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CustomerWise : Reviews, Pricing, Features & Alternatives

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CustomerWise is a Customer Relationship Management (CRM) Software. Price : $20 (free trial available). Review CustomerWise : Overview & Pricing

8.4 Expert Score
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CustomerWise Overview : Features, Pricing, Reviews & Alternatives

CustomerWise is a Customer Relationship Management (CRM) Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

CustomerWise is listed as a Customer Relationship Management (CRM) Software and Online CRM Software for companies and is used for Customer Service, Help Desk, Customer Support …

CustomerWise price starts from $ 20 per user and per month (free trial available).

Excellent customer service should be at the heart of your business

Customer service and business process management

What is CustomerWise ?

CustomerWise is a comprehensive customer support and business process management solution ideal for the unique needs of B2B technology companies. By integrating service and support ticket management, customer self-service, license and contract management, and a product knowledge base, CustomerWise lets you focus on customer service throughout the customer lifecycle. With powerful process automation and management rules, CustomerWise enables you to visualize and implement other processes that may include change management, problem management, development, and quality control.

CustomerWise is a comprehensive customer support and business process management solution ideal for the unique needs of B2B technology companies. By integrating service and support ticket management, customer self-service, license and contract management, and a product knowledge base, CustomerWise lets you focus on customer service throughout the customer lifecycle. With powerful process automation and management rules, CustomerWise enables you to visualize and implement other processes that may include change management, problem management, development, and quality control.

CustomerWise Review

CustomerWise Review : Pros & Cons

Pros & Cons

When it comes to finding the right Customer Relationship Management (CRM) tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is CustomerWise, and as you may have guessed from the title, this review will tell you more about CustomerWise’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

CustomerWise Pros : Key Benefits

– Users can define multiple ticket types with separate fields and workflows, such as support tickets, bug reports, information requests, enhancement requests, and more.

– Service engineers can track customer services and quotes, as well as create invoices based on time and effort.

– CustomerWise’s asset management feature allows users to track what has been sold to a customer by product and number of licenses, as well as manage annual maintenance renewals.

– Customer bug reports and enhancement requests can be sent directly to the development team, where a status can be logged and linked to the support ticket.

– Contract management features allow users to manage contract templates as well as attach preliminary and final contract documents to customer records.

CustomerWise Cons

– Con : Custom integrations can come at a price.
 

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CustomerWise Features

Here is the list of the main features of this computer software :

– Incident Management
– Alerts / Escalation
– Surveys & Feedback
– Alerts/Notifications
– Alerts (Escalation)
– Appointment Management
– Multi-Channel Communication
– Client Portal
– Known Issue Management
– Configurable Workflow
– Self Service Portal
– Contact Management
– Macros (Templated Responses)
– Customer Database
– Knowledge Base
– Customer Service Analytics
– Live Chat
– Customizable Reports
– Document Storage
– Email Marketing

Main function & Pro Features

– Incident Management
– Alerts / Escalation
– Surveys & Feedback
– Alerts/Notifications
– Alerts (Escalation)
– Appointment Management
– Multi-Channel Communication
– Client Portal
– Known Issue Management
– Configurable Workflow
– Self Service Portal
– Contact Management
– Macros (Templated Responses)
– Customer Database
– Knowledge Base
– Customer Service Analytics
– Live Chat
– Customizable Reports
– Document Storage
– Email Marketing

CustomerWise Integrations

CustomerWise may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

CustomerWise Pricing

The CustomerWise pricing plan starts from $ 20 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

CustomerWise offers several pricing plans :

– Professional : $ 20,00 per user / per month
– Company : $ 35,00 per user / per month
– Professional : –
– Enterprise : –
– Premium : –

Professional Company Professional Enterprise Premium
$20,00 $35,00
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

CustomerWise Pricing Plan

CustomerWise Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : Yes : 30 days
Free plan : No free plan
Freemium : No information
Starting price : $ 20,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

CustomerWise is a cloud-based Customer Relationship Management (CRM) platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

customerwise is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows …).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : 24/7 Live support, Chat, Email / Help Desk, Phone Support, Online Support …

Hotline : +1 800-439-7782

Training options : Documentation, In Person, Live Online, Webinars …

Industry & Customers

Who use CustomerWise ?

This software package is tailored to business needs : Entrepreneur, Medium Company, Large Company …

This web-based application is recommended for trades : Marketing, Sales …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Small Company …)

CustomerWise Screenshots & Images : UI, dashboard …

CustomerWise Review

CustomerWise Business Software Pricing

CustomerWise Features

CustomerWise Features & Overview

CustomerWise Screenshot

CustomerWise Screenshot

Videos

Video #1

YouTube video

 

CustomerWise Reviews

Here is our opinion on CustomerWise : this is an easy-to-use customer relationship management (crm) software to advise .

