Wise Agent: At a Glance
- Wise Agent is an all-in-one real estate CRM that is widely revered as one of the best products on the market.
- Its feature set includes a comprehensive CRM, lead automation, drip marketing campaigns, transaction management, unlimited document storage, reporting and customizable landing pages.
- Wise Agent stands out for its competitive pricing, ease of use and marketing tools. It also offers free one-on-one customer onboarding for a headache-free setup.
- The experts at Forbes Advisor ranked Wise Agent as the overall best CRM for real estate.
Pros
As an “all-in-one” real estate CRM, Wise Agent boasts a wide range of features—on top of being one of the more affordable options in the market. It offers built-in transaction management, complete with the ability to create a web page that agents can share with their clients to help them stay apprised of where they are in the buying or selling process. Customizable landing pages also come standard, which are easy to update. Additionally, it has over 100 integrations—giving users the ability to further customize it to suit their needs—drip marketing campaigns, complimentary one-on-one onboarding and 24/7 support by phone and email.
Cons
Of course, Wise Agent isn’t without its disadvantages. While it offers a free trial, it does require a credit card, and if you want to cancel your account, you must email the billing department. It does not have a mobile app, and though it does have an autodialer, in our experience, it oddly tries to place calls through FaceTime—regardless of whether the number is a mobile phone or landline. And while it does have SMS texting, it does not come standard. Instead, users must pay an additional $11 per month plus a $80 registration fee. On top of that, we find the interface dated and clunky.
How Wise Agent Works
Wise Agent is a cloud-based customer relationship management (CRM) software that helps agents more efficiently manage contacts and transactions, market listings and close deals through time-saving tools and automations. It does this through its centralized platform where agents can access and communicate with all of their contacts and leads, set up automated marketing campaigns to eliminate repetitive conversations and manage transactions—including all relevant documents. In other words, it’s a sales, marketing and customer management platform that you can access from anywhere you have internet access.
Wise Agent Core Features
As an all-in-one real estate CRM, Wise Agent comes packed with the key features that agents need, such as contact management with unlimited document storage, lead automation, transaction management, marketing tools including drip campaigns and customized landing pages, and reporting. Its plans also include extras such as free one-on-one onboarding, customized 24/7 support, lead enhancement and SMS texting for an additional $11 per month, plus a one-time registration fee of $80.
Real Estate CRM
The Wise Agent CRM dashboard includes contact management, lead automation and advanced lead rules. While we find it fairly easy to use, it does not feel as though it is built specifically for real estate professionals. For example, when you add a new contact, there’s no option to add which property a contact is interested in. Also, you can set up teams, but there’s no direct way of simply adding more than one agent, which makes managing co-listings difficult.
We find the contact dashboard to be lackluster and poorly organized. While other real estate CRMs clearly display key information, the Wise Agent contact dashboard appears as though you are scrolling through an address book. It does not display insights about a contact from the dashboard, such as where they are in the buying process or if you have any upcoming (or overdue) tasks. To add key information, such as, say, what the contact is looking for, you can add notes. But you have to click into notes in order to see notes, which is a bit cumbersome and could easily lead to oversights, as it’s not evident that there are notes added.
Transaction Manager
Wise Agent’s transaction manager tool is not the most attractive or user friendly that we’ve seen. In fact, it’s one of the least. Unlike many of its leading competitors, which use a modern drag-and-drop, Kanban-style board for managing transactions and moving them through the sales process, Wise Agent uses a more convoluted system of checklists and web pages. Its checklists may work for users who do not prefer a visual overview of transaction stages, but for those who have become accustomed to the ease of Kanban boards, it can be difficult to get used to.
In addition to checklists, it also has a transaction portal where users can create a webpage from one of their checklists. This can then be shared with clients so that everyone can be on the same page. This could be a helpful feature, but it may not be necessary and it’s not the most useful feature for the average agent or client. Granted, it could be a helpful tool for agents working with a client who requires constant progress updates.
Marketing Tools
Wise Agent boasts a variety of built-in marketing tools, such as email marketing and drip campaigns with pre-built templates and customizable landing pages. We’re not a fan of how its email marketing tools work, which are very clunky and dated. For perspective, it does not at all compare to the usability of the leading stand-alone email marketing software, such as Mailchimp or Zoho Campaigns, so if you’ve used those, you might be disappointed by Wise Agent’s email marketing and drip campaign builder.
