[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [Real Estate CRM Software](https://www.selecthub.com/c/real-estate-crm-software/) \> [Wise Agent](https://www.selecthub.com/p/real-estate-crm-software/wise-agent/) \> Wise Agent vs Referral Maker # Wise Agent vs Referral Maker Last Updated: June 1st, 2026 Our analysts compared [Wise Agent](https://www.selecthub.com/p/real-estate-crm-software/wise-agent/) vs [Referral Maker](https://www.selecthub.com/p/real-estate-crm-software/referral-maker/) based on data from our 400+ point analysis of [Real Estate CRM Software](https://www.selecthub.com/c/real-estate-crm-software/), user reviews and our own crowdsourced data from our [free software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Real Estate CRM Software&cta=real-estate-crm-software). [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![Wise Agent Software Tool](https://cdn.selecthub.com/products/df3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693318063)](https://www.selecthub.com/p/real-estate-crm-software/wise-agent/) Remove Add to Compare [![Referral Maker Software Tool](https://cdn.selecthub.com/products/ad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f/resources/normal/logo.png?1693318925)](https://www.selecthub.com/p/real-estate-crm-software/referral-maker/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Real+Estate+CRM+Software&product%5Fname=Wise%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdf3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693318063) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Real+Estate+CRM+Software&product%5Fname=Wise%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdf3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693318063) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Real+Estate+CRM+Software&product%5Fname=Wise%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdf3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693318063&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Real+Estate+CRM+Software&product%5Fname=Wise%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdf3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693318063&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Real+Estate+CRM+Software&product%5Fname=Referral%2BMaker&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f%2Fresources%2Fnormal%2Flogo.png%3F1693318925) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Real+Estate+CRM+Software&product%5Fname=Referral%2BMaker&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f%2Fresources%2Fnormal%2Flogo.png%3F1693318925) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Real+Estate+CRM+Software&product%5Fname=Referral%2BMaker&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f%2Fresources%2Fnormal%2Flogo.png%3F1693318925&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Real+Estate+CRM+Software&product%5Fname=Referral%2BMaker&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f%2Fresources%2Fnormal%2Flogo.png%3F1693318925&price=2) ### Products Insights Product Ranking ## #8 among all Real Estate CRM Software ## #13 among all Real Estate CRM Software [Find out who the leaders are](https://pmo.selecthub.com/request-custom-scorecard?post%5Ftype=auto%5Fvs%5Farticle&category%5Fslug=real-estate-crm-software&product%5Fslug=wise-agent&category=Real+Estate+CRM+Software) Price Starts From $49 Monthly [ Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=Wise Agent&category=Real Estate CRM Software&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/df3aebc649f9e3b674eeb790a4da224e-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693318063) $49 Monthly [ Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=Referral Maker&category=Real Estate CRM Software&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/ad62cfd33e3870262d6bf5331c1f13b0-e7e93f5740aae3e58e264abf95e8f60f/resources/normal/logo.png?1693318925) Pros What we like about Wise Agent and Referral Maker: * Contact management stores rich client details, notes, dates, and full communication history * Lead automation covers drip campaigns, customizable landing pages, and an AI chatbot * Transaction tools include templates, checklists, and property lists for complex deals * Customer support runs 24/7 and includes a personalized onboarding call for new users * Simple, intuitive interface that users of all technical levels can pick up quickly * Referral tracking tools let you monitor campaign progress and measure results in real time * Customizable referral programs with custom rewards, unique links, and targeted campaigns * Automates invitations, referral tracking, and reward distribution to save manual effort Cons What we dislike about Wise Agent and Referral Maker: * Interface looks dated compared to more modern CRMs in the category * Email sending limits frustrate users who need to reach large client lists at once * Feature updates roll out without much communication, which can disrupt daily workflows * Lacks the goal tracking and priority action prompts that some real estate workflows rely on * Integrations with other business tools and platforms are limited and hard to extend * Customization options are restricted, so tailoring the program to your branding can be tough * No dedicated mobile app, which makes managing referrals on the go inconvenient * Users report commission tracking is inaccurate and Google accounts can't be synced ### Our Review **Bottom line:** Wise Agent and Referral Maker both target real estate pros, but they pull in different directions. Wise Agent fits you if you want a full CRM with deep contact, transaction, and marketing tools. Referral Maker fits you if you live inside the Buffini & Company world and want a simple way to stay on top of referrals and daily tasks. Wise Agent leans into the full agent workflow. You get detailed contact profiles, drip campaigns, an AI chatbot, transaction checklists, and ties to Google Workspace and Mailchimp. Users like how easy it is to learn, even if the look feels a bit dated. Referral Maker takes a narrower path. The Priority Action Center hands you a daily to-do list, goal tracking keeps you honest on numbers, and Pop-By maps nearby clients on mobile. It works well if your day is built around referrals and check-ins, less so if you need deep reporting or lots of integrations. Pricing is a wash on paper. Wise Agent starts at $49 per month and Referral Maker also starts at $49 per month, so the call comes down to fit, not cost. Wise Agent gives you more CRM surface area for the same spend. Pick Wise Agent if you want broader automation, stronger transaction support, and 24/7 help as your team grows. Pick Referral Maker if you're a Buffini coaching client who values a clean, focused tool over a wide feature set, and you can live without a dedicated mobile app and richer integrations. ### User Sentiment Summary Wise Agent has a user sentiment rating of 88 based on 1066 reviews. Referral Maker has a user sentiment rating of 86 based on 42 reviews. ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 1066 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 42 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 88% of users recommend this product Wise Agent has a 'great' User Satisfaction Rating of 88% when considering 1066 user reviews from 2 recognized software review sites. 86% of users recommend this product Referral Maker has a 'great' User Satisfaction Rating of 86% when considering 42 user reviews from 2 recognized software review sites. User Review Scores **Software Advice, Inc** **4.43** (533) **4.31** (21) **Capterra Inc** **4.4** (533) **4.3** (21) ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [ Wise Agent Alternatives](https://www.selecthub.com/real-estate-crm-software/wise-agent/alternatives/) [ Referral Maker Alternatives](https://www.selecthub.com/real-estate-crm-software/referral-maker/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features * **Contact management** – Stores detailed client profiles with notes, key dates, and full communication history in one place. * **Lead automation** – Captures and routes leads from multiple sources, then nurtures them through drip campaigns and an AI chatbot. * **Transaction management** – Uses templates, checklists, and document storage to keep each deal on track through closing. * **Email marketing** – Sends personalized campaigns with customizable templates and automated follow-ups to keep clients engaged. * **Integration capabilities** – Connects with Google Workspace, Outlook, and Mailchimp so daily tools stay in sync. * **Contact management** – Groups and segments contacts with tags, custom fields, and smart filters, with a linear timeline for each person. * **Lead management** – Tracks every prospect interaction, scoring change, and pipeline move alongside marketing and sales activity. * **Campaign management** – Runs concurrent campaigns across channels with real-time tracking to adjust on the fly. * **Priority Action Center** – Builds an automatic daily to-do list with prompts for calls, notes, and client meetings. * **Pop-By** – Maps nearby clients on the mobile app so you can schedule quick