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Real Estate CRM · Rank #5 of 10

Wise Agent review and pricing

Long-running private SMB realtor CRM.

By Wise Agent LLC · Founded 2001 · Fountain Hills, AZ · private

Wise Agent is the long-running private SMB realtor CRM, founded 2001. The product covers CRM + drip nurture + transaction coordination at affordable price. Strengths: long-running independent (no acquisition drama), affordable flat-rate pricing, solid drip nurture and transaction coordination, simple UX for solo agents and small teams, no per-user surprise charges. Best fit for solo agents and small teams (1-25 agents) wanting affordable real estate CRM without consolidation risk. Trade-offs: UX dated relative to Follow Up Boss / Lofty, integration depth is limited, brokerage-hierarchy features are minimal, and feature velocity is slower than modern challengers.

Best for

Solo agents and small teams (1-25 agents) wanting affordable real estate CRM without consolidation or acquisition risk.

Worst for

Larger teams and brokerages (kvCORE / BoomTown better), modern UX seekers (Follow Up Boss / Lofty better), or teams wanting bundled IDX site (Lofty / kvCORE better).

Vendor Trust Score

Is Wise Agent a trustworthy vendor?

8.3/10
High trust
Pricing transparency
Published rates; no hidden fees
9.0
Contract fairness
Reasonable terms; no auto-renew traps
8.5
Incident response
How they handle outages and breaches
7.5
Post-acquisition behavior
Customer treatment after M&A or PE
9.0
Executive stability
Leadership churn over 24 months
8.5
Roadmap honesty
Public commitments held
7.5
Trust signal log
  • 2024-06-10
    Remains independent privately-held; no acquisition activity since founding
Vendor Trust is scored independently of product quality. A great product from an unfair vendor still earns a low trust score.
Review Intelligence

What 580 reviews actually say

Synthesized from G2, Capterra, Reddit, Trustpilot. Patterns >15% prevalence shown.

Last synthesized
2026-04-29

Praise patterns

  • Affordable flat-rate pricing
    87%
  • Long-running independent (no acquisition drama)
    71%
  • Solid support reputation
    64%

Complaint patterns

  • UX dated relative to Follow Up Boss
    47%
  • Integration depth limited
    41%
  • Feature velocity slower than modern challengers
    31%
Sentiment trend (6 months)
79/100 +1 pts
12
01
02
03
04
05
Patterns are extracted from review corpus and human-verified. We surface trends, not anecdotes.
Verified Pricing

What buyers actually pay

142 anonymized deal disclosures · last updated 2026-05-01

Contribute your deal price
Company size Median annual
1-5 agents $588
5-25 agents $2,940
Verified pricing is crowdsourced from buyers under anonymity guarantees. Vendor-listed prices are validated against actual deals quarterly.
Compliance & Security

Auto-verified certifications

Verified 2026-05-01
SOC 2 Type II
ISO 27001
HIPAA
GDPR
CCPA
PCI DSS
FedRAMP

Editorial: Strengths

  • Long-running independent (no acquisition drama)
  • Affordable flat-rate pricing
  • Solid drip nurture
  • Simple UX for solo agents
  • No per-user surprise charges
  • Strong support reputation

Editorial: Weaknesses

  • UX dated relative to Follow Up Boss
  • Integration depth limited
  • Brokerage-hierarchy features minimal
  • Feature velocity slower than modern challengers
  • No bundled IDX site

Key features & integrations

  • +CRM with drip nurture
  • +Transaction coordination
  • +Landing pages
  • +Text marketing
  • +Calendar integration
  • +Solid support
  • +Modest integration set
40+ integrations
ZillowRealtor.comGoogle WorkspaceBombBombDotloop
Geography supported
United States, Canada
Best fit
1–25 employees · Solo agents and small teams
Editorial deep-dive

Read our full ranking of Real Estate CRM

Wise Agent ranks #5 in our editorial review of 10 real estate crm platforms. The deep-dive covers methodology, comparison tables, decision matrix, migration scoring, and FAQs.

Read the full ranking

Closest alternatives in Real Estate CRM

Help the next buyer

Contribute your verified deal price

Pricing in B2B software is opaque because vendors want it that way. Verified buyer prices fix that, anonymously. Share what you actually paid for Wise Agent; we’ll add it to the verified pricing dataset on this page (with company size band only, no identifying details).

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