Wise Agent
Real estate CRM with lead automation, drip campaigns, transaction checklists and landing pages. Flat monthly price for solo agents and small teams; custom plan for 15+ agents.
What is Wise Agent?
Wise Agent is a real estate CRM. It handles contact management, lead automation, drip campaigns, email and text, transaction checklists, client portals, commission reporting and customizable landing pages. Pricing is a flat monthly fee per account, not per seat. The vendor lists 100+ integrations and says Forbes Advisor named it Best Real Estate CRM from 2022 to 2024.
Who is it for?
Solo agents, small teams and brokerages. The $49 plan includes up to 5 team members on a shared login; teams of 15+ agents are routed to a custom Enterprise plan with white-label options. Look elsewhere if you want built-in lead generation or per-agent logins on the base plan.
Pricing
- CRM: $49/mo, or $42/mo billed annually ($499/year); up to 5 team members on a shared login, onboarding and 24/7 live support included.
- CRM + WiseSocial: $69/mo, or $59/mo billed annually ($699/year); adds social media automation, automated listing posts, branded listing videos and content scheduling.
- Enterprise: quote-based, for 15+ agents; bulk licensing and white label.
All plans include unlimited training, unlimited document storage, 100 lead enhancement credits and landing pages, month-to-month with no setup fees. 14-day free trial. Prices checked on 6 October 2026.
Strengths
- One flat fee covers up to 5 team members, so a small team pays the same as a solo agent.
- Transaction checklists and client portals handle contract-to-close tracking inside the CRM.
- 24/7 live support and onboarding are included in the base plan.
- Billing is month-to-month with no contract.
- Drip campaigns and email/text tools are in every plan.
What to consider
- Team members share one login, which limits per-agent audit trails.
- Social media automation and listing videos need the $69 plan.
- The site does not describe lead generation or IDX; expect to bring your own lead source.
- Teams of 15+ need a custom quote, with no public price.
- Lead enhancement credits are capped at 100.
Bottom line
Shortlist Wise Agent if you are a solo agent or a team of up to 5 and want transactions and drip campaigns for one flat fee. Confirm that a shared login fits how your team works.
WeekCRM score: 44 out of 100
Wise Agent is number 64 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 16/20 | $242 a month on CRM, billed annually |
| Integrations | 6/20 | 6 of 20 common apps connect natively or through a marketplace |
| Ease of use | 12/20 | 8.2 out of 10 from customer reviews Capterra 4.1/5, 531 reviews; G2 7.6/10, 14 reviews (too few, not counted) |
| Release pace | 0/15 | No changelog we could read |
| Openness | 4/15 | self-serve export |
| Price transparency | 3/5 | Some plans are “contact sales” |
| Free entry | 3/5 | Free trial |
Wise Agent integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| DocuSign | Built in | — | Oct 7, 2026 |
| Gmail | Built in | — | Oct 7, 2026 |
| Built in | — | Oct 7, 2026 | |
| Mailchimp | Built in | — | Oct 7, 2026 |
| Zapier | Marketplace app | — | Oct 7, 2026 |
| Zoom | Built in | — | Oct 7, 2026 |
