Wise Agent

wiseagent.com
CRM
Weekend Project

Real Estate CRM Software | The Best CRM for Top Agents

How to Replace Wise Agent

Overview

Wise Agent is an all-in-one real estate CRM built for agents, teams, and brokerages that brings lead management, follow-up, transactions, and marketing together in one simple platform. It helps real estate professionals manage leads, automate follow-up, and stay organized to close more deals. The platform combines lead generation, marketing automation, contact management, and transaction management with 24/7 live support.

Features

41 features across 17 categories

AI(1)

AI Writing AssistantAI

AI-powered writing assistance to help agents save time and stay consistent

Also in: monday.com, Notion, Airtable

Automation(4)

Checklist Triggers

Automatically send emails or texts when key tasks are completed

Customizable Workflows

Customize workflows to match your business processes

Lead Automation

Automated lead follow-up and management features designed specifically for real estate workflows

Lead Rules and Distribution

Route, assign, and respond to new leads instantly without manual work

Also in: monday.com, Notion, Airtable

Collaboration(2)

Shared Calendars

Team-friendly shared calendars for collaboration and coordination

Team Member Based Permissions

Control what team members can access with flexible permissions and restrictions

Also in: Notion, Airtable, Obsidian

Communication(3)

Bulk Emailing

Send branded emails at scale without losing the personal touch, up to 2,500 emails per day

TextingPremium

Text leads and clients directly and keep every conversation organized, with texting logged to each contact automatically

WiseTextPremium

Text messaging feature with number selection and 1000 credits per month

Also in: Jobber, Jira, Insightly

Contact Management(1)

Contact Summaries

See contact details, notes, and full activity history in one place

Content(2)

Monthly Newsletter

Access to monthly newsletter with industry insights and product updates

Real Estate Stock Content

Access to pre-made real estate content for marketing

Also in: Squarespace, Hunter, Notion

Integration(1)

100+ Integrations

Connect with over 100 third-party platforms and tools

Also in: monday.com, Notion, Airtable

Lead Management(8)

Lead Assignment

Assign and distribute leads to team members automatically

Lead Distribution

Distribute leads automatically to team members

Lead Enhancement CreditsPremium

Credits for enhancing lead information with data enrichment

Lead Generation

Identify and connect with high-quality leads visiting your website, even when they don't fill out a form

Lead Pipelines

Easily track and work leads as they move through your pipeline

Lead Tracking

Track lead progress and activity throughout the pipeline

Recent Leads

See every new lead instantly so you never miss an opportunity

Wise Agent Leads

Identify and connect with high-quality leads visiting your website, even when they don't fill out a form

Marketing(4)

Customizable Landing Pages

Create customizable landing pages for lead capture

Digital Ads

Launch targeted digital ads that drive traffic and feed leads directly into your CRM

Landing PagesPremium

Capture new leads with customizable, high-converting landing pages

Text & Email Marketing

Combined text and email marketing capabilities for lead engagement

Marketing Automation(1)

Drip Campaigns

Automate follow-ups with targeted drip marketing sequences that keep you top-of-mind

Reporting(2)

Commission Reporting

See commissions, projections, and performance in one place

Reporting Tools

Comprehensive reporting and analytics tools

Storage(1)

Unlimited Document Storage

Unlimited storage for documents and files

Support(4)

24/7 Live Support

24/7 live customer support from real Wise Agent experts who know real estate

Data Migration Assistance

Assistance with migrating data from other systems

Personalized Training

One-on-one personalized training for users

Unlimited Training

Unlimited training resources for users

Transaction Management(3)

Transaction Checklists

Guide every transaction with clear, customizable checklists

Transaction Manager

Manage and track all transaction details and progress

Transaction Portals

Give clients a clear view of progress with secure transaction portals

User Interface(2)

Drag-and-Drop Tools

Drag-and-drop functionality for ease of use

Intuitive Dashboard

Straightforward and user-friendly dashboard interface

Website(1)

Real Estate Websites

Custom built IDX websites that turn listing traffic into leads

Pricing

Monthly

$49/mo
  • Up to 5 Team Members (shared login)
  • Drip Campaigns
  • Lead Automation
  • Team-Friendly Calendar
  • 24/7 Live Support
  • Transaction Manager
  • Customizable Landing Pages
  • Unlimited Training
  • 100 Lead Enhancement Credits
  • Unlimited Document Storage
  • Monthly Newsletter
  • Reporting Tools
  • Real Estate Stock Content
  • Complimentary one-on-one onboarding
  • No contracts
  • No setup fees

Annual

$499/yr (Save 15%)
  • Up to 5 Team Members (shared login)
  • Drip Campaigns
  • Lead Automation
  • Team-Friendly Calendar
  • 24/7 Live Support
  • Transaction Manager
  • Customizable Landing Pages
  • Unlimited Training
  • 100 Lead Enhancement Credits
  • Unlimited Document Storage
  • Monthly Newsletter
  • Reporting Tools
  • Real Estate Stock Content
  • Complimentary one-on-one onboarding
  • No contracts
  • No setup fees

Enterprise

Custom
  • Bulk Licensing - Recommended for teams of 15+ Agents
  • White Label Solutions
  • Co-Branded CRM
  • VIP Experience
  • Premium Offering

Cost Calculator

Keep Paying Wise Agent

Monthly$49/mo
Yearly$588/yr
5-Year Total$2.9k

Build It Yourself

Est. Build Time~3 hrs
Hosting$20/mo
DifficultyVery Easy

Total Cost Comparison

1 YearSave $348
SaaS
$588
DIY
$240
3 YearsSave $1k
SaaS
$1.8k
DIY
$720
5 YearsSave $1.7k
SaaS
$2.9k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 41 features at very easy complexity.

Build vs Buy

Should you build a Wise Agent alternative or buy the subscription? Estimate based on 41 features.

Buy Wise Agent

Better Value
Monthly cost$490/mo
3-year total$17,640
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying Wise Agent saves ~$19,320 over 3 years vs building.

Estimates based on 41 features and a BuildScore of 5/5. Actual costs vary.

Integrations

4 known integrations

GoogleiHomeFinderOutlookRealtor.com