OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Wise Agent review: 54 specs compared

Starting price:42 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:noWorkflow automation:yes

Wise Agent Review: Compare 54 technical specifications, 6 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

Wise Agent
8.4/10

Overall score

Score
8.4/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 89% of models
Score components

40%

8.5

Technical score

30%

8.5

Reviews score

30%

8.1

List score

▲Better than 89% of CRM software
8.5

Technical score

Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 76% of models
Score components

25%

8.5

Product & Pricing

25%

8.3

Core CRM

20%

8.0

Sales & Automation

15%

9.4

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 76%
8.5

Reviews score

Reviews score
8.5/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 91% of models

80%

8.4

Average grade

20%

8.6

Popularity

Grades by review (6)
1 review + 5 videos, average 8.8/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
★Better than 91%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Wise Agent

Based on 2 · 5

Reviewers praise the helpful support, fair price and solid contact and marketing tools, but most find the interface dated and clunky.
Praised
Criticised
Pick a topic to see who said what
Loading category ranking...

CRM Software product ranking

Ranked #28 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Wise Agent

Technical score
Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 76% of models
Score components:

25%

8.5

Product & Pricing

25%

8.3

Core CRM

20%

8.0

Sales & Automation

15%

9.4

Integrations & Access

15%

8.5

Security & Deployment

8.5
Reviews score
8.5
List score
8.1
Starting price
42 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 42 USD/user/mo, which is higher than that of 59.7% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead capture from real estate portals, Facebook ads, and web forms.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Transaction management pipelines with customizable milestones.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Wise Agent AI Writing Assistant drafts emails, property descriptions, and text replies.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated drip marketing campaigns and transaction task checklists.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Wise Agent Integrations Directory with Zapier, MLS feeds, and real estate tools.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google single sign-on supported.
Security certifications
SOC 2
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access levels for agents, assistants, and team members.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
System activity log tracking client updates and transaction history.
Supported operating systems
Web, iOS, Android
Show more

Wise Agent vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Wise Agent AI Writing Assistant drafts emails, property descriptions, and text replies.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated two-way SMS text messaging and email communications.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email and text drip campaigns with pre-written templates.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Monthly real estate newsletters, property flyers, and lead landing pages.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integrated phone dialer, call recording, and two-way texting.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Built for real estate: transaction checklists, lockbox tracking, flyer generator, and open house forms.
  • 7.6% higher review score
    Reviews score
    8.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ★ Better than 91% of models

    80%

    8.4

    Average grade

    20%

    8.6

    Popularity

    Grades by review (6)
    1 review + 5 videos, average 8.8/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.5 vs 7.9
  • 6.1% better value for money
    Wise Agent offers better value for money than the average CRM platform (8.85 vs 8.3).
    8.85 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Built for real estate: transaction checklists, lockbox tracking, flyer generator, and open house forms.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal allows transaction tracking and document sharing with clients.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Wise Agent AI Writing Assistant drafts emails, property descriptions, and text replies.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email and text drip campaigns with pre-written templates.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Monthly real estate newsletters, property flyers, and lead landing pages.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integrated phone dialer, call recording, and two-way texting.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated two-way SMS text messaging and email communications.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (2-4 languages vs English only).
    2-4 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google single sign-on supported.
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate transaction coordination; lacks native B2B quote/invoice generator.
  • 3 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Wise Agent
    the average CRM platform
    Wise Agent has a higher starting price than the average CRM platform (42 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    42 USD/user/mo vs 39 USD/user/mo
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 3 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Wise Agent
    the average CRM platform
    Wise Agent has a higher starting price than the average CRM platform (42 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    42 USD/user/mo vs 39 USD/user/mo
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate transaction coordination; lacks native B2B quote/invoice generator.

Video reviews

Hands-on testing and real-world video evaluations

9.0
HelperMan
≈ estimated
06/10/2025
Short overview · features and real estate fit
Verdict
Wise Agent is a solid choice for real estate professionals who want a straightforward CRM.
9.0
Tutorials By David
≈ estimated
14/08/2025
Short overview · features and pricing summary
Verdict
Wise Agent suits real estate professionals who want to stay organized and close more deals.
9.0
Your Dose of Real Estate With Tristan Ahumada
≈ estimated
04/05/2025
Comparison video · personal use of four CRMs
Verdict
Wise Agent is highly recommended for its price and has what real estate needs, though it is not much to look at.
8.0
HelperDog
≈ estimated
02/03/2025
Short review · features, pricing and drawbacks
Verdict
Wise Agent is worth considering for an affordable CRM, but not if you need a polished interface.
8.0
Capterra
✓ explicit
29/12/2021
Short user testimonial · setup and pricing impressions
Verdict
Wise Agent offers easy onboarding and good value for basic CRM use, though its add-ons still cost less than high-end rivals.
Overview video
Brand video

Expert reviews

In-depth analysis and verdict from leading tech publications

9.8
theclose.com
✓ explicit
04/09/2024
Expert review · Real estate CRM
Verdict
Wise Agent is a real estate CRM with round-the-clock support and a two-week free trial, but it changes features without warning.

Third-party reviews

What customers like about Wise Agent

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What customers don't like about Wise Agent

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $49/user/month.
  • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
  • Lacks integrated electronic document signing tools, requiring external third-party subscriptions for digital contract signatures.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Wise Agent is a specialized real estate CRM platform engineered by Wise Agent to manage property transactions, client relationships, and agent pipelines. The system centralizes buyer and seller leads, property listing data, automated communication cadences, and transaction milestone tracking. Operational productivity is enhanced by automated SMS and email follow-up triggers, contact relationship histories and built-in calling tools alongside AI-assisted client engagement. Agents benefit from native mobile access for on-site property showings, integrated document handling, and performance tracking across local brokerages. However, drawbacks include the absence of a free plan, with starting subscriptions at $49 per user monthly, alongside premium add-ons for MLS data sync. It serves as an outstanding operational hub for real estate agents, brokerages, and property teams seeking dedicated transaction workflows and lead conversion.

Compare Wise Agent with other CRM platforms

1Product to compare no. 1
VS
2Product to compare no. 2
VS
3Product to compare no. 3 (optional)

Graphic comparison of Wise Agent and other CRM platforms

No results found