8.5
Spot Score
Wise Agent Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
Starts from $27.16 / Month when Billed Yearly
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for Wise Agent
Wise Agent is a Real Estate CRM solution primarily used by real estate professionals in small to medium businesses. A 3.7/5 rating from 548 reviews suggests a mixed reception, indicating that while many find it useful, there are notable areas for improvement.
The platform excels with its intuitive interface, simplifying contact and transaction management, and is backed by responsive customer service. Its smooth integration with tools like Google Contacts and Mojo Dialer enhances efficiency for real estate teams. However, the interface and calendar dashboard can feel clunky and outdated, which may frustrate users seeking a more modern design.
Quick facts about Wise Agent
What is Wise Agent?
Wise Agent is a comprehensive CRM software that offers the ability to manage your leads, accounts, and contacts at an affordable price. Wise Agent's marketing tools make it easier than ever to stay on top of the latest technologies like Facebook and social networking. Wise Agent also features online newsletters to keep in touch with clients and track return on investments.
Pricing
Starts from $27.16 / Month when Billed Yearly
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Wise Agent Software Demo
Wise Agent was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Wise Agent
- Team types
- Large Enterprises, Medium Business
Why teams choose Wise Agent
Cost-effective for real estate professionals
User-friendly interface
Strong marketing capabilities
Is Wise Agent right for you?
What buyers should know before shortlisting Wise Agent
Wise Agent stands out as a reliable and accessible CRM solution, often praised for its ease of use and affordability. Users consistently highlight its robust integration capabilities—especially with tools like Google Contacts, Mojo Dialer, and BombBomb—making it an indispensable tool for real estate professionals.
Its seamless synchronization with Gmail and intuitive transaction checklists have proven to be valuable time savers, simplifying client organization and follow-up processes. Additionally, the customer service frequently receives high marks, with some reviewers appreciating weekend call-backs and tech support that is both responsive and helpful.
That said, there are areas where Wise Agent could improve. The user interface has been described as slightly outdated or cluttered by some, and its email marketing templates could benefit from a more modern design.
A few users also mentioned occasional delays in system performance. However, these critiques are often outweighed by the overall functionality, affordability, and strong customer support Wise Agent offers.
For those seeking an efficient and budget-friendly CRM tailored to real estate, Wise Agent is a strong contender.
Wise Agent pros and cons
- Wise Agent pros
Cost-effective for real estate professionals
User-friendly interface
Strong marketing capabilities
- Wise Agent cons
Limited features for larger teams
Basic analytics may not meet all needs
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What is the pricing of Wise Agent?
Wise Agent reviews and ratings
Buyer sentiment
Buyer sentiment is mixed to positive across 15 reviews, with clear strengths and a few common watchouts.
What buyers like
- Intuitive and user-friendly interface that simplifies contact and transaction management, even for non-experts.
- Great customer service with responsive and helpful support, often praised for availability and assistance.
- Features seamless integration with tools like Google Contacts, Mojo Dialer, and Bomb Bomb, which improves efficiency for real estate professionals.
Common complaints
- Interface and calendar dashboard design are sometimes described as clunky, visually cluttered, or outdated, needing modern improvements.
- Limited and outdated marketing materials for email campaigns and prospect outreach, reducing appeal for users seeking customizable designs.
- Occasional system slowness or glitches can impact user experience, particularly for time-sensitive tasks.
What users are saying
IA
Industry Analyst / Tech Writer in Real Estate
08/24/20
A great place to track your leads
What do you like best? Ease of use. The user support team is amazing. What do you dislike? Wish that excel leads could export to Wise ...
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UI
User in Real Estate
04/21/20
All in one platform to simplify your life
What do you like best? I like that the platform is easy and user friendly What do you dislike? I think that it is a little overpriced, as its ...
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UI
User in Real Estate
05/01/19
This company needs to work on their customer service department. Camilla was the worse to deal with
What do you like best? Nothing at all!! No pros!!!!!!!!!!!!!!! What do you dislike? This company needs to work on their customer service ...
Read more
A
Anonymous
05/01/19
This company needs to work on their customer service department. Camilla was the worse to deal with
What do you like best? Nothing at all!! No pros!!!!!!!!!!!!!!! What do you dislike? This company needs to work on their customer service ...
Read more
A
Anonymous
07/26/18
Great CRM for real estate
What do you like best? Easy interface and very nice clickable icons - easy to follow and add info What do you dislike? Sometime I need to go to ...
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A
Anonymous
07/26/18
Great way to keep tabs on transactions!
What do you like best? Wise Agent is easy to use and reliable. I appreciate the streamlined process and consistent availability. What do you ...
Read more
What are the features of Wise Agent?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…
Wise Agent security and data handling
Key compliance certifications and security features for IT and security teams evaluating Wise Agent.
Certifications
Developer & data
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9.0
Very Good
Wise Agent Support Options
Frequently Asked Questions About Wise Agent
Common questions buyers ask before choosing Wise Agent.
Wise Agent is a CRM Software. Wise Agent offers List Management, Customer Support, Marketing Automation, Referral Tracking, Lead Scoring and many more functionalities.
Buyers commonly note the following limitations of Wise Agent: Limited features for larger teams; Basic analytics may not meet all needs; Customization options are minimal.
Some top alternatives to Wise Agent includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and PropCRM.
Wise Agent offers Free Trial, Subscription, Quotation Based pricing models
The starting price of Wise Agent is $27.16/Month when Billed Yearly
Ready to try it?
Get started with Wise Agent
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].