Pick Follow Up Boss if you buy leads from Zillow, Realtor.com or paid ads and need rule-based routing plus months-long automated follow-up across a team of 3 or more; it scores 4.5 and starts at $58 per user per month on annual billing. Pick Wise Agent if you're a solo agent or a team of up to 5 people who wants the lowest possible bill and doesn't need routing rules yet; it scores 4.1 and costs a flat $49 a month no matter how many of those 5 seats you fill.
Follow Up Boss exists to solve one problem: a team buying leads from multiple portals needs those leads assigned and followed up before a competitor gets there first. Wise Agent exists to solve a different one: a solo agent or a small team wants real estate features — checklists, drips, lead capture — without paying per-seat pricing that punishes every new hire.
We compare both at the price points that matter most: a solo agent, a 5-person team, and the point where a growing team needs to consider switching. Facts come from our full Follow Up Boss review and Wise Agent review, scored with the same weighted rubric. Pricing verified September 2026.
| Follow Up Boss | Wise Agent | |
|---|---|---|
| Our score | 4.5 / 5 | 4.1 / 5 |
| G2 rating | 4.6 ★ | No published rating |
| Entry price | $58/user/mo annual ($69 monthly) | $49/mo flat, up to 5 people |
| Free plan | No (14-day trial) | No (14-day trial) |
| Lead routing | Portal and website routing with round-robin/claim rules | Lead capture only, no dedicated routing engine |
| Team ceiling | Scales to 30-user Platform plan | Flat plan tops out at 5 people |
| Best for | Teams of 3–30 buying portal leads | Solo agents and teams of up to 5 |
Pricing
Follow Up Boss's Grow plan is $69 a user a month billed monthly, or $58 a user a month billed annually, with no seat minimum. Pro is a flat $499 a month for 10 users ($416 a month annual), and Platform is a flat $1,000 a month for 30 users. A dialer add-on for full calling costs an extra $33 per user per month. Wise Agent is one flat plan: $49 a month or $499 a year, covering the account holder plus up to 4 additional team members — 5 people total — with no per-seat charge inside that limit.
At 1 person, Wise Agent is already cheaper than a single Follow Up Boss Grow seat ($49 versus $58). The gap widens fast as headcount grows: at 5 people, Wise Agent still costs $49 a month total, while Follow Up Boss Grow costs $290 a month — nearly 6 times more. Follow Up Boss only starts to look reasonable once a team needs the routing and action-plan features Wise Agent doesn't offer, or once it grows past the point where Wise Agent's flat plan runs out.
| Plan (annual where applicable) | 1 person | 5 people | 10 people |
|---|---|---|---|
| Follow Up Boss Grow $58/user | $58 | $290 | $580 |
| Follow Up Boss Pro $416 flat | $416 (up to 10 included) | $416 (up to 10 included) | $416 |
| Wise Agent $49 flat | $49 | $49 | Not supported — 5-person ceiling |
The crossover point is worth doing the math on before you buy. A 2-person team pays $98 a month on Follow Up Boss Grow versus $49 flat on Wise Agent — Wise Agent wins clearly. A 10-person team has no Wise Agent option at all, so Follow Up Boss Pro's flat $416 becomes the only real choice among these two. Anyone between those points should price both directly against their actual headcount rather than assume either tool's sticker price applies.
Watch two things: Follow Up Boss's dialer add-on costs $33 per user per month on top of any plan, which can add up fast across a team. Wise Agent has no published tier for a 6th person or beyond, so a team that expects to grow should plan the switch to Follow Up Boss before it hits that ceiling, not after. For a wider view of what CRMs really cost, see our CRM cost breakdown.
Ease of use
Follow Up Boss scores 4.4 for ease of use in our rubric, Wise Agent scores 4.1. Both are built around real estate workflows rather than a general business process, so agents from either background adjust quickly. Follow Up Boss's setup is heavier because there's more to configure — routing rules, action plan sequences, team splits — but that configuration is also where its value comes from. Wise Agent's lighter feature set means less to set up: import contacts, build a drip campaign, and most of the product is already in use.
Features that matter
The pattern is consistent: Follow Up Boss wins wherever routing, automation depth or team scale is the job; Wise Agent wins wherever a small team just wants the basics at a low, flat price.
| Feature | Follow Up Boss | Wise Agent |
|---|---|---|
| Portal lead routing | Round-robin, claim and custom rules from Zillow, Realtor.com, website | Lead capture forms; no dedicated routing engine |
| Automated follow-up | Action plans run text-and-email sequences for months | Drip email campaigns |
| Transaction management | Pipeline stages, DocuSign/dotloop integrations | Built-in checklists with key dates |
| Calling | From the record; dialer add-on $33/user/month | Not a core feature |
| Team splits & pools | Shared lead pools, per-agent reporting | Not built for multi-agent splits |
| Pricing model | Per seat, or flat at Pro/Platform tiers | One flat fee for up to 5 people |
| Contract terms | No long-term contract required | Month-to-month available, no contract required |
| Team ceiling | Scales to 30 users on Platform | Tops out at 5 people |
If your CRM needs to answer a portal lead within seconds and route it correctly across a growing team, Follow Up Boss's routing and action plans are features Wise Agent simply doesn't have. If your team is 5 people or fewer and the job is checklists, drips and lead capture at the lowest possible cost, Wise Agent covers that without asking you to pay for routing rules you're not using.
