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CustomerWise Software

Name: CustomerWise Software
Rating: 4.5 (2 reviews)

By TechExcel Inc

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Highlights : About CustomerWise Software

Multiple ticket types

Process automation

Email notifications

Integration with development teams

Reporting and analytics

Knowledgebase and FAQs

Customer bug reports

Customer web portal

About CustomerWise Software

CustomerWise is a hybrid customer relationship management solution that caters to businesses of all sizes across various industry verticals. It includes:- workflow automation, customer asset management, contract management, task management and service level agreements. CustomerWise allows users to define unique ticket types such as support tickets, bug reports, information requests and more with specific fields and workflows. CustomerWise's contract management feature enables users to manage contract templates, attach drafts and final contract documents to customer records and manage service agreements. It also helps users to notify support team members and customer contacts via email, whenever events occur.

Specifications

Business Size

Small

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

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

Benifits

Users can define multiple ticket

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

Asset management feature

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.

Services and customer budgets

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

Contract management features

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

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.

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