The Wise Agent

by The Wise Agent

Who Uses The Wise Agent?

Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry.

What Is The Wise Agent?

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.

The Wise Agent Details

The Wise Agent

http://www.thewiseagent.com

Founded 2001

The Wise Agent Software - Wise Agent CRM
The Wise Agent Software - Wise Agent CRM
The Wise Agent Software - Wise Agent Goal Tracker
The Wise Agent Software - Wise Agent Flyer Tool
The Wise Agent Software - Wise Agent Postcards
The Wise Agent video
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The Wise Agent Software - Wise Agent CRM - thumbnail
The Wise Agent Software - Wise Agent CRM - thumbnail
The Wise Agent Software - Wise Agent Goal Tracker - thumbnail
The Wise Agent Software - Wise Agent Flyer Tool - thumbnail
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Compare The Wise Agent with similar products

Starting price

US$29,00/month
US$10,00/month
N/A
US$100,00/month

Free Version

Free Version No
Free Version Yes
Free Version No
Free Version Yes

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

The Wise Agent deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

The Wise Agent Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Pipeline Management
  • Property Management
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Task Management
  • Template Management
  • Third Party Integrations
  • Transaction Management
  • Website Management
  • Workflow Management

View full list of Estate Agency Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Real Estate CRM Software

The Wise Agent Alternatives

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The Wise Agent Reviews

Read all reviews

Overall rating

4,4/5

Average score

Ease of Use 4,1
Customer Service 4,6
Features 4,2
Value for Money 4,5

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Share your experiences with other software buyers.

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Greg H.
Greg H.
Realtor®
Real Estate, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018/11/28

"Finally found The One!"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2018/11/28
Brian D.
Associate Managing Broker
Real Estate, 1 001-5 000 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2019/07/23

"Over a Decade Using Wise Agent"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/07/23
Kristin M.
Broker
Real Estate, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 2019/07/23

"Good Ideas, Poor Execution"

Comments: Frustrating. Frustrating. Frustrating.

Pros: The overall idea is good - many of the features are what I need to work my business.

Cons: The development team is very inconsiderate of current users. Features are added and taken away without regard to how it will impact the end user. I have more than once opened my account to find that features important to me and my work flow are either changed or missing with no warning or explanation. Further - customer support people are apparently not trained on the new features. The recent modifications to the checklists are a good example. When an agent is working multiple transactions, the NEED is to stay on top of and ahead of deadlines. Why then, do the upcoming tasks show on the calendar unless they are completed? The critical dates also show ONLY when complete. Yes - these dates are on the task list - and on the checklist - but they are MOST useful (to me) on a CALENDAR - which I SWEAR used to be the case. Then - the task section of the revised check list was modified to be scrollable, but only displays 3 tasks at a time. Wise Agent should use focus groups to design features, because software engineers think and work very differently that REALTORS!

  • Reviewer Source 
  • Reviewed on 2019/07/23
Maria f D.
principal broker
Real Estate, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2019/07/23

"drip campaigs"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/07/23
Rebecca B.
Rebecca B.
Trainer Associate
Insurance, Self Employed
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/07/30

"The Wise Agent- Best CRM out there"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/07/30