The Wise Agent

av The Wise Agent

Vem använder The Wise Agent?

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.

Vad är 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 Detaljer

The Wise Agent

http://www.thewiseagent.com

Grundad 2001

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Jämför The Wise Agent med liknande produkter

Startpris

29,00 US$/månad
10,00 US$/månad
N/A
100,00 US$/månad

Gratis version

Gratis version Nej
Gratis version Ja
Gratis version Nej
Gratis version Ja

Gratis provperiod

Gratis provperiod Ja
Gratis provperiod Ja
Gratis provperiod Ja
Gratis provperiod Ja

The Wise Agent distribution och support

Support

  • 24/7 (Live-support)
  • Chatt

Spridning

  • Moln, SaaS, webb-baserat
  • Android (mobil)
  • iPhone (mobil)
  • iPad (mobil)

Utbildning

  • I person
  • Live online
  • Webinarier
  • Dokumentation

The Wise Agent Funktioner

  • API
  • Aktivitetshantering
  • Aktivitetspanel
  • Aktivitetsspårning
  • Analys av försäljningstrend
  • Anpassningsbara fält
  • Anpassningsbara mallar
  • Anpassningsbara rapporter
  • Arbetsflödeshantering
  • Automatisering av marknadsföring
  • CRM
  • Citat / uppskattningar
  • Data Import/Export
  • Dokumentlagring
  • Dra och släpp
  • E-post marknadsföring
  • E-posthantering
  • E-postmallar
  • Försäljningsprognoser
  • Försäljningsrapporter
  • Försäljningsrörledning
  • Hantering av möjligheter
  • Integration av sociala medier
  • Interaktionsspårning
  • Intern chattintegration
  • Kalender / Påminnelsessystem
  • Kalenderhantering
  • Kalendersynkronisering
  • Kampanjhantering
  • Kontaktdatabas
  • Kontaktledning
  • Kunddatabas
  • Lead-hantering
  • Lead-kvalificering
  • Lead-upptagning
  • Mobilåtkomst
  • Prognoser
  • Prognoser
  • Påminnelser
  • Rapportering och analys
  • Rapportering och statistik
  • Referrarspårning
  • Rörledningshantering
  • Segmentering
  • Skapa leads
  • Territoriumhantering
  • Tredjepartsintegration
  • Uppgiftshantering
  • Varningar / Meddelanden

Visa hela listan med CRM Software

  • API
  • Aktivitetspanel
  • Aktivitetsspårning
  • Anpassningsbara fält
  • Anpassningsbara mallar
  • Arbetsflödeshantering
  • CRM
  • Data Import/Export
  • Datasynkronisering
  • Dokumenthantering
  • Dokumentlagring
  • Dra och släpp
  • E-post marknadsföring
  • E-posthantering
  • E-postmallar
  • E-postspårning
  • Försäljningsrapporter
  • Integration av sociala medier
  • Interaktionsspårning
  • Kalenderhantering
  • Kampanjhantering
  • Kommissionens ledning
  • Kontaktdatabas
  • Kontaktledning
  • Kunddatabas
  • Kundhantering
  • Lead-distribution
  • Lead-hantering
  • Lead-kvalificering
  • Lead-upptagning
  • Lead-vårdande
  • Mallhantering
  • Matchning av klient / fastighet
  • Meddelanden i realtid
  • Möteshantering
  • Påminnelser
  • Rapportering och analys
  • Rapportering och statistik
  • Referrarspårning
  • Rörledningshantering
  • Rörledningsrapporter
  • Schemaläggning av möten
  • Segmentering
  • Skapa leads
  • Tredjepartsintegration
  • Uppgiftshantering
  • Uppgiftsplanering
  • Varningar / Meddelanden
  • Åtkomstkontroller / behörigheter

Visa hela listan med CRM-program för fastigheter

  • API
  • Agenthantering
  • Aktivitetspanel
  • Aktivitetsspårning
  • Anpassningsbar branding
  • Anpassningsbara mallar
  • Anpassningsbara rapporter
  • Arbetsflödeshantering
  • CRM
  • Data Import/Export
  • Datasynkronisering
  • Dokumenthantering
  • Dokumentlagring
  • Dra och släpp
  • Droppkampanjer
  • E-post marknadsföring
  • E-posthantering
  • E-postmallar
  • Elektronisk underskrift
  • Fastighetsförvaltning
  • Innehållshantering
  • Integration av sociala medier
  • Interaktionsspårning
  • Kalenderhantering
  • Kampanjhantering
  • Klientportal
  • Kommissionens ledning
  • Kommunikationshantering
  • Konfigurerbart arbetsflöde
  • Kontaktdatabas
  • Kontaktledning
  • Kundhantering
  • Lead-hantering
  • Lead-upptagning
  • Lead-vårdande
  • Listhantering
  • Mallhantering
  • Matchning av klient / fastighet
  • Meddelanden i realtid
  • Möteshantering
  • Påminnelser
  • Rapportering och statistik
  • Referrarspårning
  • Rörledningshantering
  • Skapa leads
  • Transaktionshantering
  • Tredjepartsintegration
  • Uppgiftshantering
  • Varningar / Meddelanden
  • Webbplatshantering

