Tool profile · CRM & sales

Wise Agent

Wise Agent is a real estate CRM with contact management, lead automation, transaction checklists and landing pages, sold at a flat monthly price that covers up to five team members.

Who it suits

A good fit for

  • Solo agents and small teams that want a flat monthly price instead of per-user billing
  • Agents who want transaction checklists in the same tool as their contacts

Consider something else if

  • Teams of more than five, who need add-on logins or the custom-priced Enterprise plan
  • Buyers who need a full IDX property-search website from the CRM vendor

Key features

Lead automation
The vendor says new leads can be routed, assigned and answered automatically.
Transaction management
Deals and tasks tracked from start to close with customizable checklists.
Landing pages
Customizable landing pages for lead capture are included on all plans.
Integrations
The vendor lists 100+ integrations.

Wise Agent pricing

CRM plan $49 a month (or $499 a year) for up to 5 team members on a shared login. 14-day free trial.

Wise Agent plans and limits
PlanPriceKey limits
CRM$49/month monthly, or $499/year ($42/month) billed annuallyUp to 5 team members (shared login); extra team members or logins available as an add-on
CRM + WiseSocial$69/month monthly, or $699/year ($59/month) billed annuallyAdds social media automation, automated listing posts and branded listing videos
EnterpriseCustom pricingAimed at teams of 15+ agents
  • 14-day free trial
  • The pricing page explicitly identifies USD. The $42/month annual display is rounded; the actual annual CRM invoice is $499. Month-to-month with no contracts, according to the vendor.

Pricing verified Source (opens in a new tab)

Evidence and scope

This profile summarizes Wise Agent’s pricing page and home page, read on 6 October 2026. It is not a hands-on review. YourTechAI has no affiliate relationship with Wise Agent. For a general checklist, see how to choose a CRM for a small sales team.

Before you decide

Check what “shared login” means for your team. If each agent needs their own login and their own view of contacts, ask Wise Agent for the add-on price before you compare it with per-user CRMs.

Our coverage of Wise Agent

Sources

  1. Wise Agent pricing (opens in a new tab), Wise Agent (accessed )
  2. Wise Agent home page (opens in a new tab), Wise Agent (accessed )