Wise Agent Reviews

Pros

The many features available in one platform - contact management, transaction management, and calendar, to name a few.

Cons

The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.

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.

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!

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

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

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.

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.

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.

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.

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.

Pros

LOTS of features, decent design. One you create a work flow (which is pretty time intensive) it works pretty well.

Cons

Not quite intuitive, too many steps involved in setting up transactions, doesn't serve up call lists as easily as I would like.

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

TP's platform was YEARS overdue for an update.

Switched From

TOP PRODUCER

Pros

Ease of entering information - looks like they update the features, ability to connect tenants to property

Cons

When you import the contacts, it puts a comma in front of the contacts, can't get rid of it.

Alternatives Considered

TOP PRODUCER

Reasons for Choosing Wise Agent

Didn't use most of what Top Producer had to offer, reduced price

Switched From

TOP PRODUCER

Reasons for Switching to Wise Agent

Price

Pros

Customer service is good; I had so many issues with latest update tho. I do like the fact that it's a monthly fee. Kind of easy to navigate.

Cons

With the recent update, I've gotten disappointed in Wise Agent software. I've been using this software for 9 years now. Any time an update is brought on, users are not given any notice of update, changes that will be made with newest update, and if there are any problems...go to website to watch videos to figure out how to navigate through the new update (basically you're on your own to figure it out cause some issues were not addressed and I had to call and speak to someone there). With this new update, I'm finding some of my daily tasks are not being auto populated to main task list. I've found some of these completely by mistake (i.e., needing to order termite inspection, check on loan progress). May be "my bad" but I've gotten tired of having to contact wise agent, wait for them to respond, then work through the problem. I just kind of let it go for now and hope I'm able to catch these items. This last update cost me about a week's worth of not being able to get my job done...there were so many issues that were not working and this update completely changed the look/how navigate/etc . The customer service is pretty good tho...I know I wore a couple of people out trying to get certain issues fixed. I thought about trying different software from another company but I've got a lot of time/data invested here. So I just kinda bump along doing my thing.

Pros

I have LOVED Wise Agent for over 10 years. I use this software daily, and I've recommended it to others. I find it very easy to use, I like how I can create my own templates for my own systems, and use different templates for different types of real estate transactions. The home screen calendar is great, as is the master list of "checklists" that I have created.

Cons

All software gets "facelifts" so to speak....modernization and changes are part of life. Usually although they may be tough to get used to at the beginning, one tends to eventually realize that the changes are helpful. This was NOT the case with the Wise Agent changes that were made a few months back. Although some aspects are helpful (auto save, for example)...some aspects are COUNTER PRODUCTIVE. I absolutely HATE that I can only see about 5 checklist items at once, when I used to be able to see many more. I also HATE that I cannot CLEAR a required date (such as a closing date - for a transaction that has cancelled) and instead I need to pick a date in the PAST, because it won't accept an empty field.

Pros

This software does take a little bit of time to learn -- as any CRM would, but I love the support. They always get back to me in a very short time. If I need a phone call, they return the call within minutes. I usually can get an answer by email and they are very quick to reply and help me out. They have good availability also.

Another feature I like is the ability to add a contact directly from my Gmail. That saves a lot of time and is easy to set up and use.

Cons

The part of the software to keep track of closings seems a bit cumbersome, but I think that's because I'm still learning it. I had trouble getting an image into an email. The add image feature didn't want to work correctly. I did contact help and they inserted it for me, but I would rather be able to do it easily myself. Sometimes their help instructions don't cover the topic I need.

Pros

It is so easy to communicate, at least once a month with clients, using the newsletter provided in Wise agent. I receive thankyous from client with regards to content and features such as the monthly recipe.

I also appreciate the ease at which one can add and delete clients and their information. The ability to categorize your client base so you have the ability to send information that is suited best for a specific group. In my case, buyers, sellers or real estate investors.

Cons

There's so many options available, one has to be up to speed on technology to identify with some of them. I know that I'm not using a large number of the features available due to my limited technical skill.

Pros

I can enter a client into my phone contacts and it creates a record in WiseAgent

Cons

It is geared primarily to the USA and ignores users elsewhere in the world! I mean how big is the GLOBAL market?

- no automatic date when the record is made

- no ability to change the date format. 1/12/19 is the 12th of January in the States, to me it is the 1st of December!

- some dates sync with my time zone in Hong Kong, other dates keep to the 16766 East Parkview Ave
Fountain Hills, AZ 85268 time zone

- no ability to change the address format or configure the titles individually. I do more rentals than sales but can I change anything to suit my requirements?........

- no automatic notification on tasks or calls. Takes too much time to input notifications each time

- calendar doesn't sync automatically with Google calendar and takes far too long when you press the sync button.

- mobile app not user friendly, too much wasted space

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

Pros

The price and it works great for people on a budget. It did everything I needed it to do starting out in real estate.

Cons

It's not as robust as other programs out there. I have actually switched over to another CRM program. I do still have this one currently at this moment. It looks a bit outdated and could use an upgrade and maybe make it a bit easier to use. The program I switched over to was Boomtown which is great, they set up a site for you and you also get leads. My zillow leads automatically get uploaded into Boomtown also.

Pros

Love the seamless ease of uploading contacts and how they sync with multiple accounts, especially Google! The customer support is very responsive, and relevant - they know their product incredibly well and are very eager to help!

Cons

I wish still haven't been able to figure out the MailChimp integration, so I just went ahead and uploaded all of my contacts into MailChimp separately. I'm sure I could call customer service and get excellent support, but I'm a full time Realtor and simply don't have a bunch of extra time.

Pros

Very user-friendly. It has a lot of feature we like: CRM, calendar that connects to google calendar, transaction checklist, task list.

Cons

We use the transaction checklist daily, and is one the reason we keep our Wise Agent account. However, lately you changed the looked and functionality of the checklist and its become very difficult to use. We liked the "at a glance" format you had before - now we can only see about 3 of our list items at a time using the scroll bar. This simple change has made difficult to use, and see what still outstanding without scrolling, scrolling, scrolling... We are currently looking into other checklist systems and may discontinue our Wise Agent account.

Pros

Ease of using. Many tutorials to assist you.

Cons

Can't print out list of contact names with their addresses & phone numbers.
Can't search on a "word" in contact notes.

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.

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.

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.