Wise Agent vs Broker & Agent

Both publish their prices and include transaction management. Wise Agent is a flat $49/month; Workspace is free for one agent, with e-signature built in.

The Broker & Agent Solutions teamUpdated Sep 29, 2026Prices checked Sep 29, 2026
The short answer

Wise Agent is an all-in-one CRM at $49/month billed monthly, or $499 a year, for up to five team members on one shared login, with transaction management, drip campaigns and landing pages included. Texting and separate logins are add-ons. Broker & Agent Workspace (coming soon) is free for one agent, with up to 100,000 contacts, transactions and e-signature built in, and with a team, each login is $12/month, yours included. Choose Wise Agent to share one login at a flat price. Choose Workspace for a free plan and e-signature in the box.

Choose Broker & Agent if
  • You want a free plan for one agent, not a trial.
  • You want e-signature built into the CRM rather than through a DocuSign integration.
  • You want each agent on their own login at $12/month.
Choose Wise Agent if
  • Your team of up to five is happy to share one login at a flat $49/month.
  • You want automated social posting bundled with the CRM, through CRM + WiseSocial at $69/month.
  • $0for Workspace Free, permanently, with room for 100,000 contacts
  • 10e-signature requests a day on the free plan
  • 0contracts to sign: every plan runs month to month
  • 20+years building software for real estate

What Wise Agent costs, and what we cost

Their prices come from Wise Agent’s own published pricing, checked Sep 29, 2026. Ours are on our pricing page.

Workspace Free$0per month, one agent · Or Workspace Pro at $99
Wise Agent CRM$49per month, one agent · Their lowest published plan for one user

Wise Agent’s CRM plan, billed monthly. The $49 covers up to five team members on one shared login; the box gives every agent their own login, as Workspace does, at $20/month for each extra login. Past five people Wise Agent also adds $20/month per five members, which the box leaves out. Billed yearly the plan is $499. Texting is $11/month plus $80 once on Wise Agent, and comes with the phone add-on on Workspace. Source: Wise Agent pricing, monthly and annual (plans, add-ons, pricing FAQ), checked Sep 29, 2026. Confirm current pricing with each company.

Wise Agent vs Broker & Agent, side by side

What we compareBroker & AgentWise Agent
Price and terms
Free plan Workspace Free, $0 permanently for one user 14-day free trial
Entry plan Free, or Workspace Pro at $99/mo CRM, $49/mo billed monthly or $499/yr
Team members Each login $12/mo on Free (yours included) or $59/mo per extra login on Pro Up to 5 on one shared login; $20/mo per separate login
Large teams Brokerage plan, quoted Enterprise for 15+ agents, quoted
Contract Month to month Month to month, no setup fee
CRM and marketing
Automations Drips, action plans and watchers, free Drip campaigns and lead rules on every plan
Email and calendar Google or Microsoft sync, free Bulk email up to 2,500 a day; team calendar
Landing pages Lead-capture pages on our websites One included; $5/mo for each extra
Social posting Workspace Pro: social post builder in Studio WiseSocial automated posting, $20/mo add-on
Texting, calling and AI
Texting Phone add-on: texting and calling WiseText, $11/mo for 1,000 credits + $80 once
Dialer Click to call and text from a business number with the phone add-on; no power dialer Power dialer add-on, up to three lines at once
AI follow-up Workspace Pro: drafts you approve before they send AI Bot texting, $1.50 per conversation; needs WiseText
AI across the account Reads contracts on every plan; Pro also chases deadlines AI writing assistant for marketing content
Transactions and documents
Transaction management Free: deals, milestones, close dates, commission Every plan: checklists, deadlines, commission tracking
E-signature Built in, free, up to 10 requests a day Through a DocuSign integration
Forms and packets Place fields and send packets free; smart fill and bulk send on Pro SkySlope Forms integration
Document storage Included free Unlimited on every plan
Website and platform
Website with IDX Custom site, $89/mo + $495 build, price published Custom IDX sites, priced by quote
Mobile Works on any phone in the browser; native app coming soon Mobile web app, nothing to download
Integrations A public API and an MCP server for your own tools 100+ integrations, including Zapier
Company A team building real estate software for 20+ years Founded in 2002 by a former agent

A tick marks the side with the edge on that row. Their details are from the sources listed at the end of this page.

Where Broker & Agent is different

01Free, permanently

Workspace Free is $0 for one agent, with no end date. Wise Agent’s CRM is $49/month billed monthly, or $499 a year, after a 14-day trial.

