Sphere-of-influence software promises to keep your past clients, referral partners, and warm leads front-of-mind without manual calendar work. The spectrum runs from lightweight birthday trackers to full-blown CRMs with transaction coordination and AI-driven task surfacing. We examined five products to surface pricing, feature trade-offs, and who wins for working agents in 2026. Three vendors returned no reachable product pages; two disclosed pricing and feature sets.
How we approached this
We crawled vendor pricing pages, feature lists, and public domain information. We do not fabricate testing claims or invent user counts. Where vendor pages were unreachable or pricing was unlisted, we note that explicitly. All affiliate links use the format https://[vendor-domain]/?ref=kanzenai.
Contactually
No active vendor page was reachable for Contactually in our May 2026 crawl. The brand has historically offered drip campaigns and relationship buckets for real estate agents, but current pricing, feature set, and availability remain unverified. Contact the vendor directly if considering this platform.
Contactually
- +Historically known for relationship-bucket segmentation
- −No reachable product page or pricing in 2026
- −Cannot verify current feature set or integrations
Daylite
The crawl returned a lighting-maintenance contractor in Orange County, not a CRM product. Daylite (the Mac/iOS CRM) may exist under a different domain or no longer market to real estate in 2026. We found no pricing, integration list, or feature documentation. Agents seeking Mac-native CRMs should verify current availability independently.
Daylite
- +Historically Mac-native CRM with contact management
- −Returned unrelated business in 2026 crawl
- −Cannot confirm product status or pricing
LionDesk
No vendor page was reachable for LionDesk. The platform has historically bundled video texting, drip campaigns, and transaction management. Without current pricing or feature documentation, we cannot validate claims. Agents interested in LionDesk should request a demo and pricing sheet directly from the vendor.
LionDesk
- +Historically offered video texting and transaction tools
- −No reachable product page in 2026
- −Cannot verify pricing or active integrations
Realvolve
Realvolve positions itself as a 'permanent home' for contacts and workflows—evolving over a career rather than churning every two years. The vendor emphasizes relationship intelligence, automated workflows, and 'login as' team oversight. Pricing is not published on the main site; agents must request a quote. The feature list includes full contact history, smart task tracking, automated workflows, and AI-assisted proactive surfacing (who to call, which deal is at risk). The platform supports email, SMS, and note capture tied to each contact. For teams, Realvolve offers clear communication logs and the ability to coach without micromanaging via login-as permissions. No specific integration list was disclosed in the crawled pages.
Realvolve
- +Full contact history with notes, emails, texts in one view
- +AI surfaces proactive tasks and at-risk deals
- +'Login as' feature for team coaching without micromanaging
- +Automated workflows with human-touch customization
- −No public pricing; must contact vendor
- −No published integration list or third-party connector details
Wise Agent
Wise Agent undercuts the market at $49/mo (monthly) or $499/yr (annual, 15% savings). Both plans include up to five team members on a shared login, complimentary onboarding, and 24/7 live support. Core features: drip campaigns, lead automation, team calendar, transaction manager, customizable landing pages, unlimited training, 100 lead-enhancement credits, unlimited document storage, monthly newsletter, reporting tools, and real estate stock content. Add-ons: additional five-team-member batches ($20/mo), individual logins with permissions ($20/mo per login), unlimited lead-enhancement credits ($5/mo), WiseText with 1,000 credits/mo ($11/mo + $80 registration), extra landing pages ($5/mo per additional active page), and WiseSocial powered by Back at You ($20/mo). Enterprise plans offer bulk licensing for 15+ agents, white-label options, and custom VIP configurations. Wise Agent runs month-to-month with no contracts.
Wise Agent
- +Flat-rate pricing with five team members included
- +No contracts; cancel anytime
- +24/7 live support and unlimited training included
- +Drip campaigns, transaction manager, and landing pages in base plan
- −Shared login by default; individual logins cost $20/mo each
- −Texting requires $11/mo add-on plus $80 registration fee
- −No published integration list beyond WiseSocial partnership
Verdict
- Solo agents or small teams on a budget: Wise Agent at $49/mo delivers drip campaigns, transaction management, and five shared logins—hard to beat on price.
- Teams prioritizing individual permissions and coaching: Realvolve's 'login as' feature and AI-driven task surfacing fit this use case, but request a quote to compare against Wise Agent's $20/login add-on.
- Agents seeking Mac-native or video-texting legacy tools: Contactually, Daylite, and LionDesk lack verifiable 2026 product pages; verify availability independently before committing.
What we'd skip
- Any platform without a reachable product page or published pricing in 2026—three of the five tools in this round-up fall into that category.
- Shared-login CRMs if your team needs granular permissions; Wise Agent's base plan uses shared credentials, requiring $20/mo per individual login.
- Tools that bundle texting as a mandatory upsell if you already pay for a standalone SMS service; Wise Agent's WiseText is optional but costs $11/mo + $80 setup.
