: Wise Agent | Easy to Use Software Backed Up By Unbeatable Support

Very popular and thorough program.  Highly recommended.

This is something that I'll be passing on to my number one.  Helping to keep her as a #1.  thanks.

It's much easier to use than Top Producer. It's more user friendly.

I just got this and I LOVE THIS!  I was always skeered to take short sale listings but MAN you can organize your transactions LIKE NO OTHER!!!  From checklists to communication logs to tasks.  Simply amazing!

Agreed with Lorrie comment #5 and I would like to add:  LESS EXPENSIVE!

Sounds intersting.. I have been with Top Producer for Many years... This year they started loosing my saved e-mails.. Grrrr.

What is the cost for this program ?

I have been using Wise Agent for a year and love it.

My assistant manages all of my teams transactions on it, it is completely user friendly.

I got to meet Brandon at Keller Williams family reunion.

The support is awesome. I am very pleased.

Great information and super tools. I thank you for sharing and I will check it out.

I may have to check this out.  I have been using Top Producer for a few years and I like it.  But I am always looking for better systems to use!

Sounds like a good offering.  While I don't need anything now, thanks for the info.

Sounds great! Top producer is about $35 a month. How much is this system?

It does appear very interesting, I have not used Top Producer, but have heard from several others that they just don't like it.  What is the cost for this system?

Missy is absolutely correct.  It seems that as soon as you click the send button with a question to support, the phone rings and it's a Wise Agent CSR rep with an answer.

Sounds like a very integrated package to have working all in one place. It's nice that the support as well is so good. Always important in a software tool.

Easier to use than Top Producer?  Syncs to major PDAs?  Sounds tempting.

Thank you all for the support and questions!  As you start to check out Wise Agent you will notice we do things different than most of the technology companies you are used to working with!  For starters we let you try it free for 30 days, and when we say free we mean it.  You don't need a credit card or any other type of payment information to give the full version a try.  We understand that when you need help you need it now, that is why we are the only company in the real estate industry today that offers 24/7 customer support with a goal of 10 minutes or less turn around time. Just hit the "contact us" button to experience the support you deserve.  After your free trial our normal cost is $24.95/mo but if you use promo code "activerain" when registering, we will knock 20% off your monthly fee to make your total cost $19.95/month.  If you are already registered and want to use this promo code, just click the "contact us" button and we will take care of you.  We are so sure you will enjoy the easy to use features and incredible support that we won't even lock you into a contract.  That's right at Wise Agent we have to keep you happy every day of the year because you can cancel anytime you want. We add new features or update current features every week based on our members suggestions so please let us know when you see something we are missing or have an idea. 

http://www.thewiseagent.com/secure/register.asp?id=activerain

You said all the right things (truly a free trial, no long term contract, support, etc.) and have some glowing testimonials here from professionals that I trust to tell the truth.

I'll be signing up in the morning for my free run to give it a shot.  Thanks!

This looks like a great tool.  I like the fact it is all in one ... My stuff is spread out everywhere.

Thanks this is one product I have heard about and everybody raves about it.    Time for me to get organized

The 30 day FREE trial is a great opportunity to check this out.. My next question is about import and export of files ? How easily can this be done ?

Great question Roland! The answer is Yes, it is very easy to import and export. You can simply send your file(s) to Wise Agent help team and we will import it for you, or you can click the "import/export" button and follow the step by step directions with screen shots of most popular programs. 

WiseAgent is already integrated with most of the popular real estate lead capture programs which will allow your leads to auto populate into your client list.  We can also add auto lead capture from your personal website. 

Sounding pretty good. Looks like I may have to take you up on the 30 free trial offer :)

This sounds like something that my broker may be very interested in using, as he is always looking to save money. I'll pass it along. Thanks!

I will have to check this out.  So many aps!  So little time.

It sounds like a good deal getting a free trial for 30 days. Then using a promo code to get the discount. I'll have to check it out.

How does it compare versus TopProducer or Point2? Is it as scalable? Does it integrate with my website, blackberry, Outlook? Thank you- Cathy Chaudemanche

I'll be passing this along to my referral partners. Thanks for the information!

I use Wise Agent. It is very user friendly and help is always just a phone call away. The client and transaction management systems are great. The newsletter are easy to customize.

I met Brandon Wise at the 2008 NAR convention in Orlando. He is very personable and his system is easy, efficient and reasonably priced.

