Wise Agent CRM Review 2026
With the help of our in-house editorial team, our platform’s members and external subject matter experts, this comprehensive review of Wise Agent became possible and available for free to those considering this solution!
In this review we evaluated Wise Agent’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is Wise Agent?
Wise Agent is an all-around real estate CRM solution designed to help agents, brokers, and teams manage their leads and other aspects of their business.
The platform lets real estate professionals collect leads from various sources and manage them under one roof.
By using Wise Agent, realtors and teams can take leads through the entire sales pipeline, from adding it into the system to closing.
The platform is equipped with numerous tools to make this possible, including the ability to build lead-capture landing pages, automated follow-ups, digital ads setup and management, and business reporting tools.
What Is Wise Agent Used For?
- Lead capturing: Wise Agent users can build simple web pages for their property and include lead-capture forms that prospective leads can use to provide their information. When a lead enters their information, they are automatically added to the Wise Agent real estate CRM.
- Lead nurturing: Once your leads are in the system, you can take them through the sales pipeline, thanks to the wide range of real estate agent CRM tools and automation available.
- Lead communication: Wise Agent supports a range of communication channels, including emails, SMS, and phone calls. You can set up automated texts and emails based on where a lead is in the pipeline. A power dialer is also available to help you make calls directly from the CRM.
- Team management: If you’re managing a team, you can add the members to your account and assign leads and tasks to them. Use the permissions settings to determine what resources various members can see and access on the platform.
- Activity tracking: Wise Agent has an Activity Tracker that shows all interactions and engagements within your account. Timestamps and labels are available to help you narrow down specific activities and members.
- Business analysis and insights: Wise Agent has reports sections for all aspects of your business. You can access performance analysis reports for your sales, team members, real estate lead sources, and digital ads.
- Agent education and training: Wise Agent realtors can access numerous live and on-demand classes and courses.
Wise Agent Users Breakdown by Specialty
Is Wise Agent Legit?
Yes. Wise Agent is a legitimate real estate CRM solution and software company that has been in service since 2002, with physical headquarters in Fountain Hills, Arizona.
The real estate agent CRM platform has amassed numerous users since it was launched, and this can be seen online.
Wise Agent has thousands of reviews on credible sources such as Capterra and Software Advice.
Furthermore, the customer reviews and testimonials are mostly positive, with the platform receiving a high rating of 4.4 stars out of 5.
Many users praise Wise Agent for its all-around capabilities and excellent customer support.
We also believe Wise Agent is not a scam due to its high-level security measures. All passwords are encrypted by using the SHA-256 encryption algorithm to keep your data safe from hackers and unauthorized users.
The software company also has a transparent privacy policy that outlines all the data it collects from you and how and where it is used or shared.
Wise Agent’s social media accounts are also proof that the platform is legit. The accounts are active, verified, and have a huge following.
For instance, the company has over 23,000 followers on Facebook alone.
Wise Agent Customer Reviews
Wise Agent Pricing
Wise Agent has a simple and straightforward price structure that is based on the size of your business. There are two subscription options to choose from: Basic and Enterprise
Basic
This standard plan for individuals and small teams is available for a cost of $49 per month or $499 per year if you choose to pay annually.
By paying the service fees, you get access to Wise Agent’s most essential services:
- Drip campaigns
- Up to 5 users supported (1 admin and 4 team members)
- Lead automation
- Lead enhancement (100 free credits)
- Unified calendar
- Contact management
- Transaction management
- One customizable landing page
- Unlimited document storage
- Reporting and analysis
- Education and training
- Monthly newsletter
Enterprise
Wise Agent’s Enterprise plan is a personalized subscription package for teams and brokerages with more than 15 members.
To build and customize your package, you’re required to contact the company and speak to a rep.
The Enterprise package has all the features in the standard plan, along with numerous integration and customization options.
Wise Agent Add-Ons
Although Wise Agent offers essential CRM services as part of a subscription package, the company has additional services that you pay for separately. These add-ons include:
- Additional team members: $20 a month for a batch of five
- Additional login for a team member: $20 a month
- Additional landing pages: $5 a month for each extra landing page
- Lead enhancement: unlimited credits for $5 a month
- WiseText SMS: $11 a month for 1,000 credits, plus an $80 registration fee
Wise Agent Coupon & Promo Codes
Wise Agent Features
Lead Capturing and Automation
Wise Agent users can capture leads in the CRM by using landing pages.
