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TechExcel CustomerWise Review

Product Snapshot


TechExcel CustomerWise is delivered as an on-premise solution. It requires Windows 2000/2003/2008, 1 GB of memory, 500 MB of free disk space, Microsfot IIS 5.0 and above, and .NET Framework 2.0 and above. TechExcel CustomerWise supports Microsoft SQL Server 2000 and above and Oracle 9i and above.

Customer Focus

TechExcel works with midsized and large enterprises in a broad range of industries.

Select Customers

Sony, Nvidia, Nokia, Samsung, CAT

Customer Success Stories


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About TechExcel CustomerWise

TechExcel CustomerWiseTechExcel CustomerWise is a powerful and effective software solution for customer service and support. Built with out-of-the-box best practice templates, CustomerWise is simple to use with easy point-and-click customizations. CustomerWise includes functionality in customer support, professional services, sales force management, marketing automation and CRM to enable customer-facing teams to improve customer relationships, optimize marketing campaigns and sell more effectively. With CustomerWise, organizations can unify their processes and access vital business data.

About TechExcel
TechExcel is dedicated to bringing together the enterprise and creating an end-to-end business environment between product development and service and support. TechExcel delivers solutions in application lifecycle management and IT and customer support management to enable businesses to focus on fulfilling their strategic goals and to gain complete visibility and intelligence. Over 1,500 customers in more than 43 countries around the world rely on TechExcel solutions to help them create a collaborative and optimized business environment. TechExcel solutions like DevSuite have continuously won awards from several prestigious publications and industry groups.

TechExcel CustomerWise Key Features

Customer Service and Support

  • Incident and Request Tracking for complete visibility
  • Customer Self Service Portal to reduce agent load
  • Team Group Management and Automatic Incident Routing for increased efficiency
  • Workflow and Approvals to optimize processes
  • Email and Activity Tracking for improved visibility
  • Time Tracking and Billing
  • Integrated Knowledgebase to quickly find the right answer
  • Reporting Dashboards and Analytics to understand how processes are functioning
  • Definable Interface to fit the way the organization is run

Sales Force Automation

  • Account and Contact Management to increase sales effectiveness
  • Sales Opportunity Tracking to ensure nothing slips through the cracks
  • Forecasting and Reporting to create accurate business predictions
  • Knowledgebase with Auto-Suggest for quick resolution
  • Email Integration and Alerts
  • Sales Activity and Call Tracking for increased visibility
  • Quoting
  • Mobile to access vital sales data anywhere at anytime

Marketing Campaign Management

  • Marketing Project and Campaign Tracking to measure the success of each initiative
  • Lead Management
  • Marketing Collateral Knowledgebase to find the right material when needed
  • Email Campaign Tracking to gauge the effectiveness of each project
  • Website Activity Monitoring to understand user behavior
  • Download Tracking and Analysis
  • Web Survey and Customer Feedback to improve customer service

TechExcel CustomerWise Screenshots

What Others Say about TechExcel CustomerWise

  • Rio

    I used CustomerWise but decided to switch the open-source OTRS help desk, I was able to set up OTRS and customise it to my company needs without any problems on the other hand with CustomerWise there was not a day when I didn’t have to ring up their IT Support, this product is very hard to set-up and understand but once it’s up and running I guess it must be effective as they have some big clients.