Wise Agent review: Real estate CRM for agents, teams and brokerages: leads, follow-up and transactions

What Wise Agent does

Wise Agent is a CRM built for real estate agents, teams and brokerages. It collects lead management, follow-up, transactions and marketing in a single system, so contacts, conversations and deals stay in one place.

On the lead side, the vendor lists customizable landing pages, lead pipelines, advanced search filters and rules that route new leads to specific agents or team members. For follow-up, it offers drip campaigns, bulk email with a cap of 2,500 emails per day, texting that is logged to each contact, and an AI Writing Assistant. On the deal side, there are customizable transaction checklists, client portals and commission reporting. The homepage also mentions 100+ integrations.

Pricing is paid with a 14 Day Free Trial. The CRM plan costs $49 per month billed monthly, or $42 per month billed yearly, and includes up to 5 team members on a shared login. CRM + Social costs $69 per month billed monthly, or $59 per month billed yearly, and adds WiseSocial social media automation. Enterprise is aimed at teams of 15+ agents and is priced on inquiry. Extra team members, extra logins and other add-ons are charged separately. Plans are month to month with no contracts, and prices are in USD.

• Lead pipelines
• Drip campaigns
• Bulk email and texting
• Transaction checklists
• Lead routing to team members
• Customizable landing pages
• AI Writing Assistant
• Commission reporting

Our take

Wise Agent suits solo agents and small teams who want contacts, follow-up and transaction tracking in one subscription, with a flat price that already covers up to 5 team members on a shared login. Teams that need separate logins for each person should budget for the $20 / mo add-on per login. There is no free plan, only a 14-day trial, and the pages do not state which devices are supported or whether an API exists. Larger brokerages must contact the vendor for Enterprise pricing.