Wise Agent
- Company typePrivate
- Founded2001
- HeadquartersFountain Hills, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Wise Agent does
Wise Agent, LLC is a privately held, bootstrapped SaaS company founded in 2001 and headquartered in Fountain Hills, Arizona, that provides a cloud-based customer relationship management (CRM) platform purpose-built for the U.S. and Canadian real estate industry. The platform serves individual agents, real estate teams, and brokerages, combining contact management, lead generation, marketing automation, and transaction management into a single subscription product with 100+ third-party integrations and a 14-day free trial. Its product portfolio includes an AI Writing Assistant for content generation, an AI Bot for bilingual (English/Spanish) lead qualification, drip campaign automation, built-in A2P 10DLC-compliant texting (WiseText), IDX real estate websites, landing pages, lead pipelines, team collaboration tools, and transaction checklists with commission reporting.
The company's technology stack relies on cloud delivery, a published API integrated via API Nation, Twilio for SMS delivery and compliance, and Authorize.NET for payment processing, with GDPR and CCPA-aligned privacy practices. Wise Agent operates a product-led growth motion (self-serve trial, direct website signup, month-to-month billing with no long-term contracts) supplemented by inside sales through scheduled demos and free one-on-one onboarding, targeting the SMB and mid-market tiers. Marquee brokerage logos — including Sotheby's International Realty, Coldwell Banker, Keller Williams, Berkshire Hathaway HomeServices, RE/MAX, Windermere, Homesmart, and EXP Realty — are displayed as trust signals, and the company has been named Best Real Estate CRM by Forbes Advisor in 2022, 2023, and 2024. The company is founder-led (Brandon Wise, CEO; Mike Becker, CTO), operates with 11–50 employees, and has no disclosed institutional funding, M&A activity, or public listing.
Wise Agent firmographics
Firmographics- Name
- Wise Agent
- Legal name
- Wise Agent, LLC
- Website
- https://wiseagent.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Wise Agent industry classification
Industry- Product category
- Real Estate CRM Software
- NAICS
- Custom Computer Programming Services (541511), Offices of Real Estate Agents and Brokers (5312), Computer Systems Design Services (541512)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- CRM Strategy & Consulting (BPAFAFAA)
- akta.pro secondary industries
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO), Integration, API & Middleware Consulting (BPAHAEAJ)
Keywords
Where Wise Agent is headquartered
LocationHeadquarters
- HQ city
- Fountain Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wise Agent business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- CRM Software Subscription: Monthly or annual subscription-based CRM software access with tiered pricing. Customers pay via credit card with automated recurring billing. Includes contact management, lead automation, marketing tools, and transaction management. No long-term contracts required.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | 14-day free trial available for new users |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels10 records
Wise Agent product offering
Product offeringCore offering
Wise Agent provides a cloud-based, all-in-one real estate CRM platform that combines contact management, lead automation, transaction management, marketing automation, and team collaboration in a single subscription. It targets real estate agents, teams, and brokerages with purpose-built features including IDX websites, A2P 10DLC-compliant texting (WiseText), AI Writing Assistant, bilingual AI Bot for lead qualification, drip campaigns, lead pipelines, commission reporting, and over 100 integrations. Customers access the platform via monthly or annual subscription with no long-term contracts, supported by 24/7 live customer support and free one-on-one onboarding.
Product overview
Wise Agent is a unified real estate CRM platform built for agents, teams, and brokerages. The core platform (Wise Agent CRM) serves as the central hub combining contact management, lead automation, transaction management, and marketing tools. The product portfolio includes specialized modules for lead generation (with IDX websites and landing pages), communication (WiseText texting and email), team collaboration, drip campaigns, and AI-powered features (AI Writing Assistant and AI Bot). Additional offerings include the Becoming a Wise Agent Podcast, online training classes, and a referral program. The platform integrates with Google, Outlook, Realtor.com, iHomeFinder, API Nation, and Twilio for SMS delivery. All features are included in a single subscription with 24/7 live support.
Differentiator
Problem solved
Functional benefit
Products and services
- Wise Agent CRM (Core Platform) All-in-one cloud-based real estate CRM platform that combines contact management, lead automation, transaction management, marketing automation, drip campaigns, AI-assisted content generation, AI Bot lead qualification, and team collaboration in a single subscription. Targets solo real estate agents, real estate teams, and brokerages across the U.S. and Canada.
- Wise Agent IDX Real Estate Websites Custom-built IDX real estate websites that convert listing traffic into leads with integrated MLS search, CRM connectivity, and lead capture functionality for real estate agents and brokerages.
- Wise Agent Online Training Classes Free live and on-demand CRM training sessions and guided courses for real estate agents, teams, and brokerages on mastering Wise Agent features and real estate workflow optimization.
Quantifiable outcome
- According to Nucleus Research, CRM usage can shorten the sales cycle by 8 to 14 percent on average.
Companies that use Wise Agent
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Wise Agent technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability5 records
Feature12 records
Wise Agent partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- GooglecoreIntegration with Google services including calendar sync and Google authentication for seamless workflow integration.
- OutlookcoreIntegration with Microsoft Outlook for email and calendar synchronization.
- Realtor.comcoreIntegration with Realtor.com for lead capture and property data synchronization.
- iHomeFindercoreIntegration with iHomeFinder IDX search for real estate website functionality.
