Wise Agent

Wise Agent is a CRM and real estate software company. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list CRM, Lead Management, Marketing, PropTech and Real Estate, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Wise Agent is based in Fountain Hills, Arizona. Their site is wiseagent.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with Wise Agent, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.