On the other hand, its landing page builder is surprisingly user friendly. It gives users 25 landing page templates to choose from, which are broken out by use case. For example, single-property page, multi-property page, open house sign-in, home valuation, coming soon listing and numerous resources. The process of customizing a landing page is simple. Just click on the element you want to update or delete, and a box will appear where you can do just that.
Reporting
The reports feature gives users a quick overview of their performance insights and statistics. It’s not the most well-designed reporting dashboard in the industry, as it feels cluttered and does not provide insights by individual agents (just teams), nor does it offer a leaderboard the way, say, Follow Up Boss does, which can be a helpful tool—particularly for highly competitive teams. It does, however, provide a green or red icon on each stat to denote whether this is above or below average, which can help users see how they are performing compared to their average performance.
What Sets Wise Agent Apart
Where Wise Agent shines is price. It’s one of the most affordable real estate CRMs on the market, and while we don’t find it to be overly intuitive, it is a good value as it does come with a wide range of features. Additionally, it stands out for offering 24/7 customer service by phone and email, which is not industry standard and can make all the difference if you find yourself in need of support.
Wise Agent Pricing
Monthly | Annual | |
---|---|---|
Pricing | $49 per month | $499 per year |
Users | Up to four (one login) | Up to four (one login) |
Additional Users | Add five users for $20 per month | Add five users for $20 per month |
Individual Logins | $20 per user | $20 per user |
CRM and Contact Management | Yes | Yes |
Transaction Manager | Yes | Yes |
Email Marketing | Yes | Yes |
Drip Campaigns | Yes | Yes |
Free One-to-One Onboarding | Yes | Yes |
Connect IDX Website | Yes, via Ylopo | Yes, via Ylopo |
Integrations | 100-plus | 100-plus |
Landing Pages | Includes one, $5 per each additional landing page per month | Includes one, $5 per each additional landing page per month |
Texting Suite | Add-on for $11 per month (plus $80 registration fee) | Add-on for $11 per month (plus $80 registration fee) |
Support | 24/7 via phone and email | 24/7 via phone and email |
Wise Agent Plans
Wise offers one standard plan with different billing options. First is the monthly option at $49 per month without a contract, and second, the annual plan which costs $499 per year (for an average of about $42 per month). This includes up to four users sharing one login; however, individual logins are available for $20 per user. The plan includes full access to its contact management and lead automation, transaction manager, marketing tools (including automated email campaigns and one landing page), free one-on-one onboarding and its library of over 100 integrations for further customization. It does not, however, include SMS texting. Instead, this is available as an add-on for $11 per month, plus a one-time $80 registration fee.
Wise Agent Setup
When it comes to setting up a new Wise Agent account, we have mixed thoughts. On one hand, it’s easy to create a new account. Simply complete the new user registration, select a plan and add your credit card information—even if you’re just signing up for a free trial. However, we don’t find the Wise Agent dashboard’s interface to be very intuitive, and it’s quite dated.
Unlike much of its competition, it does not do a great job of walking new users through the process of actually using their new account. For example, it does not automatically import your contacts from your email, and the contact import process is clunky. It does, however, give new users a short to-do list, which entails filling out your profile, creating an email signature, importing contacts and setting up a payment. Granted, this does not help users connect to integrations, which involves connecting to a partner’s API. It also doesn’t help users set up transaction management, email marketing campaigns or properties.
Wise Agent Ease of Use
Wise Agent is widely regarded as one of the most beginner friendly real estate CRMs. However, we would beg to differ. While we would say it’s one of the most simplistic real estate CRMs, it is not the most user friendly and therefore not the most beginner friendly. It does a poor job of walking new users through how to import existing contacts, connect to integrations and set up email marketing campaigns. However, once you get past the initial learning curve, it is fairly easy to use, as it is fairly simplistic in the world of CRMs. For example, its email interface more or less mirrors what you would expect of a basic email interface—not a more robust email marketing software with pre-built templates and in-line images.
Wise Agent Security
While most software providers share which backend security measures they have in place, Wise Agent does not. It also lacks two-factor authentication, which is quickly becoming a standard option among CRMs. However, it does give users a few different options to further secure their account. For example, users have the ability to enable logins through Google and Facebook, add outside team members and configure numerous user permissions.
Wise Agent Customer Service and Support
Customer support is uniquely available 24 hours a day, seven days a week by email and phone. In our experience, it doesn’t take long to get connected to a customer support agent. Plus, it doesn’t have an automated system, so you don’t have to first go through the process of providing information before speaking with a support agent. On the other hand, it doesn’t have live chat support, which we find a bit disappointing, as it’s our preferred support channel of choice.
