Disclosure: We may earn a commission when you sign up through links marked as affiliate links. That never affects scores or order: rankings are computed from documented facts and cannot read affiliate data. What each vendor pays us →
Honesty note: we have not run our own hands-on test of Wise Agent yet. Everything on this page is source-based research: the vendor's pricing, plan and help pages, each linked with the date we read it. Ease of use and support quality are not scored until we test.
Wise Agent in short
Wise Agent's core plan for a small team is CRM at $42 per month for the account with annual billing ($49 billed monthly). For a team of 5, that is $504 in the first year. There is no free plan, but a 14-day trial.
Choose it if
- Solo agents or very small teams that want the lowest published entry price: $49/mo flat ($42/mo billed annually) with up to 5 team members on one shared login
- Agents who want transaction checklists, client portals, drip campaigns and bulk email in one low-cost month-to-month CRM
- Buyers who want unlimited training and complimentary onboarding included with no contract
Skip it if
- Teams where every member needs an individual login with permissions: each extra login costs $20/mo on top of the base account
- Teams that need a native iOS/Android app: vendor offers a mobile web app only
- Outlook-centric offices: no native Outlook integration
- Companies that need QuickBooks sync or their own API credentials: API is not issued to individual customers
How much does Wise Agent cost?
Prices in USD as published on Wise Agent's pricing page, read Oct 3, 2026. Pricing model: Flat price per account (up to 5 team members on a shared login); extra logins cost extra.
| Plan | Billed monthly | Billed annually | Unit | What it adds |
|---|---|---|---|---|
| CRMcore plan | $49 | $42 | per account / month, up to 5 members on a shared login · 5 users incl. | Full CRM: up to 5 team members on one shared login, lead automation, contact management, drip campaigns, transaction management, calendar, reporting, unlimited storage, complimentary onboarding, unlimited training and support, month-to-month with no contracts.[1] |
| CRM + WiseSocial | $69 | $59 | per account / month, up to 5 members on a shared login · 5 users incl. | All CRM features plus WiseSocial: social media automation, listing posting, branded videos, content scheduling. Same up-to-5 shared-login team members.[1] |
| Enterprise | — | — | custom quote, 15+ agents · min 15 | Pricing page: for 15+ agents; custom solutions, bulk licensing, white-label options. Price on request.[1] |
Fees and add-ons
- Extra individual login with permissions: $20 per month (optional)
Monthly cost on CRM by team size
| Users | Billed annually | Billed monthly |
|---|---|---|
| 1 | $42 | $49 |
| 5 | $42 | $49 |
| 10 | — | — |
| 25 | — | — |
Per month, before tax. "—" means the vendor does not publish the price for that team size.
What each Wise Agent plan includes
What the core plan (CRM) includes, and what costs more. Levels come from the vendor's plan comparison.
| Capability | Availability | Details from vendor sources |
|---|---|---|
| Sales pipeline / deals | ✓ all plans | partial: transaction management with checklists and client portals on all plans; a Kanban-style sales pipeline board was not verified |
| Email sync & tracking | ✓ all plans | Gmail: yes (native Gmail Conversations shows email threads on contact pages). Outlook: no native integration, workaround via Google (Outlook > Google > Wise Agent) that needs paid Google Workspace and is not a true sync |
| Workflow automation | ✓ all plans | yes, lead rules and distribution, checklist triggers that send emails/texts, drip campaign sequences (all plans) |
| Email marketing | ✓ all plans | yes, bulk email and drip campaigns on all plans; vendor help page says up to 2,500 emails per day |
| Built-in calling | not documented | calling tools listed on homepage but no dialer details or pricing found; texting via WiseText add-on ($11/mo per 1,000 credits + $80 registration) |
| AI assistant / AI features | paid add-on | AI texting bot add-on ($1.50 per lead conversation, min 10 for $15; up to 25 follow-up attempts over 12 months per conversation; needs WiseText); homepage also mentions AI lead follow-up sequences |
| Reports & dashboards | ✓ all plans | yes, reporting plus commission reporting dashboard (homepage); depth not verified |
