Recensioni su Wise Agent

MUST HAVE software for Real Estate Agents

Commenti: Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features.

Aspetti positivi:

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

Aspetti negativi:

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

I Love Wise Agent

Commenti: Before I started using Wise Agent I struggled keeping track of my clients and following up on a regular basis. Now, I have over 2000 clients that I follow up with on a regular basis with the Wise Agent marketing features, drip campaigns, texting feature, and email feature.

Aspetti positivi:

I have used several CRM during my tenure as a real estate agent and Wise Agent is by far the best. It has all the features and applications I want and need for my business without all the extra stuff I don't need. It is extremely easy to use and navigate. I especially like the marketing feature as well as the feature that keeps track of my sales.

Aspetti negativi:

I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost.

Good Ideas, Poor Execution

Commenti: Frustrating. Frustrating. Frustrating.

Aspetti positivi:

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

Aspetti negativi:

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!

Wise Agent Review

Commenti: The price is great for all you get. It is slow at times and they make upgardes and changes for no reason which you have to figure out how to navigate.

Aspetti positivi:

The cost and the open source with other software. The transaction management system was very nice.

Aspetti negativi:

They upgrade and change the software and its function with out warning. The system has slowed down with every upgrade it has made. Finding documents has become a bit more of a task because they changed the layout and function which has slowed our staff down.

Love it

Commenti: I think it's a great product. I love it.

Aspetti positivi:

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

Aspetti negativi:

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.

Wise Agent

Commenti: I use it to create a mailing list - that I take to an outside mailing service to send out annual calendars - because their bulk mailing system saves me money. It is the only thing I use it for anymore.

Aspetti positivi:

I DID like that it linked with my phone.

Aspetti negativi:

Linking with my phone does not occur automatically. Entering a Contact is awkward. Entering a VENDOR is a nightmare. At this point I only use it for names and phone numbers and now that I think of it, I have pretty much stopped entering new contacts because it is such a challenge. Wish I'd never stopped using Top Producer.

Review of Wise Agent

Commenti: I have neglected my SOI because I find it too difficult to use the program.

Aspetti positivi:

Easy to log in to and easy to find a contact in the separate categories.

Aspetti negativi:

Harder to use than I would like. I can't change or delete the preset 'Income/Expense Type' categories in Accounting to suit my preferred name or category. I use less than one third of the preset categories. It makes my tax accounting difficult as I have to figure out where to put my expenses and remember what category they are under in the presets instead of naming the category what I want it so I can file it conveniently and find it conveniently.

Why I like and continue to use Wise Agent

Commenti: Staying in touch with my database

Aspetti positivi:

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

Aspetti negativi:

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

Works well for real estate agents!

Commenti: Good place to have all your contacts, which syncs easily with Google. Calendar functions work for us

Aspetti positivi:

The functionality for a real estate agent.

Aspetti negativi:

Setting up listing/pending plans/task lists

The Wise Agent for real estate

Commenti: overall it does the job and my teammate and I will continue to use for our only CRM program.

Aspetti positivi:

This is a great CRM system if you are trying to manage on an entry level. You can keep track of leads and set up automated drips that include email, text, and phone alerts.

Aspetti negativi:

It is somewhat simple and doesn't have a tracking for website click or activity like a more advanced like boomtown.

Pros and Cons of Wise Agent real estate transactions

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Daily Wise Agent user

Commenti: I have been impressed with Wise Agent. I use it to keep track of my current contacts as well as my past Buyers and Sellers. I have been working to bring some of my past clients into the system so I can send out mailers or emails to keep in touch. Once I have the contact entered, it was a breeze to print labels for a mailing . I sent out a New Year's email and it was pretty quick to send that out.

Aspetti positivi:

This software does take a little bit of time to learn -- as any CRM would, but I love the support. They always get back to me in a very short time. If I need a phone call, they return the call within minutes. I usually can get an answer by email and they are very quick to reply and help me out. They have good availability also. Another feature I like is the ability to add a contact directly from my Gmail. That saves a lot of time and is easy to set up and use.

Aspetti negativi:

The part of the software to keep track of closings seems a bit cumbersome, but I think that's because I'm still learning it. I had trouble getting an image into an email. The add image feature didn't want to work correctly. I did contact help and they inserted it for me, but I would rather be able to do it easily myself. Sometimes their help instructions don't cover the topic I need.

Massive Change

Commenti: The Wise Agent allows the team to see the transaction files from anywhere in the world. The checklist keeps us all on track without missing any steps. Customer support has been great from day one. The support team always answers the phone and you are able to speak with a real person. The support teams listens and makes changes to alleviate issues whenever possible.

Aspetti positivi:

Overall, the software is great and I have been using it extensively for 12 years. I am hooked on the software and it is a integral part of my business. Massive changes were recently made, seemingly over night. Wise Agent has been great at routinely making changes to improve their product. So far, I cannot see the reason behind this massive change and the changes have lowered my productivity.

Aspetti negativi:

The main screen has been reduced in size to fit everything in causing the main screen to look confusing and crunched. The way in which notes are added has significantly changed making it more difficult to add notes. The checklist portion is so small I can only see 5 or 6 items at a time. In addition, the changes made caused the sequence of the checklist items to be altered and no longer in sequential order. I have not had enough time to investigate why.