It’s also worth noting that you can’t cancel your free trial (or subscription) from within your user dashboard, which is another example of how dated the software is. Instead, you have to send an email to [email protected]. That being said, our request to cancel was handled in under 24 hours.
Wise Agent Alternatives and How They Compare
Wise Agent | Follow Up Boss | LionDesk | Realvolve | |
---|---|---|---|---|
Forbes Advisor Ratings | ![]() | ![]() | ![]() | ![]() |
Starting Price | $49 per month for up to four users | $57 per user per month (billed annually) | $25 per month (billed annually) | $94 per user per month (billed annually) |
Free Trial | 14 days (credit card required) | 14 days | 14 days | 14 days |
CRM | Yes | Yes | Yes | Yes |
Transaction Management | Yes | Yes | Yes | Yes |
Time Management | Yes | No | No | No |
Power Dialer | Yes | Yes | Yes | Yes |
Bulk Email | Yes | Yes | Yes | No |
Drip Email | Yes | Yes | Yes | No |
Texting | Add-on ($11 per month, plus $80 registration fee) | Yes | Add-on ($2 per month) | Yes |
Landing Pages | Yes | No | Yes, with certain plans | No |
Revenue Prediction | No | No | No | Yes |
24/7 Support | Yes | No, but seven days per week | No | No |
Support Channel | Phone and contact form | Phone and email | Phone, email and live chat | Email and contact form |
Wise Agent vs. Follow Up Boss
In a battle between Wise Agent and Follow Up Boss, Wise Agent is the more affordable option, but Follow Up Boss is far more modern, intuitive and feature-rich. The Follow Up Boss user interface is easier to use and we find that it has a far lower learning curve than Wise Agent. Follow Up Boss also includes SMS texting, whereas with Wise Agent it’s available as an add-on for an additional $11 per month plus a one-time registration fee of $80. On the other hand, Wise Agent offers support 24/7 and has customizable landing pages, which is something Follow Up Boss does not.
Wise Agent vs. LionDesk
LionDesk is one of the few real estate CRMs that is more affordable than Wise Agent. What’s more is that it offers a very similar feature set, but with a more modern and user-friendly interface. Along with Wise Agent, LionDesk is fairly simplistic in the world of real estate CRMs; however, we find that it does a better job of organizing information, making it easier to learn and use. Another similarity is that neither offers texting as part of a plan, but as add-ons. However, LionDesk is still more affordable than Wise Agent with texting available for an extra $2 per month, compared to Wise Agent at $11 per month plus a $80 registration fee.
Wise Agent vs. Realvolve
When comparing Wise Agent to Realvolve, the main difference is that while Wise Agent is a jack of all trades with a wide feature set covering everything from contact management to landing pages, Realvolve focuses on the key features that help agents sell more effectively, such as client organization and communication automation. That said, Wise Agent offers a wider range of features, including numerous marketing tools, such as a landing page builder, drip campaigns and a newsletter builder. Meanwhile, Realvolve centers around more advanced automations to better leverage agents’ time and more effectively foster client relationships as a means of closing more deals.
Who Is Wise Agent Best For?
Wise Agent is a good all-around CRM for real estate agents—particularly for those who are on a budget but want a platform that covers all bases from client management to marketing. It’s one of the most affordable CRMs in the real estate industry that offers such a varied list of features, so it may be a good choice for those who want an affordable “all-in-one” CRM.
Conclusion
As one of the most well-known CRMs in the real estate industry, Wise Agent can be a helpful tool for real estate agents looking to manage clients and deals. However, it’s not the most modern or user friendly, and while it offers a wide range of features, it does lack a depth of many of its features. So while it might be a one-stop shop, those who want more advanced communication tools, automations and email marketing designs may want to look elsewhere.
Frequently Asked Questions (FAQs)
How do I cancel a Wise Agent account?
To cancel a Wise Agent free trial or subscription, you must send an email to [email protected]. Unfortunately, Wise Agent does not provide a way for users to cancel instantly through the user dashboard, nor does it accept cancellation requests by phone.
Does Wise Agent have IDX?
Wise Agent offers an integration with Ylopo. By connecting Wise Agent to your Ylopo account, your leads will automatically be imported to your Wise Agent account.
What are the best Wise Agent alternatives?
The best alternatives to Wise Agent include Follow Up Boss for those who are looking for a more modern and user-friendly real estate CRM, Realvolve for those who would like more advanced communications and automations, and LionDesk for users who want a comprehensive CRM at a lower price than Wise Agent. For more information, check out our guide to the best real estate CRMs.