Wise Agent CRM Review – Pros & Cons, Pricing, Features, Support Review

This Wise Agent CRM review provides a comprehensive overview of the popular customer relationship management software (CRM), Wise Agent. The review covers the essential features of Wise Agent CRM, including lead capture and management, email marketing, task and appointment management, and more. It also delves into the pricing structure of Wise Agent, highlighting its affordability and flexibility, making it an excellent option for small and medium-sized businesses. We have done extensive research and have brought this detailed review together to provide a useful guide for those considering implementing Wise Agent CRM in their business operations.

Wise Agent CRM Review & Ratings
Capterra 4.4/5
GetApp -
Crozdesk -

Wise Agent

United States

11 – 50



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What is Wise Agent?

Wise Agent is a customer relationship management (CRM) software specifically designed to help real estate professionals. Real estate agents can use this software to organize their contacts, manage their tasks, and automate their marketing campaigns.

Professionals can make use of a variety of features such as contact and task management, lead capture and lead management, social media integration, transaction management, email marketing, and more using this software. One can easily integrate with different real estate tools and software, such as MLS platforms.

Using Wise Agent CRM, real estate agents can streamline their workflow and boost their productivity. As this is a cloud-based solution, users can access it from any location in the world and still be connected and organized with their tasks.

Who Uses Wise Agent?

Wise Agent CRM is primarily used by real estate agents and real estate agencies. This software is a great option for real estate professionals. It is particularly popular among small to medium-sized real estate businesses or individual professionals seeking an affordable real estate software solution.

Does Wise Agent CRM Support Mobile Devices?

Most businesses offer a mobile app these days for a better user interface. But Wise Agent CRM does not offer a mobile app. However, its mobile web app is quite user-friendly. Users can directly log on to www.wiseagent.com on their mobile devices to access this CRM tool. This software works on both Android and iOS devices.

Once you have registered yourself and created an account, you can take your CRM wherever you go. For faster access, it is also possible to save a shortcut to the Wise Agent mobile web app on your desktop.

Does Wise Agent CRM Offer an API?

Yes, Wise Agent CRM offers an API. Although it does not have a mobile app, it does have a mobile-friendly version that resizes the interface as per phones.

What Other Prime Apps Does Wise Agent CRM Integrate With?

There are many important apps that Wise Agent CRM integrates with, making it easier to work around with this software. These include Gmail, Zapier, Google Calendar, Google Search, and many more. For more information, you can visit Wise Agent’s Integrated Partners.

Is Wise Agent CRM Right For Your Business?


Wise Agent CRM is a comprehensive CRM platform that offers a range of tools for real estate professionals. With its user-friendly interface, customizable features, and a wide array of integrations, it has become a popular choice for real estate agents and brokers. However, whether it is right for your business will depend on your specific needs and goals.

One of the key strengths of Wise Agent CRM is its ability to streamline the lead management process. Its lead capture tools allow you to collect and organize contact information, while the automated follow-up system ensures that no leads slip through the cracks. This can be particularly useful for busy agents who need to manage multiple leads at once.

Another benefit of Wise Agent CRM is its marketing capabilities. With features like email marketing campaigns, social media integration, and customizable templates, you can easily create and distribute high-quality marketing materials. Additionally, the platform offers robust analytics and reporting, allowing you to track the success of your marketing efforts and adjust your strategy accordingly.

That being said, Wise Agent CRM may not be the best fit for every real estate business. While the platform is customizable, it may not offer the level of flexibility that some businesses require. Finally, some users have noted that the learning curve for the platform can be steep, so it may not be the best option for those who are new to CRM software.

How Easy Is It To Use?

Wise Agent CRM is user-friendly and intuitive, with a clean and modern UI that is simple to operate. The platform is well-organized, with clear labels and menus that enable easy access to the features and tools you require. Wise Agent CRM also provides a variety of instructional and support materials, like video tutorials, webinars, and a knowledge base, to assist users in getting started and troubleshooting any issues that may emerge.

Wise Agent CRM has customization features that allow users to customize the platform to their individual needs and tastes. This includes the option to create custom fields, tags, and categories, as well as customize the dashboard's style and design. This can help users optimize their workflow and get the information they need faster.

Wise Agent CRM Pricing Review - Is Wise Agent CRM Worth The Price?

Wise Agent CRM offers a straightforward pricing structure that is designed to be transparent and easy to understand. There are no complicated tiers or confusing add-ons to worry about. Instead, the company offers a flat-rate pricing plan that includes all of the features and capabilities of the CRM.

    • A monthly plan of $32 is available, offering a 14-day free trial, and complimentary one-on-one onboarding is included.
    • The $326 annual plan is more popular. It offers a 14-day free trial, complimentary one-on-one onboarding, and a 15% discount compared to the standard monthly plan.
    • You can also get customized API access by contacting the company personally.

