# Wise Agent Software Reviews, Demo & Pricing - 2026

> Review of Wise Agent Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/wise-agent-profile

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Wise Agent

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Overview

[Reviews](https://www.softwareadvice.com/crm/wise-agent-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/wise-agent-profile/alternatives/)

# Wise Agent 2026: Benefits, Features & Pricing

Wondering if Wise Agent is right for your organization?

Our Real Estate CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pros and Cons
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Wise Agent

4.4

[(531)](https://www.softwareadvice.com/crm/wise-agent-profile/reviews/)

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.

Wondering if Wise Agent is right for your organization?

Our Real Estate CRM Software selection experts can help you in 15 minutes or less.

## Wise Agent User Interface

## Popular Wise Agent Alternatives

Main Product

Wise Agent

4.4

[(531)](https://www.softwareadvice.com/crm/wise-agent-profile/reviews/)

Ratings Breakdown

-   4.12Ease of use
-   4.49Value for money
-   4.63Customer support
-   4.16Functionality

Pricing

Starting at $49.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4464)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

[(732)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.73Value for money
-   4.49Customer support
-   4.50Functionality

Pricing

Starting at $7.00 per year

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

4.6

[(491)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/)

Ratings Breakdown

-   4.76Ease of use
-   4.43Value for money
-   4.54Customer support
-   4.48Functionality

Pricing

Starting at $13.00 per month

Get Price

Alternative Product

[Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/)

4.5

[(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/)

Ratings Breakdown

-   4.54Ease of use
-   4.39Value for money
-   4.37Customer support
-   4.30Functionality

Pricing

Starting at $19.00 per month

Get Price

## Wise Agent Pros and Cons

We analyzed 531 verified reviews for Wise Agent to find out what actual users really think.

Select to learn more

Responsive And Knowledgeable Assistance

Customer support with Wise Agent is consistently praised for being quick, friendly, and effective. Staff are easy to reach, knowledgeable about the product, and eager to resolve issues or answer questions. Many users highlight the 24/7 availability and the personal attention they receive when seeking help.

Affordable For Robust Features

Wise Agent offers a wide range of CRM features at a price point users find affordable and budget-friendly. Many note the value for money, with functionality comparable to more expensive alternatives. The monthly fee structure and cost effectiveness make it appealing for individuals and teams alike.

Straightforward Daily Task Management

Wise Agent is designed to be user friendly, making it easy to add, delete, and organize contacts and properties. Users appreciate the simple layout, quick learning curve, and ability to accomplish tasks without unnecessary complication. Even those less tech-savvy find it accessible, with helpful support available when needed.

Challenging Contact Organization

Managing contacts in Wise Agent can be confusing and time-consuming. Users mention difficulties with importing, updating, and organizing contacts, as well as issues with syncing, filtering, and entering information. The process is not always user friendly, especially for handling groups or multiple records.

Limitations And Usability Issues

Email functionality in Wise Agent is often seen as restrictive, with a 500-email-per-day limit, deliverability concerns, and templates that can be difficult to use or customize. Users report issues with emails going to spam, lack of automation, and a clunky setup process for campaigns and bulk messaging.

Cluttered And Unintuitive Navigation

The user interface is frequently described as cluttered, not intuitive, and sometimes confusing to navigate. Users find some features cumbersome, with too many steps or unclear processes, and note that design changes can make it harder to locate information or complete tasks efficiently.

## 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

Read More

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

Read More

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

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

5

54%

4

36%

3

9%

2

1%

1

1%

Secondary Ratings

Ease of Use

4.1

Value for money

4.5

Customer support

4.6

Functionality

4.2

CG

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

JB

JIm B.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Wise Agent Review

4

The price is great for all you get. It is slow at times and they make upgardes and changes for no reason which you have to figure out how to navigate.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

The cost and the open source with other software. The transaction management system was very nice.

Cons:

They upgrade and change the software and its function with out warning. The system has slowed down with every upgrade it has made. Finding documents has become a bit more of a task because they changed the layout and function which has slowed our staff down.

Reasons for choosing Wise Agent

At first cost and the interagration. We are considering going to another product if the system keeps slowing down.

Read More

JH

Jessica H.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

The Wise Agent for real estate

4

overall it does the job and my teammate and I will continue to use for our only CRM program.

Ratings Breakdown

5

Ease of use

Previously 4

5

Value for money

5

Customer support

4

Functionality

Pros:

This is a great CRM system if you are trying to manage on an entry level. You can keep track of leads and set up automated drips that include email, text, and phone alerts.

Cons:

It is somewhat simple and doesn't have a tracking for website click or activity like a more advanced like boomtown.

