The Ultimate Guide to Wise Agent CRM: Pros, Cons, and Everything You Need to Know

Greetings, fellow real estate enthusiasts! Are you looking for a reliable CRM software that can help you manage your business more efficiently? Look no further than Wise Agent CRM.

With its user-friendly interface and robust features, Wise Agent CRM has become a popular choice for real estate agents and brokers. But is it the right fit for your business? In this in-depth article, we’ll explore the pros and cons of Wise Agent CRM and provide you with all the information you need to make an informed decision.

What is Wise Agent CRM?

Wise Agent CRM is a cloud-based customer relationship management software designed specifically for real estate professionals. It was founded in 2002 by three real estate agents who were frustrated with the lack of options available to them. Today, Wise Agent CRM has over 55,000 users and has become a go-to solution for managing leads, contacts, transactions, and more.

The Features

  • Lead Management: With Wise Agent CRM, you can easily capture, track, and follow up with leads. You can even set up automatic follow-up emails and reminders.
  • Contact Management: Keep all your contacts in one place and easily access their information, including notes, tags, and communication history.
  • Transaction Management: Manage your transactions from start to finish, including creating contracts, tracking deadlines, and sending reminders.
  • Email Marketing: Create and send beautiful email campaigns to your contacts with ease. You can even set up drip campaigns to nurture leads over time.
  • Task Management: Keep track of all your to-dos and never miss a deadline again.
  • Document Storage: Store all your important documents in one place and easily share them with clients and team members.
  • Reporting: Generate reports on your business performance, including lead sources, transactions, and more.
  • The Pricing

    Wise Agent CRM offers three pricing plans:

    Plan Price
    Standard $29/month/user
    Premium $49/month/user
    Broker Contact for pricing

    Each plan comes with a 14-day free trial, so you can test out the software before committing.

    The Pros of Wise Agent CRM

    User-Friendly Interface

    One of the biggest advantages of Wise Agent CRM is its user-friendly interface. Even if you’re not tech-savvy, you’ll find it easy to navigate and use. The dashboard provides a clear overview of your business, and the drag-and-drop functionality makes it easy to customize your workflow.

    Robust Features

    Wise Agent CRM offers a comprehensive set of features that can help you streamline your business operations. From lead management to transaction management, email marketing to task management, this software has everything you need to run your business more efficiently.

    Excellent Customer Support

    Wise Agent CRM provides exceptional customer support to its users. You can reach out to their support team via phone, email, or live chat, and they’ll be happy to help you with any issues you may encounter. They also offer a knowledge base and video tutorials to help you get started.

    Affordable Pricing

    Compared to other CRM software on the market, Wise Agent CRM’s pricing is quite reasonable. With plans starting at just $29/month/user, it’s an affordable option for small and medium-sized real estate businesses.

    No Long-Term Contracts

    Wise Agent CRM doesn’t require you to sign a long-term contract. You can cancel your subscription at any time without penalty, which gives you the flexibility to switch to another software if you’re not satisfied.

    Integrations

    Wise Agent CRM integrates with a wide range of third-party tools, including Zapier, BombBomb, and Dotloop. This makes it easy to connect your favorite apps and streamline your workflow even further.

    Mobile App

    Wise Agent CRM has a mobile app that allows you to access your account from anywhere. You can manage your leads, contacts, tasks, and transactions on the go, which is especially useful if you’re frequently out of the office.

    The Cons of Wise Agent CRM

    Learning Curve

    While the interface is user-friendly, there is still a bit of a learning curve when it comes to mastering all of the features. It may take some time to get used to the software and figure out how to customize it to your needs.

    Limited Customization

    Some users have reported that the software is somewhat limited in terms of customization options. While you can customize your workflow to some extent, there are certain features that can’t be adjusted.

    No Built-In Dialer

    Wise Agent CRM doesn’t have a built-in dialer, which means you’ll need to use a third-party tool if you want to make phone calls directly from the software. This can be a bit of a hassle if you’re used to having everything in one place.