| Custom objects | not documented | — |
| API access | ✗ no | no for individual agents/teams: API is for larger partner integrations only and credentials are not issued to individual teams or agents; Zapier and a WordPress plugin are the alternatives |
| Mobile app | ✗ no | mobile web app only (vendor: 'nothing to download'); no native iOS/Android app per vendor |
| HIPAA BAA | not documented | — |
| Gmail / Outlook | — | Gmail yes (native); Outlook no native integration (Google workaround) |
| QuickBooks | — | no (not in vendor's integrations help page; no native QuickBooks integration found) |
Wise Agent pros and cons
What holds up
- Lowest published entry price in this group: $49/mo or $499/yr flat for the CRM plan; no contracts[1]
- Complimentary onboarding and unlimited training/support included on all plans[1]
- Transaction checklists, client portals and commission reporting included on all plans[2]
- Native Zillow lead retrieval and Facebook Lead Ads integration; native Gmail conversation sync[6]
- Vendor help page states up to 2,500 bulk emails per day[8]
- Customer referral program: 5 paying referrals make the base account free[10]
What to watch
- The 'up to 5 team members' share one username and password; individual logins with permissions cost $20/mo each[3]
- No native iOS/Android app, mobile web app only[4]
- API not available to individual agents or teams; built for larger partner integrations[5]
- No native Outlook integration; workaround via Google needs paid Google Workspace and is a copy, not a two-way sync[7]
- QuickBooks is not in the vendor's list of integrations[6]
- Texting is an add-on: $11/mo per 1,000 credits plus an $80 one-time registration fee; AI texting bot costs $1.50 per lead conversation on top[1]
How the 7.6 fact score is built
| Part | Weight | Points (0-10) |
|---|---|---|
| Cost for a small team | 30% | 10.0 |
| Feature coverage (core plan) | 30% | 5.5 |
| Pricing transparency | 20% | 10.0 |
| Risk-free start | 10% | 6.0 |
| Room to grow | 10% | 3.3 |
| Ease of use, support, reliability | — | not scored yet |
Same formula for every CRM; affiliate data cannot change it. Methodology →
The money trail
The Wise Agent has no public affiliate program (No commission affiliate program found). We earn nothing when you choose it, and it is ranked exactly like the vendors that pay.
What we could not verify
Listed so you know where to ask the vendor directly.
- Whether the 14-day trial requires a credit card: pricing page does not say
- Daily bulk email limit: vendor homepage and help page say 2,500/day (help article undated; an announcement dated 2019-08-09 says all accounts), a 2026-09 review says the base plan caps at 500/day
- Homepage lists custom IDX websites and landing page builder; a 2026-09 review says there is no built-in IDX website. Not resolved
- Capterra lists iOS/Android apps, which contradicts the vendor's statement that only a mobile web app exists (vendor statement used)
- Meaning/overlap of 'Additional Team Members (batch of 5) $20/mo' versus 'Additional Logins $20/mo' beyond the 5 included shared-login members is only described briefly on the pricing page
- Calling feature details (dialer, minutes) not verified; custom objects and HIPAA/BAA not verified
- No dated pricing changes found; ownership details not published
- Founding year 2002 from HousingWire company profile; other third-party sources vary (2001 mentioned)
Sources
- Wise Agent CRM Pricing · vendor source · fetched 2026-10-03
- Wise Agent homepage · vendor source · fetched 2026-10-03
- Wise Agent CRM's Real Estate Team Solutions · vendor source · fetched 2026-10-03
- Wise Agent mobile web app · vendor source · fetched 2026-10-03
- Wise Agent Developer API · vendor source · fetched 2026-10-03
- Wise Agent's Integrations (help center) · vendor source · fetched 2026-10-03
- Sync with Microsoft Outlook (help center) · vendor source · fetched 2026-10-03
- Send Email / mass emails (help center) · vendor source · fetched 2026-10-03
- Wise Agent's AI Texting Bot (help center) · vendor source · fetched 2026-10-03
- Wise Agent referral program (2025-09-05) · vendor source · fetched 2026-10-03
- Wise Agent Review 2026: Real Cost After Add-Ons (2026-09-04) · secondary · fetched 2026-10-03
- Wise Agent - HousingWire company profile (HQ, founded 2002) · secondary · fetched 2026-10-03