Reasons for choosing Wise Agent

Cost was the main factor is this decision

Reasons for switching to Wise Agent

We switched broker that did not supply this CRM so for cost reasons we changed and are happy with WiseAgent

Read More

LA

Lori A.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

Love it

4

I think it's a great product. I love it.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

The ability to implement landing pages and leads directly into the CRM. The commissions tracker to keep focused on my goals. The tasks manager.

Cons:

The inability to separate incoming leads from going into the main database pool. It would be helpful to quality them first. Or some sort of grading system for them as they are worked through he pipeline.

Reasons for choosing Wise Agent

Has the most features in one system and is affordable.

Reasons for switching to Wise Agent

I left a team who used this. I never liked it. I needed something with more overall features. Escrow tracking, check lists, commissions tracker, goal tracking (units) and lead gen/landing pages all in one.

Read More

DE

Danette E.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Why I like and continue to use Wise Agent

5

Staying in touch with my database

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Customer Service is there whenever I have any questions . They are always polite ..and PATIENT

Cons:

Setting up the events that make sure it is on my to do list calendar

Reasons for switching to Wise Agent

Difficult to use and their customer service were rude and arrogant

Read More

DH

Duane H.

Verified reviewer

Real Estate

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed August 2019

Review of Wise Agent

3

I have neglected my SOI because I find it too difficult to use the program.

Ratings Breakdown

3

Ease of use

4

Value for money

3

Functionality

Pros:

Easy to log in to and easy to find a contact in the separate categories.

Cons:

Harder to use than I would like. I can't change or delete the preset 'Income/Expense Type' categories in Accounting to suit my preferred name or category. I use less than one third of the preset categories. It makes my tax accounting difficult as I have to figure out where to put my expenses and remember what category they are under in the presets instead of naming the category what I want it so I can file it conveniently and find it conveniently.

Reasons for switching to Wise Agent

I switched because Wise Agent was less expensive. Big mistake!

Read More

AC

Ashley C.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Works well for real estate agents!

4

Good place to have all your contacts, which syncs easily with Google. Calendar functions work for us

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

The functionality for a real estate agent.

Cons:

Setting up listing/pending plans/task lists

Reasons for choosing Wise Agent

Cost

Reasons for switching to Wise Agent

The online functionality to use it anywhere anytime

Read More

AJ

Anna J.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Couldn't Recommend This CRM Enough!

5

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I love the calendar feature, Wise Text feature, ease of use, and most importantly for our team: customer service. Their team responds within MINUTES (Yes, minutes) of submitting a question or request. No waiting for a chat bot or being on hold. You receive an email reply within minutes.

Cons:

I wish the email marketing was a bit more user friendly. I get better tracking and analytics from other email marketing software.

Reasons for switching to Wise Agent

Pipeliner was ridiculously expensive and our team disliked it, so they weren't using it to its full potential.

Read More

SH

Shannon H.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2019

Not terrible, but not great.

3

Was hoping for a better replacement for Top Producer, but just as I switched over TP FINALLY started to renovated it's ancient platform. All my client and prospect history is over there, so I'm probably going to switch back.

Ratings Breakdown

2

Ease of use

3

Value for money

3

Customer support

2

Functionality

Pros:

LOTS of features, decent design. One you create a work flow (which is pretty time intensive) it works pretty well.

Cons:

Not quite intuitive, too many steps involved in setting up transactions, doesn't serve up call lists as easily as I would like.

Reasons for switching to Wise Agent

TP's platform was YEARS overdue for an update.

Read More

aT

amy T.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed July 2019

We love this product

5

Our experience has been excellent. It has literally saved us from having to add an extra person to follow up on our many transactions. Wise Agent takes care of it for us.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Functionality

Pros:

Wise Agent is the perfect solution for any real estate company who needs to manage several listings. It tracks each transaction and even has a reminder daily check list to follow so that nothing falls through the cracks.

Cons:

I wish you could customize the transactions a little more.

Reasons for switching to Wise Agent

Sales Force was complicated to train people on

Read More

Showing 1 - 10 of 531 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/wise-agent-profile/reviews/)

## Wise Agent Popular Comparisons

[HubSpot CRM vs Wise Agent](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/77511-wise-agent/)[Bigin by Zoho CRM vs Wise Agent](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/wise-agent/)[Zoho CRM vs Wise Agent](https://www.softwareadvice.com/crm/wise-agent-profile/vs/zoho-crm/)[Pipedrive vs Wise Agent](https://www.softwareadvice.com/crm/pipedrive-profile/vs/wise-agent/)[HubSpot Sales Hub vs Wise Agent](https://www.softwareadvice.com/crm/hubspot-sales-profile/vs/wise-agent/)

[Compare All Alternatives](https://www.softwareadvice.com/crm/wise-agent-profile/alternatives/)

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Stuck Between Options?

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