Product Details

TechExcel CustomerWise is an integrated CRM software application for managing customer relationships throughout the entire customer lifecycle, covering support, sales, marketing and asset management.

Contact Details

TechExcel

http://www.techexcel.com

Founded in 1995

Located in United States

No Media

Starting Price

  • Not provided by vendor

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

CustomerWise Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

CustomerWise Reviews

Overall
4/5
Ease of Use
3.5/5
Customer Service
4/5

Showing Most Helpful

Showing 3 of 3 reviews

Showing Most Helpful

Showing 3 of 3 reviews

Sort by:

Filter By:

Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Avatar Image
Bob S.
Owner
Unspecified
Used the software for: 2+ years
Overall Rating
3/5
Ease of Use
3/5
Customer Service
3/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
July 14, 2018

“It's a bit complicated ”

ProsThere 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
July 14, 2018
Craig A.
ExecVP/COO/CFO
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 18, 2017

“This software has allowed us to manage more customers and their needs with less people. ”

OverallIt help make our company better in it support offering to its customers.
ProsOnce 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.
ConsI'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.
Reviewer Source 
Source: Capterra
December 18, 2017
Marcy B.
Program Manager
Business Supplies and Equipment, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
June 7, 2017

“Great CRM”

OverallEasy collab and integration software for CRM
ProsLove the ability to work remotely to collaborate. Easy to use software solution for customer service and support. Definitely would recommend.
ConsNo real cons that i have found so far. Might be a slight learning curve for someone not tech saavy.
Source: Capterra
June 7, 2017