I just registered for 30 days free trial with "The Wise Agent" last week becuase I was recommended by my broker incharge.  Within a week  after going over all the great features and after dealinig with their quick customer support, I already setup my mind that I'd be going "The Wise Agent".  It is a great tool with reasonable price specialy after using promo code only $19.95/Month.

I just signed up! will get back to you in 30 days.

I am giving it strong consideration. I need a system that works with my web site and lets me consolidate everything.

Does it have a client site where they can log in to see what you are doing for their listing/transaction? TopProducer has that and our clients love it, it's the main reason we haven't moved yet.

After analyzing many programs, Top Producer, Agent Office, MarkIt Advantage, RESPOND, REST and others, we discovered Wise Agent at NAR last fall after Tara Jacobsen recommended it.

Long story short, it's great! The only thing it doesn't do yet is connect with the MLS in our area. But otherwise it's very user-friendly and very easy on the pocketbook. We love it and would highly recommend it.

And yes, Kevin and Monica, it does have that feature where clients can log on. To be honest, there is so much, we haven't tapped into everything yet. We have used their newsletter templates and they are very tastefully done - we substitute our own articles, but if you want boilerplate, the graphics are great and the articles are good as well.

I have intended to write a Wise Agent post for awhile but hadn't gotten around to it. Glad you did, Wise Agent!

Sharon

I'm going to look into this. Sounds like you've covered all the bases.

I Signed up for 30 day free trail.It is recommended by my realtor partner,i used it and i also like it but i am still confuseed if it works for loan officer.I was told by coustomer service rep. that mortgage compnies used that but i am not able to find the flayer or letters related to mortgage proffesional.Again i like the service specilly coustmer service they contact you witin minutes.Only confussion if it work for mortgage proffesionals.I will be glad if somebody guide me with this confussion.

Thank you all so much for the kind words and support.  Make sure your friends let us know you told them about us because with the referral program once five of your friends become members we will comp your account.  http://www.thewiseagent.com/tellafriend.asp

Cathy - WiseAgent.com is very team friendly.  Multiple users will be color coded and may be logged in to one account at the same time from several different locations with NO additional fees.  You may also link unlimited Wise Agent accounts together creating an outside team to share information between accounts and set up lead tracking.

The Wise Agent uses CompanionLink  to sync your WiseAgent data to your BlackBerry, Windows Mobile, Palm OS, iPhone, and Outlook.

Kevin & Monica - Yes WiseAgent has a feature that lets you very simply create a unique site for each of your transactions to keep all involved easily updated in live time.  We call this feature Fusion. Fusion Transaction Management allows all parts of a transaction to come together in one place. The Realtor, Lender, and Escrow officer can now easily keep everyone involved in a transaction up to date on the progress and share all documents to relevant parties. Did I mention there is no extra charge for Fusion?

Sukhdev - Thank you for signing up for the free trial! We have many mortgage professionals using The Wise Agent.  While Wise Agent was designed for Realtors, most of the tools can be used by anyone in any type of sales position. We have created special mortgage transaction templates to your transactions. Many lenders have told us they love the daily call list and the newsletters.  We don't have letters written for mortgage professionals yet but we can sure work on it. We do have hundreds of high quality content pre-written letters that you can easily modify and set up a marketing drip campaign.  We are adding new email content HTML banners daily now that you will enjoy as well. The unlimited document storage is a must for mortgage professionals too.

http://info.thewiseagent.com/activerain.asp

Many have pointed out all of the good things about Wise Agent except for the one that won me over soooo quickly.  The transfer of my contacts from Top Producer during my free trial took just a few simple steps.  It could not have taken more than 5, yes 5 minutes.  I have been using it for several months now.

Very interesting.  I use Online Agent.  The thought of switching everything over seems overwhelming, though!

I want to export or pull my contacts and especially my notes and activity notes from Agent Office to move here.  Can anyone help with a solution.

Agent office only allows you to export the contact records but not notes or activity notes.

Please help.

This sounds like a real "Hoot" and I may be giving it a try soon.  Do you build web sites to go with it too?

I hear a lot about "transaction management" and how this program supports this and helps us keep tabs on those details after the ink has dried ... heard about this almost a year ago from a fellow realtor. Sounds like I should take a closer look now ... Thanks!

Thanks again for all the comments!  We make it very easy to move your database from any other program to The Wise Agent.  We have a "import/export" button that walks you through importing from many other programs with screen shots.  The easiest way is to use our customer support team and let us do import for you.  Simply email your Excel, CSV, etc.  file to help@wiseagent.com and we will map and import for you.  Moe, I am not sure you can export your notes out of that program, but if you can, we will import them for you.

