Wise Agent My Favorite Contact Management Program

By
Real Estate Agent with Century 21 New Millennium

I am always on the hunt for good contact management software but I have been too cheap to get Top Producer.

I have tried 3, listed in order from least to most favorite:

I tried Real Future CRM.  This was not bad.  The best part was that the basic plan is free.  I think this is a good basic option but it does not have nearly as many features at Realty Juggler did.  I believe the paid version, which is $159/year, would have many more options.  However, there was no free trial of the paid version and I didn't like it enough to commit.

I tried Realty Juggler program which wasn't bad.  I did not find some of the features very user friendly.  However, it seemed to be a good option.  The cost $99 for a year subscription.  It offers a 90 day free trial that does not need a credit card.

I then stumbled on some information about Wise Agenthere on activerain.  It had a free 30 day trial that did not require a credit card.  I decided to give it a try.  I have to say that so far, I love it!!!!  I actually just signed up for the paid subscription.  It does cost more than the other 2 I tried at $24.95/month (use coupon code activerain and it's $19.95/month).  However, I liked that there was a monthly option so that I did not feel locked in for a whole year.

Wise Agent includes:  contact & transaction mangement, email capabilities, document storage & marketing tools.  I really like the transaction management piece because it's a good way to make sure that all the things I am working on get done in a timely manner.  It also syncs to your phone so that you can stay on task.  I have all my current clients loaded in and I can sit down at the end of the day and update what went on and have a running record of my client contacts. 

I have only found 2 things so far that were available in Realty Juggler that I would like to see included in Wise Agent and that is a commission tracker and a buyer's desired property profile.  I have been informed by a customer service agent at Wise Agent that they are working on the commission tracker right now.

The thing that probably impressed me the most is the phenomenal customer service.  I commented on a blog that was written about Wise Agentand less than 30 minutes later someone sent me an email responding to my concern.  Since then, I have asked questions of customer service via email twice and both times I received an answer within 10-15 minutes.  Customer support is available 24 hours/day.

Read more about Wise Agent

Over-all, I think any of these programs provides good contact management options at reasonable prices.  However, after trying all 3, I am most impressed with Wise Agent and look forward to fully incorporating it into my client follow-up and transaction management.

Posted by

If you or someone you know would like information about buying, selling, or renting a home in Prince George's, Montgomery,  Charles, Calvert, Anne Arundel, Howard, and/or Baltimore Counties please contact Dr. Stacey-Ann Baugh of Century 21 New Millennium.

 

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Donations made to charity with every successful closing!


Dr. Stacey-Ann Baugh

Century 21 New Millennium

www.LiveinPGCounty.com

staceyannbaugh@gmail.com

240-481-3565 (C)

202-546-0055 (O)

 

FINALLY!  A DOCTOR WHO MAKES HOUSE-CALLS!

 

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Topic:
ActiveRain Community
Groups:
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Tags:
wise agent
realty juggler
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Comments 39 New Comment

Show All Comments
Rainmaker
34,913
Tiffany Cloud
HomeSmart Real Estate

Joyce,

The customer service with Wise Agent is phenominal.  You get a person everytime, your emails are answered promptly, like within a couple of hours and they even followed up with me by phone on an email question I had had last week within 2 hours of sending the email ... pretty impressive.

October 20, 2009 01:24 AM
Rainmaker
208,078
Debra Leisek
Bay Realty Homer Alaska

I also came to your site via Pat Kennedy... really good information.. I must check it out thanks

October 20, 2009 01:41 AM
Rainmaker
693,641
Lanre Folayan
Buy a home in Washington DC. Sell your DC Home Now
Keller Williams Capital Properties-Buy a home in Washington DC. Sell a home in Washington DC

Stacy I came here via Patricia Kennedy's Active Rain Week in Review blog. I always see the Wise Agent advertised here on Active Rain but I have never checked it out. I need another one so I might look into it. Thanks for sharing. Have a great weekend. Great post.

October 24, 2009 08:50 PM
Rainmaker
61,427
Ryan Crozier
Avon Indiana Realtor
Red Door Real Estate
Thanks for the info. I just signed up for a trial with realfuturecrm Ithought I'd give it a try.
November 24, 2009 09:03 PM
Anonymous #25
Anonymous
John McMillen

Hi, everyone.  I'm going to check WiseAgent out in the next couple of weeks.  Hopefully they're a responsive company and will add a Leads Tracking Tab (essential for my brokerage) and Commission Tab feature as some of you have suggested.

I'll let everyone know what of think of it and report back.  No sense everyone spending money unnecessarily if this software doesn't deliver what we need as agents and brokers.

John

December 15, 2009 01:05 PM
Rainmaker
146,501
Jacque Howard
Team Howard
Keller Williams Realty

Been using Wise Agent for about 20 days or so. There customer service ROCKS!

It is a great database managment software! Check it out! Love it.

December 20, 2009 11:05 PM
Ambassador
158,090
LifeOhm
Monica at LifeOhm
LifeOhm - Life Coaching for Real Estate Professionals

Thanks for the suggestion, we have Top Producer and find it cumbersome and difficult to use even though we've had it for several years. We're looking to switch and will check out Wise Agent. Thank you.

January 04, 2010 09:48 PM
Rainer
6,201
Lisa Marchant
Johnson Home and Land

Thanks! I've tried Top Producer in the past and burned out on it. I will look into Wise Agent.

January 16, 2010 12:08 PM
Rainer
10,217
Dolores Davis
Signature Real Estate Professionals

Wow, Stacey, many of the articles I am reading are yours. Thanks for the information on Wise Agent. Are you still happy with it? Do you feel it is worth what you pay for it? Thanks for the post.

February 24, 2010 05:01 PM
Rainmaker
524,670
Dr. Stacey-Ann Baugh
A doctor who makes house calls.
Century 21 New Millennium

Dolores - I still like the way that it is organized.  I don't take as much advantage of it's features as I should.

February 24, 2010 06:02 PM
Rainmaker
358,156
Robin Dampier REALTORĀ®
Hendersonville & Western NC Real Estate Source
Coldwell Banker King

Hi Stacey -- Robin and I are checking out Contact Software as it is definitely needed to help in staying somewhat organized.

Advantage Xi appears to be a great program, but, Robin will only have a short time during a day to input new client/customer data.  Soooooo, we need something down and dirty, quick and easy and than I can do my best to do follow ups, etc.

We haven't looked at Wise Agent as yet and are currently in the process of reviewing RealtyJuggler.  In comparing WiseAgent to your experience to RealtyJuggler do you still feel WiseAgent would be the better product for you as far as how much and how you use it?

Sue of Robin and Sue

March 20, 2010 09:34 PM
Rainmaker
524,670
Dr. Stacey-Ann Baugh
A doctor who makes house calls.
Century 21 New Millennium

Sue - I still like it a lot and I do prefer it to Realty Juggler.

March 20, 2010 09:49 PM
Rainmaker
93,215
Jan Gaweda
610-653-0386, Real Estate PA 215-583-7777 ext 20
Realty Mark CityScape 610-653-0386 Limerick

I have been using Wise Agent for years. It is priced right and their support has been awesome!

June 30, 2010 02:52 PM
Rainmaker
65,382
Gary David Hall
Real Estate CRM Sales, Realtor,GRI, e-PRO,RECS
RE-ACT, LLC

I would like to take a moment to announce that my new book is out!

"Choosing and Using a Contact Manager or CRM".

 “ It’s rare to find someone who understands both the Real Estate business and the intricacies of CRM software. Gary excels at both and has written the definitive book on selecting a CRM for our industry! Positively a “must read” before you invest the time and money into a CRM” -

Walt Wensel

October 25, 2010 05:22 PM
Rainmaker
25,228
Clinton Porter
SFR, CDPE, CHRE
Keller Williams

Thanks Stacey!  I appreciate the posting.  I have tried TP, Wise Agent and trialed Realty Juggler.  I think you're right.  Thanks so much for putting it out there.

November 09, 2010 08:16 PM
Rainer
405,885
Randy Ostrander
Real Estate Broker, Serving Big Rapids and West Central MI
Lake and Lodge Realty LLC

Thanks Stacy. I am in the final stages of deciding which CMR to use. I will check them out before deciding.

December 29, 2010 06:42 AM
Rainer
23,935
Jim Paulson
Broker / Owner - Progressive Realty Corporation
Progressive Realty (Boise Idaho) www.Progressive-Realty.info

Thanks for posting your thoughts.  I am researching CRM products for my company here in Boise, Idaho.  I have not taken WiseAgent for a test drive yet.

January 30, 2011 10:49 PM
Rainer
332,937
Paul Gapski
619-504-8999,#1 Resource SD Relo
Berkshire Hathaway / Prudential Ca Realty
 

thank you very much for the informative and interesting post. I get so much out of the active rain network.

March 30, 2012 08:00 AM
Rainmaker
187,807
Bruce Hicks
CRS- Your Friend/Helper for Lifetime! 808.9551577
Best Homes Hawaii

Guess I'm in the minority.  I use Microsoft Outlook for contact management and CRM.  I also coordinate it with Excel and MS Access.  Tried Top Producer for 2 years, Pat Zaby's Respond for 3 years, Agent Office for a year, ACT and others, but MS Outlook satisfies my needs.

January 23, 2013 09:41 PM
Rainmaker
65,382
Gary David Hall
Real Estate CRM Sales, Realtor,GRI, e-PRO,RECS
RE-ACT, LLC

I think what sums up your comment is that those things "satisfy your needs". That is not to say that the other programs might not be not better, more efficient options which some are. TP has improved dramtically over the last year and does so much more than any combination of MS products that no one would ever suggest that they are comparable. Respond has been out of business for a couple years now and was never good because they never got it right. Agent Office is still being sold but has not been updated since 2007. It was and is still better than the combination of MS programs mentioned if you want to do better follow-up, do mail merges, and more easily track a person's status. ACT was never a good real estate solution and got worse since Sage bought it some years ago. 

Very often people will promote using only MS products or using Google products as being the answer. They may very well be the answer for someone who does not need much, and who enjoys fiddling with them to make them work for real estate. But for someone who wants to be as efficient as possible without having to spend too much time creating work-arounds, they are not good enough, and they simply do not have the capability of doing MANY of the things that real estate specific products do.

On another note, I am happy to announce that I have added WiseAgent as a new affiliate. I have almost 30 different CRMs for sale but WiseAgent is the last "Top Shelf" one I had not yet affiliated with. For those who wish to trial or purchase it, I have decided to include my Trans-Plans letters for free.

January 24, 2013 06:36 AM
Show All Comments
Rainmaker
524,670

Dr. Stacey-Ann Baugh

A doctor who makes house calls.
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