Wise Agent review
Bottom line
Wise Agent is a real estate CRM that combines lead capture, follow-up automation, transaction management, and marketing in one account. Its clearest strength is flat pricing that covers five team members and 24/7 live support starting at $42 per month billed annually. The main cost to watch is that additional team members, SMS credits, and social automation are billed separately, and enterprise pricing is custom. It suits agents and small to mid-size teams who want one system for leads, follow-up, and transactions.
What is Wise Agent?
Wise Agent is a web-based customer relationship management platform built for real estate agents, teams, and brokerages. It keeps contacts, leads, transactions, and marketing in one account, so agents spend less time moving between spreadsheets, email, and separate transaction tools. The company was founded in 2002 in Fountain Hills, Arizona, by a former Realtor who wanted a system that could run his business from anywhere.
New leads arrive from Wise Agent landing pages, Facebook Lead Ads, Google campaigns, and connected sources such as Zillow Premier Leads and Homes.com. Incoming leads can be assigned by round robin, source, price point, location, or custom rules. Agents work them through a lead pipeline, drip campaigns, bulk email of up to 2,500 messages per day, and texting that is logged automatically to each contact. When a deal goes under contract, transaction checklists and secure transaction portals track progress, and checklist triggers send emails or texts when tasks are completed. Commission reporting shows commissions, projections, and performance in one view.
The platform is aimed at solo agents, growing teams, and multi-agent brokerages. The standard CRM plan costs $42 per month billed annually ($49 billed monthly) and includes up to five team members on a shared login, complimentary onboarding, and 24/7 live support. The CRM plus WiseSocial plan costs $59 per month billed annually and adds automated social media posting for listings. Enterprise pricing is custom for teams of 15 or more agents. Terms are month-to-month with no contracts, and a 14-day free trial is available.
What sets Wise Agent apart is the combination of real estate-specific tools, a flat monthly price, and a support model built around people. Pricing is set for up to five team members rather than charged per seat, and additional logins are available as add-ons. The product includes IDX-based real estate websites, an API, and native connections to more than 100 partners, including Gmail, Google Calendar, Zapier, and DocuSign. Live support and personalized training are included with every plan.
Who it's for
- Solo agents who want lead follow-up and transactions in one place
- Small teams of up to five members on a shared login
- Brokerages with 15 or more agents seeking bulk pricing
Who should look elsewhere
- Buyers who need a free plan for ongoing use
- Teams that need seats beyond five without add-on costs
Typical uses
- Routing incoming Zillow and Homes.com leads to agents
- Running drip campaigns and bulk email to a sphere of contacts
- Tracking contract-to-close steps with checklists and client portals
- Generating listing social posts through WiseSocial
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Wise Agent alternatives and comparisons
Wise Agent is the only real estate crm product we list so far. Browse the category as more are added.