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CRM & deal pipeline

Wise Agent

Wise Agent is a real estate CRM for agents, teams, and brokerages, run from Fountain Hills, Arizona. It brings contact management, marketing, and transaction tracking into one subscription. The company says it was founded in 2002 by a working Realtor who wanted an internet-based system he could use from any city he worked in that day.

Contacts are organised and tracked through a pipeline, and communication tools cover one-off and bulk email, texting, calls, and automated drip campaigns that can mix emails, texts, calls, videos, and print. The platform allows up to 2,500 emails per day, or 75,000 per month, without a third-party tool, ships a stock campaign library, connects to Gmail so client email is logged against the contact record, and offers an optional Power Dialer that calls up to three leads simultaneously.

Transaction management provides ready-made buyer, seller, and rental checklists with customizable templates, task assignment, deadline tracking, automatic emails or texts to clients as tasks complete, commission reports, and secure client portals where clients can check progress themselves. Lead generation tools include customizable landing pages, domain purchase and connection, Facebook and Google ad campaigns run from inside the CRM, social lead generation, and custom IDX websites tied to MLS data that feed registrations straight into the CRM.

The company advertises $49 per month with a 14-day free trial, no contract, and support available around the clock. Custom IDX website builds are sold separately, so ask what a site costs on top of the subscription.

Best for

Individual agents, small teams, and brokerages that want contact management, drip marketing, and transaction checklists in one affordable subscription instead of stitching several tools together.

What they do

  • Real estate CRM and contact management
  • Automated drip email, text, and call campaigns
  • Bulk email and text messaging
  • Transaction management checklists
  • Client transaction portals
  • Commission reporting and broker tools
  • Landing pages and lead capture
  • Facebook and Google ad campaigns
  • Custom IDX websites
  • Gmail and Google Suite integration
  • Power dialer calling

Details

AttributeValue
Founded2002
How they chargeAdvertised at $49 per month with a 14-day free trial and no contract.

What stands out

  • Says it was founded in 2002 by a working Realtor, and operates from Fountain Hills, Arizona.
  • Allows up to 2,500 emails per day, or 75,000 per month, without a third-party tool.
  • The optional Power Dialer calls up to three leads simultaneously and updates records in the CRM.
  • Advertised at $49 per month with a 14-day free trial and no contract.