# Wise Agent Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Wise Agent Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more. Source: https://www.capterra.com/p/20680/The-Wise-Agent --- # Wise Agent Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Wise Agent ## What is Wise Agent? Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business. ## What is Wise Agent used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 531 user reviews Reviews sentiment Positive 90% Neutral 9% Negative 1% Pros & cons Efficient client relationship tracking Convenient mobile client outreach Cumbersome data entry process Recurring technical and usability problems Starting price $49 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Wise Agent?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.thewiseagent.com&name=Wise Agent) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Wise Agent 4.4 (531) VS. [4.7 (727)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price $49 Flat Rate, Per Month Starting Price $7 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (531) Ease Of Use 4.7 (4,357) Value For Money 4.5 (501) Value For Money 4.7 (3,491) Customer Service 4.6 (475) Customer Service 4.5 (3,500) ## Wise Agent alternatives [4.3 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.8 (647)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,456)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) [4.6 (490)](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/) Starting price $13.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) [View all alternatives](https://www.capterra.com/p/20680/The-Wise-Agent/alternatives/) ## Pros and Cons Efficient client relationship tracking 92% positive reviews out of 62 Most reviewers indicate client management features streamline note-taking, follow-ups, and communication for organized client engagement. Cumbersome data entry process 60% negative reviews out of 55 Most reviewers find data entry tedious, with frequent manual steps, duplicate issues, and unintuitive formatting requirements. Convenient mobile client outreach 92% positive reviews out of 26 Most reviewers describe mobile access as helpful for staying connected with clients and managing tasks remotely. Recurring technical and usability problems 56% negative reviews out of 41 Most users comment bugs and issues include login difficulties, unresolved errors, and confusing integrations that hinder productivity. Comprehensive contact database tools 100% positive reviews out of 24 Most users comment database management simplifies organizing, searching, and maintaining client records for ongoing communication. Disruptive and outdated updates 64% negative reviews out of 33 Most users report updates often cause interface issues, unexpected changes, and a dated appearance that frustrates workflow. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.4 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.3 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Database 5.0 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Email Marketing 4.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Interaction Tracking 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Sales Pipeline Management 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Wise Agent 65 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Tracking, calculating, and paying commissions and earnings to employees Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails For realtors, real estate investors, property managers, and other real estate professionals. Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Add, view, and edit details of all properties managed by an agency that are available for sale or rent Generate quotes or estimates for customers Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Manage, record and track all business exchanges in form of money and its related interactions in the system Built-in website builder or integration with third-party site Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (531) 4.2 Based on 531 reviews ## Pricing Value for money 4.5 (501) Free Trial [View pricing plan details](https://www.capterra.com/p/20680/The-Wise-Agent/pricing/) Monthly $49.00 Flat Rate,Per Month It includes: - 24/7 Support - Allows 4 Additional Team Members - Contact Manager - Customizable Landing Pages - Drip Marketing Campaigns - Lead Automation - Monthly Newsletter - One-on-One Onboarding Session - Reporting Tools - Social Media Enhancement - Team-Friendly Calendar - Transaction Manager - Unlimited Document Storage - Unlimited Training Annual $326.00 Flat Rate,Per Year It includes: - 24/7 Support - Allows 4 Additional Team Members - Contact Manager - Customizable Landing Pages - Drip Marketing Campaigns - Lead Automation - Monthly Newsletter - One-on-One Onboarding Session - Reporting Tools - Social Media Enhancement - Team-Friendly Calendar - Transaction Manager - Unlimited Document Storage - Unlimited Training Value for money 4.5 (501) 4.5 Based on 501 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (475) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (475) 4.6 Based on 475 reviews ## User reviews Overall rating 4.4 Based on 531 reviews Filter by rating 5(288) 4(189) 3(48) 2(3) 1(3) Mentioned topic Sorted by most recent Jose Manuel M. Sales Representative Real Estate ### "Great product, needs to be localized in Spanish for Latin American countries" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 27, 2025 Great product, needs to be localized in Spanish for Latin American countries Pros I only used the 14-day free trial and found it a great CRM platform for Real Estate agents Cons Not yet suitable for Mexico, not in Spanish yet Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NS Nizar S. Data Steward Pharmaceuticals ### "For better CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 February 19, 2024 Pros Wise Agent offers me great features related to real estate agents such as transaction management and email marketing Cons what i like least about Wise Agent is that the mobile app has less functionalities than the Web-based app Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Ruben A. Sales Agent Real Estate ### "What Have They Done?" