Wise Agent: Real Estate CRM Software

Key Features

• Lead Generation Tools

  Includes customizable landing pages and the ability to capture leads from IDX websites.

• Automated Follow-up

  Supports drip marketing sequences and automated lead rules to route and assign new contacts.

• Transaction Management

  Includes customizable checklists and secure portals to provide clients visibility into the closing process.

• Communication Suite

  Provides bulk emailing (up to 2,500 per day) and organized text messaging.

• AI Writing Assistant

  An AI-powered tool designed to help agents draft communications.

• Commission Reporting

  Supports tracking of commissions, projections, and agent performance.

Use Cases

• Lead Nurturing

  Using automated drip campaigns and text messaging to stay in touch with prospects.

• Transaction Tracking

  Using checklists and client portals to manage workflows from contract to close.

• Team Collaboration

  Managing lead distribution and tracking performance across multiple agents in a brokerage.

• Client Communication

  Sending branded newsletters and high-volume emails to a contact database.

Integrations

• Google
• Outlook
• Realtor.com
• iHomeFinder

FAQ

Who is Wise Agent designed for?

It is built for real estate professionals, including solo agents, real estate teams, and brokerages of various sizes.

How does the pricing work for teams?

The base plans include up to 5 team members using a shared login. Individual logins with specific permissions can be purchased as an add-on for $20 per month.

Is there a way to try the software before buying?

Yes, Wise Agent offers a 14-day free trial for new users.

Does the software include AI features?

Yes, it includes an AI Writing Assistant and AI-driven automated lead follow-up features.