About Wise Agent
Overview
Wise Agent is a real estate CRM built for agents, teams, and brokerages. It combines lead generation, marketing, contact management, and transaction management in one platform. Founder and CEO Brandon Wise, a former Realtor, started the company in 2002 after finding the CRMs of that era costly and difficult to use.
Thousands of agents and teams across the U.S. and Canada rely on Wise Agent to organize follow-up and close more deals. Forbes Advisor has named it Best Real Estate CRM three years in a row.
Key Benefits
- Manage leads, contacts, and conversations in one pipeline with advanced search filters.
- Automate follow-up with drip campaigns, checklist triggers, and AI-powered lead automation.
- Turn listing traffic into leads with custom IDX websites and high-converting landing pages.
- Send up to 2,500 branded emails per day and text clients directly from the CRM.
- Guide every transaction with customizable checklists, secure client portals, and commission reporting.
- Keep teams aligned with shared calendars, lead assignment, and member-based permissions.
How It Works
Wise Agent organizes the sales cycle into four steps. Agents capture leads from landing pages, integrations, and direct entry. The CRM then organizes contacts and runs follow-up in the background. Agents nurture relationships with scheduled emails, texts, and reminders, and finally manage transactions from contract to close in one connected system.
Use Cases
- Solo agents stay organized and follow up automatically without extra complexity.
- Real estate teams assign leads, track performance, and collaborate across shared tools.
- Brokers and admins monitor agent activity, reporting, and compliance.
- High-volume brokerages process hundreds of transactions per month with consistent checklists.
- Listing agents capture leads through custom IDX websites and targeted digital ads.
Why Choose This Product
Wise Agent uses flat monthly pricing that includes up to five team members on a shared login, with no long-term contracts and no setup fees. It integrates with more than 100 tools, including Zillow, Google, and DocuSign, and pairs every plan with 24/7 live support, complimentary onboarding, and unlimited training.
Wise Agent Pricing
View full pricing →- Full Wise Agent CRM access
- Up to 5 team members on a shared login
- 24/7 live support included
- Complimentary onboarding
- 14-day free trial
- Everything in the CRM plan
- WiseSocial social media automation
- Automated listing posting
- Branded listing videos
- Social media content scheduling
- Custom solutions for teams of 15+ agents
- Bulk licensing savings
- White label solutions
| Feature | CRM $49/mo | CRM + WiseSocial $69/mo | Enterprise CRM Custom |
|---|---|---|---|
| Full Wise Agent CRM access | |||
| Up to 5 team members on a shared login | |||
| 24/7 live support included | |||
| Complimentary onboarding | |||
| 14-day free trial | |||
| Everything in the CRM plan | |||
| WiseSocial social media automation | |||
| Automated listing posting | |||
| Branded listing videos | |||
| Social media content scheduling | |||
| Custom solutions for teams of 15+ agents | |||
| Bulk licensing savings | |||
| White label solutions |
Pricing extracted from the product website and may change. Check the source for current details.