All-in-one real estate CRM platform designed to help agents manage contacts, transactions, marketing campaigns, and daily workflows efficiently.
About Wise Agent
Wise Agent is a comprehensive customer relationship management (CRM) platform built specifically for real estate professionals. The software provides agents and brokers with integrated tools to manage their entire business operations, from lead generation and contact management to transaction coordination and marketing automation. Designed with real estate workflows in mind, Wise Agent helps streamline daily tasks while maintaining strong client relationships.
The platform combines essential business management features including contact database organization, automated follow-up campaigns, email and text marketing, transaction management, and team collaboration tools. Wise Agent's intuitive interface makes it accessible for agents at all technology skill levels, while its robust feature set supports growing teams and high-volume producers.
With cloud-based accessibility, mobile apps, and integration capabilities, Wise Agent enables real estate professionals to manage their business from anywhere. The platform emphasizes automation and efficiency, helping agents save time on administrative tasks while staying connected with their sphere of influence and nurturing leads through the sales pipeline.
Key Features
Contact and Lead Management
Centralized database for organizing contacts with custom fields, tags, and categories. Track lead sources, communication history, and important dates. Set automated reminders and follow-up tasks to ensure no opportunity falls through the cracks.
Email and Marketing Automation
Create and send professional email campaigns with customizable templates. Set up drip campaigns and automated follow-up sequences based on contact behavior and timelines. Track open rates, clicks, and engagement metrics to optimize your marketing efforts.
Transaction Management
Coordinate all aspects of real estate transactions from contract to close. Track deadlines, manage documents, assign tasks to team members, and keep all parties informed throughout the process. Built-in transaction checklists ensure nothing gets missed.
Text Messaging
Send individual or bulk text messages directly from the platform. Set up automated text campaigns and responses. Maintain all text communication history within contact records for complete visibility of client interactions.
Website and IDX Integration
Integrated website solutions with IDX property search functionality. Capture leads directly from your website into your CRM. Provide clients with property search capabilities while automatically tracking their interests and preferences.
Mobile Access
Full-featured mobile apps for iOS and Android devices enable agents to access contacts, tasks, and transaction information on the go. Update records, send communications, and manage your business from anywhere with internet connectivity.
Quick Specs
| Category | Agent CRM |
|---|---|
| Best For | Individual agents, teams, and brokerages seeking comprehensive business management |
| Starting Price | Contact for pricing |
| Free Trial | Available |