--- title: "WiseData Agency Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WiseData Agency Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/10048334/WiseData-Agency/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # WiseData Agency Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[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/)[Project Management](https://www.capterra.com/project-management-software/) Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price R$116.5 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WiseData Agency?[Manage this product listing](https://www.g2.com/products/wisedata-agency/claim_requests/new?auto=true) ## FAQs about WiseData Agency Overview ### What company size and specific industries is WiseData Agency built for? WiseData Agency is designed for marketing agencies of all sizes, including digital, social media, SEO, paid traffic, and design firms. It fits small, mid-sized, and larger agencies that need to centralize project management, client relations, financial tracking, and team collaboration in one place. Features and Usability ### What are the key features of WiseData Agency? WiseData Agency offers campaign management, marketing automation, and multi-channel marketing for planning and coordinating outreach. Core features also include lead generation, engagement tracking, dynamic content, and an activity dashboard for monitoring campaign performance and audience interactions across channels. Pricing ### How much does it cost and what fees or limitations are included? WiseData Agency starts at free for solo professionals, with 1 user, 1 company, and 1 project on core features. Paid plans are the R$116.5/month Básico, R$249.83/month Profissional, and R$383.17/month Enterprise. A free version and free trial are available, with feature limits varying by plan. Integrations ### Which third-party tools and platforms does WiseData Agency integrate with? WiseData Agency integrates with 8 third-party platforms for advertising, social media, and scheduling, including Facebook Business Suite, Meta for Business, Instagram, LinkedIn Ads Tracker, Pinterest, YouTube, Google Ads, and Google Calendar. Getting Started and Support ### What training and onboarding options does WiseData Agency offer? WiseData Agency provides documentation and videos to help teams get started. Documentation supports self-paced reference for setup steps and feature details, while videos offer visual guidance that users can review when needed. Getting Started and Support ### What customer support options does WiseData Agency offer? WiseData Agency provides email/help desk support, FAQ/forum access, a knowledge base, and chat. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 6,612 Project Management reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating marketing automation software: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Lead Capture** (**51%**) WiseData Agency focuses on other areas of marketing automation rather than these commonly prioritized features. Based on the available coverage data, there are no additional high-priority included features listed for this product to highlight here. Campaign Management 5.0 (6) 100.00% of 6 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 Activity Dashboard 5.0 (5) 100.00% of 5 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 Marketing Automation 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Dynamic Content 5.0 (4) 100.00% of 4 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 Engagement Tracking 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Tracks metrics that provide insight into how a user interacts with any interface or product Lead Generation 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 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.) Get Advice We can help you find the software with the features you need. Features 5.0 (7) 5.0 Based on 7 reviews ## Pricing Value for money 5.0 (7) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10048334/WiseData-Agency/pricing/) Free R$0.00 Básico (Basic) R$116.50 Flat Rate,Per Month It includes: - Personal To-Do - 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) - 1 User - 5 Companies - 5 Projects - Tasks (Kanban) - Recurrence In Tasks - Dependency Between Tasks - Time Control - Proposals - 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) Profissional (Professional) R$249.83 Flat Rate,Per Month It includes: - Material Approval (Disabled) - Internal CRM (Disabled) - Sparks (Disabled) - My Desk - Form Builder (Disabled) - Completion Standard (DoD) (Disabled) - Sequential Workflow By Stages (Disabled) - Simple Contract Signature (Disabled) - Multiple Kanbans - Chats And Groups (Disabled) - Financial Management (Disabled) - Training Area (Disabled) - Task Reports (Disabled) - Client Portal (Disabled) - Employee Portal - Meeting Notes - Meeting Cycles Creation - 5 Users - Implementation Checklist - Media Plan - Copy Generator - Briefing Generator - Google Calendar (Disabled) - Meeting Calendar - UTM Builder - Support Via Chat - Calendar Of Tasks - Personal To-Do - Proposals - Time Control - Dependency Between Tasks - Recurrence In Tasks - Tasks (Kanban) - 20 Projects - 20 Companies 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 (7) 5.0 Based on 7 reviews ## Integrations [ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[ YouTube](https://www.capterra.com/p/237905/YouTube/)[ Pinterest](https://www.capterra.com/p/234608/Pinterest/)[ Facebook Business Suite](https://www.capterra.com/p/235972/Facebook-Business-Suite/)[ LinkedIn Ads Tracker](https://www.capterra.com/p/10050268/LinkedIn-Ads-Tracker/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (7) 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 (7) 5.0 Based on 7 reviews ## User reviews Overall rating 5.0 Based on 7 reviews Filter by rating 5(7) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MD Marcus D. Sócio Marketing and Advertising ### "A melhor e mais completa plataforma para uma agência de marketing " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2026 Surpreendente positivamente. Pesquisei várias plataformas e nenhuma chega perto da completude e qualidade da WiseData. Pros A variedade de funções e ferramentas que a plataforma oferece é única no mercado. Perfeito para agências que querem centralizar a gestão em um único espaço. Cons Pequenos ajustes para a minha realidade específica que o desenvolvedor já está resolvendo de maneira muito solícita e com bastante eficiência e agilidade. Switched from [Clicksign](https://www.capterra.com/p/209270/Clicksign/) [Reportei Sync](https://www.capterra.com/p/10030076/Reportei-Sync/) [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Porque encontrei as mesmas funções centralizadas em uma mesma ferramenta Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Ceo Marketing and Advertising ### "Quero registrar o meu elogio..." 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 September 3, 2026 Excelente atendimento ao cliente, com muita agilidade, atenção e eficiência em todo o processo. Minha experiência foi muito positiva, com um serviço rápido e de qualidade. Recomendo de verdade! Pros Excelente suporte ao cliente, com atendimento ágil, eficiente e atencioso, aliado a uma excelente relação custo-benefício, que torna a experiência ainda mais satisfatória. Cons Atendeu plenamente à minha demanda e não tenho nenhum ponto negativo a destacar. Como sugestão de melhoria, acredito que a expansão e o fortalecimento do setor financeiro poderiam agregar ainda mais qualidade, eficiência e suporte aos serviços oferecidos. Alternatives considered [mLabs](https://www.capterra.com/p/191356/mLabs/) Reasons for choosing WiseData Agency A multiplicidade de soluções em um só lugar. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Andriel P. Proprietário Program Development ### "Mais agilidade para a equipe e gestão impecável" 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 21, 2026 No geral, a experiência tá sendo sensacional. Ter tudo centralizado salvou muito o nosso tempo e ajudou demais na rotina. O fluxo de trabalho tá bem mais rápido, a equipe tá produzindo super bem e a gestão ficou redondinha. Recomendo demais! Pros O que mais gostei foi o fato de ela unir diversas ferramentas em um único lugar. Isso me gerou muito mais agilidade e produtividade, e pra equipe também. A nossa gestão melhorou muito com isso. Cons Sinceramente, nada a reclamar até agora. Tudo tá fluindo super bem e tem sido uma ótima experiência.Suporte também presta todo apoio necessário que precisamos. Switched from [mLabs](https://www.capterra.com/p/191356/mLabs/) [Trello](https://www.capterra.com/p/211559/Trello/) [ClickUp](https://www.capterra.com/p/158833/ClickUp/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Centralizar tudo em um único lugar e ter maior gestão sobre os dados Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Luan B. Diretor de Mídia Paga Marketing and Advertising ### "Uma plataforma completa para gestão de agências" 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 15, 2026 Minha experiência com a WiseData Agency foi muito boa. A plataforma facilita a organização das atividades da agência ao reunir em um único lugar ferramentas para gestão de clientes, projetos e processos internos. Isso torna o fluxo de trabalho mais eficiente e ajuda a manter todas as informações centralizadas, simplificando a operação no dia a dia. Pros A principal vantagem da plataforma é centralizar processos importantes da agência em um único ambiente. Recursos como CRM, gestão de projetos, propostas comerciais, controle financeiro e portal do cliente ajudam a reduzir a necessidade de utilizar diversas ferramentas separadas. A interface é organizada e a proposta é claramente voltada para as necessidades de agências de marketing. Cons Como a plataforma possui muitas funcionalidades, existe uma pequena curva de aprendizado para aproveitar todo o seu potencial. Além disso, alguns recursos ainda podem evoluir em termos de integrações e personalização, principalmente para agências com processos muito específicos. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. EP Estelita P. Gerente Financeira Marketing and Advertising ### "Melhor sistema para agência" 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 15, 2026 Tenho usado diariamente para minhas tarefas e de meus colaboradores, o que nos ajudou muito na organização interna. Pros O sistema é bem completo, layout agradável, intuitivo e fácil de usar. Os módulos são bem divididos e organizados, o que facilita muito na hora de utilizar. Cons Neste momento não tenho nada para apresentar contra o sistema. Claro que todo sistema sempre precisa de atualizações, mas isso vem com o tempo. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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! 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