Overview
WisePlatform combines CRM, marketing, sales, financials, bookings and POS into one streamlined system for gyms, events, golf and more. While the platform lacks advanced customization options, it offers seamless real‑time integrations and mobile app access, allowing users to achieve long-term business growth.
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Starting Price
Custom
WisePlatform Specifications
Contact Management
Customer Segmentation
Customer Service/Support
Mobile CRM
What Is WisePlatform?
WisePlatform software gathers website, administration, marketing, sales and financial tools into one CRM‑driven system for industry‑specific use. It enables instant data syncing across functionalities without coding or third‑party integrations. The platform supports customer segmentation, digital signatures, contract and membership management, invoicing, reservations, and POS. It also embeds access control and mobile app capabilities for seamless check‑ins and bookings, boosting operational efficiency.
WisePlatform Pricing
WisePlatform pricing varies according to the following plans:
- Basic Plan: €990/year (fixed contract)
- One-time Setup Fee: €2000
Disclaimer: The pricing is subject to change.
WisePlatform Integrations
Who Is WisePlatform For?
WisePlatform is suitable for the following businesses:
- Marketing agencies
- Sales firms
- E-commerce businesses
- Gym
- Administrative firms
- Finance firms
- Sales firms
Is WisePlatform Right For You?
WisePlatform software is suitable for businesses aiming to reduce manual work and software complexity by unifying tasks into a single, CRM‑based platform. It enables streamlined operations, automated invoicing, marketing segmentation, and bookings. The platform also supports customer self‑service via mobile app and real‑time access control.
Still not sure if WisePlatform is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
WisePlatform Features
’WiseRoles’ manages user permissions by assigning different access rights based on roles within the CRM. Its roles restrict and control visibility and update permissions for internal tools and content. The platform also provides access across modules like calendar, tasks, and CRM is enforced systematically.
’WiseTags’ automatically segments customers by applying tags based on interactions, purchases, or campaign responses. These segmentations drive targeted marketing efforts via email, SMS, and push notifications.
’WiseActivities’ logs customer interactions including sales invoices, event participations, survey responses, meetings and call history. This activity history is stored within CRM, offering full visibility into each customer's journey.
’WiseInvoice’ and ‘WiseDeal’ automate invoice generation and recurring card payments after order or contract completion. Payment reminders and billing data are transferred to accounting ledgers automatically, ensuring up-to-date receivables.
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