Realty SoftwarePicking a real estate CRM used to mean choosing between two painful extremes: an enterprise platform with a four-figure monthly bill, or a glorified spreadsheet. Today's market is different. Cloze and Wise Agent both sit squarely in the affordable tier — under $50 per month at entry — yet they take fundamentally different approaches to helping agents stay in contact with their databases. One bets on AI-driven automation and relationship intelligence; the other bets on flat-rate simplicity with enough features to run a small team without paying extra per seat. If you are a solo agent or small team debating which CRM deserves your login screen, this head-to-head will save you the trial-and-error.
Quick verdict
Cloze wins on relationship intelligence: its automatic contact-activity logging and AI nudges are genuinely useful, and the entry price is lower. Wise Agent wins on value per seat: unlimited users at a flat rate, built-in landing pages, and basic transaction checklists make it the smarter pick for a growing team on a budget. If you want a modern, low-friction CRM and don't mind paying more for AI features, choose Cloze. If you want one bill that covers your whole team with no per-seat surprise, choose Wise Agent.
Cloze overview
Cloze markets itself as the anti-data-entry CRM. Connect your Gmail or Microsoft 365 account and Cloze immediately begins stitching together a relationship timeline: every email thread, text message, call log, and social interaction is automatically attached to the right contact record without requiring the agent to lift a finger. For a busy buyer's agent fielding 80 inbound inquiries a month, that automatic capture is more than a convenience — it's the difference between a CRM they actually use and one they ignore.
The AI layer goes further than logging. Cloze surfaces "who to reach out to today" suggestions based on relationship strength decay, deal stage, and time since last touch. It can also generate draft follow-up messages using generative AI, though this capability is gated behind the Platinum plan. Major brokerages including Windermere, Sotheby's, and Compass have deployed Cloze at scale, which means the platform has been stress-tested for enterprise use cases even if most agents encounter it as a solo tool.
The trade-offs are meaningful. There is no native IDX property search website — agents who want to send MLS alerts directly from their CRM need a separate subscription and integration. There is no built-in power dialer. And the full AI feature set, including lead capture automation and advanced campaign logic, requires upgrading from the $17/month Pro plan to the $49.99/month Platinum plan — a nearly 3× price jump. Support beyond self-serve documentation costs an extra $20 per user per month with a $500/month minimum, which prices out solo agents who prefer hands-on onboarding help.
Wise Agent overview
Wise Agent was purpose-built for real estate agents from day one, and its feature list reflects that single-minded focus. At $49/month (or roughly $42/month on an annual plan), Wise Agent provides drip email campaigns, customizable landing pages, basic transaction management checklists, and Zapier integration. The headline number, though, is the pricing model itself: the base plan includes unlimited users, meaning a three-agent team pays the same $49 that a solo agent pays.
That unlimited-user model is what makes Wise Agent the market's clearest value proposition for small teams. Competitors in the $50–$100/month range typically charge per seat. A five-agent team that needs individual logins on most platforms is looking at $150–$350/month. On Wise Agent, they pay $49/month and call it done (though individual-login seat costs and texting add-ons may apply at higher usage — confirm current seat rules directly with Wise Agent).
The drawbacks are visible to anyone who has used a modern SaaS tool. The interface is noticeably older-looking than Follow Up Boss, BoldTrail, or Cloze. Reporting is basic. There are no predictive analytics or AI-powered contact scoring. The mobile app gets middling marks in the app stores. And like Cloze, Wise Agent has no native IDX website — agents need a separate website platform and must wire the two together via Zapier or a direct integration.
Head-to-head
| Feature | Cloze | Wise Agent |
|---|---|---|
| Starting price | $17/mo (Pro, billed annually) · $19.99/mo monthly | $49/mo (CRM base, unlimited users) · ~$42/mo annual |
| Pricing model | Per user/month; tiered plans (Pro → Platinum) | Flat monthly fee; base covers up to 5 team members (individual logins may add cost) |
| Contract terms | Month-to-month or annual; 14-day free trial, no credit card required | Month-to-month or annual; 14-day free trial available |
| Automatic email/call logging | Yes — core feature; syncs Gmail, Outlook, phone, and SMS automatically | No — manual logging; emails sent through Wise Agent are tracked |
| AI relationship intelligence | Yes — Pro and up; advanced AI (generative copy, lead capture) requires Platinum ($49.99/mo) | No native AI; basic pipeline rules only |
| Drip campaigns | Yes — all paid plans; advanced automation on higher tiers | Yes — included in base plan |
| Landing pages | No native landing page builder | Yes — included in base plan |
| Transaction management | No native TM; integrates with Skyslope, dotloop, and others | Basic checklists included; not a full transaction management platform |
| Built-in dialer | No — third-party integration required | No — third-party integration required |
| Native IDX website | No | No |
| Integrations | 50+ native; Gmail, Outlook, DocuSign, Slack, and more | Zapier + direct integrations with major RE tools |
See the full feature comparison on the Cloze vs Wise Agent compare page.