We have also had many calls about our training classes.  We are happy to schedule a webinar for you and your office. Just use the "contact us" button and we can set it up.  We also have the new user class recorded for you to access here http://www.thewiseagent.com/secure/help/swf/newuser.html

I am definitely intrigued. I will have to look into this product some more.

I hear that with top producer when you sync it with your Blackberry you dont have caller ID anymore. is this with Wise Agent aswell?

Hi Ephrem, When you sync WiseAgent to your BlackBerry it does not cause any issues with your caller ID.  We use a company named CompanionLink for our sync system.  This is one of the only features in The Wise Agent that you will have to pay extra for, but the good news is that it is only a one time fee of $49.00 vs. monthly charge.  We are also set up to sync to iphone.

New Email templates are ready to go under "email clients" including a few for today
9-11. Never Forget http://tinyurl.com/lwsmpn If you need any help just hit the "contact us" button. We are always here for you!

I just signed up for the free trial.  The one feature they had that I didn't notice on wiseagent was the ability to keep track of expected commissions and whether they had been recevied, etc.  Is that available?  Other than that, I am excited to give it a try.  I have tried realtyjuggler and real future crm.  Both are ok but not great so I am keeping my fingers crossed that wiseagent will be the one.

What the heck!!  I'm signing up for the free trial!!  Everyone at my office recommends Top Producer, but if this is cheaper AND better...why not?!

This appears to be an awesome program ... I have saved the link and will check it out ... likely integrate into my 2010 busines planning.  Thanks!!!

I'll make this short and sweet.  Sounds like a lot of folks up there in the rain like this one.  I will go back and try the 30 trial and see how it fares.  Looking forward to it.  Sounds great.

This actually sounds like something that might be useful and even cost effective. I think I'll take a look.

Good post with good tips. I'll be checking this out.  Thanks

Patricia/Seacoast NH

Good post with good tips. I'll be checking this out.  Thanks

Patricia/Seacoast NH

This is something that I need bad. I always remember Missy Caulk talking about this a while ago and she made another comment here again. The testimonials of my Active Rain Peers stamp of approval of your product assures me that your product is a must have. Great post.

Lanre - i've been using this and I quite like it.  Its the best one I've tried so far.  Good luck.

The beauty of the free trial is that you get to engage the product's features and find out if it what your business needs. After the 30 day trial we were hooked and continue to work all the power features into our business. Support is excellent. Wise Agent is a bargain at <$250 a year.

Still on muy trial period but loving it so far! When is the iPhone App coming???

Dr.Stacy-Hey Stacy. It is very funny because I was about to leave a message to see that you are telling me that you have been using it and you quite like it. Thanks for endorsing this product. I am definitely going to sign up next week. Have a great weekend. Great post.

Well, I was going to ask how it compared to Top producer and that question got answered in the comments. I will check it out. 

I am SO unorganized Ill sign up and give it a try!  Thanks

One more point - it is very easy to prepare bulk mailing with Wise Agent.

You just select the group(s) you want to mail to, then click "print" and it will give you a choice of mailing labels, envelopes, etc.  It's so much easier than Word Mail Merge and our Assistant who has worked on Top Producer said it was a lot easier than their mail feature.

Gee, the post was intriguing and tempting but the comments sealed the deal.  I'm going to go sign up,.  Sounds good to me, anything that can combine efforts and save time, well we just don't have enough hours in the day. 

We're going to give the 30-day trial a chance, we've been using Top Producer for 3 years, it's expensive and cumbersome to use.

I've been using the Wise Agent for about three months now.  I've received good feedback on the newsletters from my clients, and it's a great way to stay in touch with prospects.  The broker who recommended it to me raves about the training, but I've yet to try it.  There's nothing to lose, so give it a shot!

Funny, I found this post because I was searching for realfuturecrm.  Someone at the office suggested it and I end up here.  Missy Caulk had told me about this a while ago and I didn't look into it then.  It's time to do so now!

Well, I signed up for the free trial.  Missy, I gave your name as you were the first one to tell me about it!

It's a pretty neat system so far.  I imported my contacts from Outlook quickly and easily.  Now I'm playing with it to get a feel for how it works.  It's easy to use and looks pretty robust.

Lots of folks seem to be recommending this platform. I think I'm going to give it a try!

