Wise Agent Reviews in June 2025: User Ratings, Pros & Cons

It is okay

What do you like best? Its easy to set up and maintain if you are new to CRM What do you dislike? It doesnt have a ton of follow up systems to send out fliers etc Recommendations to others considering the product Need to become more features of a CRM What business problems are you solving with the product? What benefits have you realized? It was great to store sphere and other contacts

Executives Assistants Experiences with Wise Agent

What do you like best? I loved being able to organize my bosses contacts and assign them to different groups in order to send specific email blasts too as well as setting alerts for specific dates. What do you dislike? Syncing with a third party email blast software sometimes was clunky and difficult. Recommendations to others considering the product If you need a program to organize and stay on top of your database, this is for you. What business problems are you solving with the ...

ALmost a really great tool, definately a great price.

What do you like best? Compared to other CRM's Wise Agent beats them hands down on the price. They definitely offer a very robust program for what most CRM's would charge you in one month they offer for a whole year. What do you dislike? Aesthetically I felt the interface was a little clunky or box in its design. Alos, as far as I know, the mobile ability was not as robust as I would like. What business problems are you solving with the product? What benefits have you realized? I ...

Best in Class CRM

What do you like best? We have been using Wise Agent for a number of years. It has grown with us as our team has grown. I have used other CRM's in the past, and honestly can say that Wise Agent offers way more features and functionality then the others. You also can not beat the price and the excellent customer service they provide. What do you dislike? The marketing platform is a little outdated, but I know they are working on an improved workflow that should be rolling out soon. ...

Great for contact management and transaction tracking

What do you like best? Intuitive and easy-to-use contact management and transaction tracking. The customer service and tech support is outstanding. The fact that Wise Agent automatically syncs to gmail and loads the content into a contact's history is such a time saver. What do you dislike? Marketing materials to send to prospects and customers aren't contemporary looking. Email marketing campaigns have a dated look. Recommendations to others considering the product Great bang for ...