Real Estate CRM for Agents, Teams & Brokerages

Manage leads, automate follow-up, and stay organized in one simple, affordable platform.

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Wise Agent CRM contact list showing organized client records
Wise Agent CRM drip email campaign workflow for automated follow-ups
Wise Agent CRM dashboard showing contacts, tasks, and lead management tools
Trusted by Top Real Estate Brokerages
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Everything Your Real Estate Business Needs.

Wise Agent brings your marketing, transactions, and day-to-day workflows together in a single system built for long-term growth.

Wise Agent Leads

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

Wise Agent Leads showing website visitor tracking and lead identification

Real Estate Websites

Custom built IDX websites that turn listing traffic into leads.

Website Options
Custom real estate IDX website built with Wise Agent CRM to convert listing traffic into leads

Landing Pages

Capture new leads with customizable, high-converting landing pages.

Real estate landing pages in Wise Agent CRM for capturing and managing new leads

Digital Ads

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

Targeted Facebook and Google ads integrated with Wise Agent CRM for real estate lead generation

Lead Pipelines

Easily track and work leads as they move through your pipeline.

Wise Agent real estate lead pipelines showing contact management, lead tracking, and follow-up automation

Advanced Search Filters

Find exactly who you need with powerful, flexible search filters.

Advanced search filters in Wise Agent CRM for finding and segmenting real estate leads

Contact Summaries

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

Contact summary in Wise Agent CRM showing contact details, notes, and activity history

Bulk Emailing

Send branded emails at scale without losing the personal touch.

Send up to 2,500 emails per day

Bulk email marketing in Wise Agent CRM for sending branded real estate emails

Texting

Text leads and clients directly and keep every conversation organized.

Texting logged to each contact automatically

Built-in texting in Wise Agent CRM for messaging leads and clients with automatic logging

Drip Campaigns

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

Automated drip campaigns in Wise Agent CRM for consistent real estate follow-up

Transaction Checklists

Guide every transaction with clear, customizable checklists.

Transaction checklists in Wise Agent CRM for managing real estate deals step by step

Transaction Portals

Give clients a clear view of progress with secure transaction portals.

Secure transaction portals in Wise Agent CRM giving clients visibility into deal progress

Commission Reporting

See commissions, projections, and performance in one place.

Commission reporting dashboard in Wise Agent CRM showing real estate earnings and projections

Works Seamlessly With Your Existing Tech

100+ Integrations

Connect the Tools You Already Rely On

Wise Agent integrates with the platforms real estate professionals use every day, keeping your data connected and up to date.

Explore Integrations
Wise Agent CRM integrations with popular real estate apps and tools
Best Real Estate CRM

Recognized as a Top Real Estate CRM

Named Best Real Estate CRM by Forbes Advisor three years in a row.

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Wise Agent named Best Real Estate CRM by Forbes Advisor for 2022, 2023, and 2024

Why Real Estate Agents Choose Wise Agent

Simple, powerful, and built to support how real estate professionals actually work.

Smart Technology That Saves You Time

Boost productivity with real estate tools designed to automate follow-up, streamline marketing, and keep transactions moving without extra work.

  • AI Writing Assistant
  • Lead Automation
  • Text & Email Marketing

Built for Teams of Any Size

Collaborate easily without confusion. Wise Agent keeps your team aligned with flexible permissions, shared tools, and clear accountability.

  • Shared Calendars & Leads and More...
  • Lead Assignment, Distribution and Tracking.
  • Team Member Based Permissions

Ease of Use

The software features a straightforward and user-friendly interface, complemented by extensive customer support, to ensure a seamless user experience.

  • Intuitive Dashboard
  • Drag-and-Drop Tools
  • Customizable Workflows

Straightforward Pricing That Scales With You

Grow your business without long-term contracts or surprise fees. Wise Agent offers simple pricing with powerful tools included.

  • Month-to-Month Plans
  • Team-Friendly Pricing
  • Unlimited Storage Included
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Real People. Real Support. Any Day of the Week.

