CustomerWise 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

CustomerWise

4.0

(3)

Pricing

Starting at $20.00 per month

About CustomerWise

CustomerWise is a hybrid customer relationship management solution that caters to businesses of all sizes across various industry verticals. Key features include workflow automation, customer asset management, contract management, task management and service level agreements.

CustomerWise allows users to define unique ticket types such as support tickets, bug reports, information requests and more with specific fields and workflows. Users can also track sales made to customers by product and license count and manage annual maintenance renewals.

CustomerWise's contract management feature enables users to manage contract templates, attach drafts and final contract documents to customer records and manage service agreements. It also helps users to notify support team members and customer contacts via email, whenever events occur.

Additionally, CustomerWise enables users to move bug reports and enhancement requests directly into development. Services are offered on a monthly subscription basis that includes support via phone and an online self-service portal.

CustomerWise Screenshots

CustomerWise Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Basic

$20.00

per month

No plan information available

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CustomerWise Features

Popular features found in Help Desk
Access Controls/Permissions
Activity Dashboard
Alerts/Escalation
Automated Routing
Collaboration Tools
Macros/Templated Responses
Multi-Channel Communication
Real-Time Notifications
Reporting/Analytics
Self Service Portal
Service Level Agreement (SLA) Management
Workflow Management
More features of CustomerWise
Alerts/Notifications
Client Portal
Configurable Workflow
Contact Management
CRM
Customer Database
Customer Portal
Customizable Reports
Email Marketing
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Lead Management
Live Chat
Performance Metrics
Queue Management
Search/Filter
Support Ticket Management
Surveys & Feedback
Task Management
Ticket Management

CustomerWise User Reviews

Overall Rating

4.0

Ratings Breakdown

33%

Secondary Ratings

Ease of Use

3.7

Value for money

4.0

Customer support

4.0

Functionality

4.7

Have you used CustomerWise and would like to share your experience with others?

Craig A.

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2017

This software has allowed us to manage more customers and their needs with less people.

It help make our company better in it support offering to its customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once implemented we developed new SOP that revolved around this system, which allowed us to become more proactive in our customer support, and manage more customer effectively, at any given time.

Cons:

I'm not sure I have any issues with the software, other then it being web based, which tends to make it slightly slower, but the positive largely out weigh that concern.

Marcy B.

Verified reviewer

Business Supplies and Equipment

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2017

Great CRM

Easy collab and integration software for CRM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the ability to work remotely to collaborate. Easy to use software solution for customer service and support. Definitely would recommend.

Cons:

No real cons that i have found so far. Might be a slight learning curve for someone not tech saavy.

Bob S.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed July 2018

It's a bit complicated

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a ton of features that come with this product. Our company has been using it to track help desk incidents for years and recently updated to the most recent version. The newest version is a bit easier to use than the one we had before and we are able to monitor a ton of information.

Cons:

The new version is a bit slower than the previous one. Also, I find that trying to locate a specific incident ID is a bit cumbersome. If you don't have all the right filters selected you may not find it, so you have to adjust the filters (open, closed, etc.) until the search finds your item.

Showing 1 - 3 of 3 Reviews