CustomerWise Software


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.



3 Reviews of CustomerWise

Overall rating

4.0 / 5 stars

Showing 1 - 3 of 3 reviews

July 2018

Bob from Home Business Online w/Bob Swetz

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

5 of 5

July 2018

It's a bit complicated

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.

December 2017

Craig from EPMS

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

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.

June 2017

Marcy from Garick

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

June 2017

Great CRM

Easy collab and integration software for CRM

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.