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WiseData Agency Logo

The only platform built exclusively for marketing agencies

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WiseData Agency - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: July 2026

WiseData Agency overview

What is WiseData Agency?

WiseData Agency is an all-in-one agency management platform with 42+ features covering every operational need of a marketing agency.

Project & Task Management: Kanban boards, multiple kanban views, subtasks, recurring tasks, task dependencies, sequential workflow stages, Definition of Done (DoD) quality standards, and time tracking. A calendar view and personal to-do list help each team member stay on top of priorities.

Client Management: A dedicated client portal where clients can review and approve deliverables via a shareable link — no account needed. Meeting cycle management with calendar, notes, and history. Material approval workflows with audit trails.

Financial Module: Complete financial dashboard with income and expense tracking, project invoices, and financial reports. Understand profitability per client or project.

CRM & Sales: Internal CRM pipeline for tracking leads and closing deals. Proposal builder with email/WhatsApp delivery, digital signature with legal validity, and link-based approval tracking.

Marketing Tools: UTM Builder, media planning, campaign implementation checklists, briefing generator, copywriting manager, and a public Form Builder for lead capture.

Communication: Built-in team chat and group messaging with real-time notifications.

Productivity Tools: Personal workspace (Minha Mesa), idea management (Sparks), URL shortener, WhatsApp button generator, task reports, and a team training area.

Deployment: Cloud-based SaaS, accessible from any browser. Plans range from Free (1 user) to Enterprise (unlimited users). 30-day free trial available. Support via FAQ (Free) or live chat (paid plans).

Starting price

R$
116.5flat rate /
per month

WiseData Agency’s user interface

Ease of use rating:

WiseData Agency reviews

Overall rating

5.0

/5

5

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

5

0

0

0

0

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WiseData Agency's key features

Most critical features, based on insights from WiseData Agency users:

Multi-Channel marketing

All WiseData Agency features

Features rating:

Activity dashboard
Campaign management
Dynamic content
Engagement tracking
Lead generation
Marketing automation
Multi-Channel marketing

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WiseData Agency pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Básico (Basic)

R$

116.5

Per month

Features included:

  • 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

Per month

Features included:

  • 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

Per month

Features included:

  • 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

Free

R$

0.00

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User opinions about WiseData Agency price and value

Value for money rating:

WiseData Agency integrations (1)

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WiseData Agency support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Chat

Training options

Documentation
Videos

WiseData Agency FAQs

Q. Who are the typical users of WiseData Agency?

WiseData Agency has the following typical customers:
Small Business, Mid-size Business

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Q. What level of support does WiseData Agency offer?

WiseData Agency offers the following support options:
FAQs/Forum, Knowledge Base, Chat

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