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 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.
Wise Agent Software - Texting Conversations

Wise Agent pricing

Wise Agent does not have a free version but does offer a free trial. Wise Agent paid version starts at US$32.00/month.

Starting Price:
US$32.00/month
Free Version:
No
Free trial:
Yes

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Wise Agent Reviews

Feature rating

Value for Money
4.5
Functionality
4.2
Ease of Use
4.1
Customer Support
4.6
5 reviews of 534 View all reviews
Jason
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/11/2018

A Really well featured CRM

Pros

My biggest "PRO" for this particular CRM is that way that I can not only manage my customer contacts, but also my transaction flow for listings and pending sales. Additionally, I really like the "Team" feature which allows my Marketing and Transaction coordinator to work in the system and we can easily assign to one another as needed.

Cons

I cant stand the fact that I cant update the steps in in my transaction checklist. Every time I want to change a step in the process, I need to completely "re-create" the checklist. This seems like such a simple fix, yet it still hasn't been corrected or updated even though they are VERY aware of this flawed functionality.

Response from The Wise Agent

Hey Jason,
We're happy to hear that you are enjoying Wise Agent and thank you for leaving us some honest feedback. We appreciate you taking the time and we will use your comments to make our product even better!
Thanks again!

Replied 23/1/2019
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 12/8/2019

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 17/2/2021

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!

Danette
  • 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 23/7/2019

Why I like and continue to use Wise Agent

Staying in touch with my database

Pros

Customer Service is there whenever I have any questions . They are always polite ..and PATIENT

Cons

Setting up the events that make sure it is on my to do list calendar

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

Difficult to use and their customer service were rude and arrogant

Switched From

TOP PRODUCER
Ashley
  • 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 30/7/2019

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 PRODUCER

Reasons for Choosing Wise Agent

The online functionality to use it anywhere anytime

Switched From

TOP PRODUCER

Reasons for Switching to Wise Agent

Cost

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