Wise Agent is a CRM software designed specifically for real estate agents. It helps businesses with their lead automation, sales tracking, and contact management requirements. We compiled reviews from around the web and determined that Wise Agent has generally positive ratings. We also compared the most common pricing options for small business owners.
Wise Agent Customer Reviews
Overall Experience: Excellent
Ease of Use: Excellent
Customer Service: Excellent
Summary of Wise Agent Customer Reviews
What Wise Agent does well:
Users who recommend Wise Agent said that the program is very useful when it comes to managing business leads and contacts. They also love the client segmentation feature and the great customer support they get from the Wise Agent team.
What Wise Agent does not do well:
Users who left negative reviews of Wise Agent said that third party integrations could be improved. They also said that the interface of the platform looks outdated and could use a revamp.
Most Helpful Positive Review
A user who left a positive review on G2 Crowd said that Wise Agent’s interface is intuitive and easy to use. He also mentioned that the contact management and transaction tracking features are very helpful in managing their business leads and in keeping them updated on the stages of all their ongoing deals. He mentioned that the customer service and tech support are outstanding.
Most Helpful Negative Review
A user who left a negative review of Wise Agent on G2 Crowd said that the templated marketing materials designed to be sent to prospects and existing customers aren’t contemporary looking. He also mentioned that Wise Agent’s email marketing campaign materials look outdated.
Wise Agent Reviews From Users Around the Web
Here are a few other resources for finding helpful Wise Agent reviews from customers. We rated the review sites on a scale from poor to excellent based on how trustworthy and useful the reviews seemed.
Wise Agent Pricing
Wise Agent offers one subscription option priced at $27 per user per month. The features included are marketing automation, lead automation, transaction management and appointment calendar. New users can initially sign up for a 30-day free trial with no credit card required.
- Marketing Automation: Users can schedule templated content that can be automatically sent to their contacts such as emails, lead follow-ups, and reminders.
- Lead Automation: The platform will automatically pull all relevant information on a user’s leads such as contact info, social media channels, and business affiliations to provide a holistic profile for all clients.
- Transaction Management: Users can keep track of all the current lead stages and schedule activities such as date of next follow-up calls, emails, automated responses, etc.
- Appointment Calendar: lets users schedule appointments and meetings with both internal team members and clients to sync all important dates in one calendar.