Organize your database with tags, groups, notes, and activity history.
W
Wise Agent
wiseagent.comWise Agent is a straightforward, budget-friendly real estate CRM for solo agents who want reliable contact management, drip campaigns, and task-based follow-up without enterprise complexity.
The verdict
Wise Agent is a dependable, budget-friendly CRM that covers the essentials (contacts, reminders, and email drips), making it a strong choice for solo agents who don't need advanced routing or enterprise automation.
01 — Overview
What Wise Agent is, and isn't.
Wise Agent is a long-running real estate CRM known for simplicity, affordability, and a dependable set of core tools: contact management, task reminders, basic email marketing, and light pipeline tracking. It's typically chosen by solo agents and small teams who want to keep follow-up organized without paying premium per-user CRM pricing.
Compared with more enterprise platforms, Wise Agent generally focuses less on advanced conditional lead routing and behavioral automation and more on getting the basics right: contacts, tags, groups, email campaigns, and reminders.
Pricing is published and relatively simple. As of September 2026, the base CRM plan is $49/month, or $499/year (about $42/month) with annual billing. A CRM + WiseSocial plan adds social and listing-video tools, and an Enterprise tier covers larger teams. Use the tier data below as a structured snapshot and verify current terms before publishing.
02 — Features ◆ standout
8 features, scored.
The 4 marked ◆ are why we rate Wise Agent a 4.2 overall.
Follow-up reminders and task management to keep leads and past clients from falling through the cracks.
Create newsletters and drip campaigns for long-term nurture and client touchpoints.
Track active deals and basic stages to stay organized during the transaction process.
Reuse templates for recurring outreach and newsletters.
Basic scheduling and appointment workflows; sync options vary by setup.
Known for responsive customer support available around the clock.
Access contacts, tasks, and notes on the go; verify current app parity with web features.
03 — Verdict at a glance
What we like — and where it falls short.
Pros
- +Great value for solo agents who want the fundamentals done well
- +Strong task/reminder workflow for consistent follow-up
- +Built-in email marketing and drip campaigns without needing extra tools
- +Simple learning curve compared to enterprise platforms
- +Excellent customer support reputation (24/7 availability)
- +Predictable pricing with an annual discount
Cons
- −Not ideal for complex team lead routing or brokerage-level governance
- −Automation is generally more basic than behavioral systems like kvCORE
- −Integrations with portals/MLS are often indirect (imports/forwarding) rather than deep native sync
- −Advanced texting/dialer capabilities may require add-ons or third-party tools
04 — Pricing
3 tiers. Most teams land on the middle one.
Prices below are as listed publicly Feb 2026. Verify on the official pricing page before committing — vendor pages change more often than our quarterly re-checks.
CRM
$49 / mo
- Core CRM (contacts, notes, tags), task reminders, and follow-up system
- Email marketing, drip campaigns, transaction, and pipeline tracking
- Up to 5 team members (shared login); 24/7 support and onboarding included
- Annual billing about $42/month ($499/year, ~15% off)
- Any-plan team add-ons: 5-member batches $20/month; separate logins $20/month each
- Any-plan add-ons: unlimited lead enhancement credits $5/month; extra landing pages $5/month per active page
- Any-plan add-ons: WiseText (1,000 credits) $11/month plus $80 one-time registration; WiseSocial $20/month
CRM + WiseSocial Most pick this
$69 / mo
- Everything in the CRM plan
- Social media automation
- Listing video features
- Annual billing about $59/month ($699/year)
- Contact organization and segmentation
- Integrations (verify specific connectors)
Enterprise
Custom
- For teams of roughly 15+ agents
- Bulk pricing and white-label options
- All CRM and WiseSocial features
- Custom quote required
05 — Integrations
What it talks to, out of the box.
Direct integrations marked first; Zapier and Make cover the long tail.
Google Workspace
Microsoft 365
Zapier
Mailchimp
Transaction Desk
Zapier: yes Make: yes
06 — Top alternative
If Wise Agent isn't the right shape.
F
Follow Up Boss
Follow Up Boss is a top-tier real estate CRM for teams that care about speed-to-lead, clean execution, and dependable lead routing, especially when paired with a separate IDX/lead gen stack.
07 — Frequently asked
Questions every Wise Agent shopper asks.
How much does Wise Agent cost in 2026?
Wise Agent's base CRM plan is $49/month, or $499/year (about $42/month) with annual billing. CRM + WiseSocial costs $69/month or $699/year, and Enterprise pricing is custom. Published add-ons include five-member batches or a separate login for $20/month, unlimited lead enhancement credits or an extra landing page for $5/month, WiseText with 1,000 credits for $11/month plus an $80 registration fee, and WiseSocial for $20/month.
Is Wise Agent worth it?
Wise Agent is worth it for solo agents who want a straightforward CRM with tasks/reminders and built-in email marketing. If you need advanced team routing, behavioral automation, or an all-in-one IDX platform, you may want a more robust system.
Wise Agent vs LionDesk: which should I choose?
LionDesk is no longer an option. Lone Wolf Technologies shut it down at the end of September 2025 and moved users to Lone Wolf Relationships. If you were weighing the two for a budget CRM, Wise Agent is the one still sold. If texting-first follow-up was the draw, look at Follow Up Boss, which supports SMS alongside its lead management.
Does Wise Agent integrate with Zillow and Realtor.com leads?
Wise Agent can often receive leads via imports, lead forwarding/email parsing, or third-party connectors. Whether it's a 'native' integration depends on your exact portal lead setup, so verify with Wise Agent support.
Can Wise Agent support teams?
It can work for small teams with shared processes, but it's generally best for solo agents and simpler workflows. Larger teams usually prefer CRMs with more advanced routing and reporting.
Does Wise Agent have a mobile app?
Yes, Wise Agent offers iOS and Android apps. Check current app store reviews to confirm reliability, notifications, and feature parity with the web app.
Does Wise Agent have an affiliate program?
Wise Agent does not offer a public cash-commission affiliate program. Current customers can use its referral program, which covers the base account after five referrals become paying members; extra licenses, add-ons, and third-party services are excluded.