CustomerWise User Reviews & Ratings

Online and customer reviews of CustomerWise software are quite plentiful and overall very positive :

Overall rating : 4,2/5

Value for money : 3,9/5
Functionality : 4,6/5
Usefulness : 3,9/5
Ease of use : 3,9/5

User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%

Popularity on social networks :

Your Customer Review on CustomerWise

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend CustomerWise ? What is your likelihood to renew ?
 

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FAQs

Why use a Customer Relationship Management (CRM) Software ?

CRM software (GRC – Customer Relationship Management) allows a company to manage its customers, contacts, contracts, prospects and employees, essentially helping it to manage its relationship with all its stakeholders. CRM software (Customer Relationship Management, or GRC: customer relationship management) aims to centralize all the information available on prospects and customers in order to convert them into customers or retain them. This marketing and sales tool improves customer knowledge in order to sell more / sell better and maximize revenue. CRMs offer more and more features: contact management, newsletter creation, leads, business intelligence.

According to various sources, most used business software are : Hubspot (market share : 24,30%), Zoho (23,60%), CA Service Desk Manager (9,20%), Microsoft Dynamics CRM (9,20%), Thryv (6,50%), Zoho CRM (5,70%), Infusionsoft (4,40%), TargetX (4,20%), Microsoft Dynamics 365 (3,90%), SAP CRM (3,80%), ManageEngine (2,30%), Demandforce (2,30%), FileMaker (2,10%), Interactive Intelligence (2,10%), SugarCRM (1,90%), Bitrix24 (1,90%), Oracle CRM (1,40%), Infor CRM (1,40%)

Main functions are : Sales Forecast, Task management, Opportunity Management, Contact management, Sales force automation, lead management

Main characteristics are : CRM, B2B, CRM and prospecting, Project management, Inventory management, Customer service module, CRM, CRM Web, CRM France, French CRM, commercial management, TPe, SME, Start-up, Micro-enterprise, Axonaut, CRM SAAS, cloud, secure, management company, invoice, quote, steering, project management, HR, stock, ticketing, CRM, customer relationship management, crm

Customer Relationship Management (CRM) Software Average Price : from $ 9,00 to $ 160,00 with an average price of $ 43,53 . We have identified more than 960 competitors on the market.

Customer Relationship Management (CRM) Software Review

Customer Relationship Management (CRM) Software Review

Company details

Developed by TECHEXCEL, Inc.
HQ location : USA
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : CRM Software > Online CRM Software > Customer Relationship Management (CRM) Software
Schema : SoftwareApplication > BusinessApplication

Tags : …
Website : visit techexcel.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on CustomerWise is independent in order to highlight the strengths and weaknesses of this Customer Relationship Management (CRM) Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

CustomerWise Alternatives

If you’re understanding the drawbacks and you’re looking for a CustomerWise alternative, there are more than 71 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

Compare CustomerWise Pricing Against Competitors

Software Starting Price Billed Free Trial
CUSTOMERWISE $20 Per month / user No
ZOHO DESK $14 Per month / user Yes
SYSAID $ Per month / user Yes
LIVEAGENT $15 Per month / user Yes
TEAMSUPPORT $ Per month / user Yes
HELP SCOUT $20 Per month / user Yes
OSTICKET $9 Per month / user Yes
JITBIT HELPDESK $24 Per month / user Yes
FRESHDESK $15 Per month / user Yes
KAYAKO $30 Per month / user Yes

 

Top 10 Alternatives & Competitors to CustomerWise

– NICE CXone
– Zendesk
– Zoho Desk
– Vivantio
– Issuetrak
– Idylis
– Oscar Campus Crm
– Ines Crm
– Quickbooks Facturation
– Nutrium

Free Alternatives to CustomerWise

– Zoho Desk
– LiveAgent
– osTicket

You can also take a look at other business apps, like our Dataccuity review and our Enterprise 21 ERP review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular CRM Software and Online CRM Software to find out which one is right for your needs. Discover how these Customer Relationship Management (CRM) Software compare to CustomerWise when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Customer Relationship Management (CRM) Software

 

8.4Expert Score
CustomerWise Review
CustomerWise is an easy-to-use customer relationship management (crm) SaaS software to advise for your company or business.
Ease of use
8.4
Functionnality
9.2
Integrations
7.8
Customer support
7.8
Value for money
7.8
PROS
  • Users can define multiple ticket types with separate fields and workflows, such as support tickets, bug reports, information requests, enhancement requests, and more.
CONS
  • Custom integrations can come at a price
CustomerWise
CustomerWise

$20.00

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