Real Estate CRM

Wise Agent

By WeekCRM editorial team · · Editorial policy & disclosures

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.

Website wiseagent.com
Pricing CRM $49/mo ($42/mo annual); CRM + WiseSocial $69/mo ($59/mo annual); Enterprise quote-based; 14-day trial
WeekCRM score44/100
Good fit for Real Estate

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.

CheckPointsWhat we found
Price for 10 people16/20 $242 a month on CRM, billed annually
Integrations6/20 6 of 20 common apps connect natively or through a marketplace
Ease of use12/20 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 pace0/15 No changelog we could read
Openness4/15 self-serve export
Price transparency3/5 Some plans are “contact sales”
Free entry3/5 Free trial

How we count the score →

Wise Agent integrations we verified

AppHow it connectsWhat syncsChecked
DocuSignBuilt in — Oct 7, 2026
GmailBuilt in — Oct 7, 2026
LinkedInBuilt in — Oct 7, 2026
MailchimpBuilt in — Oct 7, 2026
ZapierMarketplace app — Oct 7, 2026
ZoomBuilt in — Oct 7, 2026

All CRMs × 20 apps →

Latest news