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 January 5, 2024 I don't know, I'm trying to get past the Customer service part other wise its a great product. If the word processor wasn't trash I may have been able to complete what I wanted to do without an agent. Lets get the customer service that you're known for back \[sensitive content hidden\]!!! Pros I've been with wise agent for several years no and my experience with the product is excellent. Easy to use, easy to set up, and super easy to stay in contact with your database. It has a ton of integrations option which can be useful and the best part...it doesn't cost you 1/3 of your commission check per month. Great product....Buuuuuut - Cons Cons All I can say is with the exception of the word processor within Wise Agent which by the way happens to be total trash! Wise Agent is great. For the better part of my subscription with Wise Agent, Customer service was 100% awesome. You were able to reach Knowledgeable staff that had all the answers and if they didn't they would make it their priority to get you an answer and response time was always top notch! NOT ANY MORE!!! I don't know what happened but all of a sudden all calls are being handled by overseas agents that are completely lost. I spent the better part of 30 minutes just trying to articulate to the agent on what I wanted to accomplish, I would get put on hold and then the agent would come back and ask me more questions about what I'm trying to accomplish and then get put on hold and so the story keeps going. I finally just hung up! \[sensitive content hidden\]...really? why did you destroy your customer service reputation like this...it is really bad...worse than Lionsdesk...that's not good for customer retention. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 8, 2024 Hello Ruben, We appreciate you taking the time to leave us feedback on your experience so far with Wise Agent. It is unfortunate to hear that your recent experience with our support team didn't meet your expectations, and we plan to do all that we can to remedy this for not only you, but all of our members. We understand that access to 24/7 support is a standout feature for Wise Agent, and it is our goal to provide excellent service. We have forwarded your feedback to our team and will review your support tickets and reach out with any questions. Thank you again for your feedback. MM Michael M. Agent Real Estate ### "Great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 6, 2023 Pros Integrations, especially with Zip Forms, which is very handy. Support is excellent. I also like the fact that the company has not been bought out by a large conglomeration. Cons What they have is great and there is not much not to like. I wish it had a couple of features which would make it my only CRM as I use another one for a couple of their features to go along with Wise Agent. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 8, 2024 Hi Michael, thank you for your review! We really appreciate it. If you haven't done so, you can always forward your suggested features to our team. Many of the features we add are from member suggestions. We also plan to add even more functionality to the CRM in 2024, so stay tuned! Thank you again! Ed B. Reator Real Estate ### "MUST HAVE software for Real Estate Agents " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 26, 2022 Wise Agent has many features that I use every day. Their customer support is fantastic, with 24/7 availability. They also provide frequent webinars to showcase different features. Pros The many features available in one platform - contact management, transaction management, and calendar, to name a few. Cons The interface could be improved to have a more updated look. Functionality is there, definitely. Better graphics would be a plus. Reasons for choosing Wise Agent Wise Agent has transaction management capability, with unlimited data storage as well. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 8, 2024 THANK YOU, Ed, for your ongoing support of our platform! We really appreciate having you as a member, and we hope to keep providing you with the best CRM that we can for many years to come. Thank you again! ET Ekrem Taha U. Musician Music ### "One of the best CRM software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 4, 2022 Pros Really easy! Time-saver. When you want the use CRM this software helps a lot! Cons I don't think there are cons! Just marvelous app. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Owner Information Technology and Services ### "Be wise and get the Wiseagent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2022 Pros A lot of great features for a very small price. Their customer service is very good. Cons I can’t really say anything bad about it. The price is right and it is very feature Rich. Period Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RL Roxanne L. Realtor Real Estate ### "Disappointed" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 30, 2021 I'm switching from wise agent to another CRM that can provide the necessary support needed Pros I have no pros to report. I recent obtain the program and I'm canceling my subscription today. Cons Wise Agent was recommended through my coaching program and the experience was not the best. I requested assistance and the in speaking with \[SENSITIVE CONTENT\] for an overview of the product was not helpful at all. After going through a few of the tabs. I left more confused. I asked if there was a way for me to training on how to use the software it was suggested YouTube. If I'm going to purchase the software my expectation is to get the necessary support so that I can utilize it to run my business as a real estate agent successfully. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SH Shenequa H. Co-Owner Real Estate ### "Wise Agent - Great CRM for Any Business" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2021 Wise Agent helps me stay on top of my business and in front of my clients. Pros Wise Agent has just the right features for my business. The calendar helps keep me on track, the contact management helps keep me in touch with my clients, and the integrations with Google and other platforms are great time savers. Cons The transaction management could be more robust. Alternatives considered [LionDesk](https://www.capterra.com/p/151891/LionDesk/) Reasons for choosing Wise Agent Customer Service and cost Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Ena A. Sales Manager Import and Export ### "One of the best CRMs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 17, 2021 Pleasant. Pros Wise Agent is very easy to use, or at least for me. It has 24/7 user support, that's great, as well as sending personalized emails to a large group of people, and finally the price, I consider it very well. Cons The in-app word processor could be better. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/20680/The-Wise-Agent/reviews/) Popular comparisons [HubSpot CRM vs Wise Agent](https://www.capterra.com/compare/20680-152373/The-Wise-Agent-vs-HubSpot-CRM)[Zoho CRM vs Wise Agent](https://www.capterra.com/compare/20680-155928/The-Wise-Agent-vs-Zoho-CRM)[Pipedrive vs Wise Agent](https://www.capterra.com/compare/20680-132666/The-Wise-Agent-vs-Pipedrive) [EngageBay CRM vs Wise Agent](https://www.capterra.com/compare/20680-178819/The-Wise-Agent-vs-EngageBay-Marketing)[CINC vs Wise Agent](https://www.capterra.com/compare/20680-152829/The-Wise-Agent-vs-CINC)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)