# CustomerWise Reviews
**Vendor:** TechExcel  
**Category:** [Help Desk Software](https://www.g2.com/categories/help-desk)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About CustomerWise
CustomerWise is a comprehensive customer support and business process management solution that is ideal for the unique requirements of B2B technology companies.




## CustomerWise Reviews
  ### 1. Good information with a clunky interface

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bob S. | Controller, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2018

**What do you like best about CustomerWise?**

Tech Excel Customerwise did a good job of keeping track of incidents for our software help desk. If properly managed incidents will not fall through the cracks. The ability to set up customized routing is also a plus.

**What do you dislike about CustomerWise?**

The interface was a bit clunky and hard to navigate. Also, the reporting system was not nearly as flexible as it needed to be. You could create customized reports but I always had difficulty getting exactly what I needed on the reports. 

**Recommendations to others considering CustomerWise:**

Consider the features carefully before selecting, this may be right for you, but there are other systems out there for incident tracking that may prove to be a better fit.

**What problems is CustomerWise solving and how is that benefiting you?**

Customer service help desk for software development company. We also used it to manage items for program development and future releases.


## CustomerWise Discussions
  - [What is CustomerWise used for?](https://www.g2.com/discussions/what-is-customerwise-used-for)

- [View CustomerWise pricing details and edition comparison](https://www.g2.com/products/customerwise/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+22%3A12%3A47+-0500&secure%5Bsession_id%5D=44bfb9c4-639c-4724-9e9a-731ebae6a04e&secure%5Btoken%5D=f256a43e4ffd339041629ca2e558f9871d57af42ed12736835a02600f3ec28ca&format=llm_user)

## CustomerWise Features
**Ticket and Case Management**
- Ticket creation user experience
- Ticket response user experience
- Workflow
- Response Automation
- SLA Management
- Attachments/Screencasts
- Ticket Collaboration
- Customer and Contacts Database

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Help Desk**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Communication Channels**
- Customer Portal
- Email to Case
- Chat/Live Support
- Social Integration
- Voice

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Integration
- Reporting
- Dashboards

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