Wise Agent is a contract-free real estate CRM with lead automation, drip campaigns, and transaction tools. See pricing, features, and a 14-day free trial.
Wise Agent is an all-in-one CRM built specifically for real estate agents, teams, and brokerages. It combines lead capture and automated distribution, contact management, drip email/text campaigns, and transaction management with customizable checklists and client portals into a single platform. Users get commission tracking and reporting, a team calendar, unlimited document storage, and a built-in AI Writing Assistant, plus over 100 third-party integrations including Google, Outlook, Realtor.com, and iHomeFinder.
The platform is offered month-to-month with no long-term contracts, complimentary onboarding, and 24/7 live support and training. Wise Agent has been named Best Real Estate CRM by Forbes Advisor for 2022, 2023, and 2024, and serves solo agents, teams, and multi-agent brokerages.
Key Features
Lead Automation & Distribution — Captures leads from website visitors and digital ads and automatically routes them using customizable distribution rules.
Contact Management — Organizes contacts with advanced search filters and activity summaries for tracking client relationships.
Drip Campaigns & Follow-Up — Automated email and text drip sequences with built-in messaging that logs communications automatically.
Transaction Management — Customizable checklists and client portals to manage deals from contract to close.
Commission Reporting — Tracks and reports on commissions across agents and transactions.
AI Writing Assistant — Built-in AI tool to help agents draft marketing and client communications.
100+ Integrations — Connects with Google, Outlook, Realtor.com, iHomeFinder, and other real estate and productivity tools.
Pros & Cons
Pros
No long-term contracts, month-to-month billing
24/7 live support and unlimited training
100+ integrations with real estate tools
Named Best Real Estate CRM by Forbes Advisor (2022-2024)
Cons
Team member seats and add-ons (SMS, extra logins, landing pages) cost extra