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Wise Agent: A CRM that is simple, smart, and affordable. Wise Agent combines contact management, lead automation, transaction management, and real estate marketing software.

  • Pricing model
  • Wise Agent CRM is $29 billed monthly  or $299 billed annually. Plus: 24/7 x 365 Live Support. Stay month-to-month with no contracts.

  • Features
  • Wise Agent offers a complete platform to help brokers and agents make more money and save time by automating their business. Our Marketing Tools, such as Landing Pages, Monthly newsletters, Property Flyers, Postcards, and Marketing Drip Campaigns that leverage our email and video texting capabilities, help agents market themselves as well as the properties they are selling. We offer Transaction software as well as checklists that keep you on task and track with all of your transactions. At its core, Wise Agent is a full Contact Management system to help keep Agents organized to grow their business.

  • Existing Integrations
  • Find our integrated partners at


  • Benefits
  • Benefits of Wise Agent Include:

    • Easily create Landing Pages to use as Open House sign-in sheets single property sites, or lead capture forms to generate your own leads.
    • Convert more leads  using Wise Agent’s Lead Management System that automates Email, video, text replies, and distribution.
    • Extremely powerful and easy-to-use Contact Manager for you to store and track all contact information and with automated social media enhancements and time-stamped notes.
    • Transaction Management checklists to guide you through each transaction and record every important detail. Includes unlimited document storage and sharing features. 
    • A powerful suite of marketing tools including drip campaigns, a stock letter library, and a monthly branded newsletter that is ready for you to send to your entire database.
    • Wise Agent CRM is very team-friendly
  • Problem solving
  • Wise Agent  is a Customer Relationship Management (CRM) system that has been designed specifically for REALTORS®. 

    Wise Agent specializes in Customer Service, product integration, and data management. Wise Agent seamlessly connects technology, people, and business practices to increase productivity, organization, and most importantly make it easy for our members to give full service to their clients and build long-term relationships. 

    Wise Agent is loaded with easy-to-use contact management, time management, transaction management, and document storage features.

  • Free version
  • Free Trial
  • Brochure
  • Best for
    Agents Brokers
  • Categories

Company info

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management, and real estate marketing software. Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money.

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Wise Agent

Wise Agent

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