About The 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 Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login. Wise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis.
The Wise Agent Software - Contact list
The Wise Agent Software - Lead management
The Wise Agent Software - Loop activity
The Wise Agent Software - Contact list - thumbnail
The Wise Agent Software - Lead management - thumbnail
The Wise Agent Software - Loop activity - thumbnail

The Wise Agent pricing

The Wise Agent does not have a free version but does offer a free trial. The Wise Agent paid version starts at US$29.00/month.

Starting Price:
US$29.00/month
Pricing Details:
It is also available at $299/year with additional features.
Free Version:
No
Free trial:
Yes

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The Wise Agent Reviews

Feature rating

Value for Money
4.5
Functionality
4
Ease of Use
4
Customer Support
4.5
5 reviews of 528 View all reviews
Greg H. Greg H.
  • Industry: Real Estate
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/11/2018

Finally found The One!

My overall experience with The Wise Agent has been superb! It beats all of the other similar platforms I've tried over the years...and it's so simple to use, even the non-techies on my team like it and use it with ease!

Pros

Wise Agent does all the things I need in a real estate CRM. Whether for basic management of contacts in an easy to use database or getting fancy with ongoing nurture campaigns for leads and sphere, Wise Agent is the best system I've come across...and I've tried several over the past couple decades.

While it works fine for a solo agent, Wise Agent also has a great set-up for teams. Since I now have a growing team, we're finding that it works very well in handling our separate leads, emails, etc. We also like the built-in enhancements and integrations, like automatic Facebook Lead Ad contacts import. I could go on, but try it for yourself!

Cons

Ok, so nothing is perfect...and I know that by trying many similar systems through the years. I chose Wise Agent because it has more of the features that are important to me. If I have to choose a fault with it though, I would say that the tutorial videos need to be tweaked a little. While the videos are pretty good at explaining the set-up and guiding you through a process, I would like them to start out with "why" a particular feature is there and "how" to best use it.

But, that becomes obsolete when the support staff is so good. I've always been able to just call in and speak to a friendly live voice and get good help and clarification.

Brian D. Brian D.
  • Industry: Real Estate
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
5

4
Reviewed on 23/07/2019

Over a Decade Using Wise Agent

They are very good at responding to support issues and when suggestions are made they tend to listen.

Pros

Overall it has all the features of the other top CRM's but is much more affordable. They are continuing to improve the features. / They tend to try and follow needs of industry and the way we work.

Cons

The built-in word processor has a little to be desired but is getting better.

Alternatives Considered

LionDesk

Reasons for Choosing The Wise Agent

The best CRM I ever saw was a program called Howard and Friends (many years ago) when they dissolved I switched to Top Producer. Top Producer is a Canadian company who tries to accommodate all of Canada and All US agents and many of the features did not match Arizona ways. They were too expensive.

Switched From

TOP PRODUCER

Reasons for Switching to The Wise Agent

Cost was the big factor and Wise Agent did almost the same functions.
Shenequa H. Shenequa H.
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 11/11/2021

Wise Agent - Great CRM for Any Business

Wise Agent helps me stay on top of my business and in front of my clients.

Pros

Wise Agent has just the right features for my business. The calendar helps keep me on track, the contact management helps keep me in touch with my clients, and the integrations with Google and other platforms are great time savers.

Cons

The transaction management could be more robust.

Alternatives Considered

LionDesk

Reasons for Switching to The Wise Agent

Customer Service and cost
Kristin M. Kristin M.
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
2
Ease of Use
4
Customer Support
3

3
Reviewed on 23/07/2019

Good Ideas, Poor Execution

Frustrating. Frustrating. Frustrating.

Pros

The overall idea is good - many of the features are what I need to work my business.

Cons

The development team is very inconsiderate of current users. Features are added and taken away without regard to how it will impact the end user. I have more than once opened my account to find that features important to me and my work flow are either changed or missing with no warning or explanation. Further - customer support people are apparently not trained on the new features.

The recent modifications to the checklists are a good example. When an agent is working multiple transactions, the NEED is to stay on top of and ahead of deadlines. Why then, do the upcoming tasks show on the calendar unless they are completed? The critical dates also show ONLY when complete. Yes - these dates are on the task list - and on the checklist - but they are MOST useful (to me) on a CALENDAR - which I SWEAR used to be the case. Then - the task section of the revised check list was modified to be scrollable, but only displays 3 tasks at a time.

Wise Agent should use focus groups to design features, because software engineers think and work very differently that REALTORS!

Maria f D. Maria f D.
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
2

4
Reviewed on 23/07/2019

drip campaigs

it is a good product for the price, but there are certain features that could be improved, when I call the customer services the answer may be "oh well, we can't do this or that".

Pros

drip campaigns as a core is ok, i can email regularly letters and drips.

Cons

there is no relational database between the marketing and the customers list that is easy to figure out.
Marketing drip campaigns are not easy to use, for instance if I create a letter I can mix and match it with a drip campaign event.- creating events are not easy to use and takes time, I can't use the events on one campaign into another.
Why I need this: I sell properties, I would like to create a letter called (sold september 2019)_ and be able to use that event into other drip campaigns like sellers to be, or new customers, or residential properties sold this year... in any case letters and drip campaigns can be cumbersome.

Alternatives Considered

RealtyJuggler, Salesforce Sales Cloud and iContact

Reasons for Choosing The Wise Agent

my company back then cancelled the subscription with sales force

Switched From

Salesforce Sales Cloud

Reasons for Switching to The Wise Agent

price vs my ability to send drip campaigns.

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