Wise Agent

Pros

The many features available in one platform - contact management, transaction management, and calendar, to name a few.

Cons

The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus.

Pros

The ability to implement landing pages and leads directly into the CRM. The commissions tracker to keep focused on my goals. The tasks manager.

Cons

The inability to separate incoming leads from going into the main database pool. It would be helpful to quality them first. Or some sort of grading system for them as they are worked through he pipeline.

Alternatives Considered

Reasons for Choosing Wise Agent

Switched From

Reasons for Switching to Wise Agent

Pros

Without doubt Wise Agent is packed with useful features and integrations, it is easy to use and customer service is the best!

Cons

let me say that I wish I would have read the reviews here before I decided to move over to wise agent! The big problem is that changes are made to the platform without regard to what agents think. Recently some wise guy in his infinite wisdom decided that it would be a great idea to redesign the contact summary page. There was nothing wrong with the original contact summary page, as a matter of fact it was the best summary page I’ve seen compared to other CRMs where all the info you needed was in full view. Now you have to scroll all the way to the bottom of the page to see just about everything related to your contact which is stupidly time consuming. There are other issues such as emailing your database! It’s virtually useless since your contact has to opt in with an opt in link that you have to set up. Most platforms allow for us as the agent to opt our contacts in and here is the reason I think that Wise Agent falls short. I recently moved over from another CRM where all my contacts had already agreed to receive emails, since I moved to Wise Agent the people that already agreed now have to opt in again... imagine how that makes us look as agents. Also, lead enhancement does not work very well and for the 5 dollar a month price tag it should perform way better than it does! I wish there was a better CRM out there because I would definitely move!

Pros

Customer Service is there whenever I have any questions . They are always polite ..and PATIENT

Cons

Setting up the events that make sure it is on my to do list calendar

Alternatives Considered

Reasons for Choosing Wise Agent

Switched From

Pros

The functionality for a real estate agent.

Cons

Setting up listing/pending plans/task lists

Alternatives Considered

Reasons for Choosing Wise Agent

Switched From

Reasons for Switching to Wise Agent