Wise Agent CRM's pricing is transparent and straightforward. Both plans provide access to the same features and capabilities with no hidden fees or charges. Additionally, there are no contracts required, so you can cancel at any time if you decide the software is not the right fit for your business.

Features included in both plans:

    • Drip Marketing Campaigns
    • Lead Automation
    • Team-Friendly Calendar
    • Free 24/7 support
    • Transaction Manager
    • Contact Manager
    • Customizable Landing Pages
    • Unlimited Training
    • Social Media Enhancement
    • Unlimited Document Storage
    • Monthly Newsletter
    • Reporting Tools

Wise Agent CRM allows each account to have up to five team members, including the primary account holder. If you need to add more team members beyond this initial allowance, you can do so by requesting additional team member spaces. These spaces are allocated in groups of five, with a nominal monthly fee charged per group of five team member spaces. This allows you to expand your team's access to the CRM without incurring high additional costs.


What Top Features Wise Agent CRM Offer?

› Real Estate Contact Management: Organize and manage all of your real estate contacts, track communication history, and segment them into groups and categories.

› Real Estate Lead Automation & Management: Automatically capture leads from various sources, such as website forms and social media, and create customized follow-up sequences to nurture leads and convert them into clients.

› Real Estate Transaction Management: Keep track of your real estate transactions from start to finish, including listing and closing details, contracts, and documents.

› Real Estate Marketing Tools: Create and send targeted marketing campaigns to contacts and leads, and manage your online presence with social media integration and customizable templates.

› Real Estate Landing Page: Create custom landing pages to capture leads and promote your brand.

› Real Estate Communication: Communicate with clients and prospects through a variety of channels, including email, text messaging, and phone.

› Real Estate Time Planning & Management: Stay organized with a calendar and task management system, and track your performance with analytics and reporting tools.

Does Wise Agent CRM Provides Reliable Customer Support?

Wise Agent CRM's customer support is highly rated by users. The company offers multiple channels for support, including phone, email, and live chat, making it easy to get in touch with a representative when you need help. The support team is knowledgeable and responsive, with a reputation for going above and beyond to help users resolve any issues they encounter.

In addition to its traditional support channels, Wise Agent CRM also provides a wealth of resources on its website to help users get the most out of the software. This includes video tutorials, a knowledge base, and a blog with articles on topics ranging from marketing tips to productivity hacks. Users can also attend live webinars hosted by Wise Agent experts to learn more about specific features and strategies for success.

Wise Agent provides support in these ways:

› Email/Help Desk: Submit a ticket to get assistance from the Wise Agent CRM support team.

› FAQs/Forum: Browse frequently asked questions or participate in the online community forum to find answers to common issues.

› Knowledge Base: Access a library of articles and tutorials to learn how to use Wise Agent CRM.

› Phone Support: Call Wise Agent's support team to get help with your questions or concerns.

› 24/7 (Live Rep): Speak to a live representative 24/7 to resolve any issues or get assistance with the software.

› Chat: Use the live chat feature to get quick answers to your questions or concerns.

Wise Agent is Used In Which Industries?

Wise agent is a popular product, and it is used in Real Estate Industry only.

Wise Agent Pros & Cons


    • Robust lead nurturing drip campaigns that allow for personalized, targeted communication with potential clients over time.
    • Automated contact information enhancement features can help keep your contact database up-to-date and accurate with minimal effort.
    • A wide range of integration options with other tools and platforms, including popular CRMs, marketing automation software, and social media platforms.
    • The interface of Wise Agent CRM is relatively simple and straightforward, although it may feel somewhat outdated compared to more modern software designs.
    • One area where Wise Agent excels is in its creation of landing pages that are optimized for Facebook advertising. Users can easily create effective, visually appealing landing pages to use in their ad campaigns.


    • Unlike some other CRMs, Wise Agent does not offer a built-in website builder, so users will need to look elsewhere if they want to create a website.
    • The email customization tool in Wise Agent can be somewhat clunky and unintuitive, which may be a downside for users who want to create highly customized emails or templates.

What Are The Best Alternatives of Wise Agent CRM?

This segment covers additional top-performing CRM products. While it's evident that Wise Agent CRM is an exceptional real estate CRM software, if you're exploring other robust alternatives, we've compiled a list of industry-leading CRM software. In this section, we'll present ten of the most exceptional CRM software options available:

More About Wise Agent CRM

We have done extensive research on the Wise Agent CRM application. We found it very useful, leaving a few drawbacks. Here is a detailed review from us.

