Over Wise Agent
Wise Agent helpt REALTORS® efficiënter te worden, waardoor ze tijd kunnen besparen en meer geld kunnen verdienen met minder stress.
I like the integration with my google contacts so I don't have to manually load in the people I want to interact with. I like the monthly newsletter a lot.
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.
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Reviews filteren (534)
Greg
Finally found The One!
Opmerkingen: 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!
Pluspunten:
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!
Minpunten:
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.
Brian
Overwogen alternatieven:
Over a Decade Using Wise Agent
Opmerkingen: They are very good at responding to support issues and when suggestions are made they tend to listen.
Pluspunten:
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.
Minpunten:
The built-in word processor has a little to be desired but is getting better.
Kristin
Good Ideas, Poor Execution
Opmerkingen: Frustrating. Frustrating. Frustrating.
Pluspunten:
The overall idea is good - many of the features are what I need to work my business.
Minpunten:
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!
Ed
MUST HAVE software for Real Estate Agents
Opmerkingen: Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features.
Pluspunten:
The many features available in one platform - contact management, transaction management, and calendar, to name a few.
Minpunten:
The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.
maria f
Overwogen alternatieven:
drip campaigs
Opmerkingen: 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".
Pluspunten:
drip campaigns as a core is ok, i can email regularly letters and drips.
Minpunten:
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.
Rebecca
The Wise Agent- Best CRM out there
Opmerkingen:
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.
Pluspunten:
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!!!
Minpunten:
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.
Cindy
Overwogen alternatieven:
WISE AGENT CRM
Opmerkingen: Clients and leads must be "touched" atleast once a month in order for them to remember you as their Realtor. This program allows us to stay in touch with every client/lead. It also has a Goal Tracker that helps keep us accountable for our production.
Pluspunten:
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
Minpunten:
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.
Stephen
I Love Wise Agent
Opmerkingen: Before I started using Wise Agent I struggled keeping track of my clients and following up on a regular basis. Now, I have over 2000 clients that I follow up with on a regular basis with the Wise Agent marketing features, drip campaigns, texting feature, and email feature.
Pluspunten:
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.
Minpunten:
I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost.
Geverifieerde reviewer
Overwogen alternatieven:
Best and worst of wise agent
Opmerkingen: i don't like how to find my history and notes with this product either. my overall experience has been ok. their customer service is responsive and available. i wish the training wasnt 30 secs long. i know there are videos but they are quick too. i would love a 3 hr class on how to do all the nuances i know wise agent has that I have no clue how to do. Tips and Tricks. not online. in person. We have the training space at corporate or at our office in Surprise.
Pluspunten:
i like that i can send text and adding and grouping clients is easy
Minpunten:
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.
Geverifieerde reviewer
Easy to Use CRM
Opmerkingen: It is nice to have easy access to all my prospects.
Pluspunten:
I like the ease of creating landing pages.
Minpunten:
I wish they had a stand alone mobile app, instead of having to use a browser to access on my phone or iPad.
Karen
Overwogen alternatieven:
Review/using for Property Management
Opmerkingen: I need to do more playing with the upgrades
Pluspunten:
Ease of entering information - looks like they update the features, ability to connect tenants to property
Minpunten:
When you import the contacts, it puts a comma in front of the contacts, can't get rid of it.
Jay
Overwogen alternatieven:
Good Software, Could use updates but does everything you need
Opmerkingen: Overall it really does what you need it to for cheap. I Like it.
Pluspunten:
This software is like 1999 Toyota, she aint pretty but she does everything you need her to. Love the commission tracker and the checklists, makes our job easy as long as we update consistently.
Minpunten:
Many features, some are kinda clunky like the automated newsletter, they just arnt nice enough for us to really use so we make them outside of the software.
Lori
Overwogen alternatieven:
Very comprehensive CRM
Opmerkingen: I have been using it for years and it had helped me stay in touch with my clients and grow my business.
Pluspunten:
I love how much I can do with this system - lots of features to help me stay in touch with my clients - CRM, email, newsletters, drip campaigns. I love that I can customize my transaction checklists, newsletters, emails, etc and that all my contacts (clients and vendors) are all in one place.
Minpunten:
The mobile version can use a little work. And the design if the newsletters can use an update.
Gail
Pros and Cons of Wise Agent real estate transactions
Opmerkingen: The new format is ok....I still have problems reading transaction notes cause of scrolling down in a very small space. older version was better I think.
Pluspunten:
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.
Minpunten:
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.
Dale
Wise Agent's update was a downgrade
Opmerkingen: I will continue to use Wise Agent because the devil I know is better than the devil I don't. I don't want to have to relearn a whole new transaction management system. So instead, I have decided to put up with the changes that I do not at all like - because even though I am very unsatisfied with them - there is a convenience to the other aspects of Wise Agent that I do not wish to lose. I just wish the changes would have been less of a negative impact to my systems.
Pluspunten:
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.
