WikiPro Pricing, Features, Reviews & Comparison of Alternatives

WikiPro

Customer communication platform for small business owners

4.73/5 (22 reviews)

WikiPro overview

What is WikiPro?

WikiPro is a customer communication platform designed to help small businesses in the legal, finance, accounting, and marketing sectors engage with clients by requesting reviews, electronic signatures, payments, and more. Administrators can create tasks with summaries, descriptions, priority status, and due date, assign them to team members, add comments to streamline coordination, and track workload through reports in real-time.

WikiPro allows organizations to communicate with clients via existing landline numbers, access interactions in a shared inbox, and use texts to start video chats and send appointment reminders. Supervisors can manage reviews across Facebook or Google on a centralized dashboard and receive payments via Stripe, Visa, Mastercard, Apple Pay, American Express, and Google Pay. Accountants can also add a chat widget to corporate websites to capture customers' information including name and phone number and receive notifications about their queries on a centralized platform.

Using WikiPro, businesses can create customizable templates with required documents, name or pin, and other specifications to request electronic signatures from customers. Managers can securely receive files from customers via two-factor authentication and single sign-on (SSO)-enabled links. Other features include user management, search functionality, automated replies, message scheduling, and custom signatures.
www.wikipro.us

Pricing

Starting from
$24/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
WikiPro screenshot: WikiPro sign documentsWikiPro business chatWikiPro screenshot: WikiPro textingWikiPro screenshot: WikiPro SMS marketingWikiPro 2.0

WikiPro user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.7
  4.9
  4.9
Grace Chen

Handy app for tax and accounting tasks

Used daily for 1-2 years
Reviewed 2020-08-21
Review Source: Capterra

Pros
The app is fast and simple to use. It saves us time to collect client data and information It is convenient and provides instant messaging. Even our elderly clients can easily and instantly communicate with us. It allows e-sign via SMS both on the app or on regular text messaging. Clients can view their e-signed documents on phone.

Cons
It got stuck during e-sign if the document size is too large. For example, if the file has more than 10 pages.

Response from WikiPro


Sometimes the signature got stuck because the PDF document is corrupt. There is no 10 page limit. Please contact wikipro support if you have issue signing a PDF document.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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xi Wu

Good

Used daily for 2+ years
Reviewed 2020-08-26
Review Source: Capterra

Pros
This software Convenient, fast and easy to use,

Cons
l There is nothing wrong with this software, I think it works well

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Carey Jiang

User

Used occasionally for 2+ years
Reviewed 2020-08-26
Review Source: Capterra

Easy to find app and easy to communicate

Pros
Easy to find the app👍Easy to communicate

Cons
Little conflicted to use , Can not find the conversation history .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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zishun chen

WikiPro Review

Used daily for 1-2 years
Reviewed 2020-08-26
Review Source: Capterra

Great solutions for business to customer communication

Pros
easy to use, love their text to landline feature, no app installation needed

Cons
hope it can build in more texting features for future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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qiuyang fu

Very good software

Used daily for 1-2 years
Reviewed 2020-08-26
Review Source: Capterra

its a great app to use for my business!.

Pros
This software is very easy to use.its full-features.

Cons
i can signed documents anytime anywhere.and I can send photo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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WikiPro pricing

Starting from
$24/month
Pricing options
Subscription
Free trial
View Pricing Plans

WikiPro is offered across four pricing plans, outlined below. A free trial is available and a discount is given for annual commitments.
Basic: $24 per month and $18 per month billed annually
Standard: $59 per month and $48 per month billed annually
Pro: $124 per month and $98 per month billed annually
Enterprise: Contact WikiPro directly for pricing information.

WikiPro features

Activity Dashboard
Customizable Branding
Customizable Templates
Electronic Payments
Third Party Integration

API (465 other apps)
Activity Tracking (203 other apps)
Automatic Notifications (248 other apps)
Calendar Management (216 other apps)
Contact Management (172 other apps)
Custom Fields (166 other apps)
Customer Database (207 other apps)
Customizable Reporting (194 other apps)
Data Import/Export (234 other apps)
Email Integration (228 other apps)
Real Time Data (161 other apps)
Reminders (214 other apps)
Reporting & Statistics (333 other apps)
Social Media Integration (206 other apps)
Surveys & Feedback (187 other apps)

Videos and tutorials

Additional information for WikiPro

Key features of WikiPro

  • Alerts/Notifications
  • Audio Calls
  • CPA Firms
  • Collaboration
  • Debit/Credit Card Processing
  • Discussion Threads
  • Electronic Signature
  • Encryption
  • File Sharing
  • Mobile Payments
  • Mobile Signature
  • Multi-Channel Campaigns
  • Multi-Party Signing
  • Negative Feedback Management
  • Offline Form
  • PCI Compliance
  • Payment Fraud Prevention
  • Payment Processing
  • Proactive Chat
  • Real Time Synchronization
  • Real-time Chat
  • Real-time Consumer-facing Chat
  • Reporting/Analytics
  • Response Management
  • Review Badge Management
  • Review Monitoring
  • Review Request
  • Search
  • Social Sharing
  • Tax Management
  • Team Collaboration
  • Website Visitor Tracking
View All Features

Benefits

WikiPro changes the way professionals communicate with the clients. Professionals now can have an instant chat with clients, clients can share files with professional and have signature signed remotely. WikiPro has built in workflow for accounting.