Pros and cons
Cloze
- Pro: Automatic email, text, and call logging eliminates the biggest reason agents abandon CRMs — the manual data entry burden.
- Pro: AI-driven nudges surface who to call today based on relationship decay, keeping warm contacts from going cold without agent effort.
- Pro: Lowest entry price in its class at $17/month; no credit card required for the 14-day trial, which removes friction to evaluate.
- Pro: Proven at enterprise scale — Windermere, Compass, and Sotheby's deployments mean the platform handles large contact databases without performance issues.
- Con: Full AI capabilities — generative follow-up drafts, advanced lead capture, lead routing — are locked behind the Platinum plan at $49.99/user/month, nearly 3× the entry price.
- Con: No native IDX website or built-in dialer; agents assembling a complete tech stack need at least two additional subscriptions.
- Con: Concierge support (personalized onboarding and priority help) costs $20/user/month with a $500/month minimum — effectively inaccessible for solo agents who prefer guided setup.
- Con: Per-user pricing means a team of five pays $85–$250/month depending on the plan, erasing the initial price advantage compared with Wise Agent's flat rate.
Wise Agent
- Pro: Flat-rate pricing with unlimited users on the base plan makes it the most cost-predictable option for growing teams — the bill does not scale with headcount.
- Pro: Includes landing pages and basic transaction management checklists out of the box, reducing the number of additional tools a small team needs to operate.
- Pro: Zapier and direct integrations with major real estate platforms (dialers, IDX sites, transaction tools) mean it fits into most existing tech stacks without major configuration work.
- Pro: Straightforward UI with a short learning curve — most agents can start using it productively within a day without formal training.
- Con: No automatic email or call logging; contact history stays accurate only if the agent manually records activities, which most agents don't do consistently.
- Con: No AI features — there are no predictive contact scores, automated outreach suggestions, or generative copy tools. Agents who want smart nudges will be disappointed.
- Con: The interface looks dated compared with modern SaaS CRMs; first-time users often note the design feels like it hasn't been refreshed in several years.
- Con: Reporting is thin — there are no robust pipeline analytics, conversion rate reports, or team performance dashboards, which limits its usefulness for team leads who want data-driven coaching.
Which should you choose?
Solo agent who values automation over price: Cloze is the better choice. The automatic activity logging alone is worth more than the $17/month price tag for an agent who has burned through two or three other CRMs because they couldn't keep contact records current. The AI nudges on the base plan are genuinely helpful for a solo agent managing 200–500 contacts. Upgrade to Platinum only if you need generative AI copy or advanced campaign logic.
Small team of 3–8 agents on a tight budget: Wise Agent wins. A team of five pays $49/month flat regardless of seat count. The same team on Cloze's Pro plan pays $85/month, on Gold it's $175/month, and on Platinum it's $250/month. Wise Agent's transaction checklists and landing pages also reduce the need for separate tools, compressing the total stack cost further. The trade-off is that team leads won't get AI-assisted coaching insights or automatic activity capture — both require agent discipline to compensate.
Growing team that wants enterprise-grade relationship intelligence: Neither tool is an ideal fit. At this scale, platforms like Follow Up Boss, BoldTrail, or Lofty offer deeper pipeline analytics, built-in dialers, and IDX websites in a single subscription. Cloze does have documented enterprise deployments, but agents who need a built-in website and power dialer will be assembling a more complex stack than a true all-in-one platform requires.
Independent broker or team leader focused on retention: Cloze's relationship-decay AI is valuable here — it surfaces agents in a team who are letting contacts go cold, which is a retention and GCI problem. Wise Agent does not offer this kind of visibility.
Both tools sit within the same price range at the entry level, and both lack a native IDX website and built-in dialer, so the real decision comes down to philosophy: do you want a CRM that works around agent discipline gaps through automation (Cloze), or one that packs in extra features and unlimited users at a flat predictable rate (Wise Agent)? Most solo agents who have struggled to maintain contact records consistently will get more mileage from Cloze. Most small teams watching the monthly bill will find more value in Wise Agent.
Ready to dig deeper? Explore the full listing for Cloze and Wise Agent on Realty Software, or go straight to the side-by-side comparison page to see how every feature stacks up. Both offer free trials — there's no reason not to test-drive the one that matches your workflow before committing.