Wise Agent 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Wise Agent

4.4

(531)

Pricing

Starting at $49.00 per month

About Wise Agent

Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.

Wise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login.

Wise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis.

Wise Agent Screenshots

Wise Agent Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Monthly

$49.00

flat rate, per month

Plan includes:

24/7 Support
Allows 4 Additional Team Members
Contact Manager
Customizable Landing Pages
Drip Marketing Campaigns
Lead Automation
Monthly Newsletter
One-on-One Onboarding Session
Reporting Tools
Social Media Enhancement

Annual

$326.00

flat rate, per year

Plan includes:

24/7 Support
Allows 4 Additional Team Members
Contact Manager
Customizable Landing Pages
Drip Marketing Campaigns
Lead Automation
Monthly Newsletter
One-on-One Onboarding Session
Reporting Tools
Social Media Enhancement

Custom

Pricing available upon request

Plan includes:

24/7 Support
Allows 4 Additional Team Members
API Access
Contact Manager
Customizable Landing Pages
Drip Marketing Campaigns
Lead Automation
Monthly Newsletter
One-on-One Onboarding Session
Reporting Tools

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Wise Agent Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of Wise Agent
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agent Management
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Calendar Management
Calendar/Reminder System
Calendar Sync
Client Management
Client Portal
Commission Management
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Document Storage
Drag & Drop
Electronic Signature
Email Management
Email Templates
Email Tracking
Forecasting
For Real Estate
Interaction Tracking
Internal Chat Integration
Lead Distribution
Lead Generation
Lead Management
Lead Qualification
Listing Management
Marketing Automation
Mobile Access
Pipeline Management
Property Management
Quotes/Estimates
Real-Time Notifications
Reminders
Reporting & Statistics
Sales Pipeline Management
Sales Reports
Social Media Integration
Task Management
Template Management
Territory Management
Third-Party Integrations
Transaction Management
Website Management

Wise Agent User Reviews

Overall Rating

4.4

Ratings Breakdown

54%

35%

Secondary Ratings

Ease of Use

4.1

Value for money

4.5

Customer support

4.6

Functionality

4.2

José Manuel M.

Verified reviewer

Real Estate

2-10 employees

Used weekly for free trial

Review source

Reviewed February 2025

Great product, needs to be localized in Spanish for Latin American countries

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I only used the 14-day free trial and found it a great CRM platform for Real Estate agents

Cons:

Not yet suitable for Mexico, not in Spanish yet

Rebecca B.

Verified reviewer

Insurance

Self-Employed

Used daily for more than 2 years

Review source

Reviewed July 2019

The Wise Agent- Best CRM out there

Easily keeps me in front of my clients. Agents like that their name is on the email. They tend to at least respond to me more often It lets me reach more people at a time, help design flyers, and I love the Newsletters. I did I say that before.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ease of using Wise Agent. I mostly use the CRM and calendar. Being able to send personalized emails in a large group is my favorite part of Wise Agent. I also like the Educational Videos and 24/7 assistance. Love the news letters and Oh yeah the price is really right!!!

Cons:

My only dislike is the number of emails going out a day keeps getting fewer and fewer. I used to be able to invite large groups to REALTOR classes in a week now it takes 3 weeks.

Reasons for switching to Wise Agent

Found The Wise Agent easier to access (when they first became internet accessible) My team members can all be in the account at the same time. I can assign jobs and know when they are done. Also the price. Lots of bang for the buck so to speak.

Cindy G.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Database and transaction mgmt

Any person on my team can have access to any transaction via any device at anytime. Track all database contact, calls, emails and texts.i know exactly what I need to do everyday through the calendar and follow up system Love it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Previously 4

Pros:

Needed a system that could track all transactions and our individual database for everyone on my team for the least amount of money

Cons:

Not clear notification when updates are made. Would waste time trying to figure changes to the system

Brian D.

Verified reviewer

Real Estate

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Over a Decade Using Wise Agent

They are very good at responding to support issues and when suggestions are made they tend to listen.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Overall it has all the features of the other top CRM's but is much more affordable. They are continuing to improve the features. / They tend to try and follow needs of industry and the way we work.

Cons:

The built-in word processor has a little to be desired but is getting better.

Reasons for choosing Wise Agent

Cost was the big factor and Wise Agent did almost the same functions.

Reasons for switching to Wise Agent

The best CRM I ever saw was a program called Howard and Friends (many years ago) when they dissolved I switched to Top Producer. Top Producer is a Canadian company who tries to accommodate all of Canada and All US agents and many of the features did not match Arizona ways. They were too expensive.

maria f d.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 12 months

Review source

Reviewed July 2019

drip campaigs

it is a good product for the price, but there are certain features that could be improved, when I call the customer services the answer may be "oh well, we can't do this or that".

