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/11/2018

This is a great program for the beginning or veteran agent

We are able to use it in conjunction with Constant Contact. I track my leads with it by coding them (BLD SLD Past Client etc)

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.

Response from Wise Agent

Hey Susan,
It's so great to hear that you're loving Wise Agent! We do have transaction management functions! Within the transaction management
you can create checklists that allow you to keep track of the buyer and seller transactions or any other process you repeat regularly in your business. We have video tutorials on how to get started with those, or you can always reach out to our support team! The number is 480-836-0345 or hit the Contact Us button, we would be happy to help you out! Thank you for leaving a review!

Replied 30/11/2018
534 reviews