Wise Agent review
A broad real estate CRM with strong automation, marketing, and transaction tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Wise Agent is a real estate CRM for agents, teams, and brokerages that need contact management, lead follow-up, marketing, transactions, and property search in one system. Its core tools include searchable contact records, activity history, automated drip campaigns, lead routing, bulk email, text messaging, AI-powered conversation follow-up, transaction checklists, client portals, commission reporting, and MLS-connected property search. It also supports lead capture from websites, landing pages, advertising platforms, and third-party sources.
Pricing is structured around a CRM plan and an optional WiseSocial add-on. CRM costs $49 per month with monthly billing or $42 per month with annual billing, with full CRM access and up to five team members using a shared login. CRM + WiseSocial costs $69 per month monthly or $59 per month annually, adding social media automation, automated listing posting, and social content scheduling. Enterprise is designed for teams of 15 or more agents and offers custom solutions, bulk licensing savings, and white-label solutions. A 14-day free trial is available.
Wise Agent’s ecosystem supports Google Calendar, Google Contacts, Gmail, Outlook, Zapier, DocuSign, Mailchimp, Constant Contact, MLS systems, Realtor.com, and iHomeFinder. Its breadth makes it a fit for established agents and teams that want CRM, marketing, routing, and transaction workflows together. Buyers prioritizing a native mobile app, a free plan, or bundled website pricing should compare alternatives. Custom IDX websites are available separately, alongside the platform’s mobile web CRM access.
Wise Agent pros and cons
- Where it wins
- Lead routing, drip campaigns, and scheduled follow-up
- Transaction checklists, portals, property lists, and commission reporting
- MLS-connected search, IDX websites, and broad integrations
- Where it doesn't
- No free plan; paid access starts at $42 per month with annual billing
- Mobile access is provided through a mobile web app
- Custom IDX websites are priced separately from listed CRM plans
Wise Agent fact sheet, pricing and score →
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