--- title: "CustomerWise Software Reviews, Demo & Pricing - 2026" description: "Review of CustomerWise Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/customerwise-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Help Desk Software](https://www.softwareadvice.com/help-desk/) / CustomerWise Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # CustomerWise Review From $20/month Free version Free trial 1 plan Wondering if CustomerWise is right for your organization? Our Help Desk Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview CustomerWise 4.0 [(3)](https://www.softwareadvice.com/crm/customerwise-profile/#reviews) 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. Wondering if CustomerWise is right for your organization? Our Help Desk Software selection experts can help you in 15 minutes or less. ## CustomerWise User Interface ## Popular CustomerWise Alternatives Main Product CustomerWise 4.0 [(3)](https://www.softwareadvice.com/crm/customerwise-profile/#reviews) Ratings Breakdown - 3.67Ease of use - 4.0Value for money - 4.0Customer support - 4.67Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1002)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Freshdesk](https://www.softwareadvice.com/crm/freshdesk-profile/) 4.5 [(3471)](https://www.softwareadvice.com/crm/freshdesk-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.41Value for money - 4.49Customer support - 4.34Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.4 [(4090)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Ratings Breakdown - 4.33Ease of use - 4.16Value for money - 4.26Customer support - 4.36Functionality Pricing Starting at $55.00 per month Get Price Alternative Product [LiveChat](https://www.softwareadvice.com/help-desk/livechat-profile/) 4.6 [(1727)](https://www.softwareadvice.com/help-desk/livechat-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.49Value for money - 4.59Customer support - 4.49Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Salesforce Starter](https://www.softwareadvice.com/product/82914-Salesforce-Starter/) 4.4 [(225)](https://www.softwareadvice.com/product/82914-Salesforce-Starter/reviews/) Ratings Breakdown - 4.04Ease of use - 3.96Value for money - 4.08Customer support - 4.22Functionality Pricing Starting at $25.00 per month Get Price ## CustomerWise Pricing and Plans Starting price: $20.00 per month Free Trial Free Version Basic $20.00 per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Workflow Automation ## CustomerWise User Reviews ## CustomerWise customer ratings - Overall rating: 4/5 - Total reviews: 3 ### Rating distribution - 5 stars: 1 reviews (33%) - 4 stars: 1 reviews (33%) - 3 stars: 1 reviews (33%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 3.7/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4.7/5 --- Have you used CustomerWise and would like to share your experience with others? ### This software has allowed us to manage more customers and their needs with less people. - Overall rating: 5/5 - Reviewer: Craig A. - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2017 - Review source details: This review was submitted organically. No incentive was offered It help make our company better in it support offering to its customers. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great CRM - Overall rating: 4/5 - Reviewer: Marcy B. - Verified reviewer: Yes - Industry: Business Supplies and Equipment - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Easy collab and integration software for CRM #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### It's a bit complicated - Overall rating: 3/5 - Reviewer: Bob S. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### 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 ## Other Top Recommended Help Desk Software [SysAid](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/) **4.5** (522) Recently recommended **9** times [Freshservice](https://www.softwareadvice.com/help-desk/freshservice-profile/) **4.6** (792) Recently recommended **6** times [NinjaOne](https://www.softwareadvice.com/remote-support/ninjarmm-profile/) **4.7** (297) Recently recommended **6** times [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4090) Recently recommended **4** times Stuck Between Options? Our experts can help you compare CustomerWise with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice