Wise Agent
Claim ProfileReal Estate CRM for Agents, Teams & Brokerages
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Wise Agent
"Real estate agents often turn to Wise Agent because it helps them stay organized with client follow-ups, contact management, and daily task tracking. The platform is built with the real estate workflow in mind, making it easier for agents to manage leads consistently without things slipping through the cracks. Smaller teams especially find it practical and easy to get started with. That said, businesses outside real estate may find the features less relevant to their specific needs."
Decision Snapshot
Wise Agent Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
Your Wise Agent experience can help other buyers
Used Wise Agent? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.
Reviews are published after SoftwareWorld moderation.
Write a Review
Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Wise Agent Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Wise Agent
Problem it Solves
-
Streamlines Real Estate Transaction Management For Agents And Clients
Target Users
-
Real Estate Agents
-
Brokers
-
Property Managers
-
Real Estate Teams
-
Real Estate Coaches
Core Use Case
-
Manage Client Relationships
-
Automate Marketing Campaigns
-
Track Real Estate Transactions
-
Organize Contact Information
-
Schedule Appointments
USP
-
Streamline Your Real Estate Business With Wise Agent's Powerful Tools
Pros
-
CRM built specifically for real estate agents, not generic businesses
-
Contact management stays clean and organized without overwhelming complexity
-
Built-in transaction management cuts down on separate software needs
-
Drip campaigns let agents nurture leads automatically over time
-
Affordable pricing compared to bloated enterprise real estate CRMs
-
Landing pages and lead capture tools included at no extra cost
-
24/7 live chat support is genuinely responsive and helpful
-
Integrates with major lead sources like Zillow and Realtor.com
Cons
-
Transaction history exports feel clunky compared to modern CRM competitors
-
Reporting depth falls short for analytics-driven real estate teams
-
Onboarding new users takes more structured effort than expected
-
Mobile experience feels noticeably stripped down versus the desktop version
Editorial Buyer Guidance
Who Is Wise Agent Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Real Estate Transaction Management For Agents And ClientsTarget Users
- Real Estate Agents
- Brokers
- Property Managers
- Real Estate Teams
- Real Estate Coaches
Core Use Cases
- Manage Client Relationships
- Automate Marketing Campaigns
- Track Real Estate Transactions
- Organize Contact Information
- Schedule Appointments
Unique Selling Point
Streamline Your Real Estate Business With Wise Agent's Powerful Tools
Strengths and Limitations
Wise Agent Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- CRM built specifically for real estate agents, not generic businesses
- Contact management stays clean and organized without overwhelming complexity
- Built-in transaction management cuts down on separate software needs
- Drip campaigns let agents nurture leads automatically over time
- Affordable pricing compared to bloated enterprise real estate CRMs
- Landing pages and lead capture tools included at no extra cost
- 24/7 live chat support is genuinely responsive and helpful
- Integrates with major lead sources like Zillow and Realtor.com
!
Cons
- Transaction history exports feel clunky compared to modern CRM competitors
- Reporting depth falls short for analytics-driven real estate teams
- Onboarding new users takes more structured effort than expected
- Mobile experience feels noticeably stripped down versus the desktop version
Sponsored Products
Explore Similar Software
Discover sponsored software products relevant to Wise Agent and its buyer use cases. Review product fit, trial availability, and other profile signals before visiting a vendor website.
Sponsored placements are paid positions and do not influence Wise Agent profile information, SoftwareWorld’s editorial assessment, or user reviews.
Sponsor
Sponsor
Category-Based Capabilities
Wise Agent Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Real Estate CRM Software 31 selected features Open category ↗ ⌄
Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications
Artificial Intelligence
Real Estate Agency Software 20 selected features Open category ↗ ⌄
Calendar Management
Website Management
Campaign Management
Commission Management
Data Import/Export
Client Management
Document Management
Lead Capture
Email Marketing
Activity Dashboard
Template Management
Lead Management
Reporting & Statistics
Task Management
Communication Management
Agent Management
Listing Management
Client/Property Matching
Alerts/Notifications
Artificial Intelligence
Sales Tracking Software 18 selected features Open category ↗ ⌄
Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter
Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Artificial Intelligence
Connected Applications
Wise Agent Integrations
Integration information is displayed only when approved integration products are available on the profile.
Gmail
Microsoft Outlook
Mailchimp
QuickBooks Online
Constant Contact
Zapier
Twilio
BombBomb
Pricing Information
Wise Agent Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
MONTHLY
$49
Per Month
ANNUAL
$499
Per Year
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
View All Wise Agent Alternatives ↗
Top Wise Agent Alternatives
Explore leading products commonly evaluated alongside Wise Agent.
Frequently Asked Questions
Wise Agent FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Wise Agent is a comprehensive real estate customer relationship management (CRM) tool designed for efficiency and ease of use. It streamlines client management with features like contact organization, automated email campaigns, and transaction management. The software offers a customizable dashboard, allowing realtors to track leads, appointments, and tasks at a glance. Its robust marketing tools enable the creation of newsletters and flyers, enhancing client engagement. Wise Agent also integrates seamlessly with other platforms, like social media and MLS listings, making it a versatile solution. The 24/7 customer support ensures any queries are promptly addressed, making it a reliable partner for real estate professionals seeking to optimize their workflow and client relations.
- No, Wise Agent does not offer a free version.
- Yes, Wise Agent offers a free trial.
- No, Credit Card details are not required for the Wise Agent trial.
-
Wise Agent offers the following pricing plans & packages:
MONTHLY
$49 Per Month
ANNUAL
$499 Per Year
-
Wise Agent supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, Wise Agent does not offer an API.
-
Wise Agent can be integrated with the following applications:
- Constant Contact , QuickBooks Online , Mailchimp , Twilio , Gmail , Microsoft Outlook , Zapier , BombBomb
-
Wise Agent offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base
-
Wise Agent offers training with the following options:
- In-person , Webinar , Documentation
-
Wise Agent supports the following languages:
- English , Spanish
-
Following are the typical users of the Wise Agent:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
-
Wise Agent supports the following deployment:
- Cloud Hosted
-
Wise Agent supports the following devices and operating systems:
- Web-Based
Are you an authorized Wise Agent representative?
Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.
Product Comparisons
Wise Agent Comparisons
Open published two-product comparison pages for a side-by-side evaluation.
Get Expert Help