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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- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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.
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 PRODUCERReasons for Switching to Wise Agent
Has the most features in one system and is affordable.- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
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
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Works well for real estate agents!
Good place to have all your contacts, which syncs easily with Google. Calendar functions work for us
Pros
The functionality for a real estate agent.
Cons
Setting up listing/pending plans/task lists
Alternatives Considered
TOP PRODUCERReasons for Choosing Wise Agent
The online functionality to use it anywhere anytimeSwitched From
TOP PRODUCERReasons for Switching to Wise Agent
Cost- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
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 PRODUCERReasons for Choosing Wise Agent
Cost and the program was just too complicated. I only used a small part of the programSwitched From
TOP PRODUCER- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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.
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
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 ContactReasons 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.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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
RealvolveReasons for Switching to Wise Agent
At first cost and the interagration. We are considering going to another product if the system keeps slowing down.- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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 PRODUCERReasons for Choosing Wise Agent
Ease of use and costSwitched From
TOP PRODUCER- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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.
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
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.
- Industry: Real Estate
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great Product
I use Wise Agent for creating transaction reports with all of the information pertaining to individual transaction. I can then save that report as a PDF and share with each party associated with our real estate transactions.
Pros
I like the new update but there are a few extra things that could make it better.
Cons
I mainly use the transaction features. The critical dates fields need to allow users to be able to type in wording if necessary. I find myself leaving a few fields blank because I can't type "5 Days" for my Resolution Period. We never know what date that will actually fall on but like to know how many days for resolution since it varies per transaction. The Checklist Tasks section needs to be expanded so I can see more of the checklist. The transaction notes section needs to be expanded so I can see more than one or two lines of text. Just takes extra time to expand on every transaction. I usually use this field to list all parties involded in the transaction along with their email addresses. It would also be nice if the Transaction Notes (when printed) would be broken on individual lines of text instead of the way they apepar when printed (as jumbled notes in one big paragraph).
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Wise Agent
Pros
Wise Agent has so many features that I can use in my day to day Real Estate Business and can keep me organized, easy to do Newsletters, Letter, Labels. Just so many features for the cost.
Cons
I don't have a least favorite part of this software
Alternatives Considered
TOP PRODUCERSwitched From
TOP PRODUCERReasons for Switching to Wise Agent
What it did at the price it costs
- Industry: Real Estate
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
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.

- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
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
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Not a user friendly tool
I have been using Wise Agent for many years. The only reason I haven't changed to another CRM is because of the time needed to change, and the price is so cheap. But, if given what I know now about wise agent, I would never have used the product in the first place.
Pros
This product is one of the least expensive available.
Cons
Constant difficulty logging in, unable to log in. No phone App, which is incredibly inconvenient for users. Platform is outdated and inconsistent.
Response from Wise Agent
Hi Monica,
We're sorry you feel like Wise Agent is not user friendly. In the last few months we've been making many changes to improve the usability and functionality of Wise Agent. We hope you've see those changes and are happy with your CRM. If not, we're always available to discuss with you. Please call us at 480-836-0345. Thank you!
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Honest feedback on Wise Agent
Wise Agent has been GREAT & I've been using it for years. Easy to use. Very affordable with my budget. Highly recommend especially when your a new agent like I was 13 years ago...
Pros
Love the Tax part where I can enter invoices & it keeps a tally of the year & all I have to do is print it out & take with me to my tax accountant.
Cons
On tax part would love if there were more categories that pertain to things we need to enter for taxes. I just have to end up putting them over in Misc.
Response from Wise Agent
Hey there,
Thanks so much for leaving us a review and giving us your feedback on Wise Agent! We're so glad to hear you're enjoying it so far. We're always looking to improve, so it's great to have your comments about the categories in the accounting reports. Thank you again for the feedback!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great CRM for the Money
Keeping track of clients and timelines.
Pros
I've had a subscription to Wise Agent for 10 years. It's a robust CRM that can almost anything you need it to do. It will sync with google, etc.
The customer support people are awesome and easy to reach.
Cons
There is SO Much that it CAN do, I get overwhelmed.
Response from Wise Agent
Hey Susan,
We're so so happy that you're loving Wise Agent. Thank you for being with us for so many years, we really appreciate that! We do offer a lot of features and integrations, but if there are ever any that you're interested in getting some training on please give us a call! We offer unlimited training and we even have a weekly class. Give us a call at 480-836-0345 or you can hit the Contact Us button. Thank you again for taking time to review!