Can you prevent your team members from exporting or deleting information? I have two buyer specialistis and I pay all advertising costs to obtain leads for them. I currently use top producer because there is a setting for team members to allow/not allow exporting and deleting of contacts. I like the idea of this. That would be a terrible day that a buyer specialist exports all of the leads (that I've paid thousands of $'s to obtain), deletes them from my database and moves companies. I've heard of this happening to team leaders/rain makers before. Is there a preventive measure built into Wise Agent for this purpose?

Hey Nick,  Great question!  It is true that each Wise Agent account at the base price of $24.95 ($19.95 for ActiveRain users) allows unlimited users to be logged in working at the same time from different locations.  This allows the different users on a team to utilize their own contact information, branding, and calendar view.  The account also gives each of the users full uses of the account.   If a member of your team were to delete your information maliciously or unintentionally that information would be recoverable through contacting us at the Wise Agent. 

The other style of team account we have and I may recommend for your purposes is to have the buyer specialist and other team members each have their own Wise Agent account that would be linked to yours. This would allow you to utilize the team share features that allows you to share, track, and receive status on leads.  This would prevent them from altering your data in any way. Once contacts are shared with an outside team member they can only be removed by the owner of the receiving account.

After hearing so many complaints of other systems locking information down, we have intentionally made export of your data from the Wise Agent easy to do.  Our primary goal is to keep your information yours. One of the things our customers love about us is that we listen to them and add new tools and features often based on what our members are asking for. If you decide to make the switch over to Wise Agent we would be interested in speaking with you more about permission settings you would like to see for inside team members on one account to move forward and get this suggestion on our development list.

Golly, gee!   I guess that I certainly will have to go try this!  I have been waiting to find the perfect system, and it looks like this may be it!  Thanks

I signed up for the free trial recently, but have been unable to make time to learn how to use it. I've heard nothing but good things about the program.

I definitely am going to do the trial starting today.

Thanks!

I have used Top Producer and am now on Wise Agent. WiseAgent is much easier to use and does everything I want and need.

The tech support is awesome, you usually hear back from a live person within an hour or two.

Great Product.

I'm definitely going to sign up for the trial. Trial is the best way to try and get used to a software.

I would appreciate some comparison preferably in form of a table with closest competitors including Top Producer.

Thank you

I've been going bonkers looking for a good CRM...my biggest problem, besides the multitude of apllications out there to choose from, is having to subscribe to use one...so I've been focuaing on apps I can own for a one-time fee...I don't know any brokers in my locale who like TP...everyone of them told me to save my money and to just keep using OutLook (or an OL add-on), which, by the way, can perform drip campaigns...EurekaWare is where I've been looking lately and REST is another one I'm interested in...hard to know what to do as they will all eat up a fair amount of time getting to know them...WA isn't too bad at 19.95/mo and I haven't ruled it out but hate to buy into this subcriber world we live in nowadays...I set a deadline for myself to decide by May 1st and pull the trigger on a free trial so I'm running out of time...lol

Love Wise Agent - it's in my top 5 tools every REALTOR has to have.  Reading this - I need a few tweaks to my account.  I'll be calling Customer Support this morning.

If anyone checking after this has any experience with these mentioned above me, please comment.  I'm not locked in to anything yet .....

Dagny, I researched every Contact Management for years. I just couldn't choose. Then we found Wise Agent and it was a no brainer. It is super easy to use and you can run a real estate business from it. Try it! I think you'll love it. See my comment at #36.

Sounds Interesting

Good to know thanks I bookmarked you.

I'm gonna try the 30 day trial. If it does what I've read, it looks good and cheaper than Top Producer.

 Wise Agent- You said that "We can also add auto lead capture from your personal website". Can you please show how? Or is it in any of your Marketing videos on YouTube?

Hi Lanre, Thanks for your inquiry!  The Wise Agent offers lead capture coding for your website. This coding will create a form that you can save under the contact portion of your website. Once a new lead fills out their information they will automatically save to a 'website referral' source on your client list. The new lead will also be scheduled for a follow-up phone call on your Call List.  To get started, just Contact Us!

I just started working for an agent who loves this program.  I design HTML based emails.  Does this system allow me to just drop in HTML code?

Hi Lori, Absolutely!  Our email editor is HTML based, so yes, you can drop the HTML source code right in. 

Been using for over a year and it is a great tool.  Much easier to use than top producer.

I would highly recommend yo try this out

Hi Rick, Thanks for the testimonial!  Let us know if you have any suggestions for us as we are always trying to improve the program based on user request!  Just hit the Contact Us button!  We appreciate your feedback.