    No Lead Scoring

    Wise Agent CRM doesn’t offer lead scoring, which is a feature that many other CRM software have. Lead scoring allows you to prioritize your leads based on their likelihood to convert, which can help you focus your efforts on the most promising prospects.

    No Social Media Integration

    Wise Agent CRM doesn’t have any built-in social media integration, which means you’ll need to use a third-party tool if you want to connect your social media accounts. This isn’t a dealbreaker, but it can be inconvenient if you’re used to having everything in one place.

    No Built-In IDX

    Wise Agent CRM doesn’t have a built-in IDX (Internet Data Exchange), which is a system that allows you to display MLS listings on your website. While this isn’t essential for all real estate businesses, it can be a disadvantage if you rely heavily on MLS listings.

    No Automated Lead Distribution

    Wise Agent CRM doesn’t offer automated lead distribution, which means you’ll need to manually assign leads to team members. This can be time-consuming and can lead to mistakes if you’re not careful.

    The FAQ About Wise Agent CRM

    1. Is Wise Agent CRM cloud-based?

    Yes, Wise Agent CRM is a cloud-based software, which means you can access it from anywhere with an internet connection.

    2. Can I import my contacts into Wise Agent CRM?

    Yes, you can import your contacts into Wise Agent CRM from a CSV file or other CRM software.

    3. Does Wise Agent CRM offer a free trial?

    Yes, Wise Agent CRM offers a 14-day free trial for all of its pricing plans.

    4. Can I cancel my subscription at any time?

    Yes, you can cancel your subscription to Wise Agent CRM at any time without penalty.

    5. Does Wise Agent CRM integrate with other tools?

    Yes, Wise Agent CRM integrates with a wide range of third-party tools, including Zapier, BombBomb, and Dotloop.

    6. Is there a mobile app for Wise Agent CRM?

    Yes, Wise Agent CRM has a mobile app that allows you to access your account from anywhere.

    7. Does Wise Agent CRM offer lead scoring?

    No, Wise Agent CRM doesn’t offer lead scoring.

    8. Can I customize my workflow in Wise Agent CRM?

    Yes, you can customize your workflow in Wise Agent CRM to some extent.

    9. Does Wise Agent CRM have a built-in dialer?

    No, Wise Agent CRM doesn’t have a built-in dialer.

    10. Can I store documents in Wise Agent CRM?

    Yes, you can store documents in Wise Agent CRM and share them with clients and team members.

    11. Does Wise Agent CRM have a built-in IDX?

    No, Wise Agent CRM doesn’t have a built-in IDX.

    12. Does Wise Agent CRM offer automated lead distribution?

    No, Wise Agent CRM doesn’t offer automated lead distribution.

    The Conclusion: Should You Choose Wise Agent CRM?

    After weighing the pros and cons of Wise Agent CRM, it’s clear that this software has a lot to offer for real estate professionals. Its user-friendly interface, robust features, and affordable pricing make it a top contender in the CRM market.

    That being said, it may not be the best fit for everyone. If you’re looking for a software with more customization options, or if you need built-in IDX or lead scoring, you may want to consider other options.

    Overall, we highly recommend Wise Agent CRM for real estate agents and brokers who want a reliable and efficient CRM software. Give it a try with their 14-day free trial and see for yourself how it can improve your business operations.

    The Call to Action

    Ready to take your real estate business to the next level? Sign up for Wise Agent CRM today and start managing your leads, contacts, transactions, and more with ease!

    The Disclaimer

    While we’ve done our best to provide accurate and up-to-date information in this article, we can’t guarantee the accuracy or completeness of the information provided. We recommend that you do your own research and consult with a professional before making any decisions about CRM software.

    Related video of The Ultimate Guide to Wise Agent CRM: Pros, Cons, and Everything You Need to Know