About Wise Agent
Wise Agent is a real estate CRM designed for agents, teams, and brokerages to bring marketing, transactions, and day-to-day workflows together in one system. It solves the problem of juggling multiple tools and losing track of leads by centralizing contact management, communication, and transaction oversight in a single, simple platform.
Who is it for?
It is best for real estate professionals—from solo agents to large teams and brokerages—who need affordable, easy-to-use software to manage leads, automate follow-ups, and stay organized. It's not for those needing advanced marketing automation beyond email/SMS or those requiring a fully white-labeled enterprise solution (that's available custom).
Key real-world use cases
Agents use Wise Agent to capture leads from their IDX website, track them through pipelines, and automate drip campaigns to nurture contacts. Teams leverage shared calendars, lead assignment, and permission-based access to collaborate without confusion. Brokerages rely on transaction checklists and portals to keep deals on track.
Key features
- Lead Pipelines — Track and work leads as they move through your sales funnel.
- Automated Follow-up — Use drip campaigns and lead automation to stay top-of-mind without manual effort.
- Bulk Emailing — Send branded emails at scale (up to 2,500/day) while maintaining a personal touch.
- Texting — Text leads and clients directly, with every conversation logged to the contact automatically.
- Transaction Checklists — Guide every transaction with clear, customizable checklists.
- Transaction Portals — Give clients a clear view of progress with secure portals.
- 100+ Integrations — Connect with the tools real estate professionals use daily.
SaaSpartout Score
Editorial score from our review methodology — not user ratings.
Wise Agent Pricing
Wise Agent pricing: from $49/mo.
CRM
$49/mo (or $42/mo billed annually at $499/yr) – Full Wise Agent access, up to 5 team members (shared login), complimentary onboarding, 24/7 live support.
CRM + WiseSocial
$69/mo (or $59/mo billed annually at $699/yr) – Everything in CRM plus WiseSocial for automated social media posts, branded listing videos, and content scheduling.
Enterprise
Custom pricing – For teams of 15+ agents with bulk savings, white-label solutions, and custom features. Contact for details.
All plans include a 14-day free trial. Add-ons: additional team members ($20/mo per batch of 5), extra logins ($20/mo per login), lead enhancement credits ($5/mo), WiseText ($11/mo + $80 registration), additional landing pages ($5/mo per page), WiseSocial account ($20/mo).