Wise Agent
Budget real estate CRM with flat-rate public pricing, contact automation, marketing, and transaction tracking — up to five team members on a shared login.
- Best for
- Solo agents and small teams on a tight software budget
- Price
- From $49/mo (up to 5 team members, shared login)
- HQ
- United States
- Profile updated
- September 26, 2026
Worth it for your operation?
Pros
- Public flat rate from $49/mo ($42/mo annual) with up to 5 members on shared login
- 14-day free trial and no-setup-fee messaging on the pricing page
- CRM + WiseSocial bundle published at $69/mo
- Built for agent daily ops — contacts, follow-up, transactions
Watch-outs
- Not an IDX website platform — site/portal depth is lighter than Sierra or Real Geeks
- No Meta WhatsApp inbox
- Shared-login team model is not the same as per-seat brokerage control
- Mortgage credit is not native
Score by criterion
The dark mark on each bar is the average of the 11 CRMs in this ranking. Criteria with higher weight pull the overall score more.
Property cards or unit inventory, matching to the lead, and a commercial proposal without a parallel spreadsheet.
Simulate a purchase mortgage (or a builder’s loan pipeline) without sending the client to another portal. Tenant screening is not mortgage credit.
Lease, collections, owner statements, or post-close assistance. A “won” stage in the funnel is not portfolio administration.
Native SMS or messaging inbox on the lead card, with team history. WhatsApp Business API also counts. Marketplace apps, extensions, and website buttons do not.
Public plan in USD, trial, and what sits outside the monthly fee. A mandatory add-on for day-to-day work lowers the score.
English UI, listing and showing vocabulary, and time until an agent can work without a long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Property inventory
Property listing or unit board inside the CRM
- No
Listing portals
Publishes listings or receives leads from portals (Zillow, Realtor.com, and similar) without a spreadsheet
- No
Brokerage website
Brokerage or builder website is part of the product, not a separate contract
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- Yes
Showing calendar
Showing or appointment calendar in the CRM
- Yes
Proposal or contract
Creates a commercial proposal or contract in the product, not just a pipeline stage
- No
Financing
Credit simulation or underwriting in the product — solar or real estate, depending on the vertical
- Yes
Agent app
Agent app published by the vendor itself
Editorial analysis
Wise Agent in detail
Wise Agent is the budget floor after LionDesk disappeared. Public pricing is $49/month (or $42 annual) for the full CRM with up to five team members on a shared login.
Who it is for
Solo agents and tiny teams who need contact follow-up and transaction tracking without a $300–$400 all-in-one invoice. If you need a branded IDX site, pair it — or look at Sierra / Real Geeks.
What drives the score
Price and learning curve lead. Inventory is mid (agent CRM inventory, not MLS IDX). portais and site stay false. Messaging scores for native SMS/inbox on the record.
How we read the sources
Based on thewiseagent.com pricing and the Real Geeks partner page.
Frequently asked questions
Is Wise Agent an IDX website?
No. Wise Agent is a CRM. The Real Geeks marketplace lists a native lead integration — website IDX stays with another vendor unless you buy that stack separately.
Why is the price score so high?
A published $49/month flat rate with trial and no setup fee is unusually clear in this market. The score rewards transparency and the floor price — not brokerage-scale IDX depth.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
Profile updated September 26, 2026. Found something outdated? Corrections are welcome.