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Wise Agent Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with small and midsize customers.

Select Customers

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About Wise Agent

Wise Agent Wise Agent is a cloud CRM software solution that is designed for the real estate industry. As users interact with customers and interested leads, the program maintains a database for all these people and can pull up their information as needed. Once a successful financial transaction occurs, the system can process it, set up associated tasks and appointments on a calendar and import customer documents.

As these appointments draw near on a calendar, users can receive text alarms. The product can additionally run drip marketing campaigns that send out messages to clients directly, and users can access CRM documents from their own mobile devices. Lastly, the platform features a library of design templates for emails, written letters and mailing materials.

About the Company

Wise Agent was founded in 2002 and is headquartered in Arizona.


Wise Agent Key Features

  • SaaS CRM software solution
  • Designed for the real estate industry
  • Stores all contact information and interactions in an online database
  • Logs all financial transactions and organizes all of their documentation
  • Provides cloud access to all CRM files
  • Maintains email drip marketing campaigns
  • Hosts a library of design templates for communication and mailing materials


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