Best CRM

Commenti: The best in the business in helping me with any question I have The absolute best customer service period.

Aspetti positivi:

I have been using Wise Agent for 8 years and I love it... The Newsletter I use every month The support is amazing and and with Google Sync my calendar is always up to date. Great Service Amazing Value Wise Agent is the way to go

Aspetti negativi:

I have to maintain another software Big Purple Dot.. The reason is that BIG PURPLE DOT records my incoming calls and I have a data base of 10000 names on BPD that if I transfer them I will loose the conversation.. Hoping I can only use Wise Agent one day

Quality Client Contact

Commenti: I am solving a very important part of being a successful real estate agent by using the touches available to me in Wise Agent. The personalized messages, such as the thank you, win praise from my client base. The ability to monitor client response to mass email communications offers a chance maintain accurate files such as phone numbers and emails.

Aspetti positivi:

It is so easy to communicate, at least once a month with clients, using the newsletter provided in Wise agent. I receive thankyous from client with regards to content and features such as the monthly recipe. I also appreciate the ease at which one can add and delete clients and their information. The ability to categorize your client base so you have the ability to send information that is suited best for a specific group. In my case, buyers, sellers or real estate investors.

Aspetti negativi:

There's so many options available, one has to be up to speed on technology to identify with some of them. I know that I'm not using a large number of the features available due to my limited technical skill.

I Wish There Was More Automation

Aspetti positivi:

I like that it is a real estate based software.

Aspetti negativi:

Overall, I feel the software is a bit elementary. I wish it could be more automated. For example, my team sends out seller and buyer weekly updates, which is time consuming. I would like to see this be able to be automated, rather than one of my team members spending hours sending out the updates manually.

Easy to use and great customer service

Commenti: Staying in communication, contact with clients and educating folks on the value on investing in RE no matter where you live.

Aspetti positivi:

The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

Aspetti negativi:

It is not as intuitive as I wish. I can't copy and paste a whole address I have to type each component.

A Really well featured CRM

Aspetti positivi:

My biggest "PRO" for this particular CRM is that way that I can not only manage my customer contacts, but also my transaction flow for listings and pending sales. Additionally, I really like the "Team" feature which allows my Marketing and Transaction coordinator to work in the system and we can easily assign to one another as needed.

Aspetti negativi:

I cant stand the fact that I cant update the steps in in my transaction checklist. Every time I want to change a step in the process, I need to completely "re-create" the checklist. This seems like such a simple fix, yet it still hasn't been corrected or updated even though they are VERY aware of this flawed functionality.

Wise Agent Keeps Me Organized

Commenti: I have been using Wise Agent for over 10 years for real estate transaction management. I have trained several agents to use the program, locally and in other states. I have not found another system that keeps allows me to see the most important info on my file and tracks my tasks efficiently.

Aspetti positivi:

Transaction Coordinating - There are a lot of systems out there to choose from - what I like most about Wise Agent is that I can adjust closing dates and all the tasks associated with those dates adjust. I like knowing what tasks are past due, due today and upcoming. It very clearly pulls all my files together and I can quickly see what needs to be focused on at any given time.

Aspetti negativi:

I like a lot of the new design updates but I miss being able to see the checklist tasks. I have to scroll through them and I'm concerned I will miss something.

Wise Agent

Commenti: We have realized the benefits of staying in touch with clients through Wise Agent.

Aspetti positivi:

It is a great place for customer contact information and follow up schedules and keeping in touch with clients with flyers offered here.

Aspetti negativi:

I am not tech savvy so I need help since I want this service but want to be in the field hands on first but this helps me be in more places than I can be at once.

Best CRM for Real Estate Business

Commenti: This product helps my manage my time better. Everything is centrally located into one software.

Aspetti positivi:

The software allows me to have all of my data in one place. Tracks client informations, transactions and links to other software that I use. Great customer service. Highly recommend this product when looking for a CRM.

Aspetti negativi:

Time consuming to get everything set up but once it is updated with information it is great.

CRM

Commenti: Keeps me on track for calling clients and keeping up with them. Also love the part of keeping notes for each client.

Aspetti positivi:

Love the ease of WiseAgent and everything it has to offer. Customer Service is always helpful when needed

Aspetti negativi:

There isn’t anything paticular that comes to mind on cons.

It's Okay

Commenti: We use Wise Agent to retain our contact info for clients, and organize them into categories. We use a different system for task management, and another for drip campaigns.

Aspetti positivi:

Connectivity to MailChimp, auto imports leads from Zillow, eyc

Aspetti negativi:

Recent update causes serious problems quickly pulling up the lead you are looking for - autofill is less convenient, not more

Great program for the beginner or experienced agent or team!

Commenti: Every system has problems occasionally, but they are always quick to resolve any issues that come up.

Aspetti positivi:

Easy to learn, and nothing is complicated.

Aspetti negativi:

Drip campaigns need more frequent updates and choices.

Wise Agent

Aspetti positivi:

For the money, this is a very good program with a lot of features.

Aspetti negativi:

The search capability within the program is not very robust. If I have an email address or phone number and want to search for the person who they are linked to the search feature does not have that functionality.