Wise Agent — the $49/mo flat-rate CRM, reviewed line by line

Wise Agent at a glance

Best for: Solo agents on a tight budget who need follow-up, drip campaigns, and transaction management
Price: From $49/mo or $499/yr — flat rate (not per agent); up to 5 members share one login
Year one, solo: $499/yr on annual prepay ($588/yr month-to-month)
Contract: No term · 30 days' notice to cancel
Watch out: No dialer in the base price — and texting is the separate WiseText add-on, which carries its own $80 registration.

From our product data, checked against Wise Agent official pages. Full pricing ↓

We compare 6 core real estate CRMs side by side and review 12 more platforms agents ask about (18 in total) — every published price is checked against the vendor's official page and re-verified regularly.

Our one-line verdict — Wise Agent is the cheapest base-tier CRM on this site with published pricing — $49/mo flat for up to 5 members on one shared login, no contract, no setup fee on the base CRM, and it covers contacts, email drip campaigns (a set of emails sent automatically on a schedule to keep following up with a lead while you're busy), and transaction management (paperwork, deadlines, and commission tracking from contract to close). The flat rate is the whole story up to those five members; just don't assume the dialer (the in-CRM calling tool) is included. (Texting is the separate WiseText add-on — add it and the annual gap vs Follow Up Boss Grow nearly vanishes: $711/yr Wise Agent + WiseText vs $696/yr FUB Grow — both on annual billing (on monthly billing it'd be $800 vs $828), both before the dialer; FUB's Grow dialer add-on is $396/yr on annual billing, Wise Agent's is unpublished.)

Some links on this page could earn us a commission if we add affiliate programs later — none do today. It never changes our verdicts. Disclosure →

1. What Wise Agent is

Wise Agent is a CRM built for solo agents who want the basics done well: contact management, drip campaigns, and transaction management through closing. It's the pick our solo agent guide recommends first — not because it does the most, but because it does enough at a price that doesn't need a spreadsheet to justify.

Two tiers carry published prices — that's the self-serve product. (The official pricing page also lists an Enterprise option for teams of 15+ agents — custom quote, bulk licensing savings, white label (your brokerage's branding on the product instead of Wise Agent's) — with no public price; confirmed on wiseagent.com/pricing, September 30, 2026.)

One sending-cap detail from the official homepage: bulk emailing caps at 2,500 emails per day — plenty for a solo agent's drips to their sphere of influence (your personal network — past clients, friends, and family), but if you run large blast campaigns, confirm the cap still fits before committing.

What the product looks like

Product images below are vendor-official public product images from wiseagent.com (homepage showcase), not screenshots from a logged-in account.

Wise Agent dashboard with Recent Leads, Call List, Task List, and Transaction Hot List — vendor-official public product image Dashboard: recent leads, past-due calls, tasks, and transactions in one view. Source: wiseagent.com showcase, accessed October 9, 2026.

Wise Agent contact list with filters and Hot Lead tags — vendor-official public product image Contact list preview with filters. Source: wiseagent.com showcase, accessed October 9, 2026.

Wise Agent drip campaign builder with timed email, letter, and call events — vendor-official public product image Automated drip campaigns. Source: wiseagent.com showcase, accessed October 9, 2026.

Wise Agent IDX website example — vendor-official public product image IDX website example. Source: wiseagent.com showcase, accessed October 9, 2026.

2. Pricing, broken down

Field	Monthly	Annual
CRM	$49/mo	$499/yr
CRM + WiseSocial	$69/mo	$699/yr

Year-one bottom line on the base tier: $49/mo × 12 = $588 on monthly billing, or $499 on annual — before tax. Add WiseText and that's $132/yr more plus the $80 one-time registration fee; add WiseSocial and it's $240/yr more ($200/yr on annual, $699 − $499).

Notes worth reading before you sign:

The rate is flat, not per member. Up to 5 team members share the account — one shared login, not five separate paid logins — at the same $49/mo. Beyond 5, extra members run $20/mo per batch of 5 — and the batches don't split: a 6th member costs the full $20/mo with four slots sitting empty, and the pricing page doesn't say whether a partial batch is discounted or prorated mid-cycle (see demo question 4 below).
No setup fee, no contract, 14-day free trial. No early-termination fee and no signup fee to lose on the base CRM if it doesn't fit your workflow — but leaving takes planning, not one click: cancellation requires 30 days' notice by email (fine print below). (Texting is the exception: WiseText carries its own $80 one-time registration fee — the official pricing page's wording — see the add-ons table below.) Two fine-print items from the official registration page's Terms of Service (checked October 1, 2026): the free trial rolls into a paid subscription automatically when it ends unless you cancel first, and cancellation has to be requested by email to [email protected] with 30 days' notice before the next billing cycle — no prorated refund if you cancel mid-cycle. Billing runs as automated recurring billing on a credit card on file. Calendar trap: the trial auto-converts to paid — and cancellation needs 30 days' notice by email, which is longer than the 14-day trial itself. So if you're trialing, email [email protected] on day 1 and ask whether that stops the auto-conversion or the first paid cycle bills anyway — a day-10 reminder can't fit inside a 30-day notice window.
Onboarding and training are free and unlimited, per the official FAQ. For a solo agent migrating off spreadsheets, that matters more than it sounds.
WiseSocial is the $20/mo difference between the two tiers on monthly billing — automated social media posts for your listings (branded listing videos, content scheduling), per the official pricing page. It's powered by Back at You Media (per the pricing page's add-on description), so if you already pay for a social automation tool, check for overlap before taking the higher tier. On annual billing the gap is $200/yr ($699 vs $499). If you already handle your own posting, the $49/mo tier is enough. One signup wrinkle straight from the official pricing page: WiseSocial is "included during signup and can be removed anytime" — so uncheck it at signup if you want the plain $49/mo plan, or your first invoice reads $69/mo.

3. Add-ons: what costs extra

Add-on	Price	Notes
WiseText (SMS)	$11/mo + $80 one-time registration fee (official pricing-page wording)	Separate subscription; budget the $80 registration fee in year one — includes 1,000 texting credits (the pricing page doesn't state whether the credits renew monthly — confirm if you text at volume). Compliance caveat: US carriers require 10DLC business-texting registration before your texts go out, and you may only text leads who gave prior express written consent — texting without that is a TCPA (federal telemarketing/texting law) lawsuit waiting to happen. What the $80 registration fee covers isn't spelled out on the pricing page — the open questions are whether WiseText files the 10DLC registration for you and what per-text carrier fees run, so confirm both before you text at volume.
Additional Team Members	$20/mo per batch of 5	Extra members beyond the 5 included on the flat rate — the account still runs on one shared login (per the official pricing page's own wording). Batch-math trap from note 1 above: a 6th member pays the full $20/mo batch with four slots sitting empty.
Additional Logins	$20/mo per extra login	Gives each agent their own login with individual permissions and a per-agent activity trail — the base plan's shared login can't show who touched which lead. Worked example: 7 agents sharing one login pay just the extra-members batch above ($20/mo); 7 agents who each want their own login pay that batch plus 6–7 additional logins — 6 if one agent keeps the included shared login, 7 if it goes unused. The pricing page doesn't spell out which applies, so confirm the exact login count at checkout before budgeting.
Power Dialer	Paid add-on, price not published	Older official blog cited $59–$149/mo by line count (the price depends on how many calling lines you run — one line is one simultaneous call) — confirm the current price before budgeting.
Lead Enhancement Credits	$5/mo	Enriches lead profiles with verified contact data and insights — every plan includes 100 credits; the $5/mo add-on buys unlimited credits (the pricing page doesn't say whether the included 100 renew monthly — confirm if you enrich at volume; separate from WiseText's texting credits).
Additional Landing Pages	$5/mo per active page	One landing page is included in every plan — extra active pages (e.g., one per listing).

One billing wrinkle: Wise Agent lists add-ons in monthly terms only — there's no published annual price for any add-on, so confirm the add-on rate at checkout if you're billing the base annually.