We found the Wise Agent CRM to be a comprehensive real estate software that offers a wide range of features to help agents manage their contacts, automate tasks, and streamline their workflows. With in-depth lead nurturing drip campaigns, automated contact information enhancement, and extensive integration options, this software offers agents the tools they need to succeed in today's competitive real estate market.

One of the standout features of Wise Agent CRM is its powerful automation capabilities, which allow agents to set up complex workflows and save time on manual tasks. Additionally, the software's contact management tools are robust and make it easy to store and organize client information. The software's built-in marketing tools, including landing pages and social media integrations, are also noteworthy, providing agents with valuable resources to help them grow their businesses.

While we did note that the software's interface can be somewhat outdated, it is overall user-friendly and easy to navigate. Wise Agent CRM also offers extensive customer support options, including phone support, live chat, and a knowledge base, to help users get the most out of the software.

Technical Details Review

1. Deployment

    • Cloud, SaaS, Web-Based

Wise Agent CRM can be deployed on cloud, SaaS, and web-based platforms, making it easily accessible from anywhere with an internet connection.

    • Desktop - Mac

The software is also available for use on Mac desktops, providing flexibility and accessibility for users who prefer this platform.

    • Desktop - Windows

Wise Agent CRM is also compatible with Windows desktops, making it a versatile option for a wide range of users.

2. Training

    • In Person

Wise Agent CRM offers in-person training sessions for those who prefer a hands-on, personalized learning experience.

    • Live Online

Live online training sessions are also available, providing a convenient option for remote users to participate in real-time training sessions.

    • Webinars

The software offers regular webinars to provide training and support to users.

    • Documentation

A variety of documentation resources are available, including user guides, manuals, and knowledge base articles.

    • Videos

Wise Agent CRM also provides a library of videos that cover various features and functionalities, making it easy for users to learn at their own pace.

Final Verdict: Is Wise Agent CRM For You?

After a thorough analysis of Wise Agent CRM, we conclude that it is a comprehensive real estate CRM solution that offers a wide range of features and functionalities to help real estate professionals manage their contacts, leads, transactions, and marketing campaigns.

The software offers in-depth lead nurturing drip campaigns, automated contact information enhancement, and extensive integration options. It also provides a user-friendly interface that makes it easy for users to navigate and find the features they need. The landing pages for Facebook advertising are also a great feature that can help real estate agents boost their online presence.

However, there are a few areas where Wise Agent CRM could improve. The email customization tool is cumbersome and could be more user-friendly, and the lack of a built-in website builder may be a downside for some users.

What Customers Are Saying About Wise Agent CRM

“I’ve been recommending Wise Agent and Brandon Wise for over 5 years. Their newest version is the most exciting EVER. As a Coach, I know that your Database is the single most important tool for consistent business and growth, with the least cost and effort. What Brandon has done is give you a $10K a year product for just $32/month. Unbelievable.”
- Donna Stott / Real Estate Coach

“I have coached thousands of agents over the years and found that many do not have a CRM tool at all or have one they don't use because of the complexity. I recommend Wise Agent to our members as a CRM tool unused is the same as not having one at all. At upcoming conferences, we are planning breakout sessions to train our members on utilizing all the powerful, yet easy to use features of Wise Agent so no prospect gets left behind.”
- Craig Proctor / Real Estate Coach

“Wise Agent was created for property professionals who now can have a 360-degree view of the relationship with their clients, from marketing campaigns to the sales cycle and the subsequent support. It's simple to use and ideal for my clients. The implementation, support and professionalism of Wise Agent team were incredible and I know that my clients will be very happy for years.”
- Ian Kerins / Founder of The Happy Geek

Top Categories Where We Listed Wise Agent CRM


What does Wise Agent do?

Wise Agent is a cloud-based CRM solution designed specifically for real estate professionals. It provides tools for contact management, lead automation, transaction management, marketing, communication, and time planning & management.

What is CRM for real estate agents?

A CRM for real estate agents is a software solution that helps agents manage their contacts, leads, listings, and transactions more efficiently. It enables agents to automate their workflow, track their progress, and improve their communication with clients.

Does Wise Agent have a dialer?

Yes, Wise Agent has an integrated dialer that allows users to make calls directly from the CRM system. It also provides features like call recording, call routing, and call reporting.

What percentage of real estate agents use CRM?

About 72% of real estate agents use a CRM solution to manage their business, and it is the key to their automation. The adoption rate is higher among top-performing agents, with 87% of them using a CRM.

Does Wise Agent sync with Outlook?

Yes, Wise Agent provides two-way sync with Outlook, which allows users to access their contacts, calendar, and tasks from both platforms. It also supports integration with other popular tools like Google Calendar, Zapier, and Mailchimp.