# 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/reviews/ --- # WiseData Agency Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 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/) Overall rating Based on 5 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.wisedatabusiness.com/pt-br&name=WiseData Agency) ## 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 teams that need to manage projects, client relationships, financial tracking, and 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 coordinating outreach across channels. It also includes lead generation, engagement tracking, activity dashboard, and dynamic content for monitoring performance and tailoring messages to audience segments. Pricing ### How much does it cost and what fees or limitations are included? WiseData Agency starts at R$116.5 per month for the Básico plan, with Professional at R$249.83 and Enterprise at R$383.17. A free version and free trial are available. The free plan includes 1 user, 1 company, and 1 project, while some features are disabled on lower tiers. Integrations ### Which third-party tools and platforms does WiseData Agency integrate with? WiseData Agency connects natively to Google Calendar for calendar scheduling and event management. This single integration lets teams sync appointments and dates with a widely used scheduling platform. 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 offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace for training and onboarding support. Getting Started and Support ### What customer support options does WiseData Agency offer? WiseData Agency provides FAQ/Forum, a Knowledge Base, and Chat support. These channels give users written self-help resources plus direct messaging help, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 6,497 Marketing Automation reviews Not all Marketing Automation products cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Engagement Tracking** (**45%**) WiseData Agency includes **Engagement Tracking**, which gives teams visibility into how contacts interact with campaigns and content over time. However, it does not offer **Email Marketing** or **Event Triggered Actions**. By covering **Engagement Tracking**, the product helps businesses monitor audience behavior, spot trends in customer interest, and make more informed marketing decisions. Engagement Tracking 5.0 (3) 100.00% of 3 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 Campaign Management 5.0 (5) 100.00% of 5 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 (4) 100.00% of 4 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 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Multi-Channel Marketing 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Dynamic Content 5.0 (3) 100.00% of 3 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 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 (5) 5.0 Based on 5 reviews ## Pricing Value for money 5.0 (5) 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 (5) 5.0 Based on 5 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) 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 (5) 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 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent 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! Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.