Minpunten:
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.
Pam
Daily Wise Agent user
Opmerkingen: I have been impressed with Wise Agent. I use it to keep track of my current contacts as well as my past Buyers and Sellers. I have been working to bring some of my past clients into the system so I can send out mailers or emails to keep in touch. Once I have the contact entered, it was a breeze to print labels for a mailing . I sent out a New Year's email and it was pretty quick to send that out.
Pluspunten:
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.
Minpunten:
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.
Peter
Quality Client Contact
Opmerkingen: I am solving a very important part of being a successful real estate agent by using the touches available to me in Wise Agent. The personalized messages, such as the thank you, win praise from my client base. The ability to monitor client response to mass email communications offers a chance maintain accurate files such as phone numbers and emails.
Pluspunten:
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.
Minpunten:
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.
Reactie Wise Agent
4 jaar geleden
Hi Peter, We are so glad to hear that you're loving Wise Agent, thank you for all of your wonderful feedback! For any features you'd like to learn more about we do offer free training and weekly classes. We also have video tutorials on the site that you can go through on your own time.
Donna
Best Bang for your Buck
Opmerkingen: Love it. Love the support. Love the product. Love the price.
Pluspunten:
Price is outstanding for the features you get. They are also ALWAYS improving! I love this product and stand by it 100%.
Minpunten:
Get a bit confused still about how to note a contact and schedule the next one properly. Seems to be multiple ways to do that and so I do it differently often, some of which confuses the team. Also, customer service was once 100%A+ and that's probably down to an A at this time. Still great. Just not as stellar as it once was.
John
EASE OF USE
Opmerkingen: Good potential but no one addresses the problems that us users have. I raised these problems with customer service in January 2017, but has any progress been made?
Pluspunten:
I can enter a client into my phone contacts and it creates a record in WiseAgent
Minpunten:
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
Laurie Ann
Overwogen alternatieven:
wise Agent Review
Opmerkingen: I am managing my business better and my data base
Pluspunten:
The ease of use on a daily basis for managing my client base.
Minpunten:
When I email my clients it goes into spam
Wendy
For everyone
Opmerkingen:
Wise agent is a great CRM. Some stock holiday emails that could be personalized would be appreciated.
Generally easy to use, some parts not as much. The call to be made area-for some reason you always have to remember to click which person is adding that info and who the client belongs to, otherwise, it doesn't translate.
Some stock photos/emails would be nice to send during the different holidays/seasons.
Pluspunten:
It was easier to use years ago. Nothing too fancy, just functional.
Minpunten:
Some things didn't seem intuitive (I'm over 60).
Reactie Wise Agent
4 jaar geleden
Hey Wendy, So great to hear that you're enjoying using Wise Agent! We recently added some new holiday email templates, so be sure to give those a look! Also, the function of selecting the person that made the call for the Call List is for teams to keep track of who is contacting certain clients. So you're absolutely right, it is important to remember to do that! If you're interested in any training we offer free unlimited training to get you familiar with our system and new features. To get started just give us a call at 480-836-0345 or hit the Contact Us button. Thank you again for the review Wendy!
Andrea
Todays Wise Agent
Opmerkingen: Overall Wise Agent is an easy, clear tool to use for a CRM, calendar and checklist (until lately).
Pluspunten:
Very user-friendly. It has a lot of feature we like: CRM, calendar that connects to google calendar, transaction checklist, task list.
Minpunten:
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.
Laura
Overwogen alternatieven:
Wise Agent
Opmerkingen: I have enjoyed working with Wise Agent. Whenever I have needed help someone has been available and very helpful
Pluspunten:
Simplicity and customer service. I have been able to get help when I have needed it.
Minpunten:
Haven't used it that long ..I would say the leters that are on the drip campaigns could be more colorful as I believe people enjoy reading if something is more colorful.
Annette
Wise Agent Review
Opmerkingen: Great customer service and the software gives me the two functions I value most: a good calendar and a good way to keep track of my clients.
Pluspunten:
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.
Minpunten:
Do not like the email function. The message format looks dated.
Reactie Wise Agent
4 jaar geleden
Hey Annette, It's so great to hear that you're loving Wise Agent! Thank you for your feedback on the email function, we have recently added new templated and updated our branding templates. We are always looking to improve so your comments are appreciated. Thanks again for reviewing!
Donald
The Wise AGENT CRM Review
Opmerkingen: My overall experience with The Wise Agent CRM is good. It does 90% of everything I need it to do (no software is 100%). If was to give it a grade, it would be a "solid A".
Pluspunten:
Transaction coordination with up to 5 team members for a reasonable price. Ability to send out mass email (usually I do this only once per month). The ability to store documents in the software. The ability to have all the parties involved in a transactions and critical dates / task / to do lists.
Minpunten:
I would like to be able to eliminate sections of the software (i.e. commission tracker - I don't use it) and have the ability to customize the home menu in the order I would like it.