The dialer is the one line item that can surprise you. If calling from the CRM is core to your workflow, get the current dialer price in writing before you compare Wise Agent against CRMs that bundle one.

4. IDX websites

Wise Agent offers custom-built IDX websites — they build the site for you. Confirm on the demo call that your market's MLS is supported — and find out whether the site build is included in the $49/mo or billed separately. Then ask the cancel-day question: if you leave, who owns the site and its domain — you or Wise Agent? And ask whether buyers on the site get automatic listing alerts — saved searches that email them new and price-changed matches — since that's the IDX feature that actually keeps portal leads coming back.

5. Lead routing

Lead assignment, distribution, and tracking with lead rules you set to route new leads. It's not the deepest routing engine here — Follow Up Boss and Sierra Interactive go further — but for a solo agent or a 2–3 person team, assignment plus rules covers the real workflows. One team caveat: the flat rate covers 5 members on one shared login. Lead rules still assign each lead to a member — but if more than one person will work leads in the account and you want each of them on their own login with their own permissions (and a per-agent activity trail — a shared login can't show who touched which lead), that's what the Additional Logins add-on is for ($20/mo per extra login) — confirm the current rate and factor it into the team math.

6. Before you buy: the seven questions to ask

What's the current Power Dialer price, and is there a trial period for it?
Is the custom IDX website build included in $49/mo or a separate charge — and if I already have a site, does the build migrate my existing site content, domain, and SEO (redirects, existing rankings), or is it a fresh start that loses my rankings?
What's WiseText's per-message cost beyond the $11/mo base, if any — and do texts send from a number I own (or can port over), or a WiseText-issued number my clients won't recognize? And who handles opt-in/opt-out consent when WiseText texts contacts who never opted in — your past clients and referrals?
If I add one assistant beyond the 5 included, do I pay $20/mo for a full batch of 5 member slots whether I fill them or not — and is the add-on prorated if I add them mid-cycle?
What happens to my contacts and transaction data if I cancel — export format and any fees? And when an individual team member leaves, who owns their contacts — the agent or the brokerage — and can those contacts be reassigned to another member?
Is there a mobile app — can I work leads, drips, and transactions from the field (showings, open houses) without a laptop, or is this a desk-only tool?
Transaction management is a core feature here — can my transaction coordinator actually work inside it (task checklists, document collection)? A TC on their own login costs $20/mo per Additional Login (per the add-ons table above) — or do they just share the plan's single login, with no per-person trail of who touched which file? And when a deal closes, what does the file handoff look like — clean export to dotloop/Skyslope or my brokerage's compliance system?

7. Who it's for / who it's not for

Buy it if: you're a solo agent (or tiny team) on a budget, living on sphere of influence and referrals, and you want contacts + drip + transactions in one cheap, no-contract tool.

Skip it if: you buy portal leads at volume and live or die on speed-to-lead (that's Follow Up Boss), or you want the website to be the star of the show (see Sierra Interactive or Real Geeks).

The verdict

Wise Agent: best for solo agents on a tight budget who need follow-up, drip campaigns, and transaction management.

Pick this if you're a budget solo agent — $49/mo flat covers up to 5 members on one shared login, no contract.

Skip it if you want a dialer and texting in the base price — the dialer isn't included, and texting is the separate WiseText add-on.

Four decision numbers — verified from official vendor sources, with the evidence on this page:

Starting price: $49/mo flat — 5 members, one shared login
Free trial: 14 days — auto-converts to paid; cancel by email, 30 days' notice
Contract: None — 30 days' email notice to cancel
Texting: Separate WiseText add-on (dialer also extra)

Verdict evidence

Buy Wise Agent if you're a solo agent on a budget: $49/mo flat covers up to 5 members on one shared login — no contract, no setup fee on the base CRM — with contacts, drip campaigns, and transaction management in the box.

Remember what's not in the flat rate: the dialer is a separate paid add-on (price unpublished), and texting is the WiseText add-on at $11/mo plus an $80 one-time registration fee. Watch the signup page: WiseSocial is checked on by default, so uncheck it at signup if you want the plain $49/mo plan — otherwise your first invoice reads $69/mo.