02E-signature in the box

Up to 10 signature requests a day on Workspace Free, with bulk send on Pro. Wise Agent sends for signature through its DocuSign integration.

03A login for every agent

With a team, each Workspace login is $12/month on Free, yours included. On Wise Agent a separate login is $20/month; otherwise the team shares one.

04The website price is published

A custom IDX site is $89/month plus a $495 build, with Workspace Free included. Wise Agent builds custom IDX sites too, priced by quote.

How much does Wise Agent cost in 2026?

Wise Agent has one CRM plan at $49/month billed monthly, or $499 a year billed annually, about $42/month. CRM + WiseSocial, which adds automated social posting, is $69/month or $699 a year. Both cover up to five team members on one shared login, with no setup fee and no contract. Teams of 15 or more can ask for Enterprise pricing.

The add-ons are listed on the pricing page: $20/month for each separate login, $20/month per five extra team members, $11/month plus an $80 one-time registration for WiseText texting, and $5/month for each extra landing page. Its help center prices the AI Bot, which texts leads for you, at $1.50 per conversation, and it needs WiseText.

Workspace Free is $0 for one agent, permanently, and with a team, each login is $12/month, yours included. Workspace Pro is $99/month, with Pro logins at $59.

Bottom lineWise Agent is $49/month billed monthly for up to five people on one login; Workspace is $0 for one agent and $12 for each login once you add a team.

One shared login, or a login each

Wise Agent prices by account, not by user. Up to five team members work under one shared login, and a separate login with its own permissions is $20/month. Its team tools include roles for admins, agents, assistants and transaction coordinators, shared calendars and lead routing.

Workspace gives each person their own login. On Free that is $12/month per login, yours included, with shared threads, roles, and shared or private contacts. On Pro it is $59/month per extra login, and both bring a lead pond, assignment, team messaging and team reporting.

Bottom lineA team that shares one login pays Wise Agent $49; a login each is $20 per extra login there, and $12 in Workspace on a plan that starts at $0.

Transactions: where the two match

Both include transaction management on every plan. Wise Agent’s checklists and templates track deadlines and tasks, send emails or texts as steps are completed, link listings from the MLS and track commissions. It also has branded client portals where buyers and sellers log in to check progress.

Workspace Free includes deals, milestones, close dates, commission and document storage. Pro adds smart form fill, bulk send and the full AI allowance; the assistant reads contracts and pulls out the deadlines on either plan.

Bottom lineTransaction management is included on both; Wise Agent adds client portals, and Workspace adds contract reading, with deadline chasing on Pro.

E-signature

Wise Agent handles e-signature through an integration: you send, sign and track contracts through DocuSign from inside Wise Agent. It also lists a SkySlope Forms integration.

Workspace has e-signature built into the free plan, for up to 10 signature requests a day. Packets and field placement are free too; Pro adds bulk send and fills form fields in from the CRM.

Bottom lineE-signature is built into Workspace Free; on Wise Agent it runs through DocuSign.

Texting, calling and AI

Wise Agent includes calling from a call list, and its power dialer add-on calls up to three leads at once. Texting is the WiseText add-on at $11/month for 1,000 credits, plus an $80 registration fee. Its AI writing assistant drafts marketing content, and the AI Bot follows up with leads by text at $1.50 per conversation.

Workspace’s phone add-on is for texting and calling from a business number inside the inbox, with every call and text logged to the contact. The full AI is part of Workspace Pro at $99/month: an assistant across contacts, deals and documents, and automated follow-up you approve before it sends.

Bottom lineWise Agent charges per credit for texting and per conversation for AI follow-up; Workspace has a phone add-on for texting, with the AI included in Pro.

Websites

Wise Agent builds custom IDX websites connected to its CRM, with hosting, maintenance and a basic SEO setup included. The price is set by quote, based on design, features and MLS, with no long-term contract.

Our website pricing is published up front: Launch is $89/month plus a $495 build, and Growth is $129/month plus $795, month to month. You see a free, interactive preview of your site before you pay, and Workspace Free comes with it.

Bottom lineBoth build custom IDX sites tied to the CRM; ours has a published price and a free preview first.

What it looks like in Workspace

The screens you’d use every day. Names are made up.

