The Wise Agent

The Wise Agent, usually called Wise Agent, is a CRM designed around the daily work of estate agents. Based in the United States, it serves single agents, teams and brokerages, and joins marketing, lead handling and transaction tracking in one account.

What The Wise Agent offers

• Lead generation — custom IDX websites, AI-assisted Facebook and Instagram lead campaigns, landing pages and digital ads feeding straight into the CRM.
• Lead pipelines and contacts — pipeline tracking, search filters and contact summaries with notes and activity history.
• Email and text marketing — branded bulk email of up to 2,500 messages a day, texting logged to each contact, and drip sequences.
• Transaction management — customisable checklists, secure client portals showing progress, and a view of commissions and performance.
• Team tools — shared calendars, lead assignment and distribution, and permissions per team member.

Who it works with

Real estate agents, teams of any size and brokerages. It connects with other property software that agents already use.

Key facts

• Based in: United States
• Recognition: named by Forbes Advisor in its real estate CRM ratings three years running
• Support: round-the-clock help, as stated on the site