Wise Agent Real Estate CRM Overview
Wise Agent helps real estate professionals organize leads and manage transactions. It is designed for teams that need automated drip campaigns and shared lead distribution.
At a glance
- Category
- Real Estate
- Best for
- 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.
- Key use cases
- Lead Capture and Nurturing, Transaction Tracking, Team Collaboration, Client Communications
- Integrations
- Google, Outlook, Realtor.com, iHomeFinder
- Official website
- wiseagent.com
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
Includes customizable landing pages, digital ad integration, and IDX websites to capture and route leads.
Organizes client relationships with activity history, notes, and search filters.
Supports drip campaigns, text messaging, and bulk emailing of up to 2,500 emails per day.
Provides customizable checklists and secure portals to track progress from contract to close.
An AI-powered tool designed to help agents draft communications and maintain follow-ups.
Allows users to track projections and performance.
Use Cases
Using landing pages and automated drip sequences to maintain contact with new leads.
Using checklists and client portals to manage the steps required to close a real estate deal.
Distributing leads among team members and tracking agent activity through reporting tools.
Sending branded newsletters and bulk emails to stay visible within a local market.
Best For
Integrations
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.
FAQ
It is built for real estate professionals, including solo agents, teams, and larger brokerages.
Yes, the platform provides a 14-day free trial for users to test its features.
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.
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
