---
title: Wise Agent Reviews
meta_title: 'Wise Agent Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 15 reviews by the users' company size, role or industry to
  find out how Wise Agent works for a business like yours.
aggregate_rating:
  rating_value: 3.6
  review_count: 15
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Real Estate
  url: https://www.g2.com/categories/real-estate
---


# Wise Agent Reviews
**Vendor:** Wise Agent  
**Category:** [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm)  
**Average Rating:** 3.6/5.0  
**Total Reviews:** 15
## About 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. Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money.




## Wise Agent Reviews
  ### 1. Wise Agent is a real estate business management solution for brokers and agents

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 09, 2018

**What do you like best about Wise Agent?**

 Contact management features include the capability of importing any Gmail interactions one has had with a customer to be included in “conversations.” 

**What do you dislike about Wise Agent?**

The calendar-based dashboard is visually cluttered, and I feel new versions should focus strongly on revamping the UI.

**What problems is Wise Agent solving and how is that benefiting you?**

It’s evident Wise Agent was built to be flexible, to work with agents already entrenched in any number of lead-generation or email marketing accounts. And that’s great.

  ### 2. It is okay

**Rating:** 1.5/5.0 stars

**Reviewed by:** Tamica M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2018

**What do you like best about Wise Agent?**

Its easy to set up and maintain if you are new to CRM

**What do you dislike about Wise Agent?**

It doesnt have a ton of follow up systems to send out fliers etc

**Recommendations to others considering Wise Agent:**

Need to become more features of a CRM

**What problems is Wise Agent solving and how is that benefiting you?**

It was great to store sphere and other contacts



- [View Wise Agent pricing details and edition comparison](https://www.g2.com/products/wise-agent/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A57%3A59+-0500&secure%5Bsession_id%5D=349b06fa-27d2-41b6-bf05-5d147690f28d&secure%5Btoken%5D=4b2700df4f6b35b193a266d59cafce82fede93f90f5ee892cd2b70b1031b3c48&format=llm_user)

## Wise Agent Features
**Relationship Management**
- Lead Generation
- Social Media Integration
- CRM Integration

**Client Management**
- Lead Scoring
- Contact Management
- Lead Generation

**Presentation**
- Website Builder
- MLS Integration
- SEO Strategization
- IDX Website

**Task Management**
- Marketing Automation
- Document Management
- Third-Party Integration

**Platform Features**
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Listing Management
- Email Marketing
- Transaction Management
- Lead Management
- CMA Management
- Forecasting & Reporting
- Dashboards
- Workflow Management
- Template Management
- Appointment Management
- Client Management
- Campaign Management
- Commission Management
- Calendar Management

**Platform Branding**
- Operability
- Brand Management

**Platform Content**
- Social Media Management
- Communication Management
- Website Management
- Campaign Building

**Agentic AI - Real Estate CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Reporting/Analytics
- Interaction Tracking
- Access Controls/Permissions
- Real-Time Data
- Segmentation
- Data Import/Export
- Alerts/Notifications
- Lead Qualification
- Mobile Access
- Customer Database
- Contact Database
- Lead Distribution
- Lead Capture
- Property Database
- AI Copilot
- Reminders
- For Real Estate
- Client/Property Matching
- Email Templates
- Drag & Drop
- Data Synchronization
- Lead Nurturing
- Generative AI
- API
- Referral Tracking
- Customizable Fields
- Email Tracking
- Activity Tracking
- Omnichannel Outreach

**Platform Additional Functionality**
- Reporting

**Platform Integrations**
- Integration with Real Estate CRM
- Integration with Virtual Tour
- Integration with Real Estate Activities Management

## Top Wise Agent Alternatives
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