in-person visits while you're out. ### Top Alternatives in Real Estate CRM Software [ AscendixRE ](https://www.selecthub.com/p/real-estate-crm-software/ascendixre/) [ Big Purple Dot ](https://www.selecthub.com/p/real-estate-crm-software/big-purple-dot/) [ Chime CRM ](https://www.selecthub.com/p/real-estate-crm-software/chime-crm/) [ ClientLook ](https://www.selecthub.com/p/real-estate-crm-software/clientlook/) [ Cloze ](https://www.selecthub.com/p/real-estate-crm-software/cloze/) [ Crexi Pro ](https://www.selecthub.com/p/real-estate-crm-software/crexi-pro/) [ Firepoint ](https://www.selecthub.com/p/real-estate-crm-software/firepoint/) [ Follow Up Boss ](https://www.selecthub.com/p/real-estate-crm-software/follow-up-boss/) [ iHomefinder ](https://www.selecthub.com/p/real-estate-crm-software/ihomefinder/) [ IXACT Contact ](https://www.selecthub.com/p/real-estate-crm-software/ixact-contact/) [ kvCORE ](https://www.selecthub.com/p/real-estate-crm-software/kvcore/) [ Lone Wolf Relationships ](https://www.selecthub.com/p/real-estate-crm-software/lone-wolf-relationships/) [ Propertybase ](https://www.selecthub.com/p/real-estate-crm-software/propertybase/) [ RealtyJuggler ](https://www.selecthub.com/p/real-estate-crm-software/realtyjuggler/) [ Realvolve ](https://www.selecthub.com/p/real-estate-crm-software/realvolve/) [ Referral Maker ](https://www.selecthub.com/p/real-estate-crm-software/referral-maker/) [ Rethink CRM ](https://www.selecthub.com/p/real-estate-crm-software/rethink-crm/) [ SharpLaunch ](https://www.selecthub.com/p/real-estate-crm-software/sharplaunch/) [ Top Producer ](https://www.selecthub.com/p/real-estate-crm-software/top-producer/) [ zBuyer ](https://www.selecthub.com/p/real-estate-crm-software/zbuyer/) ### Related Categories Wise Agent and Referral Maker can also be found with other leading products in these categories: [ CRM Software ](https://www.selecthub.com/c/crm-software/) Show more [ CRM Software ](https://www.selecthub.com/c/crm-software/) Show more ### Head-to-Head Comparison ![Wise Agent Software Tool]() ![Chime CRM Software Tool]() [Wise Agent VS Chime CRM](https://www.selecthub.com/real-estate-crm-software/wise-agent-vs-chime-crm/) ![Wise Agent Software Tool]() ![ClientLook Software Tool]() [Wise Agent VS ClientLook](https://www.selecthub.com/real-estate-crm-software/wise-agent-vs-clientlook/) ![Wise Agent Software Tool]() ![Cloze Software Tool]() [Wise Agent VS Cloze](https://www.selecthub.com/real-estate-crm-software/cloze-vs-wise-agent/) ![Wise Agent Software Tool]() ![Firepoint Software Tool]() [Wise Agent VS Firepoint](https://www.selecthub.com/real-estate-crm-software/firepoint-vs-wise-agent/) ![Wise Agent Software Tool]() ![Follow Up Boss Software Tool]() [Wise Agent VS Follow Up Boss](https://www.selecthub.com/real-estate-crm-software/follow-up-boss-vs-wise-agent/) ![Wise Agent Software Tool]() ![iHomefinder Software Tool]() [Wise Agent VS iHomefinder](https://www.selecthub.com/real-estate-crm-software/wise-agent-vs-ihomefinder/) ![Wise Agent Software Tool]() ![IXACT Contact Software Tool]() [Wise Agent VS IXACT Contact](https://www.selecthub.com/real-estate-crm-software/wise-agent-vs-ixact-contact/) ![Wise Agent Software Tool]() ![kvCORE Software Tool]() [Wise Agent VS kvCORE](https://www.selecthub.com/real-estate-crm-software/kvcore-vs-wise-agent/) ![Wise Agent Software Tool]() ![Lone Wolf Relationships Software Tool]() [Wise Agent VS Lone Wolf Relationships](https://www.selecthub.com/real-estate-crm-software/lone-wolf-relationships-vs-wise-agent/) ![Wise Agent Software Tool]() ![Realvolve Software Tool]() [Wise Agent VS Realvolve](https://www.selecthub.com/real-estate-crm-software/realvolve-vs-wise-agent/) ![Wise Agent Software Tool]() ![Referral Maker Software Tool]() [Wise Agent VS Referral Maker](https://www.selecthub.com/real-estate-crm-software/wise-agent-vs-referral-maker/) ![Wise Agent Software Tool]() ![Top Producer Software Tool]() [Wise Agent VS Top Producer](https://www.selecthub.com/real-estate-crm-software/top-producer-vs-wise-agent/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() ![SelectHub Products Cost and Pricing Guide]() **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. [Close](#) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "Real Estate CRM Software", "item": "https://www.selecthub.com/c/real-estate-crm-software/" }, { "@type": "ListItem", "position": 4, "name": "Wise Agent", "item": "https://www.selecthub.com/p/real-estate-crm-software/wise-agent/" }, { "@type": "ListItem", "position": 5, "name": "Wise Agent Vs Referral Maker" } ] } ```