Wise Agent

Pros

I only used the 14-day free trial and found it a great CRM platform for Real Estate agents

Cons

Not yet suitable for Mexico, not in Spanish yet

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.

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

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

Reasons for Choosing Wise Agent

Switched From

Reasons for Switching to Wise Agent

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.

Alternatives Considered

Reasons for Choosing Wise Agent

Switched From

Reasons for Switching to Wise Agent

Pros

The ability to keep in touch with clients and leads thru a drip campaign. It has "standard letters" you can use in your campaigns or you can customize your letters

Cons

I love everything about it! I honestly can not think of even one thing that I am not happy with. They are always upgrading and adding additional feature that are a benefit to Realtors.

Alternatives Considered

Reasons for Choosing Wise Agent

Reasons for Switching to Wise Agent

Pros

I have used several CRM during my tenure as a real estate agent and Wise Agent is by far the best. It has all the features and applications I want and need for my business without all the extra stuff I don't need. It is extremely easy to use and navigate. I especially like the marketing feature as well as the feature that keeps track of my sales.

Cons

I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost.

Pros

i like that i can send text and adding and grouping clients is easy

Cons

i don't like the limit on how many i can send in one day. Sending my monthly newsletter is very complicated. i can't send the newsletter as a drip. So i copy and paste into a drip but i have to delete the contact info at the top because it puts at the bottom but it doesn't completely eliminate the boxes and it looks funny. it is very complicated adding my contacts as well. it has taken me 3 times and something isn't right each time. Wise agent customer service does help if you call them but i want to know how to do this myself and not be so complicated.

Alternatives Considered

Reasons for Choosing Wise Agent

Reasons for Switching to Wise Agent

Pros

I like the ease of creating landing pages.

Cons

I wish they had a stand alone mobile app, instead of having to use a browser to access on my phone or iPad.

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.

Pros

Integrations, especially with Zip Forms, which is very handy. Support is excellent. I also like the fact that the company has not been bought out by a large conglomeration.

Cons

What they have is great and there is not much not to like. I wish it had a couple of features which would make it my only CRM as I use another one for a couple of their features to go along with Wise Agent.

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.

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.

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

I have been using Wise Agent for 8 years and I love it... The Newsletter I use every month The support is amazing and and with Google Sync my calendar is always up to date. Great Service Amazing Value
Wise Agent is the way to go

Cons

I have to maintain another software Big Purple Dot.. The reason is that BIG PURPLE DOT records my incoming calls and I have a data base of 10000 names on BPD that if I transfer them I will loose the conversation.. Hoping I can only use Wise Agent one day

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 like that it is a real estate based software.

Cons

Overall, I feel the software is a bit elementary. I wish it could be more automated. For example, my team sends out seller and buyer weekly updates, which is time consuming. I would like to see this be able to be automated, rather than one of my team members spending hours sending out the updates manually.

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.

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.

Pros

Transaction Coordinating - There are a lot of systems out there to choose from - what I like most about Wise Agent is that I can adjust closing dates and all the tasks associated with those dates adjust. I like knowing what tasks are past due, due today and upcoming. It very clearly pulls all my files together and I can quickly see what needs to be focused on at any given time.

Cons

I like a lot of the new design updates but I miss being able to see the checklist tasks. I have to scroll through them and I'm concerned I will miss something.

Pros

It is a great place for customer contact information and follow up schedules and keeping in touch with clients with flyers offered here.

Cons

I am not tech savvy so I need help since I want this service but want to be in the field hands on first but this helps me be in more places than I can be at once.

Pros

The software allows me to have all of my data in one place. Tracks client informations, transactions and links to other software that I use. Great customer service. Highly recommend this product when looking for a CRM.

Cons

Time consuming to get everything set up but once it is updated with information it is great.

Pros

Love the ease of WiseAgent and everything it has to offer. Customer Service is always helpful when needed

Cons

There isn’t anything paticular that comes to mind on cons.

Pros

Connectivity to MailChimp, auto imports leads from Zillow, eyc

Cons

Recent update causes serious problems quickly pulling up the lead you are looking for - autofill is less convenient, not more

Pros

Easy to learn, and nothing is complicated.

Cons

Drip campaigns need more frequent updates and choices.