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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 pricing
Wise Agent does not have a free version but does offer a free trial. Wise Agent paid version starts at US$49.00/month.
Starting Price:
US$49.00/month
Free Version:
No
Free trial:
Yes
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Wise Agent Reviews for UK Users
Feature rating
5 reviews of 537
View all reviews
Greg
- Industry: Real Estate
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
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.
Rebecca
- Industry: Insurance
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 30/07/2019
The Wise Agent- Best CRM out there
Easily keeps me in front of my clients. Agents like that their name is on the email. They tend to at least respond to me more often
It lets me reach more people at a time, help design flyers, and I love the Newsletters. I did I say that before.
Pros
I love the ease of using Wise Agent. I mostly use the CRM and calendar. Being able to send personalized emails in a large group is my favorite part of Wise Agent. I also like the Educational Videos and 24/7 assistance. Love the news letters and Oh yeah the price is really right!!!
Cons
My only dislike is the number of emails going out a day keeps getting fewer and fewer. I used to be able to invite large groups to REALTOR classes in a week now it takes 3 weeks.
Shane
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
3
Reviewed on 02/08/2019
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.
Brian
- Industry: Real Estate
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
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
LionDeskReasons for Choosing 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 PRODUCERReasons for Switching to Wise Agent
Cost was the big factor and Wise Agent did almost the same functions.
maria f
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
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.
