AI TOOL PROFILE
Wise Agent Real Estate CRM Overview
- Real Estate
- CRM
- Solo real estate agents
- Real estate teams
- Real estate brokerages
Pricing
Pricing starts at $49 per month or $499 per year, with a 14-day free trial available. Additional team members can be added for $20 per month.
At a glance
- Best for
- Solo real estate agents, Real estate teams, Real estate brokerages
- Key use cases
- Lead Capture and Nurturing, Transaction Tracking, Team Collaboration, Client Communications
- Integrations
- Google, Outlook, Realtor.com, iHomeFinder
- Official website
- Visit wise agent official website
How AI is used
Wise Agent is a CRM platform designed for real estate agents, teams, and brokerages. It combines lead capture tools, contact organization, and transaction management into one system to help users track deals from initial contact to closing.
The software is built for a range of users, from solo agents to larger brokerages. It provides tools for creating IDX websites and landing pages, alongside communication features such as bulk emailing and texting.
For managing the closing process, the platform includes transaction checklists and portals. It also features an AI Writing Assistant and automated lead rules that may help reduce manual follow-up work.
Buyers should confirm whether they require a shared login or individual user permissions, as these are handled differently across pricing tiers.
Key Features
Lead Generation Tools
Includes customizable landing pages, digital ad integration, and IDX websites to capture and route leads.
Contact Management
Organizes client relationships with activity history, notes, and search filters.
Communication Automation
Supports drip campaigns, text messaging, and bulk emailing of up to 2,500 emails per day.
Transaction Management
Provides customizable checklists and secure portals to track progress from contract to close.
AI Writing Assistant
An AI-powered tool designed to help agents draft communications and maintain follow-ups.
Commission Reporting
Allows users to track projections and performance.
Use Cases
Lead Capture and Nurturing
Using landing pages and automated drip sequences to maintain contact with new leads.
Transaction Tracking
Using checklists and client portals to manage the steps required to close a real estate deal.
Team Collaboration
Distributing leads among team members and tracking agent activity through reporting tools.
Client Communications
Sending branded newsletters and bulk emails to stay visible within a local market.
Integrations
- Outlook
- Realtor.com
- iHomeFinder
FAQ
Who is Wise Agent designed for?
- It is built for real estate professionals, including solo agents, teams, and larger brokerages.
Does Wise Agent offer a free trial?
- Yes, the platform provides a 14-day free trial for users to test its features.
How does the pricing work for teams?
- The base plan includes up to 5 team members using a shared login. Individual logins with specific permissions can be added for an additional monthly fee.
Does Wise Agent have AI features?
- Yes, it includes an AI Writing Assistant and automated lead follow-up tools designed for real estate workflows.
Source category: Real Estate
Source subcategory: CRM
More tools in Real Estate
Other published listings in the Real Estate category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