The platform allows you to build simple, customizable web pages that can be shared during real estate social media marketing campaigns and used in email blasts.
When prospects enter their information, they are added directly to your CRM for follow-up. Some lead capture support services included are:
- Landing page templates
- Purchasable domains for your landing pages
- Integrated digital ads (Facebook and Google) to share your listings
MLS integration is also available (for certain areas) to allow you to import leads directly into the Wise Agent CRM.
Contact Management
Wise Agent comes with a dedicated dashboard for managing your clients’ contacts.
The contact summary page provides an overview of all your contacts and allows you to group and filter them by numerous categories, including:
- Location address
- Status in the pipeline
- Lead Source
- Date added
The Contact Management section also lets you set up automation rules for your captured leads. You can add them to a call list and drip campaigns, as well as allocate them to team members for follow-up.
Lead Communication and Marketing
Wise Agent is equipped with lead follow-up and engagement services that enable you to keep in touch with your contacts throughout the pipeline.
Once a lead is captured into your CRM, you can set up personalized automated responses to start a conversation. An AI real estate chatbot (GPT-3) is also available to converse and convert leads.
Other marketing and real estate lead management and communication services include:
- Real estate email marketing software: Wise Agent allows you to send one-off emails, configure blast emails, and set up drip campaigns for individual and grouped leads. You can brand the emails with your logo, photo, and contact information, and send up to 2,500 emails every day.
- SMS marketing: You can set up your text communication for one-on-one client communications or bulk texting. Save text templates in your account for future use and include images, videos, and URLs in your texts. The messaging tool can be easily connected to your mobile device, so you and your team can receive texts from outside of the workstation. You can also access conversation records on your Contact Summary page.
- Drip campaigns: These are available for a range of mediums, including emails, texts, phone calls, and print marketing. Wise Agent has customizable, ready-to-use drip campaign templates but also provides the option to build your campaign from scratch.
- Call list: Build call lists and schedule calls with Wise Agent’s robust power dialer and call scheduler. The Call List works in hand with the notes tool to allow you to list down key points during a call, while the built-in dialer lets you make up to three calls simultaneously.
Transaction Management
The Transaction Management dashboard acts as a hub where you can streamline all your business activity and store resources.
In this real estate transaction manager software module, you can build checklists to ensure that every buyer/seller has a clearly defined roadmap to follow throughout the entire process.
You can also store documents and signatures, as well as manage due dates. Some of the main transaction management tools include:
- Transaction portal: This provides an overview of the completed and upcoming activities in your transaction checklist. The portals are easy to create, customizable, and can be stored as a template for future use.
- Commission reports: This section displays your total number of sales by using various graphs to help you get a general overview of your business. Use filters to get granular data on your upcoming, pending, and past sales.
- Property lists: Get a comprehensive summary of your properties along with all necessary information, including the contacts and notes for each property.
Team Management
Wise Agent is suitable for both individual agents and teams. The platform allows you to manage various types of teams, including small, large, and multi-tiered teams. Some standout team management functionalities are:
- The ability to have all team members in one account or separate accounts through additional logins
- Customizable permissions and access control for each member
- Sharing various resources and marketing materials
- The ability to assign tasks and communicate with team members
Reporting
Wise Agent provides performance insights for every facet of your business, including your real estate agent lead sources, marketing campaigns, sales (pending and completed deals), and team members’ performance.
Integrations
There are many tools used in real estate for lead generation, marketing, and sales, and Wise Agent helps you connect with most of them.
If Wise Agent doesn’t offer a particular service, it probably allows integration with a third-party platform that provides the functionality. Some of the integrations supported include:
- Real estate IDX websites: IDXBroker.com, Real Geeks, Home Junction
- MLS: ARMLS, FMLS, Stellar MLS, UtahRealEstate.com
- Services for buying real estate leads: Zillow, Prime Seller Leads, BoldLeads, Zenlist
- Marketing: Mailchimp, Postamo, Walled Garden, Oakley
- Call and texting: Mojo, Wavy, PhoneBurner
- Workflow tools: Gmail, Google Ads, Facebook for Business
Wise Agent Pros and Cons
Pros
- Concierge service (dedicated onboarding).
- A free software demo and free trial are available to help new users familiarize themselves with the platform before signing up for a paid plan.
- Wise Agent supports integration with many third-party apps, including places where you buy real estate leads, real estate lead referral companies, and other real estate broker software.
