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WiseData Agency

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The only platform built exclusively for marketing agencies

Table of Contents

Is this product right for your business?

Find out with a

WiseData Agency - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

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

116.5flat rate /
per month

WiseData Agency’s user interface

Ease of use rating:

(0)

WiseData Agency reviews

Overall rating

No reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.00/10

Rating distribution

WiseData Agency's key features

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

Activity dashboard

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Campaign management

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Dynamic content

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Engagement tracking

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Lead generation

(0)

Marketing automation

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Multi-Channel marketing

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All WiseData Agency features

Activity dashboard

(0)

Campaign management

(0)

Dynamic content

(0)

Engagement tracking

(0)

Lead generation

(0)

Marketing automation

(0)

Multi-Channel marketing

(0)

WiseData Agency pricing

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Básico (Basic)

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)

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

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

0.00

Contact vendor for more details

User opinions about WiseData Agency price and value

Value for money rating:

0.0

(0)

WiseData Agency integrations (1)

Top integrations

Google Calendar

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

Q. What level of support does WiseData Agency offer?

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

Related categories

Marketing Automation