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

drip campaigns as a core is ok, i can email regularly letters and drips.

Cons:

there is no relational database between the marketing and the customers list that is easy to figure out. Marketing drip campaigns are not easy to use, for instance if I create a letter I can mix and match it with a drip campaign event.- creating events are not easy to use and takes time, I can't use the events on one campaign into another. Why I need this: I sell properties, I would like to create a letter called (sold september 2019)_ and be able to use that event into other drip campaigns like sellers to be, or new customers, or residential properties sold this year... in any case letters and drip campaigns can be cumbersome.

Reasons for choosing Wise Agent

price vs my ability to send drip campaigns.

Reasons for switching to Wise Agent

my company back then cancelled the subscription with sales force

Cindy B.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

WISE AGENT CRM

Clients and leads must be "touched" atleast once a month in order for them to remember you as their Realtor. This program allows us to stay in touch with every client/lead. It also has a Goal Tracker that helps keep us accountable for our production.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to keep in touch with clients and leads thru a drip campaign. It has "standard letters" you can use in your campaigns or you can customize your letters

Cons:

I love everything about it! I honestly can not think of even one thing that I am not happy with. They are always upgrading and adding additional feature that are a benefit to Realtors.

Reasons for choosing Wise Agent

I liked the features that Wise Agent offered and the ease of the program to operate.

Reasons for switching to Wise Agent

More Solds was experiencing "growing pains" and their server went down for over 2 weeks. I needed a database that I could depend on.

Stephen K.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

I Love Wise Agent

Before I started using Wise Agent I struggled keeping track of my clients and following up on a regular basis. Now, I have over 2000 clients that I follow up with on a regular basis with the Wise Agent marketing features, drip campaigns, texting feature, and email feature.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have used several CRM during my tenure as a real estate agent and Wise Agent is by far the best. It has all the features and applications I want and need for my business without all the extra stuff I don't need. It is extremely easy to use and navigate. I especially like the marketing feature as well as the feature that keeps track of my sales.

Cons:

I wish the landing pages feature was included in my monthly membership rather than an addon for additional cost.

Reasons for switching to Wise Agent

I felt that Top Producer was too complicated to use and it did not have the features I wanted.

Michele E.

Verified reviewer

Real Estate

Self-Employed

Used other for more than 2 years

Review source

Reviewed July 2019

Wise Agent

I use it to create a mailing list - that I take to an outside mailing service to send out annual calendars - because their bulk mailing system saves me money. It is the only thing I use it for anymore.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I DID like that it linked with my phone.

Cons:

Linking with my phone does not occur automatically. Entering a Contact is awkward. Entering a VENDOR is a nightmare. At this point I only use it for names and phone numbers and now that I think of it, I have pretty much stopped entering new contacts because it is such a challenge. Wish I'd never stopped using Top Producer.

Reasons for choosing Wise Agent

Reasons for switching to Wise Agent

They went to an on line system, and at the time Top Producer wouldn't allow you to down load your own mailing list. That is not true today.

Vendor Response

I'm sorry Michele you are having difficulties with the adding of contacts. Our support staff will reach out and assist you with getting that corrected. Please feel to reach out to us at your convenience as well at help@wiseagent.com or 480-836-0345.

Replied July 2019

Verified

Reviewer

Real Estate

1001-5000 employees

Used monthly for less than 6 months

Review source

Reviewed August 2019

Best and worst of wise agent

i don't like how to find my history and notes with this product either. my overall experience has been ok. their customer service is responsive and available. i wish the training wasnt 30 secs long. i know there are videos but they are quick too. i would love a 3 hr class on how to do all the nuances i know wise agent has that I have no clue how to do. Tips and Tricks. not online. in person. We have the training space at corporate or at our office in Surprise.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

i like that i can send text and adding and grouping clients is easy

Cons:

i don't like the limit on how many i can send in one day. Sending my monthly newsletter is very complicated. i can't send the newsletter as a drip. So i copy and paste into a drip but i have to delete the contact info at the top because it puts at the bottom but it doesn't completely eliminate the boxes and it looks funny. it is very complicated adding my contacts as well. it has taken me 3 times and something isn't right each time. Wise agent customer service does help if you call them but i want to know how to do this myself and not be so complicated.

Reasons for choosing Wise Agent

recommended by Mike Weinstein. and it was the same cost as prospect converter. except moving contacts over was a nightmare.

Reasons for switching to Wise Agent

i wanted a service that could do more like text. but i need more ease of use.

Verified

Reviewer

Real Estate

10000+ employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Easy to Use CRM