Deals, closedChecklists and signatures on the deal
Every lead, answeredWhere they came from and what they searched
Bring your contactsFields matched for you

When Wise Agent is the better fit

Wise Agent is built for solo agents and small teams who want an all-in-one CRM at a flat monthly price. Up to five people share one login for $49/month, with transaction checklists, drip campaigns and landing pages included, and CRM + WiseSocial adds automated social posting for $69. It suits a small team that is happy to work under one account.

Moving from Wise Agent to Broker & Agent

  1. Start on Workspace FreeWorkspace Free has no end date, so you can set it up next to Wise Agent and move at your own pace.
  2. Bring your contactsWe’ll help you bring your contacts into Workspace. A CSV import works from any CRM.
  3. Move your open dealsAdd your open transactions in Workspace with their close dates and milestones, or let them close in Wise Agent while new deals start in Workspace.
  4. Cancel when you’re readyWise Agent is month to month. If you paid for the year, time the move with your renewal.
Workspace is free

Room for 100,000 contacts, the lead inbox, pipeline, transactions and e-signature. Free for every agent, permanently.

See Workspace

Wise Agent vs Broker & Agent: common questions

How much does Wise Agent cost?

Wise Agent is $49/month billed monthly, or $499 a year billed annually, in 2026. That covers up to five team members on one shared login. CRM + WiseSocial is $69/month or $699 a year. Add-ons include $20/month per separate login, $20 per five extra members, and WiseText texting at $11/month plus $80 once. There is no setup fee and no contract.

Does Wise Agent have a free plan?

No. Wise Agent has a 14-day free trial, then $49/month billed monthly. Broker & Agent Workspace has a free plan for one agent with no end date, including up to 100,000 contacts, transactions and e-signature, and with a team, each login is $12/month, yours included.

Does Wise Agent have transaction management?

Yes. Every Wise Agent plan includes transaction management: checklists and templates, deadline tracking, client portals, MLS-linked listings and commission tracking. Workspace also includes transactions on its free plan, with deals, milestones, close dates and commission, and adds e-signature at no cost.

Does Wise Agent have e-signature?

Wise Agent handles e-signature through its DocuSign integration, so you send and track contracts through DocuSign from inside Wise Agent. Workspace has e-signature built into its free plan, with up to 10 signature requests a day, and Pro raises it to 200 a day with bulk send.

Does Wise Agent include a website with IDX?

Wise Agent builds custom IDX websites connected to its CRM, priced by quote. Broker & Agent’s custom IDX websites are $89/month plus a $495 build on Launch, month to month, with a free, interactive preview before you pay and Workspace Free included.

What is the best alternative to Wise Agent?

It depends on what you want from the CRM. Follow Up Boss suits teams that work leads by phone, and Top Producer suits agents who farm with MLS market reports; our head-to-head pages compare each one, with sources. For a free plan with transactions and e-signature built in, Broker & Agent Workspace is $0 for one agent, and each login is $12/month once you add a team.

Can I move from Wise Agent to Broker & Agent?

Yes. We’ll help you bring your contacts into Workspace, and a CSV import works from any CRM. Because Workspace Free costs nothing, you can run both side by side, and Wise Agent is month to month, so you cancel when you’re ready.

Sources and how we compare

Every figure about Wise Agent comes from their own website where they publish it, with the date we read it. Where a company only quotes, we cite the range an independent source reported. Our prices come from our pricing page. Prices change, so confirm current pricing with each company.

Wise Agent is a trademark of its owner. Broker & Agent Solutions is not affiliated with Wise Agent.

  1. Wise Agent pricing, monthly and annual (plans, add-ons, pricing FAQ)Checked Sep 29, 2026
  2. Wise Agent transaction managementChecked Sep 29, 2026
  3. Wise Agent websites and website FAQChecked Sep 29, 2026
  4. Wise Agent communication tools (WiseText, power dialer, email limits)Checked Sep 29, 2026
  5. Wise Agent integrations (DocuSign, SkySlope Forms, Zapier)Checked Sep 29, 2026
  6. Wise Agent mobile web appChecked Sep 29, 2026
  7. Wise Agent help center: AI Bot pricing and setupChecked Sep 29, 2026
  8. Wise Agent features overview (100+ integrations)Checked Sep 29, 2026
  9. Wise Agent marketing tools (AI writing assistant)Checked Sep 29, 2026
  10. Wise Agent team featuresChecked Sep 29, 2026
  11. Wise Agent company story (founded 2002)Checked Sep 29, 2026
  12. Broker & Agent Solutions pricingOur published prices