- FacebookcoreFacebook Login integration for user authentication and Facebook Ads integration for lead generation.
- Google AdscoreGoogle Ads integration to drive targeted traffic and feed leads directly into the CRM.
- API NationcoreAPI Nation integration enables connecting Wise Agent with hundreds of other real estate tools and automating workflows including lead follow-up, data syncs, and back-office operations.
- TwiliocoreTwilio serves as Wise Agent's SMS text provider for the WiseText feature, handling A2P 10DLC text messaging delivery and compliance monitoring.
- Authorize.NETcoreAuthorize.NET processes payment transactions for Wise Agent subscriptions, handling credit card billing securely through their payment gateway.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Wise Agent competitors and assessment
Company assessmentDirect peers
- Follow Up Boss: Follow Up Boss is a leading real estate CRM focused on lead routing, agent accountability, and team/brokerage workflows — directly competing with Wise Agent for the same agent and team buyer, with comparable lead pipeline, automation, and brokerage reporting capabilities.
- kvCORE (Lone Wolf Technologies): kvCORE is a real estate platform offering CRM, IDX websites, lead generation, and transaction tools aimed at brokerages and teams — a direct end-to-end competitor to Wise Agent in the same vertical with overlapping feature set and brokerage focus.
- LionDesk: LionDesk is a real estate CRM offering lead management, video email, drip campaigns, and text/email marketing targeted at individual agents and small teams — directly comparable to Wise Agent's core CRM, communication, and automation modules at similar price points.
- BoomTown: BoomTown provides a real estate lead generation and CRM platform with IDX websites, lead routing, and brokerage CRM tools — competing head-to-head with Wise Agent's lead generation, IDX, and team/brokerage modules for mid-market and enterprise real estate customers.
- CINC (Commissions Inc): CINC offers an all-in-one real estate platform combining IDX websites, CRM, lead generation, and agent/brokerage tools — a direct competitor serving the same agent and brokerage segments as Wise Agent with overlapping functionality.
- Real Geeks: Real Geeks provides real estate websites with integrated CRM, lead capture, and agent marketing tools — overlapping with Wise Agent's IDX website, lead generation, and CRM offerings for individual agents and small teams.
Broad incumbents
- Pipedrive: Pipedrive is a horizontal sales CRM used by some real estate teams for pipeline management — competing with Wise Agent for agents who do not require vertical-specific real estate features, and representing the broader CRM alternative.
- HubSpot CRM: HubSpot is a large horizontal CRM/marketing platform that real estate teams sometimes adopt for contact management, email, and pipelines — a broad incumbent whose free and lower tiers compete with Wise Agent on price-sensitive agent customers.
- Salesforce (Real Estate Cloud): Salesforce is a major horizontal CRM with a real estate vertical offering — competing with Wise Agent primarily at the brokerage/enterprise tier, where larger brokerages may prefer Salesforce's broader ecosystem and customization.
Emerging players
- Zillow Premier Agent CRM tools: Zillow's agent tools provide lead generation and basic CRM features tied to its marketplace — adjacent rather than fully competing with Wise Agent, but increasingly overlapping on lead capture, agent advertising, and pipeline tracking for U.S. residential agents.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Wise Agent social profiles
Digital presenceWise Agent compliance and trust
Trust signalCompliance3 records
Wise Agent financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wise Agent leadership team
Management profileNumber of profiles
Profiles2 records
Wise Agent funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wise Agent M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wise Agent
What does Wise Agent do?
Wise Agent provides a cloud-based, all-in-one real estate CRM platform that combines contact management, lead automation, transaction management, marketing automation, and team collaboration in a single subscription. It targets real estate agents, teams, and brokerages with purpose-built features including IDX websites, A2P 10DLC-compliant texting (WiseText), AI Writing Assistant, bilingual AI Bot for lead qualification, drip campaigns, lead pipelines, commission reporting, and over 100 integrations. Customers access the platform via monthly or annual subscription with no long-term contracts, supported by 24/7 live customer support and free one-on-one onboarding.
Is Wise Agent a public or private company?
Wise Agent is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wise Agent founded?
Wise Agent was founded in 2001. It employs 11 to 50 people.
Where is Wise Agent based?
Wise Agent is headquartered in Fountain Hills, United States, in the North America region.
How does Wise Agent make money?
One revenue line is on record: CRM Software Subscription.
Who are Wise Agent's main competitors?
Direct peers on record are Follow Up Boss, kvCORE (Lone Wolf Technologies), LionDesk, BoomTown, CINC (Commissions Inc) and Real Geeks. Broad incumbents are Pipedrive, HubSpot CRM and Salesforce (Real Estate Cloud). Zillow Premier Agent CRM tools is listed as an emerging player.
Does Wise Agent have an API?
Yes. Wise Agent offers an API that enables integrations with third-party automation platforms. The API key can be obtained to connect Wise Agent with tools like API Nation for workflow automation, data syncs, and back-office integrations. Specific API endpoint details, rate limits, and versioning information are not publicly documented in the available sources.
What industry is Wise Agent in?
Wise Agent's product category is Real Estate CRM Software. Its primary akta.pro industry code is BPAFAFAA, CRM Strategy & Consulting, with a secondary code of BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization. Its NAICS code is 541511 and its SIC code is 7372.