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The Wise Agent Hitta alternativ 2021 - Capterra Sverige

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Recensioner av The Wise Agent

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Helhetsbetyg

4,4/5

Medelpoäng

Enkel användning 4,1
Kundservice 4,6
Funktioner 4,2
Valuta för pengarna 4,5

Granska programvara

Dela din erfarenhet med andra programvaruköpare.

Greg H.
Realtor®
Fastighet, 201-500 anställda
Har använt programvaran för: 1 + år
  • Helhetsbetyg
    5 /5
  • Enkel användning
    5 /5
  • Funktioner och funktionalitet
    5 /5
  • Kundtjänst
    5 /5
  • Valuta för pengarna
    5 /5
  • Sannolikhet att rekommendera
    10/10
  • Recensentens källa 
  • Recenserad den 2018-11-28

"Finally found The One!"

Kommentarer: 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!

Fördelar: 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!

Nackdelar: 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.

  • Recensentens källa 
  • Recenserad den 2018-11-28
Brian D.
Associate Managing Broker
Fastighet, 1 001-5 000 anställda
Har använt programvaran för: 2 + år
  • Helhetsbetyg
    4 /5
  • Enkel användning
    4 /5
  • Funktioner och funktionalitet
    3 /5
  • Kundtjänst
    5 /5
  • Valuta för pengarna
    5 /5
  • Sannolikhet att rekommendera
    8/10
  • Recensentens källa 
  • Recenserad den 2019-07-23

"Over a Decade Using Wise Agent"

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

Fördelar: 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.

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

  • Recensentens källa 
  • Recenserad den 2019-07-23
Kristin M.
Broker
Fastighet, 2-10 anställda
Har använt programvaran för: 1 + år
  • Helhetsbetyg
    3 /5
  • Enkel användning
    4 /5
  • Funktioner och funktionalitet
    2 /5
  • Kundtjänst
    3 /5
  • Valuta för pengarna
    4 /5
  • Sannolikhet att rekommendera
    3/10
  • Recensentens källa 
  • Recenserad den 2019-07-23

"Good Ideas, Poor Execution"

Kommentarer: Frustrating. Frustrating. Frustrating.

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

Nackdelar: 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!

  • Recensentens källa 
  • Recenserad den 2019-07-23
Maria f D.
principal broker
Fastighet, Egenföretagare
Har använt programvaran för: 6-12 månader
  • Helhetsbetyg
    4 /5
  • Enkel användning
    4 /5
  • Funktioner och funktionalitet
    3 /5
  • Kundtjänst
    2 /5
  • Valuta för pengarna
    3 /5
  • Sannolikhet att rekommendera
    7/10
  • Recensentens källa 
  • Recenserad den 2019-07-23

"drip campaigs"

Kommentarer: 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".

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

Nackdelar: 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.

  • Recensentens källa 
  • Recenserad den 2019-07-23
Rebecca B.
Trainer Associate
Försäkring, Egenföretagare
Har använt programvaran för: 2 + år
  • Helhetsbetyg
    5 /5
  • Enkel användning
    5 /5
  • Funktioner och funktionalitet
    5 /5
  • Kundtjänst
    5 /5
  • Valuta för pengarna
    5 /5
  • Sannolikhet att rekommendera
    10/10
  • Recensentens källa 
  • Recenserad den 2019-07-30

"The Wise Agent- Best CRM out there"

Kommentarer: Easily keeps me in front of my clients. Agents like that their name is on the email. They tend to at least respond to me more often
It lets me reach more people at a time, help design flyers, and I love the Newsletters. I did I say that before.

Fördelar: I love the ease of using Wise Agent. I mostly use the CRM and calendar. Being able to send personalized emails in a large group is my favorite part of Wise Agent. I also like the Educational Videos and 24/7 assistance. Love the news letters and Oh yeah the price is really right!!!

Nackdelar: My only dislike is the number of emails going out a day keeps getting fewer and fewer. I used to be able to invite large groups to REALTOR classes in a week now it takes 3 weeks.

  • Recensentens källa 
  • Recenserad den 2019-07-30