Wise Agent
Real estate CRM software
Real estate marketing software
Real estate software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$49 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Real estate and property management
- Retail and wholesale
- Education and training
What is Wise Agent
Wise Agent is a real estate-focused CRM designed to help agents and small teams manage contacts, track deals, and run follow-up workflows. It supports email marketing, task automation, and transaction management features commonly used in residential real estate. The product is typically used by independent agents and broker teams that want an all-in-one system for contact management and client communications without adopting a broader property management platform.
Real estate-specific CRM workflows
Wise Agent centers on contact records, lead follow-up, and transaction pipelines aligned to common real estate processes. It supports reminders and task plans that help standardize outreach across prospects, clients, and past clients. This focus can reduce the need for heavy customization compared with more general-purpose CRMs.
Built-in email marketing tools
The platform includes email campaign capabilities that allow users to communicate with segments of their database from within the CRM. This reduces reliance on a separate email marketing system for basic newsletters and drip-style outreach. For small teams, having CRM and email tools in one place can simplify list management and compliance workflows.
Designed for agents and small teams
Wise Agent is commonly positioned for individual agents and smaller broker teams that need contact organization, follow-up, and light transaction tracking. The feature set aligns to day-to-day sales operations rather than enterprise brokerage back-office requirements. This can make deployment and ongoing administration lighter than platforms built for larger organizations.
Limited enterprise brokerage depth
Wise Agent is not typically used as a system of record for large brokerages that require complex role-based operations, multi-office governance, or deep reporting across many agents. Organizations needing advanced brokerage analytics, compliance controls, or extensive customization may find gaps. In those cases, additional tools or a different class of platform may be required.
Marketing automation may be basic
While it includes email marketing, the automation depth may not match specialized marketing automation suites used for complex, multi-step journeys across channels. Users with requirements for advanced attribution, sophisticated A/B testing, or omnichannel orchestration may need integrations. This can increase operational complexity if marketing needs grow beyond core email campaigns.
Integration ecosystem varies by use case
Real estate teams often depend on integrations with lead sources, websites, dialers, and transaction tools, and coverage can vary by vendor and region. If a team relies on a specific MLS-related workflow or niche lead provider, it may require workarounds or third-party connectors. Integration fit should be validated against the team’s existing stack before standardizing.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Monthly | $49 per month | All core features included (Drip Campaigns, Lead Automation, Team-Friendly Calendar, Transaction Manager, Contact Manager, Customizable Landing Pages, Unlimited Training, Unlimited Document Storage, Reporting Tools, Real Estate Content, 24/7 live support). Includes up to 5 team members (shared login). 14-day free trial. Complimentary one-on-one onboarding. Stay month-to-month with no contract. |
| Annual | $499 per year (billed annually) | Same feature set as monthly; billed annually with 15% savings vs monthly ($588/yr). Includes up to 5 team members (shared login). 14-day free trial. Complimentary one-on-one onboarding. |
| Enterprise | Custom pricing (contact sales) | Bulk licensing and white-label/co-branded solutions recommended for teams of 15+ agents; custom quotes and features available via inquiry. |
Add-ons (listed on vendor site): Additional team members — $20/mo per additional 5 team members; Additional individual logins — $20/mo per login; Lead enhancement credits — $5/mo for unlimited credits (basic includes 100 free credits); WiseText SMS — $11/mo + $80 one-time registration fee (includes 1000 credits/month); Additional landing pages — $5/mo per extra active landing page.