Get help when you need it from real Wise Agent experts who know real estate and take the time to help you succeed.

  • Personalized Training
  • Data Migration Assistance
  • 24/7 Live Support

Put Your Follow-Up on Autopilot

Wise Agent helps you stay consistent, responsive, and organized without adding more to your plate.

Automated drip campaigns in Wise Agent CRM for pre-built and custom follow-up emails and texts

Drip Campaigns

Stay in touch automatically with pre-built and custom follow-up campaigns.

Conversation Solutions
Lead rules and distribution in Wise Agent CRM to automatically route and assign new leads

Lead Rules and Distribution

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

Lead Management Solutions

Checklist Triggers

Automatically send emails or texts when key tasks are completed.

Transaction Solutions
Checklist triggers in Wise Agent CRM to automatically send emails or texts when tasks are completed
Don't just take our word for it...

Trusted by Real Estate Agents, Teams, and Brokers Nationwide

Anna Lovec Broker Headshot
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Our Lifeline for 250+ Monthly Transactions

"As a company we open handle around 250 transactions a month and are averaging 150 closings a month. I can say definitively there is no way we could do this without Wise Agent. It is truly our lifeline and allows us to handle each and every transactions with the same precision deal after deal."

Anna Lovec Broker Headshot
Anna Lovec Broker/Owner, The Alchemy Company
Tamara Inzunza Headshot
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The Missing Puzzle Piece in My Business

"Wise Agent is the missing puzzle piece between me and my coach. The goal tracking is the macro level accountability and the transaction checklists keep me on task not only with deadlines, but also with touch points for client follow-up."

Tamara Inzunza Headshot
Tamara Inzunza Realty One Group
Bill Parkhurst Real Estate Broker Headsh
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The Most Complete CRM in My 35-Year Career

"I would not want to be without Wise Agent in managing my business... You are the most complete and comprehensive CRM system I have ever utilized in my 35 year career, and I have worked with many systems! Thank You!"

Bill Parkhurst Real Estate Broker Headshot
Bill Parkhurst Associate Real Estate Broker, SFR Howard Hanna RE Systems

Frequently Asked Questions

Wise Agent is an all-in-one real estate CRM built for agents, teams, and brokerages. It brings lead management, follow-up, transactions, and marketing together in one simple platform so you can stay organized and close more deals.

Wise Agent is built for real estate agents, teams, and brokerages at every stage. It works just as well for solo agents as it does for growing teams and multi-agent brokerages that need flexibility, accountability, and support.

Wise Agent stands out among real estate CRMs by combining lead generation, marketing automation, contact management, and transaction management into a single, easy-to-use platform. Unlike many CRMs that charge extra for essential features, Wise Agent includes everything at an affordable price, plus free 24/7 live support. This makes it ideal for agents and teams looking to streamline their workflow, capture more leads, and grow their business with confidence.

The best real estate CRM is one that combines powerful features, ease of use, and exceptional support so you can focus on building relationships and closing more deals. Wise Agent is consistently ranked among the top real estate CRMs because it was built specifically for agents and brokers. Our all-in-one platform includes contact management, automated lead follow-up, marketing tools, transaction management, commission tracking, and team collaboration features; all at an affordable price.

Unlike many other CRMs, Wise Agent also provides 24/7 live customer support and one-on-one onboarding, ensuring you and your team get the most out of every feature. With integrations to popular tools like Google, Outlook, Realtor.com, and iHomeFinder, Wise Agent fits seamlessly into your existing workflow.

Thousands of agents and brokerages across the U.S. and Canada rely on Wise Agent to streamline their business, improve client communication, and close more transactions. If you’re looking for the best real estate CRM that balances cutting-edge technology with human-first support, Wise Agent is the trusted choice.

Yes. Wise Agent includes AI-powered tools to help agents save time and stay consistent, including an AI Writing Assistant and automated lead follow-up features designed specifically for real estate workflows.

Yes, Wise Agent offers a free 14-day trial so you can test the platform’s features before subscribing.

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