What it does
Wise Agent combines real-estate lead follow-up, client communication and transaction management. Buyer, seller and rental checklists can connect tasks with client updates. The CRM has a 14-day trial and paid access that includes five team members sharing one login.
From contract to close
Choose a buyer, seller or rental checklist and customize its tasks. Assign the work, monitor deadlines and completion, then trigger the relevant email or text when a task is complete. Portals and commission reports support the transaction record after the initial enquiry.
Subscription and team access
| Package | USD monthly | USD yearly | Scope |
|---|---|---|---|
| CRM | 49 | 499 | CRM access |
| CRM + WiseSocial | 69 | 699 | CRM and social posting for listings |
| Enterprise | Quoted | Quoted | Larger teams |
The base allowance covers five team members sharing one login. Separate logins, which allow individual permissions, cost USD 20 each per month. Five additional team members also cost USD 20 monthly. WiseSocial is included during signup and can be removed.
Register for the 14-day trial. Onboarding, training and live support are included. WiseText SMS is a separate add-on with registration and usage charges.
Strengths
- Transaction tasks can trigger client updates when completed
- Onboarding, training and live support are included
Watch out for
- Separate user logins cost extra beyond the shared-login allowance
- WiseText SMS has separate charges
Best for
- Real-estate agents coordinating transaction deadlines and client updates
Sources
- Wise Agent plans and access (Oct 27, 2026)
- Real Estate CRM Software | The Best CRM for Top Agents | Wise Agent (Oct 25, 2026)
- Real Estate Transaction Management Software | Wise Agent (Oct 25, 2026)