# WiseData Agency Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about WiseData Agency Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more.

Source: https://www.capterra.com/p/10048334/WiseData-Agency

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# 

 WiseData Agency Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

WiseData Agency

## What is WiseData Agency?

WiseData Agency is a platform that unifies project management, financial tracking, and client communication into one system, eliminating the need for multiple tools. It features Kanban boards, task dependencies, time tracking, and quality standards for task management. Financial tools include analytics, invoicing, transaction tracking, and reporting. Client management offers portals, meeting documentation, and material approval workflows. Communication tools include chat and real-time notifications. Marketing features provide UTM builders, media planning, campaign checklists, and briefing generators. The CRM includes sales pipeline tracking, digital signatures, WhatsApp integration, and URL shortening with metrics. Additional features include proposal creation, recurring tasks, workflow sequencing, team dashboards, calendar views, and customizable reporting. WiseData Agency streamlines workflows by integrating essential agency functions.

## What is WiseData Agency used for?

[Marketing Automation](https://www.capterra.com/marketing-automation-software/)

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

R$116.5

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Campaign Management

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Dynamic Content

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Lead Generation

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Manage the process of attracting and converting business prospects into leads

Marketing Automation

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Automate workflows and trigger campaigns based on customer actions

Multi-Channel Marketing

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Activity Dashboard

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

WiseData Agency 7 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage the process of attracting and converting business prospects into leads

Automate workflows and trigger campaigns based on customer actions

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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Features

5.0 (2)

5.0

Based on 2 reviews

## Pricing

Value for money

5.0 (2)

Free Trial

Free Version

Free

R$0.00

Básico (Basic)

R$116.50

Flat Rate,Per Month

It includes:

-   1 User
-   5 Companies
-   5 Projects
-   Tasks (Kanban)
-   Recurrence In Tasks
-   Dependency Between Tasks
-   Time Control
-   Proposals
-   Personal To-Do
-   Calendar Of Tasks
-   Support Via Chat
-   UTM Builder
-   Meeting Calendar
-   Google Calendar (Disabled)
-   Briefing Generator
-   Copy Generator
-   Media Plan (Disabled)
-   Implementation Checklist (Disabled)
-   Meeting Cycles Creation (Disabled)
-   Meeting Notes (Disabled)
-   Employee Portal (Disabled)
-   Client Portal (Disabled)
-   Task Reports (Disabled)
-   Training Area (Disabled)
-   Financial Management (Disabled)
-   Chats And Groups (Disabled)
-   Multiple Kanbans (Disabled)
-   Simple Contract Signature (Disabled)
-   Sequential Workflow By Stages (Disabled)
-   Completion Standard (DoD) (Disabled)
-   Form Builder (Disabled)
-   My Desk (Disabled)
-   Sparks (Disabled)
-   Internal CRM (Disabled)
-   Material Approval (Disabled)

Profissional (Professional)

R$249.83

Flat Rate,Per Month

It includes:

-   5 Users
-   20 Companies
-   20 Projects
-   Tasks (Kanban)
-   Recurrence In Tasks
-   Dependency Between Tasks
-   Time Control
-   Proposals
-   Personal To-Do
-   Calendar Of Tasks
-   Support Via Chat
-   UTM Builder
-   Meeting Calendar
-   Google Calendar (Disabled)
-   Briefing Generator
-   Copy Generator
-   Media Plan
-   Implementation Checklist
-   Meeting Cycles Creation
-   Meeting Notes
-   Employee Portal
-   Client Portal (Disabled)
-   Task Reports (Disabled)
-   Training Area (Disabled)
-   Financial Management (Disabled)
-   Chats And Groups (Disabled)
-   Multiple Kanbans
-   Simple Contract Signature (Disabled)
-   Sequential Workflow By Stages (Disabled)
-   Completion Standard (DoD) (Disabled)
-   Form Builder (Disabled)
-   My Desk
-   Sparks (Disabled)
-   Internal CRM (Disabled)
-   Material Approval (Disabled)

Enterprise

R$383.17

Flat Rate,Per Month

It includes:

-   Unlimited Users
-   Unlimited Companies
-   Unlimited Projects
-   Tasks (Kanban)
-   Recurrence In Tasks
-   Dependency Between Tasks
-   Time Control
-   Proposals
-   Personal To-Do
-   Calendar Of Tasks
-   Support Via Chat
-   UTM Builder
-   Meeting Calendar
-   Google Calendar
-   Briefing Generator
-   Copy Generator
-   Media Plan
-   Implementation Checklist
-   Meeting Cycles Creation
-   Meeting Notes
-   Employee Portal
-   Client Portal
-   Task Reports
-   Training Area
-   Financial Management
-   Chats And Groups
-   Multiple Kanbans
-   Simple Contract Signature
-   Sequential Workflow By Stages
-   Completion Standard (DoD)
-   Form Builder
-   My Desk
-   Sparks
-   Internal CRM
-   Material Approval

Value for money

5.0 (2)

5.0

Based on 2 reviews

## Integrations

[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)

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## Support, customer service and training options

Customer Service

5.0 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

5.0

Based on 2 reviews

Filter by rating

5(2)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DP

Dyego P.

CEO

Marketing and Advertising

### "Recomendo."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 7, 2026

Muito boa, suporte é bom, e sempre trás melhorias. Sempre sugiro melhorias e sempre são muito bem aceitas.

Pros

É um sistema que foi focado para Agências. Ele trás pontos positivos e procura ser um sistema único para as agências

Cons

Olha, todos os sistemas tem pontos positivos e negativos, mas bom que eles sempre procuram melhorar.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Head de Operações

Marketing and Advertising

### "Avaliação WiseData"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 2, 2026

Minha experiência geral com o sistema é muito boa! Super indico e todos os recursos atendem muito bem a agência!

Pros

O sistema é super completo e está sempre em atualização para trazer os melhores recursos! Mesmo que novo, é muito completo e atende a agência super bem.

Cons

Não consigo descrever o que menos gostei no sistema hoje, desde que comecei utilizar me atende muito bem!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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