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Real Estate CRM Software

Wise Agent

Real estate CRM for agents, teams and brokerages covering leads, marketing and transactions

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About Wise Agent

Wise Agent is a CRM and software company for real estate agents, teams and brokerages in the United States. It gathers lead management, marketing and transaction handling in one system, and it was built by agents.

What Wise Agent offers

  • Lead pipelines — leads are tracked as they move through stages, with search filters and contact summaries.
  • Marketing — IDX websites, landing pages, social lead generation and targeted digital ads.
  • Email and text — branded bulk emailing and texting that is logged to each contact, with drip sequences for follow-up.
  • Transactions — customisable checklists and client portals that show progress.
  • Reporting — commissions, projections and performance in one place.

Who it works with

Solo agents and teams of any size. Team features include shared calendars, lead assignment and distribution, and permissions by member.

Key facts

  • Support: live support at any hour
  • Contracts: month-to-month, with no contract
  • Extras: API access and white-label options

Profile written by TrustList from the business's own published information, Oct 2026.

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