CustomerWise
Last Updated
Overview
CustomerWise delivers AI-powered customer relationship management and sales automation. It helps users enhance team collaboration and streamlines client engagement. While some users find its advanced AI configuration initially complex, its customizable workflows, self-service portal, and AI ticket resolution provide efficiency and improved customer satisfaction.
CustomerWise Specifications
- Contact Management
- Work Order Management
- Task Management
- Lead Management
CustomerWise Features
Workflow Automation
Built with a visual, drag-and-drop workflow engine, CustomerWise makes process design effortless. Users can apply prebuilt templates or create custom flows for incidents, requests, or problems. Every workflow adapts to unique organizational needs without complexity
Self Service
CustomerWise features a fully flexible portal that gives users a single place to request services, report issues, and access resources. Because these tools are grouped in one location, users can quickly find downloads, forms, or answers. This convenience reduces ticket load while guiding users toward faster, independent resolution.
LiveSync
The software provides built-in live chat, meetings, and voice annotations to keep support teams connected as they collaborate. These communication tools flow naturally into troubleshooting sessions, helping clarify issues in real time. By enabling instant interaction across devices, LiveSync ensures support remains responsive anywhere.
Streamlined Events And Task Management
CustomerWise organizes multi-step processes by assigning tasks across teams through its event engine. Each task links to the next, keeping approvals, onboarding steps, and departmental actions in sync. This connected structure ensures tickets move smoothly without delays or missed responsibilities.
Centralized Knowledge Base
The platform features a unified knowledge library that stores articles, resolutions, and digital assets in one accessible space. As teams publish and update content, users can easily locate information relevant to their issues. With rating options built in, the knowledge base continuously evolves to reflect what helps users most.
Pros And Cons of CustomerWise
Pros
Supports remote collaboration well
Helps manage many clients efficiently
Solid functionality and ticket tracking
Cons
Finding specific incident IDs can be cumbersome
Search/filter controls require many adjustments
CustomerWise Reviews
Total 3 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars33%
3
Stars33%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, N/A employees
More than a year
“Feature-rich platform”
Pros
It comes with a lot of functionality. Our company has relied on it for years to track help desk incidents and we recently moved to the latest version. This newer release is somewhat more user-friendly than the one we had before and it lets us keep an eye on a large amount of information.
Cons
The updated version runs a little slower than the previous one. On top of that, finding a specific incident ID can be complex. If the correct filters aren't selected, the item may not appear so you end up changing the filters around, open, closed and so on, until the search finally brings it up.
Rating Distribution
Ease of use
3
Value for money
5
Customer Support
5
Functionality
4
Computer Software, 11-50 employees
More than a year
“Helped us handle customers effectively”
Pros
After we got it up and running, we built new SOPs around the system and that helped us take a much more proactive approach to customer support while handling customers more effectively at any given time.
Cons
No complaints about the software. The only minor downside is that, being web-based, it can feel a little slower at times but the benefits far outweigh that concern.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Business Supplies and Equipment, 51-100 employees
Less than a year
“Remote collaboration with CustomerWise”
Pros
Being able to work remotely and still collaborate with the team is a big plus. It's a user-friendly solution for customer service and support and I'd definitely recommend it.
Cons
I haven't really run into any major downsides yet. The only thing I'd mention is that there could be a small learning curve for someone who isn't very tech-savvy.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
Frequently Asked Questions
Does CustomerWise offer a mobile app?
No, CustomerWise doesn’t offer a mobile app.
What language does CustomerWise support?
The software supports English and Chinese.
What other apps does CustomerWise integrate with?
The platform integrates with IT management systems and development/issue-tracking platforms that include Microsoft SCCM, OCS Inventory, Rally software, and DevSuite.
Who are the typical users of CustomerWise?
Typical users include industries like IT services, marketing firms, retail, healthcare, financial services, education, and manufacturing.
Does CustomerWise offer an API?
Yes, it offers an API.
What types of pricing plans does CustomerWise offer?
CustomerWise price is subscription-based, starting from $20/month, offering options to suit different organizations. Contact us for a CustomerWise cost estimate.
What level of support does CustomerWise offer?
CustomerWise offers support through email.