Wise Agent is an affordable and versatile real estate CRM that helps agents manage their contacts, automate communications, and stay on top of transactions. It also has what we consider to be some of the best customer service in the industry, giving it an overall score of 4.91 out of 5. Let’s dig into my Wise Agent review and look at its features, pricing, pros and cons, Wise Agent reviews from current users, and some top alternatives.
My Verdict on Wise Agent & Why You Should Trust It
As a real estate writer and researcher, I’ve been digging into the pros, cons, and pricing structures of real estate tech programs for years. Wise Agent feels like a solid home to land in a world of so many different CRM options. It offers a two-week free trial (plenty of time to test and explore!), arguably the best customer service in the business, and all the classic, must-have CRM features that realtors need.
I don’t think any other real estate CRMs clearly show their dedication to users; just look at Wise Agent’s pricing, free trial, 24/7 customer service hours, one-on-one onboarding, and live webinars multiple times per week.
The negative side of that coin is that they will frequently update features without warning or communicating thoroughly with their current users. This lack of communication is the biggest complaint in Wise Agent reviews, and it’s worth noting. However, with a company so dedicated to supporting its users and all the right real estate features, I still can’t help but recommend Wise Agent.
Wise Agent Alternatives
Although Wise Agent has all the features agents need, it may not be a perfect fit for all realtors or teams. When you compare it with other platforms, you can see where it may or may not work for you. For example, Wise Agent vs Follow Up Boss has many more features for teams to collaborate and communicate interchangeably with leads.
On the other hand, when you compare Wise Agent vs LionDesk, LionDesk offers more extensive texting and calling capabilities (like video texts). Comparing features to find what you need is why evaluating multiple tools is important. Here are a few of our choices for alternative platforms:
 | Offers excellent support for lead management with a user-friendly interface | ||
 | Excels in lead management and nurturing client relationships | ||
 | Focuses on lead generation with powerful marketing tools | ||
 | Combines CRM and marketing features for effective lead capture and follow-up |
Key Features of Wise Agent
Wise Agent is designed to be a “simple, smart, and affordable CRM” for real estate professionals. It includes some basic features important for any real estate CRM and offers a 14-day free trial. Let’s take a look at some of the key features of the Wise Agent app and what makes it stand out:
Transaction Management
The transaction portal of Wise Agent provides templates, checklists, commission reports, and property lists in an easy-to-understand dashboard. The visual reports help you easily log into the platform and see where you are in the transaction process with each client. Plus, the property listing feature lets you keep notes and contacts for specific properties in one place, ensuring nothing gets lost in the shuffle.
Conversations
Wise Agent’s communication features include email, text messages, drip campaigns, a call list, and an AI bot to respond to leads automatically. Wise Agent allows realtors to send a whopping 2,500 emails per day, and there is an extensive library of prebuilt email campaigns that you can customize or create your own. Combined with the power dialer, the call list feature makes Wise Agent incredibly efficient.
Contact Management
One of the best features of Wise Agent is its powerful but user-friendly contact management. A section of the dashboard always displays recent new leads, and each contact has their own summary page. On this page, you can add an unlimited number of notes, and the platform saves all of their contact information, birthdays, and important dates and even categorizes them.
Third-Party Integrations
Another benefit of Wise Agent is its native integrations with hundreds of software companies, from marketing tools, IDX website tools, and communication tools to email and calendars. If there’s something that Wise Agent doesn’t offer, it’s likely there is an integration that will solve the problem for you.
Customer Support
Wise Agent is one of the only real estate CRMs that offers 24/7 customer support. Plus, all users get a one-on-one support onboarding call at no additional charge. When you read Wise Agent reviews, even negative reviews report that customer service is exceptionally responsive and helpful.
Wise Agent Pricing
The Wise Agent pricing structure is designed to be affordable and provide custom options. There is essentially one basic plan, but it can be billed monthly at $49 per month or annually at $499 per year. There is a custom enterprise plan for teams with 15 or more agents.
All Wise Agent plans include the software’s key features:
- Lead automation
- Lead enhancement
- Transaction management
- Contact management
- Unlimited document storage
- Reporting tools
- Free 24/7 support
- Unlimited training
- Customizable landing pages
Plus, there are a handful of add-on features:
- Additional team members: $20 per month for 5 team members
- Individual logins for team members: $20 per month
- Lead enhancement: $5 per month for unlimited credits
- WiseText SMS: $11 per month + $80 registration fee
- Additional landing pages: $5 per month
If you’re a new agent looking for free options, check out our guide to the best free real estate CRMs.
Methodology
At The Close, we blend our real estate experience, research, and specific criteria to determine the best tools to discuss with our readers. An important part of The Close methodology is to advocate for the readers, helping agents and brokers make wise decisions to move the needle and improve their business.
To evaluate Wise Agent, we reviewed the following criteria:
- Pricing: 5 out of 5
- I checked, updated, and evaluated Wise Agent pricing, subscription plans, and its free trial and available discounts.
- Features: 4.75 out of 5
- I considered basic features such as contact management, text and email capabilities, task management, task reminders and notifications, lead management, pipeline or dashboard customizability, audience segmentation, transaction management, and integrations.
- Advanced CRM Features: 4.75 out of 5
- This includes listing management, customized reports, and analytics, document management, storage, AI lead assist or lead automation, team management, marketing tools, social media integrations, and mobile apps.
- Ease of Use: 3.75 out of 5
- We evaluated the Wise Agent CRM’s user interface, customizability, and how easy it is to operate and set up.
- Support: 4 out of 5
- Should real estate agents need additional support, customer services such as live chat, phone, email, and ticket systems are necessary.
- Customer Rating: 4.56 out of 5
- We collect information from multiple third-party sources to determine how real users have rated Wise Agent.
- Expert Score: 4.19 out of 5
- The Close reviews each realtor CRM for standout features, additional considerations, and value for money spent from a real estate expert’s perspective.
Frequently Asked Questions (FAQs)
What are the benefits of Wise Agent?
Wise Agent is an ideal option if you’re looking for a highly affordable real estate CRM with all the essential features. Plus, the Wise Agent pricing structure includes a two-week free trial. It also includes an easy-to-use interface, email marketing, contact management, transaction workflows, and visual reports.
Is Wise Agent a good CRM?
Yes! Wise Agent is a great CRM for agents looking for versatile software to help grow their business. Plus, a wide range of integrations are available, so you can seamlessly blend this tool with your other marketing strategies.
Does Wise Agent have a dialer?
Yes, Wise Agent’s CRM has a built-in power dialer that allows real estate agents to call up to three contacts simultaneously. This feature is great for individual agents and teams, allowing them to multitask and communicate effectively over the phone.
The Bottom Line: Is Wise Agent Worth Your Money?
Wise Agent CRM is an excellent choice for realtors who want an easy-to-use CRM with an abundance of important features for gathering and managing contacts, following up and nurturing leads, and managing transactions and workflows. It also includes important features for teams and brokers. Wise Agent also offers unrivaled customer support.
However, its growth isn’t always matched with communication for its users, and some agents have reported that its features will change without warning. Ultimately, I believe Wise Agent is a great-quality CRM that can help agents grow their businesses.
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