The Wise Agent

The Wise Agent

von The Wise Agent

Wer nutzt diese Software?

Wise Agent ist ein intuitives CRM- und Immobiliensoftware-Unternehmen, das von seinen Kund*innen beeinflusst ist. Die Anwendung wurde von US-amerikanischen Makler*innen erstellt und erfreut sich unter ihnen großer Beliebtheit. Es ist also kein Wunder, dass das Unternehmen der am häufigsten empfohlene CRM-Anbieter der Branche ist.

Durchschnittliche Bewertung

527 Bewertungen
  • Gesamt 4.4/5
  • Benutzerfreundlichkeit 4.1/5
  • Kundenservice 4.6/5
  • Funktionen 4.2/5
  • Preis-Leistungs-Verhältnis 4.5/5

Produktinformationen

  • Startpreis 29,00 $/Monat
  • Kostenlose Version Ja
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

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

Über The Wise Agent

Wise Agent ist eine sehr leistungsstarke All-in-one-Immobilien-CRM-Plattform, die Kontaktmanagement, Lead-Automatisierung, Transaktionsmanagement und Immobilien-Marketing-Software kombiniert. Das Unternehmen hat sich mit anderen führenden Immobilien-Technologieunternehmen zusammengeschlossen, um Immobilienfachleuten die Möglichkeit zu geben, ihr gesamtes Geschäft auf einem System zu betreiben. Das Ergebnis ist, dass Wise Agent REALTORS (IMMOBILIENMAKLER*INNEN) dabei hilft, effizienter zu werden, und ihnen die Möglichkeit gibt, Zeit zu sparen und mehr Geschäfte zu tätigen.

The Wise Agent Funktionen

  • E-Mail Marketing
  • Immobilien-Bekanntmachungen
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kunden-Objekt-Abstimmung
  • Leadmanagement
  • Segmentierung
  • Verfolgung von Interaktionen
  • Zugriffsquellen-Verfolgung
  • Dokumentenmanagement
  • E-Mail Marketing
  • Immobilienverwaltung
  • Kalenderverwaltung
  • Kontaktmanagement
  • Kunden-Objekt-Abstimmung
  • Leadmanagement
  • Provisionsmanagement
  • Verwaltung von Auflistungen
  • Website-Management

Die hilfreichsten Reviews für The Wise Agent

Finally found The One!

Bewertet am 28.11.2018
Greg H.
Realtor®
Immobilien, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: My overall experience with The Wise Agent has been superb! It beats all of the other similar platforms I've tried over the years...and it's so simple to use, even the non-techies on my team like it and use it with ease!

Vorteile: Wise Agent does all the things I need in a real estate CRM. Whether for basic management of contacts in an easy to use database or getting fancy with ongoing nurture campaigns for leads and sphere, Wise Agent is the best system I've come across...and I've tried several over the past couple decades. While it works fine for a solo agent, Wise Agent also has a great set-up for teams. Since I now have a growing team, we're finding that it works very well in handling our separate leads, emails, etc. We also like the built-in enhancements and integrations, like automatic Facebook Lead Ad contacts import. I could go on, but try it for yourself!

Nachteile: Ok, so nothing is perfect...and I know that by trying many similar systems through the years. I chose Wise Agent because it has more of the features that are important to me. If I have to choose a fault with it though, I would say that the tutorial videos need to be tweaked a little. While the videos are pretty good at explaining the set-up and guiding you through a process, I would like them to start out with "why" a particular feature is there and "how" to best use it. But, that becomes obsolete when the support staff is so good. I've always been able to just call in and speak to a friendly live voice and get good help and clarification.

Pros and Cons of Wise Agent real estate transactions

Bewertet am 30.7.2019
Gail P.
Transaction Coordinator
Immobilien, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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

Bewertet am 7.1.2020
Pam P.
Realtor
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Best Customer Service and Fantastic CRM!

Bewertet am 13.12.2019
Marianne M.
Office Administrator
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Excellent CRM tool that can easily integrate with multiple platforms, is user friendly, and hands down has the best customer service available!

Vorteile: Affordable, user friendly, easily integrates with all of our other programs including google, syncs contacts, and the BEST customer service!

Nachteile: Had to contact customer service to be able to find a few of the tutorials that I knew were available but just couldn't find without assistance. Design is not as sleek as some of the competitors but the customer service more than makes up for it.

Good Ideas, Poor Execution

Bewertet am 23.7.2019
Kristin M.
Broker
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
3/5
Gesamt
4/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Frustrating. Frustrating. Frustrating.

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

Nachteile: 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!

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