Why Were We Chosen As The Best Real Estate CRM For 2018 By Fitsmallbusiness?

Building a great product and providing excellent customer service is something we pride ourselves on here at Wise Agent. Not only is it part of our mission statement, but it is in our DNA. That is why we love when someone else validates the work we do to meet that goal for our customers. We’re proud to say that based on their selective criteria, we were named the Best Real Estate CRM for 2018 by FitSmallBusiness! FitSmallBusiness took a look at how each CRM compared in Features, Ease of Use, and Pricing as well as what made each software able to provide the most value to customers. In this blog, you can find a comprehensive look at how we did in each category, plus what puts us ahead of our competition.

How FitSmallBusiness Evaluated the Best Real Estate CRMs

For a real estate agent or office, juggling each lead, understanding their position in the pipeline and moving that contact through the buying cycle is overwhelming and leaves little time for showing houses. A comprehensive real estate CRM can help you save time and streamline the sales process resulting in more commissions and less confusion. Based on our comparison of 19 CRM solutions, these are the most important criteria:
  • Price: Price is often the first thing that real estate agents consider when it comes to a CRM solution; without an acceptable price point, all of the best real estate CRM features will not be affordable for small to mid-sized agencies
  • Ease of use: Usability for beginners and experienced real estate agents is an important test for a CRM solution because tracking that is difficult means that leads will fall through the cracks and money will be wasted
  • Customer support: Customer support is vital for a good overall experience using a real estate CRM and improves satisfaction with the overall product; long wait times, limited communication channels or paying extra for support can add to expenditures
  • Contact tracking & management: Robust system for inputting leads into the tracking system and following each contract through to a sale
  • Third-party integration: Integration is an essential part of the equation because having to use several systems to manage leads or multiple listing service (MLS) listings eats up time and increases frustration
  • Overview of workflow: A CRM should be easy to understand with one glance; a visual pipeline keeps Realtors on top of tasks and engaged with contacts all the way through the sale
  • Sales reporting & forecasting: From employee performance to marketing efforts, knowing how the team is performing and projecting results against goals is critical
  • Marketing automation: From texting campaigns to auto-responders, a real estate CRM has to enable the agent to set up their marketing and advertising responses for incoming leads without manual input
Wise Agent CRM checks all of the boxes because it is an affordable real estate CRM with robust features like automated marketing and landing pages combined with lead tracking. Wise Agent is flexible enough to be user-friendly with a visual dashboard and powerful enough to help you stay engaged with contacts all the way through the sales cycle while saving you time and effort.

Best Overall Real Estate CRM: Wise Agent

Wise Agent provides lead tracking and transparent pipeline management with real estate specific marketing automation to control engagement easily. Wise Agent is unique because it provides a strong mix of contact management and reporting features into a single pricing tier, without adding layers of complexity or cost. Wise Agent is a good CRM solution that will work well for the majority of real estate companies.

Wise Agent prices.


Wise Agent is well-priced when compared to competitors at $29 per user, per month with a complimentary one-on-one onboarding after a free 30-day trial period. With an annual contract, the price drops to $25 per user, per month. There is custom pricing available for large groups and teams under their Enterprise program.


Wise Agent does a good job of packing features into a single pricing tier. Unlike other real estate CRMs, Wise Agent provides the features real estate agents need to engage with their leads without adding layers of complexity or cost. All Wise Agent packages include these top features:

Marketing Campaigns

It’s easy to set up Wise Agent email campaigns that initiate engagement and follow-up with contacts at set intervals to keep leads involved in the buying cycle. Wise Agent is designed for real estate agents with robust marketing campaigns.

Wise Agent's team friendly calendar.

Team-friendly Calendar

Keeping the whole real estate team on the same page can be easy with Wise Agent team calendar because it syncs calendars easily and gives everyone the ability to check availability. This helps keep the whole team on the same page.

Landing Pages

The Wise Agent customizable landing pages give agents the flexibility to create an online presence easily and track the lead generation results of each landing page. With a goal of quick setup and deployment, the Wise Agent landing pages can be the foundation of your lead generation efforts.

Social Media Enhancement

Wise Agent’s social media contact enhancement uses the email address of the contact to search through social media profiles. If social media matches are found, then the details are imported into your Wise Agent account.

Unlimited Document Storage

Frequently used documents and presentations can be stored for quick access and distribution by Realtors using Wise Agent. 

Ease of Use

Wise Agent comes in at the top of the list for usability. It is intuitive without sacrificing features with a layout that increases functionality and enhances workflow.


With six buttons at the top, you can immediately apply filters to show reports based on all criteria possible, including completed activities, emails sent, leads, team efforts and goals.


It is obvious that third-party integration was carefully incorporated into the DNA of Wise Agent. The list of solutions that interface with Wise Agent includes popular names like Mailchimp, Zillow, Zapier, G-Suite, Facebook, Twitter and BombBomb. These third-party integrations supply agents with a richer picture of the buyer as well as save time juggling multiple applications.

Wise Agent offers 24/7 award-winning customer support services.

Customer Support

The first step in using Wise Agent is a complimentary one-on-one onboarding for all accounts. Combined with 24/7 support included with every package. If customer support with online videos and training are an important part of your success, then Wise Agent is a good choice.

What Users Think About Wise Agent

“By far the best I’ve seen so far. The customer service exceeds anyone in the software industry!” – Jolynne Ash, Berkshire Hathaway NW Real Estate – Lake Oswego, OR “Wise Agent is best system I have used in years. The customer service is a 11 on a scale of 10. Wise Agent has helped with any question I have ever asked. They are great!!!” – Deborah Carlsen, HomeSmart Elite Group – Glendale, AZ “Just finished fantastic support session with the team at WA. It IS the best CRM out there and is getting better all the time!” – Tom Lasley