--- title: "CustomerWise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CustomerWise Software - reviews, pricing plans, popular comparisons to other Help Desk products and more." source_url: "https://www.capterra.com/p/960/CustomerWise/" page_type: "product" language: "en" --- # CustomerWise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CustomerWise ## What is CustomerWise? TechExcel CustomerWise is an integrated CRM software application for managing customer relationships throughout the entire customer lifecycle, covering support, sales, marketing and asset management. Increase productivity with LiveSync. Voice and annotations can be recorded against any content, whether submitting an issue or providing a resolution. Built-in online meetings and a LiveSync queue helps you take care of customers in real-time. ## What is CustomerWise used for? [Customer Support](https://www.capterra.com/customer-support-software/)[Help Desk](https://www.capterra.com/help-desk-software/)[Customer Service](https://www.capterra.com/customer-service-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 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 CustomerWise?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.techexcel.com&name=CustomerWise) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CustomerWise 4.0 (3) VS. [4.5 (3,471)](https://www.capterra.com/p/124981/Freshdesk/reviews/) Starting Price $20 Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (3) Ease Of Use 4.5 (3,410) Value For Money 4.0 (3) Value For Money 4.4 (2,796) Customer Service 4.0 (3) Customer Service 4.5 (2,980) ## CustomerWise alternatives [4.4 (4,090)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.7 (1,787)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (828)](https://www.capterra.com/p/136189/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [LiveChat](https://www.capterra.com/p/62194/LiveChat/) [4.6 (1,727)](https://www.capterra.com/p/62194/LiveChat/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/62194/LiveChat/) ## FAQs about CustomerWise Overview ### What company size and specific industries is CustomerWise built for? CustomerWise is designed for businesses of all sizes, including small, mid-sized, and larger organizations, in information technology, retail, legal, and other industries. It fits companies that need to manage customer service workflows, tasks, contracts, and related operational work across different sectors. Features and Usability ### What are the key features of CustomerWise? CustomerWise offers CRM and customer database tools, along with contact management, lead management, and appointment management. It also includes support ticket management, queue management, routing, SLA management, alerts and notifications, workflow automation, customer portals, a client portal, live chat, knowledge base management, and customizable reports. Getting Started and Support ### What training and onboarding options does CustomerWise offer? CustomerWise provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does CustomerWise offer? CustomerWise provides email/help desk, phone support, 24/7 live rep, and chat. Support is available through multiple contact paths, giving users flexible ways to get help. No reviewer feedback about support experience is available here, so no claims can be made about response times or helpfulness. ## Features AI summary Based on 5,070 Help Desk reviews Capterra reviewers highlight these as the features buyers care about most when choosing a Help Desk solution: - **Ticket Management** (**54%** of reviewers rated this feature as critical) - **Real-Time Notifications** (**39%**) - **Service Level Agreement (SLA) Management** (**38%**) CustomerWise supports **Ticket Management** and **Service Level Agreement (SLA) Management**, giving support teams a clear way to organize requests and track response commitments. However, it does not offer **Real-Time Notifications**. Instead, it provides **Alerts/Escalation** (**34%**), which can still help teams stay aware of urgent issues and route cases that need faster attention, helping businesses maintain service standards and respond to customer needs more efficiently. Alerts/Escalation System alerts about the need to escalate an issue or request Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Portal Private online space that lets businesses securely share documents and provide information access to clients Configurable Workflow Configure existing workflows to meet your organization's needs Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system CustomerWise 25 features ### All Features - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Portal: A website or login for customers to access information - Customizable Reports: Alter the layout and content of reports - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Support Ticket Management: Allow customers/users to submit support queries and service requests - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.0 (3) Free Trial Free Version Basic $20.00 Per Month Value for money 4.0 (3) 4.0 Based on 3 reviews 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 4.0 (3) 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 4.0 (3) 4.0 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 3 reviews Filter by rating 5(1) 4(1) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent Bob S. Owner ### "It's a bit complicated " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 15, 2018 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. 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. CA Craig A. ExecVP/COO/CFO Computer Software ### "This software has allowed us to manage more customers and their needs with less people. " 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 December 18, 2017 It help make our company better in it support offering to its customers. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Marcy B. Program Manager Business Supplies and Equipment ### "Great CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 7, 2017 Easy collab and integration software for CRM 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. 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. ## 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.