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What Is Wise Agent?

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.

Who Uses Wise Agent?

Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry.

Wise Agent Software - Wise Agent CRM Home Page
Wise Agent Software - Wise Agent Home Page
Wise Agent Software - Wise Agent CRM Bulk Email Sending
Wise Agent Software - Wise Agent CRM Transaction Management
Wise Agent Software - Wise Agent CRM Contact Summary

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Reviews of Wise Agent

Average score

Overall
4.4
Ease of Use
4.1
Customer Service
4.6
Features
4.2
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Greg
Greg
Realtor® in US
Verified LinkedIn User
Real Estate, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Finally found The One!

5.0 5 years ago

Comments: 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
Associate Managing Broker in US
Real Estate, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Over a Decade Using Wise Agent

4.0 5 years ago

Comments: 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.

Kristin
Broker in US
Real Estate, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Good Ideas, Poor Execution

3.0 5 years ago

Comments: 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!

Ruben
Sales Agent in US
Real Estate, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

What Have They Done?

5.0 3 months ago

Comments: I don't know, I'm trying to get past the Customer service part other wise its a great product. If the word processor wasn't trash I may have been able to complete what I wanted to do without an agent. Lets get the customer service that you're known for back [sensitive content hidden]!!!

Pros:

I've been with wise agent for several years no and my experience with the product is excellent. Easy to use, easy to set up, and super easy to stay in contact with your database. It has a ton of integrations option which can be useful and the best part...it doesn't cost you 1/3 of your commission check per month. Great product....Buuuuuut - Cons

Cons:

All I can say is with the exception of the word processor within Wise Agent which by the way happens to be total trash! Wise Agent is great. For the better part of my subscription with Wise Agent, Customer service was 100% awesome. You were able to reach Knowledgeable staff that had all the answers and if they didn't they would make it their priority to get you an answer and response time was always top notch! NOT ANY MORE!!! I don't know what happened but all of a sudden all calls are being handled by overseas agents that are completely lost. I spent the better part of 30 minutes just trying to articulate to the agent on what I wanted to accomplish, I would get put on hold and then the agent would come back and ask me more questions about what I'm trying to accomplish and then get put on hold and so the story keeps going. I finally just hung up! [sensitive content hidden]...really? why did you destroy your customer service reputation like this...it is really bad...worse than Lionsdesk...that's not good for customer retention.

Wise Agent Response

3 months ago

Hello Ruben, We appreciate you taking the time to leave us feedback on your experience so far with Wise Agent. It is unfortunate to hear that your recent experience with our support team didn't meet your expectations, and we plan to do all that we can to remedy this for not only you, but all of our members. We understand that access to 24/7 support is a standout feature for Wise Agent, and it is our goal to provide excellent service. We have forwarded your feedback to our team and will review your support tickets and reach out with any questions. Thank you again for your feedback.

maria f
principal broker in US
Real Estate, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

drip campaigs

4.0 5 years ago

Comments: 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.