Want the full real estate field?
Our real estate CRM guide ranks 7 tools, including Lofty and Real Geeks, on price, features and who each one fits.
Integrations
Follow Up Boss connects natively to major real estate portals and IDX providers, plus transaction tools like DocuSign and dotloop, with a documented API and Zapier support. Wise Agent's integration ecosystem is smaller, though it connects with common real estate tools and Real Geeks specifically offers a native two-way integration with it. Neither approaches the general-business integration marketplace of HubSpot or Zoho, since both are built narrowly around real estate workflows.
Support
Both offer support by phone, email and chat during business hours. Follow Up Boss's larger customer base and deeper feature set mean more documentation exists for advanced setup like routing rules and action plans. Wise Agent's simpler product means less to troubleshoot day to day, but its smaller integration ecosystem can put more of the connection work on support directly.
Who should pick Follow Up Boss
- Teams that buy portal leads from Zillow, Realtor.com or paid ads and need them routed automatically.
- Brokerages managing 3 to 30 agents that need visibility into who's converting and who isn't.
- Anyone who wants months-long automated follow-up without an agent manually sending every text and email.
- Teams already past 5 people, where Wise Agent's flat plan no longer applies.
- Teams that want a benchmarked G2 rating to compare against other CRMs before buying.
Skip Follow Up Boss if you're solo, working mostly referrals, or don't want calling to cost extra on top of a per-seat price.
Who should pick Wise Agent
- Solo agents and teams of up to 5 who want one flat, predictable bill.
- Anyone closing a handful of transactions a month who needs checklists and drips, not routing rules.
- Teams that don't want a long-term contract — month-to-month is available at the same rate.
- Price-sensitive agents comparing total cost first and feature depth second.
- Teams not yet buying leads from multiple portals that don't need a dedicated routing engine.
Skip Wise Agent if you're routing leads across more than 5 people, or you want a published G2 rating to benchmark against. For that, Follow Up Boss is the stronger option.
Decision rule: if you buy portal leads and manage a team of 3 or more, pay for Follow Up Boss — routing and action plans typically earn back the higher per-seat cost in leads that don't slip through the cracks. If you're solo or under 5 people and don't need routing yet, start with Wise Agent's flat $49 and move up only once you outgrow it. The overall score favors Follow Up Boss, but the right answer depends on your lead volume and team size, not the rating alone.
Frequently asked questions
Is Follow Up Boss cheaper than Wise Agent
No, Wise Agent is cheaper for a small team. Wise Agent is a flat $49 a month covering up to 5 people, while Follow Up Boss charges per seat starting at $58 a person on annual billing. A 5-person team costs $49 a month total on Wise Agent versus $290 a month on Follow Up Boss Grow — nearly 6 times more.
Does Follow Up Boss or Wise Agent have a free plan
Neither has a free plan. Both offer a 14-day free trial instead. Wise Agent also allows month-to-month billing with no annual contract required, while Follow Up Boss's plans are also billed without a long-term contract at the Grow tier.
Which is better for a team that buys portal leads from Zillow or Realtor.com
Follow Up Boss, decisively. It's built specifically to pull leads from portals like Zillow and Realtor.com into one inbox and route them to agents by rule, then run automated action plans. Wise Agent has lead capture but no dedicated portal-routing engine, so a team buying volume leads from multiple sources will outgrow it faster.
Which is better for a solo agent or a small team of up to 5
Wise Agent. Its flat $49-a-month fee already covers the account holder plus up to 4 team members, so a small team pays the same low bill regardless of how many of those 5 slots it fills. Follow Up Boss's per-seat pricing only starts to make sense once a team needs routing rules across a larger group.
Which has more integrations, Follow Up Boss or Wise Agent
Follow Up Boss. It connects natively to major real estate portals, IDX providers and transaction tools like DocuSign and dotloop, plus a documented API and Zapier. Wise Agent's integration ecosystem is smaller, though it does connect with common real estate tools including a native Real Geeks integration.
What happens when a Wise Agent team grows past 5 people
There's no published Wise Agent tier above the flat 5-person plan, so a team crossing that line needs to plan a move to a per-seat CRM. Follow Up Boss is the natural next step, since its Pro plan already gets cheaper per seat once a team passes about 7 to 8 agents.
Conclusion
Follow Up Boss and Wise Agent solve different problems for different-sized real estate operations. Follow Up Boss is the routing-and-automation specialist: it costs more per person, but it's built for a team that buys leads from multiple portals and needs them assigned and followed up automatically. Wise Agent is the flat-fee specialist: cheaper for up to 5 people, simpler to set up, and built for an agent or small team that doesn't need routing rules yet.
Choose on your lead sources and team size, not the headline score. Buying portal leads and managing 3 or more agents: Follow Up Boss. Solo or a team of up to 5 on a budget: Wise Agent. To see how both compare against Lofty and Real Geeks' all-in-one bundles, read our best CRM for real estate guide.