The Wise Agent Insider’s Guide
Everything we know about Wise Agent in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Wise Agent
The Insider’s Guide
Real estate CRM with lead tools, drip campaigns and transactions
Every plan, grade, refund rule and rival among CRM tools, read from Wise Agent’s own pages.
Made by Wise Agent · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Wise Agent’s own pages, its app-store listings and our grades. Every fact in it is on Wise Agent’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.0
GPA, above 17 of the 72 other CRM tools we grade
Wise Agent is a CRM for real estate agents, teams and brokerages. It manages contacts and lead pipelines, sends bulk email and drip campaigns, and tracks transactions with checklists and client portals. An optional WiseSocial add-on automates social media posts for listings.
To get you started, here are 9 things to know about Wise Agent, taken from its own pages and our grades.
Drip campaigns and transaction templates to set up.
- 1
Best for a real estate CRM for an agent or a small shared-login team
Texting, extra members and extra credits are all paid add-ons, and the mobile app is a web app.
- 2
Paid plans start at $49 a month
As its pricing page puts it: $49 per month, billed monthly ($42 per month billed annually).
- 3
You can try it first
14-day free trial.
- 4
It runs on Web
Web.
- 5
Lead and contact management
Lead pipelines, advanced search filters, contact summaries with notes and activity history, and landing pages.
- 6
Email, texting and drip campaigns
Bulk email of up to 2,500 messages a day, texting logged to each contact and automated drip sequences.
- 7
Transaction management
Customizable checklists, secure client transaction portals and commission reporting.
- 8
A 2.0 GPA, above 17 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Wise Agent you would be making newsletters sent to thousands of people that still reach the inbox. That is not a weekend's work, with an AI app builder or without one.
Wise Agent at a glance
- Pricing
- Free trial, from $49 per month, billed monthly ($42 per month billed annually)
- Free plan
- No
- Free trial
- 14-day free trial.
- Runs on
- Web
- Made by
- Wise Agent
- Category
- CRM Software
- Our grade
- 2.0 GPA, fair
The report card
Best for a real estate CRM for an agent or a small shared-login team
Wise Agent is a real estate CRM at $49 a month, or $42 billed annually, for up to 5 team members on one login. Texting, extra members and extra credits are all paid add-ons, and the mobile app is a web app.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | B | $42 a month billed annually ($49 monthly) for up to 5 members on one login, so one agent pays that and five share it at under $10 each. |
| Free plan and trial | D | A 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | C | Contacts, email, drips, transactions and a team calendar. Texting is an add-on and there is no native phone app. |
| Ease of use | C | No store rating on record. Drip campaigns and transaction templates to set up. |
| Platforms and integrations | C | Web only, with a mobile web app and no integrations listed. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Wise Agent is for
- Fits if you are an individual agent who wants transaction tracking in the CRM
- Works for a small team happy to share one login
Who it is not for
- Watch out: the plan covers 5 members on one login, and separate logins cost $20 a month each
- Watch out: texting is $11 a month for 1,000 credits plus an $80 one-time fee
- Skip it if you want a native iOS or Android app, as none is listed
- Watch out: unlimited lead enhancement credits are $5 a month, and extra landing pages $5 each
Good to know
Good for
- Individual real estate agents who want a CRM with transaction tracking
- Small agent teams sharing one login
Worth knowing
- A plan covers up to 5 team members on a shared login; extra members cost $20 a month per 5, and separate logins cost $20 a month each.
- Texting through WiseText is an add-on at $11 a month for 1,000 credits, plus a one-time $80 registration fee.
- Unlimited lead enhancement credits cost $5 a month, and extra landing pages $5 a month each.
- The mobile app is a web app; no native iOS or Android app is listed.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$49
A month to start
Wise Agent is a paid product with a free trial, starting at $49 per month, billed monthly ($42 per month billed annually).
CRM
$42
per month, billed annually ($49 billed monthly)
Full CRM for up to 5 team members on one shared login, with onboarding. $499 a year, against $588 if paid monthly.
CRM + Social
$59
per month, billed annually ($69 billed monthly)
CRM plus WiseSocial: automated listing posts, branded listing videos and scheduled social content. $699 a year.
Enterprise
Custom
For teams of 15 or more agents, with bulk licensing savings and white-label options. Sold through sales.
Trying it first
14-day free trial.
Read from wiseagent.com on Nov 12, 2026.
Ways to pay less
Annual discount
Save 15% with annual billing
The pricing page shows annual billing for the CRM plan at $499 a year, against $588 billed monthly.
Stated on wiseagent.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Real estate CRM with lead tools, drip campaigns and transactions. Here is what it does, as its own site describes it, and what it covers: tasks, sales pipeline, marketing automation, reports, email campaigns, sMS marketing.
Contacts, email, drips, transactions and a team calendar.
- Lead and contact management
- Lead pipelines, advanced search filters, contact summaries with notes and activity history, and landing pages.
