---
description: Review of CustomerWise Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CustomerWise | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Help Desk Software](/directory/4160/help-desk/software) > [CustomerWise](/software/130246/customerwise)

# CustomerWise

Canonical: https://www.softwareadvice.co.nz/software/130246/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.
> 
> Verdict: Rated **4.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 3 Reviews |
| Ease of Use | 3.7/5 | Based on overall reviews |
| Customer Support | 4.0/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: TechExcel
- **Founded**: 1995

## Commercial Context

- **Starting Price**: US$20.00
- **Pricing model**:  (Free version available) (Free Trial)
- **Pricing Details**: Contact TechExcel for detailed pricing.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: Chinese, English, Traditional Chinese
- **Available Countries**: Afghanistan, Algeria, Angola, Argentina, Armenia, Australia, Austria, Azerbaijan, Bahrain, Bangladesh, Benin, Bhutan, Bolivia, Botswana, Brazil, Brunei, Burkina Faso, Burundi, Cambodia, Cameroon and 102 more

## Features

- Alerts/Escalation
- Alerts/Notifications
- CRM
- Client Portal
- Configurable Workflow
- Contact Management
- Customer Database
- Customer Portal
- Customisable Reports
- Email Marketing
- Interaction Tracking
- Internal Chat Integration
- Knowledge Base Management
- Lead Management
- Live Chat
- Performance Metrics
- Queue Management
- Search/Filter
- Self Service Portal
- Service Level Agreement (SLA) Management

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Help Desk Software](https://www.softwareadvice.co.nz/directory/4160/help-desk/software)

## Related Categories

- [Help Desk Software](https://www.softwareadvice.co.nz/directory/4160/help-desk/software)
- [Customer Support Software](https://www.softwareadvice.co.nz/directory/4658/customer-support/software)
- [Customer Service Software](https://www.softwareadvice.co.nz/directory/255/customer-service/software)
- [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software)

## Alternatives

1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (990 reviews)
2. [Freshdesk](https://www.softwareadvice.co.nz/software/110247/freshdesk) — 4.5/5 (3425 reviews)
3. [Zendesk Suite](https://www.softwareadvice.co.nz/software/26892/zendesk-talk) — 4.4/5 (4079 reviews)
4. [LiveChat](https://www.softwareadvice.co.nz/software/27068/livechat) — 4.6/5 (1723 reviews)
5. [Yonyx](https://www.softwareadvice.co.nz/software/93908/yonyx) — 4.7/5 (258 reviews)

## Reviews

### "This software has allowed us to manage more customers and their needs with less people." — 5.0/5

> **Craig** | *18 December 2017* | Computer Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> It help make our company better in it support offering to its customers.

-----

### "Great CRM" — 4.0/5

> **Marcy** | *7 June 2017* | Business Supplies & Equipment | Recommendation rating: 8.0/10
> 
> **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.
> 
> Easy collab and integration software for CRM

-----

### "It's a bit complicated" — 3.0/5

> **Bob** | *15 July 2018* | Recommendation rating: 6.0/10
> 
> **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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/130246/customerwise)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/customerwise-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/130246/customerwise> |
| en-GB | <https://www.softwareadvice.co.uk/software/130246/customerwise> |
| en-IE | <https://www.softwareadvice.ie/software/130246/customerwise> |
| en-NZ | <https://www.softwareadvice.co.nz/software/130246/customerwise> |

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