CustomerWise Pricing, Features, Reviews & Comparison of Alternatives

CustomerWise Reviews


Customer support and business process management

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TechExcel CustomerWise is a configurable software suite for external customer support and helpdesk management that is scalable to organizations of any size. With its integrated CRM, users are able to manage customer relationships throughout the entire customer lifecycle, covering support, sales, marketing and asset management.

CustomerWise helps organizations automate and streamline customer support activities with configurable workflows, process approvals, project management, email notifications, and a searchable knowledgebase. A built-in reporting engine reports on any ticket-level field and time or SLA data.

The platform enables users to create and track tasks within support tickets manually, or based on workflow rules. Users can simply draw a process and select the automation and control rules appropriate for the business. Users can also change the owner or status of a ticket triggered by time-based and field-based criteria for automated escalations. Email notifications notify team members automatically whenever an important event occurs.

CustomerWise features a customer portal that provides access to information and a knowledge base, which enables customers to search for resolutions before submitting a ticket. The solution’s customizable interface tailors news and announcements to different customer tiers, and offers a platform for customers to provide feedback.

CustomerWise Screenshots (4)

CustomerWise screenshot: CustomerWise scales with the organization's growth, whether its simple ticket management or global enterprise supportCustomerWise screenshot: The customer web portal enables users to search for resolution prior to submitting a ticket CustomerWise screenshot: Service engineers to keep track of services and customer budgetsCustomerWise screenshot: License and contract management features allows users to track every item sold, including various contracts


Intended Users
Large Enterprises, Mid Size Business, Small Business
Devices Supported
Windows, Web-based
Supported Countries
United States
Supported Languages
Support Options
Online Support, Phone Support

CustomerWise Pricing

Contact TechExcel for detailed pricing.

Competitors Pricing

Zoho Desk

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Vision Helpdesk

Starting from: $7.00/month
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)

Starting from: $40.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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Key Features of CustomerWise

  • Multiple ticket types
  • Process automation
  • Task management
  • Service level agreements
  • Email notifications
  • Automated escalations
  • Customer asset management
  • Reporting and analytics
  • Knowledgebase and FAQs
  • Contract management
  • Integration with development teams
  • Task tracking
  • Support tickets
  • Workflow rules
  • Define multiple standard SLA’s
  • Create custom SLA based on unique customer contracts
  • Asset tracking
  • Built-in reporting engine
  • Contract templates
  • Customer bug reports
  • Customer web portal
  • License and contract management


Users can define multiple ticket types with distinct fields and workflows such as support tickets, bug reports, information requests, enhancement requests, and more.

CustomerWise's asset management feature enables users to track what has been sold to a customer by product and license count, as well as manage annual maintenance renewals.

Service engineers can keep track of services and customer budgets, as well as create invoices based on time and effort.

The contract management features enables users to manage contract templates, as well as attach drafts and final contract documents to customer records.

Customer bug reports and enhancement requests can be sent directly to the development team where a status can be recorded and linked to the support ticket.

Alternatives to CustomerWise