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Wise Agent is an all-in-one real estate CRM platform which helps REALTORS become more efficient. This powerful CRM gives realtors an opportunity to save time and take on more business. Integrated with other leading real estate technology companies, it helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.


Wise Agent


  • Calendar Management
  • Website Management
  • Document Management
  • Property Management
  • Contact Management
  • Listing Management
  • Referral Tracking
  • Segmentation
  • Email Marketing
  • Campaign Management
  • Task / Activity Management
  • Contact & Account Management
  • Transaction Management
  • Drip Marketing
  • Appointment Calendar


  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android


  • In Person
  • Live Online
  • Webinars
  • Documentation

Wise Agent Users

Available Support

  • Live Support
  • Business Hours
  • Online

Language Support

  • English

Company Details

  • Company Name: The Wise Agent

  • Headquarter: United States

  • Full Address:


Wise Agent does all the things I need in a real estate CRM. Whether for basic management of contacts in an easy to use database or getting fancy with ongoing nurture campaigns for leads and sphere, Wise Agent is the best system I’ve come across…and I’ve tried several over the past couple decades. While it works fine for a solo agent, Wise Agent also has a great set-up for teams.

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Simple CRM that does what you need it to without the fluff. The customer service at wise agent is second to none. There the best. Always there ready to help.

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There is no relational database between the marketing and the customer’s list that is easy to figure out. Marketing drip campaigns are not easy to use, for instance, if I create a letter I can mix and match it with a drip campaign event.- creating events are not easy to use and takes time, I can’t use the events on one campaign into another.

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Wise Agent Real estate CRM is perfect, that’s all I can say. We easily integrated it in the existing any software setup. The integration was quick and automates lots of dimensions of our work. Its powerful workflow management is the best features and was

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After the suggestion of a business mate, I installed Wise Agent software. It has numerous features like programmed Lead Management, Drip Feeding, Appointment, CRM, and Transaction, etc. This in fact condenses time and money that you put in for daily work.

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