Forum

Bob Long said:

Do you think it would be difficult to copy contacts out of Wise Agent into Office Agent?

Frankly, you could do dual data entry if we are just talking about basic contact information.  If you want to wait until a number of contacts have been added, say weekly, you could export a group and import them into AgentOffice.  You just don't want to go through all the hassle of mapping fields for an import for one or two contacts at a time.

Jim

I believe Wise Agent is one of several programs that has been distributed by Title Companies in the past.  I'm not sure if that is still the case.  To be candid, I'm not that familiar with the program so I checked out the website as I think you did too.  Looks like a classic web-based application which gives me two causes for concern: the first is the on-going monthly expenses, but the second, and more important, is the control of the data.  When you use a web-based application it is essentially "renting" a program, but you are storing data in their proprietary database.  With most web-based programs like Wise Agent and Top Producer, they store the data in a format that makes exporting (in the event you want to switch to another program) VERY challenging, if not impossible.  You can typically get your mailing list out, but all activity history, scheduled activities, listings, sales, etc. will be lost. 

When I add up the on-going fees, loss of control of my data AND the almost "DOS-Like" performance of most web based CRMs, I choose not to use them.  Just so you know, I think Top Producer would be a better way to go than Wise Agent because of their significant user base and financial resources, but that being said, I would still rather use a PC based application for my own business. 

Did your team members get a chance to check out the demo videos of AgentOffice on the site?

Jim