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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.
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Starting Price
Custom
CustomerWise Specifications
Contact Management
Work Order Management
Task Management
Lead Management
What Is CustomerWise?
CustomerWise is an AI-driven Customer Relationship Management (CRM) software designed for businesses seeking to enhance client interactions and streamline workflows. It provides intelligent ticketing for support, AI-assisted sales and marketing automation, and a self-service portal to empower end-users.
These features help teams reduce response times, improve service accuracy, and deliver personalized customer experiences. This makes it suitable for small to large enterprises that aim to manage customer engagement efficiently.
CustomerWise Pricing
CustomerWise price is custom-based, starting at $20/month and tailored to each business's needs.
Disclaimer: The pricing is sourced from third-party websites and is subject to change.
CustomerWise Integrations
CustomerWise integrates with IT management systems and development/issue-tracking platforms. These include:
- Microsoft SCCM
- OCS Inventory
- Rally software
- DevSuite
Who Is CustomerWise For?
CustomerWise software is ideal for a wide range of industries and sectors, which may include:
- IT services
- Marketing firms
- Retail
- Healthcare
- Financial services
- Education
- Manufacturing
Is CustomerWise Right For You?
Businesses struggling with fragmented customer support or inefficient sales processes may find CustomerWise beneficial. Its AI-driven ticketing, automation, and self-service capabilities streamline workflows and improve customer engagement.
With enterprise scalability, security features, and workflow customization, it supports diverse operational needs. Furthermore, CustomerWise’s parent company, TechExcel, has been recognized in the SD Times 100 list, reflecting broader industry credibility.
Still doubtful if CustomerWise is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CustomerWise Features
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
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.
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.
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.
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.