Hey WiseAgent.  I'm still on the fence and wondering if I missed your response to Dr. Stacey (at #50)?  It seems like a good feature to have commission monitoring included.  Also, is there a good way to track referrals?  -  Thanks.

Hi Jason, thanks for your question!  We do have a feature called 'Tax Help' which allows you to track your income and expenses and then create a report that details and totals each entry.  I wouldn't consider it to be an advanced accounting system, but it definitely helps with organization in that regard.

And yes, we have several referral tracking tools in place.

Sign up for free for 30 days and see if Wise Agent is rigth for you!

@Wise Agent - Wow.  Great to know.  Thank you.  I'm still in the recon mode, but once I've honed the list more, I will sign-up for the trial period.  I'm assuming you are Apple compatible, though I've Googled the query several different ways and  haven't found confirmation.  Are you? 

Yes, Wise Agent is Mac compatible!  The system is completely online, and there is nothing to download to your computer.  You can use either the Firefox or Safari browser when working in Wise Agent.

This looks very interesting. I currently use TP8i including the Market SnapShot. Does Wise Agent have something similar to the Market SnapShot?

Thanks for your inquiry, Randy! WiseAgent does not currently include a Market Snapshot-like product, but we are looking at several options to provide a similar tool to our users. We have many exciting updates still to come this year, stay tuned!

Wow, that sounds like the program I was looking for and didn't know it existed. I have been researching contact management possibilities for quite some time now, but this top it all - because it has it all, for a modest fee. Will sign up for a trial!

I just recently signed up for Wise Agent...still in my 30 day trial period and our team is loving it!!  First of all...it took me less than 10 minutes to import close to 500 contacts.  AMAZING!!  Beyond the program itself, I am most impressed with customer service.  Each time one of our team members have emailed we've received a reply email automatically.  AND, they really are there 24/7 as I received a phone call one evening at about 8:30 pm est.  

I will say that it is a bit overwhelming and we are trying to take the learning process slowly so as not to overlook any feature.  We have watched all of the webinars pertaining to the first "row" of tabs and are getting ready to watch the next set about marketing.  

AFter 30 days...I am confident you will be hooked!!! 

-Erica J.

I am currently evaluating Wise Agent vs. Top Producer 8i. Haven't decided yet. Would like Wise Agent to have better report generators, but I may not have discovered them yet.

Hello. I noticed this post was featured again. I am using another product but am seriously considering using Wise Agent. I have heard very good reviews about it.

OK, this is the post that keeps on giving! We still use Wise Agent and love it. You can have up to 3 users on it at the same low monthly fee. We have our assistant on it and Frank and I use it. If you need a CRM, seriously check it out!

Excellent customer service! 

I have been considering a CRM tool for my business. I am analyzing WiseAgent and Top Producer. The 30 days free trial sounds interesting...

Nice looking product, I like the multi-user aspect to it.

-Brent

Okay, I'll bite. I'm off to get started!

Wow, I can't tell you how much we appreciate all the compliments and feedback! @Frank and Sharon - thanks again for your comments, did you know you can actually have up to 5 inside team members for no extra charge? @Dave - what type of reports are you looking for? You can always 'Contact Us' and if it is a feature we already have we will point you in the right direction, or if not we will add it to our list of future enhancements.

Thanks again, the Wise Agent team

I was extremely surprised to see a post regarding Wise Agent.  I had Wise Agent for several year when provided by the title company.  To be honest with you, If I would have had to pay for it, it would have never happened.  It was not user friendly but I did use one area to track my expenses, which helped me at tax time.  I do not recommend Wise Agent for helping you with your clients.  Sorry

Sounds interesting.  There certainly seems to  be a need for a comprehensive CRM program out there. 

Now, how did a post from 2011 get comments from 2009?  I am curious.

@Desert Dwellers Realty - I'm sorry you feel that way!  Actually, ease of use is one of the primary reasons that people switch to and continue to use Wise Agent.  If you haven't checked it out in a while, we invite you to try it out again and compare the program with your current Contact Manager.

@Kathryn - this page was originally part of Active Rain's Business Builders blog.  They moved it to our blog for us yesterday :)  We invite you to try our all-inclusive CRM for free for 30 days - just go to WiseAgent.com and enter your information under the Sign Up section.  You don't even need a credit card to get started :)

I am in, thanks

Wiseagent - I think this goes back to the old saying, the database of yesteryear is so outdated today, that if you can't keep up... well, that makes it a hard sell. 
I read your post first - it didn't even inspire me to look at your product... 

