Pour qui ?

Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry.

Notes moyennes

518 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • À partir de 29,00 $US/mois
  • Prix Wise Agents comes with 5 team members for $29 & can purchase more.
  • Version gratuite Oui
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Service de support permanent (réponse directe)
    Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • The Wise Agent
  • http://www.thewiseagent.com
  • Fondé en 2001

En savoir plus sur The Wise Agent

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.

The Wise Agent - Fonctionnalités

  • Alertes sur les biens
  • Gestion des campagnes
  • Gestion des contacts
  • Gestion des leads
  • Mise en correspondance des clients et des biens
  • Segmentation
  • Suivi des interactions
  • Suivi des références
  • e-mail marketing
  • Gestion de site web
  • Gestion des biens
  • Gestion des calendriers
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des documents
  • Gestion des leads
  • Gestion des listings
  • Mise en correspondance des clients et des biens
  • e-mail marketing

Avis les plus utiles sur The Wise Agent

Pros and Cons of Wise Agent real estate transactions

Publié le 30/07/2019
Gail P.
Transaction Coordinator
Immobilier, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Over a Decade Using Wise Agent

Publié le 23/07/2019
Brian D.
Associate Managing Broker
Immobilier, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

Avantages: 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.

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

drip campaigs

Publié le 23/07/2019
Maria f D.
principal broker
Immobilier, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
2 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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".

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

Inconvénients: 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.

Wise Agent's update was a downgrade

Publié le 23/07/2019
Dale G.
Transaction Manager
Immobilier, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

ModernDayAgent

Publié le 20/11/2018
Karyn N.
Realtor
Immobilier, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I love WiseAgent and the support is awesome! Just some of it's limitations that are a dream for me would make it better.

Avantages: I love the affordability and the fact that I can have my check list, tasks, documents and contact information all in one spot. I ABSOLUTELY LOVE the FUSION concept. However, it needs a bit of tweaking.

Inconvénients: 1. It would be great if individual agents on my teams emails worked like with ACT and other CRM's I have worked in the past. You have a work around but it is not optimal.
2. The Zip Form tie is awkward being on the contact page. Should be on the property not the contact. Or better yet if it created a property at the same time that would be awesome.
3. The Fusion.. I LOVE this idea. I wish I could customize it to just be a place I keep my clients checklist and documents so they can see the status. Don't care for the collaboration with title and lenders etc... Should just be for me to share what I want to share with my client. That would be GREAT!!! I love that...I hear that is on the back burner and I hope you bring it to the front.
4. Having to create two separate records for a husband and wife contacts page is kind of a hassle. Is there no way that they can be together but also searchable and traceable? Have both emails show up in the history?
5. I use JotForms for my listings. my clients fill out the form from my website. It would be super if you integrated with Jotform so it automatically adds contacts.
6. Skyslope integration would be awesome. That is my brokers transaction platform. We now have 1800 agents and are the fastest growing brokerage in the country.
7. The BombBomb integration is good, I wish I could send previously recorded videos and add notes to the email. This inability makes me have to go out of WiseAgent and open Bombbomb to do that.

Lire d'autres avis