- Email, texting and drip campaigns
- Bulk email of up to 2,500 messages a day, texting logged to each contact and automated drip sequences.
- Transaction management
- Customizable checklists, secure client transaction portals and commission reporting.
- Team calendar and tasks
- A shared calendar and task tracking for teams of agents.
- Mobile web app
- A browser-based mobile app for adding contacts, notes, appointments and tasks from a phone or tablet.
- Lead enhancement credits
- Each plan includes 100 credits to fill out lead profiles with contact data; unlimited credits are a paid add-on.
Where it runs
- Web
What it works with
Its own pages name no integrations.
Wise Agent is made by Wise Agent.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
17/72
Other CRM tools it is graded above
Wise Agent's GPA of 2.0 is higher than 17 of the 72 other CRM tools we grade, and level with 4.
It stands best on value for money (B, above 64 of 72) and worst on free plan and trial (D, above 12).
Its paid plans start at $49 a month, against a middle price of $27.92 for the category: 47 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.0 out of 4. 44 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Wise Agent’s own letter is outlined.
- BValue for moneyAbove 64 of 72
- DFree plan and trialAbove 12 of 72
- CFeaturesAbove 1 of 72
- CEase of useAbove 1 of 72
- CPlatforms and integrationsAbove 0 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Wise Agent is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Wise Agent you would be making newsletters sent to thousands of people that still reach the inbox. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 51 of the 72 other CRM tools grade higher. It costs $588 a year.
What you could make
- Sales pipeline, tasks and reports: an app builder makes these well.
What you could not
- Newsletters sent to thousands of people that still reach the inbox.
- Email sent in volume that still reaches the inbox.
- Texts to thousands of numbers, registered with the carriers.
- Sharing with other people, which means accounts and invitations.
What this rests on. Wise Agent’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Lofty, Follow Up Boss, Real Geeks, Top Producer and Realvolve
The 5 tools Wise Agent is most often weighed against, with where each one differs from it.
- 1.8GPA
Lofty
Paid
Real estate CRM with IDX websites, AI agents and lead generation.
- Wise Agent also covers tasks.
- Lofty also covers AI agents.
- 2.0GPA
Follow Up Boss
Free trial · from $58/mo
Real estate CRM that routes and follows up on incoming leads.
- Wise Agent also covers tasks, marketing automation, email campaigns and sMS marketing.
- Follow Up Boss also covers shared inbox and workflow automation.
- 1.6GPA
Real Geeks
From $399/mo
Real estate platform with an IDX website, CRM and lead packages.
- Wise Agent also covers tasks and reports.
- Real Geeks also covers call tracking.
- 1.8GPA
Top Producer
From $179/mo
Real estate CRM with MLS reports, workflows and optional lead gen.
- Wise Agent also covers marketing automation.
- Top Producer also covers workflow automation.
- 1.8GPA
Realvolve
Free trial · from $49/mo
Real estate CRM with workflow automation for agents and teams.
- Wise Agent also covers marketing automation, reports and email campaigns.
- Realvolve also covers templates and workflow automation.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
12
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Wise Agent free?
No, Wise Agent is a paid product, but you can try it first. 14-day free trial.
How much does Wise Agent cost?
Wise Agent lists 3 plans. CRM: $42 per month, billed annually ($49 billed monthly).
What platforms does Wise Agent work on?
Wise Agent is available on Web.
Does Wise Agent offer any discounts?
Wise Agent publicly lists the following: Save 15% with annual billing.
Does Wise Agent have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Wise Agent is listed for Web.
Does Wise Agent have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Wise Agent is listed for Web.
Is Wise Agent open source?
Wise Agent is not described as open source on its own site, as read on Nov 12, 2026.
Who makes Wise Agent?
Wise Agent is made by a company of the same name.
What are the alternatives to Wise Agent?
The closest alternatives to Wise Agent in our directory are Lofty, Follow Up Boss, Real Geeks, Top Producer and Realvolve.
How does Wise Agent compare with other CRM tools?
Wise Agent's GPA of 2.0 is higher than 17 of the 72 other CRM tools we grade, and level with 4.
Is Wise Agent good value for money?
ToolGPA grades Wise Agent B for value for money. Its paid plans start at $49 a month, against a middle price of $27.92 for the category: 47 of the 66 others that charge start lower.
Could I make my own version of Wise Agent?
To replace Wise Agent you would be making newsletters sent to thousands of people that still reach the inbox.
Where this guide comes from
The prices, plans, platforms and features were read from Wise Agent’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Wise Agent's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Wise Agent. Prices change, so check wiseagent.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Wise Agent, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/wise-agent
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Wise Agent: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/wise-agent
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/wise-agent/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Wise Agent, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 73 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Wise Agent’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Wise Agent is a trademark of its owner, and this guide is not made, paid for or approved by Wise Agent. Prices and plans change: check wiseagent.com before you buy.