And mind the exit fine print: the 14-day trial auto-converts to paid, and cancellation needs 30 days' notice by email — that's longer than the 14-day trial, so email [email protected] on day 1 of the trial and ask whether that stops the auto-conversion or the first paid cycle bills anyway.

Read the full cost breakdown →

Opens our cost page — what's in the $49 flat rate, and what the WiseText add-on costs.

Side-by-side numbers

The six core CRMs on the same four numbers — each row jumps to that product's verdict:

CRM	Starting price	Free trial	Best for	Verdict
Follow Up Boss	$69/login/mo on monthly billing ($58/login/mo on annual)	14-day trial — card-upfront status unpublished, ask first	Portal-lead teams, speed-to-lead	See verdict: Follow Up Boss →
Lofty	Quote-only	Demo only	AI first-touch follow-up	See verdict: Lofty →
BoldTrail	Quote-only	Demo only	Brokerages, multi-office teams	See verdict: BoldTrail →
Real Geeks	$399/mo + $10/mo IDX feed per MLS board (+ $500 one-time setup)	No free trial published	Solo/small teams, site + CRM bundle	See verdict: Real Geeks →
Sierra Interactive	$299.95/mo on annual billing (+ $500 setup on monthly billing)	No free trial published — billing starts 14 days after signup (deferred billing)	Website-first teams, brokerages	See verdict: Sierra Interactive →
Wise Agent	$49/mo flat	14-day trial	Budget solo agents	This verdict ↓

The blue-highlighted row is the product on this page.

External sources & what others say

What the trade press and independent reviewers say, paraphrased and linked with dates. We don’t republish star ratings or scores, and we have no scoring system of our own. Where an outside source’s prices differ from the vendor’s own pricing page, our numbers follow the vendor page. How we choose sources.

Wise Agent Review: Pricing, Features, Pros & Cons (opens in a new tab)
The Close · Kaylee V. Sanchez · Dec 17, 2024Independent review
Highlights the 24/7 support, free one-on-one onboarding, transaction checklists and drip campaigns. It names the biggest complaint in user reviews as features changing without much warning. Its core price and main add-ons (extra team members, individual logins, WiseText, landing pages) line up with Wise Agent’s current pricing page.
Accessed Oct 9, 2026.
Wise Agent CRM review (opens in a new tab)
TechRadar · Lauren Farrell · Feb 21, 2023Independent review
Rates it good value for solo agents and small teams. It singles out contact enhancement (public-data lookups on a lead) and the drip-campaign builder, and its test email to support got an answer in minutes. Cons: no full website builder (landing pages only) and a clunky email editor. The prices in this older review have since changed.
Accessed Oct 9, 2026.

FAQ

Is there really no contract?

Correct — per the official pricing page: no contract, 14-day free trial, no early-termination fee — but cancellation still requires 30 days' email notice to [email protected], per the registration page's Terms of Service (same one cited above), and there's no prorated refund if you cancel mid-cycle — so time your exit.

How many team members are included in $49/mo?

Up to 5 team members on the flat rate — one shared login, not five separate paid logins. Extra members cost $20/mo per batch of 5.

Is texting included?

No — WiseText is a separate add-on at $11/mo plus a one-time $80 registration fee (the official pricing page's wording).

Does the annual plan save money?

On the base tier, yes: $499/yr vs. $49 × 12 = $588 — about $89/yr (roughly 1.8 months free). On CRM + WiseSocial, also yes: $699/yr vs. $69 × 12 = $828 — about $129 saved, roughly 1.9 months free. Annual billing pays off on both tiers; WiseSocial just costs more either way.

Ways to save

Pay annually: $499/yr vs $588 month-to-month — saves $89/yr.
WiseText's $80 registration is one-time — year two is cheaper than year one.
Email billing on day 1 of the trial to confirm canceling stops the first paid cycle — the 30-day notice window is longer than the 14-day trial.

Verified Oct 2026 · See every verified way to pay less →