Wise Agent


Logotipo de Wise Agent

 

525 reseñas (4.5/5)
 

Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.

Wise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login.

Wise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis. 

 

 

Wise Agent - Contact list
 
  • Wise Agent - Contact list
    Contact list
  • Wise Agent - Lead management
    Lead management
  • Wise Agent - Loop activity
    Loop activity
Sistemas operativos compatibles:
Navegador web (independiente de SO)

525 reseñas sobre Wise Agent

 

Greg H. Especialidad: Propiedad inmobiliaria Número de empleados:  201-500 empleados Número de empleados:  201-500 empleados

28/11/2018

28/11/2018

Fuente de la reseña: Capterra

Finally found The One!

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

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!

Puntos a favor

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!

Puntos en contra

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 D. Especialidad: Propiedad inmobiliaria Número de empleados:  1001-5000 empleados Número de empleados:  1001-5000 empleados

23/7/2019

23/7/2019

Fuente de la reseña: Capterra

Over a Decade Using Wise Agent

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

They are very good at responding to support issues and when suggestions are made they tend to listen.

Puntos a favor

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.

Puntos en contra

The built-in word processor has a little to be desired but is getting better.

Kristin M. Especialidad: Propiedad inmobiliaria Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

23/7/2019

23/7/2019

Fuente de la reseña: Capterra

Good Ideas, Poor Execution

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

Frustrating. Frustrating. Frustrating.

Puntos a favor

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

Puntos en contra

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!

Maria f D. Especialidad: Propiedad inmobiliaria Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

23/7/2019

23/7/2019

Fuente de la reseña: Capterra

drip campaigs

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

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".

Puntos a favor

drip campaigns as a core is ok, i can email regularly letters and drips.

Puntos en contra

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 B. Especialidad: Seguros Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

30/7/2019

30/7/2019

Fuente de la reseña: Capterra

The Wise Agent- Best CRM out there

Traducir a español
Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

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.

Puntos a favor

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!!!

Puntos en contra

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.