- Integrated GPT AI makes it easy to draft emails, texts, and auto-responses to your clients.
- The software company provides realtors with consistent education and training.
- Excellent 24/7 customer support.
Cons
- Many customers have reported that the design and user interface were not intuitive, making it difficult to learn and use the platform.
- Text messaging is not included; it requires additional payment.
- No dedicated mobile app.
Wise Agent Integrations
- Google Suite (Gmail, Calendar, Contacts, Drive, Ads, and Chrome Extension)
- Ylopo
- Real Geeks
- iFoundAgent
- IDX Broker
- MLS
- Open Houses Direct
- Zillow
- Zapier
- BoldLeads
- zBuyer
- CallAction
- Spacio
- DocuSign
- Mailchimp
- Cloud CMA
- Virtuance
Wise Agent Alternatives
- Constant Contact
- Market Leader
- RealtyJuggler
- Lofty
- Follow Up Boss
- kvCORE
- Real Geeks
- BoomTown
- Placester
- Top Producer
- IXACT Contact
- BoldLeads
- LionDesk
- Propertybase
- iHomefinder
- Brivity
- RealSavvy
Wise Agent Achievements
Awards & Recognition
Best Real Estate CRM Software (Awarded by Real Estate Bees)
Press & Media
Best Real Estate CRM (Forbes Advisor, 2022, 2023, and 2024)
Tech100 Real Estate Award (HousingWire, 2020)
Wise Agent FAQs
Does Wise Agent have an app for mobile devices?
No, there’s no dedicated mobile app for the Wise Agent CRM.
However, the platform has been optimized for mobile devices, allowing you to log in to your account on a smartphone and manage your business on the go.
Does Wise Agent have a free trial?
Yes. Wise Agent offers a free 14-day trial (credit card required), during which you can try out the full version of the platform before committing to a paid subscription.
Once the trial period is over, you’ll be required to join a subscription plan. You can also cancel the trial from your user dashboard.
How many clients does Wise Agent serve?
There is no reliable data on the number of customers Wise Agent has.
However, the real estate CRM has received plenty of user reviews and mentions online, including on credible SaaS review sites like Capterra, which indicates its widespread reach and popularity.
Who founded Wise Agent?
Brandon Wise and Mike Becker started Wise Agent in 2002 to help real estate professionals automate and systemize their businesses.
Brandon Wise, who was an Arizona real estate agent before starting the software company, is the current CEO of Wise Agent.
Mike Becker, a software and tech expert, is the company’s CTO.
What is Wise Agent’s customer service number?
You can contact Wise Agent by calling (480) 836-0345, emailing [email protected], or by visiting the Contact page.
What is the Wise Agent cancellation and refund policy?
Wise Agent lets you terminate your service account at any time by sending a service cancellation request to [email protected].
There are no refunds for terminated accounts. Instead, you will continue to access the platform’s services until the end of the billing cycle.
What awards and recognitions has Wise Agent received?
Forbes Advisor awarded Wise Agent ‘Best Real Estate CRM’ for three consecutive years: 2022, 2023, and 2024. The platform also won HousingWire’s Tech100 Real Estate Award in 2020.
Wise Agent Tutorials & Training
Getting Started with Wise Agent Real Estate CRM in Three Easy Steps!
Setting Up Teams in Wise Agent CRM
Is Wise Agent Worth It?
Yes, and there are several reasons for this.
First, Wise Agent has all the services you need for lead nurturing and management, from automated follow-ups to document (contract) sharing and closing.
Wise Agent is also one of the few major real estate CRMs that offers a free, lengthy trial that allows users to try out the platform comprehensively. A free software demo and one-on-one software training is also available.
Another reason we think Wise Agent is worth it is its fair pricing, which makes it suitable for both individuals and teams, whether small or large.
Wise Agent is also updated with new features regularly, improving its range of functionality and efficiency in helping you reach your real estate goals and become a successful realtor.
The platform’s only major downside is its poor user design. Customers have complained that while Wise Agent offers great functionality, the user interface is cluttered, clunky, and difficult to learn.
Wise Agent Contacts
- Website: Official website
- Phone: (480) 836-0345
- Email: [email protected]
- Address: 16766 E Parkview Ave # 201, Fountain Hills, AZ 85268, United States
- Socials: Facebook, Instagram, X (Twitter), YouTube, LinkedIn
Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.
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