Real estate CRM: contacts, transactions and marketing. Your client pastes their Wise Agent key once, and your agent or your code works with their access.
CRM and sales
About Wise Agent
Through Operate As, your agent, n8n workflow or code works in Wise Agent with your client's own access. Your client pastes their API key from Wise Agent once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Wise Agent's API through the request tool, with the client's access attached.
Common uses in CRM and sales
Add new leads from forms, emails and calls
Move deals along and log activity after each conversation
Keep contact records clean and complete
Wise Agent
Wise Agent · CRM and sales
API key
Real estate CRM: contacts, transactions and marketing
The client pastes their API key from Wise Agent's settings. We store it encrypted.
Tested against Wise Agent's live API.
Building with Wise Agent? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.