It should be noted that I am a software engineer, and I know how easy it is to build databases, so when someone wants to sell me something... I expect more than a clumsy access interface (this is really pointed at TP more than anyone - how they sell what they sell - is a mystery to me). 

How come nobody has a salesforce like database for real estate? It's almost like once you decide to develop CRM for real estate, they just quit looking at the rest of the world... 

Ah well, this was not really meant as a rip on you, but you are on the list... Now I better take a look at what you have anyway.

@Deepak - Great!  Let us know how we can help :)

@Terkel - We've built Wise Agent over the past 10 years based on our user's feedback, and we are constantly updating it, releasing new features frequently.  We invite you to take a look and see what you think.  You have nothing to lose - our Free Trial is truly free, no strings or tricks.  We focus a lot on Customer Service, which is rare in the Technology industry.  Try it out and let us know what you think :)

I'm in the "trial period", and I must say that the 24/7 customer service is the real deal.  I was having issues getting my contacts to transfer from another CRM, and I sent an email to their CR Dept. (on Saturday).  Within an hour, I received an email, asking me to send my file to them.  Within 30 minutes, all of the contacts were downloaded into WiseAgent.  Pretty impressive!

@Bob - thanks for the testimonial!  When we say we are a customer service-oriented company, we mean it!  We have some exciting things coming up in the next few weeks, check out our blog for updates!

An agent in my office just started using Wise Agent and Loves it!  I will start a trial.

Hi Tamara, Thanks for trying Wise Agent! If you have any questions or need help getting started, please click the Contact Us button and a member of our support team will be more than happy to help!

I am currently searching for a CRM system. I am going to try Wise Agent for 30 days since they have free trial. It sounds interesting!

Hi Mayra!  Great!  Let us know if you have any questions or suggestions.  You may also want to check out our Free Training to become acquainted with the program :)

I was wondering if you are still offering ActiveRain members a discount?

Yes! We will take care of you! When registering please use promo code "activerain" .  If you have already registered just click the "Contact Us" button and we will apply the discount code for you.  Thank you for trying Wise Agent!

Wow, the blog still alive from 2009. tha;t impressive. I am getting on board. I met Brandon in Orlando at Active Rain meet-up a few years ago.

Hi Jon, thanks for the support!  Have you signed up for your Free Trial yet?  If you have any questions, make sure to hit the Contact Us button, and a member of our outstanding support team will be happy to help!

I'm in the market for a good CRM. I'll check out Wise Agent.

Hi Dave, thanks for trying Wise Agent!  We think you'll find it has everything you need in a CRM, along with unbeatable support.  If you would like an overview on what we have to offer, please hit the Contact Us button - we are more than happy to show you in a quick webinar :)

I'm sold... will be recommending this to my clients. Thanks Brandon! Am doing a Datbase class next week (3 week course over the phone) and this solution is much better than any other I've seen.

Hi Donna,

Thanks so much!  We appreciate your support :)  Let us know if we can assist you in any way!

Analyzed, reviewed, waited, and analyzed for the past three years.  I guess it is now time for me to test drive the Wise Agent.  A co-worker informed me about the Wise Agent 3 years ago, and to this very date, she still sings its praises.  After all of this time, The Wise Agent is still around and still receiving positive feedback.

Thus, ready, get set, and go, I guess I am ready to take this test drive.  There were many of you who said that you were test driving the Wise Agent.  What kind of feedback do you have now that many months have gone by for many of you who started test driving some months ago.  Let me know, and I will let you know how things go for me.

Uniqca V. Powell, Prudential PenFed Realty

Thanks Uniqca!  We are glad to have you onboard.  We would be more than happy to give you a private webinar to help you get familiar with Wise Agent.  Please hit the Contact Us button if you have any questions, or to request a webinar :)

I was going through the help files and came across a syncing option with companionlink but I don't see the synch button on the calendar.  Is that option no longer available?

Hi Gene!  We actually are moving away from CompanionLink as we have developed our own sync tool.  Wise Agent has integrated with Google allowing you to automatically sync your Wise Agent contacts to Google contacts and then to your smartphone. The synchronization is setup to mirror your contacts in all three places and there are no additional fees.  Our developers are working hard to expand the features that sync to Google. We are in the final stages before releasing the the Day Planner and To Do List allowing you to sync your daily tasks and appointments.  Contact Us for more information and to get started with the Google Sync.