Implementing Wiza is a fast and straightforward process, typically taking less than an hour for most users to get fully set up. Here's a step-by-step breakdown:
Sign Up and Install the Chrome Extension Begin by creating a Wiza account at wiza.co and installing the Wiza Chrome extension. This tool integrates directly with LinkedIn Sales Navigator, enabling real-time data extraction.
Connect Your CRM (Optional) Navigate to the “Lists” section in your Wiza dashboard and click “Create List.” If CRM integration is enabled, you’ll see options to connect platforms like Salesforce, HubSpot, Pipedrive, Outreach, or Creatio. You can request access via live chat if it’s not visible.
Import or Create Lead Lists You can either import existing lists from your CRM or create new ones by running searches on LinkedIn. Wiza allows bulk scraping of up to 2,500 contacts at once, or up to 10,000 using its Prospect feature.
Customize List Settings Choose your output format (CSV or direct CRM sync), select accepted email types (work, personal, generic), and indicate whether phone numbers are required. Enable “Skip duplicates” to avoid being charged for existing contacts.
Launch the Scan and Export Once configured, launch the scan. Wiza will verify emails and phone numbers in real-time. You can then export the list to CSV or sync it directly to your CRM.
Monitor and Enrich Use Wiza’s “Monitor” feature to track job changes and enrich contact data over time. You can also upload your own lists for enrichment.
Customisation
Wiza offers multiple customization options to fit diverse business requirements, especially for sales, marketing, and recruiting teams. Here are the key data points:
Custom Data Fields Wiza allows users to enable advanced fields such as job descriptions, certifications, languages spoken, LinkedIn premium status, and “open to work” indicators. These can be added via the “Advanced Columns” section in your account settings.
API Access for Deep Customization Wiza provides a robust API that lets developers build custom workflows. You can:
Create tailored lead lists (e.g., “VPs of Sales in Dubai”)
Choose enrichment levels (partial or full)
Specify email types (work, personal, generic)
Retrieve LinkedIn profile insights and company data
Integrate with internal systems using secure endpoints.
Managed Services for Custom Projects Wiza offers done-for-you services for businesses needing deeper customization. These include:
Custom lead generation based on specific criteria
On-demand data enrichment for uploaded lists
CRM refreshes with updated contact info
Cold email campaign management
Email deliverability consulting.
CRM Integration Flexibility Wiza supports integration with major CRMs and allows users to customize how data flows into their systems. You can automate syncing, map fields, and control enrichment levels.
Custom Filters and Segmentation Users can apply over 30 firmographic filters (industry, company size, revenue, location, etc.) to segment leads based on business goals.
Additional Costs
Wiza offers a transparent and flexible pricing model with no hidden setup fees or maintenance charges. Users can choose from free, monthly, or annual plans depending on their prospecting needs. For example:
Free Plan: Includes 20 emails and 5 phone numbers per month.
Email Plan: $83/month per user (billed annually) with unlimited emails and $0.35 per phone number.
Email + Phone Plan: $166/month per user (billed annually) with unlimited emails and phone numbers.
Team Plan: Starts at $399/month for 3+ users, includes CRM integrations, analytics, and API access.
There are no onboarding or setup fees, and support is included at no extra cost. Wiza also offers custom plans for larger teams or specific use cases, which may include dedicated success managers and tailored services.
Training
Wiza provides comprehensive onboarding and support to ensure users can quickly get started and scale their prospecting efforts:
Help Center: A rich library of articles covering setup, integrations, exporting, API usage, and troubleshooting.
Live Chat Support: Available directly on the platform for real-time assistance.
Email Support: Users can reach out to [email protected] for personalized help.
Team Onboarding: Admins can invite users, assign roles, and manage seats. New users receive email invites and do not need to create accounts beforehand.
Usage Analytics: Admins can track team activity, monitor credit usage, and view exported lists to guide training and performance.
Security Measures
Wiza has implemented robust security protocols to protect user data and ensure compliance with global standards:
Data Encryption: All customer data is encrypted at rest and during backups.
Multi-Factor Authentication (MFA): Required for all employees accessing work-related systems.
System Hardening: Servers are patched and managed by AWS, with inbound traffic blocked and access restricted via secure keys.
Penetration Testing: Annual third-party assessments include application, external, and cloud security reviews.
OWASP Compliance: Developers are trained on OWASP Top 10 vulnerabilities, and releases are scanned using Detectify and custom tests.
Network Segmentation & DNS Filtering: Implemented using Cloudflare Gateway and Kaspersky tools.
GDPR & CCPA Compliance: Wiza applies GDPR principles globally, including pseudonymization, right of erasure, and data handling policies.
Incident Response Plan: A structured protocol for identifying, containing, and resolving security incidents, with annual testing and reviews.
These measures ensure that Wiza maintains a high standard of data protection, making it a secure choice for B2B prospecting.
Updates
Wiza follows a continuous deployment model, meaning updates are released frequently and automatically as new features, improvements, or security patches are developed. The platform uses CapRover for deployment, and updates are pushed to production after passing CI (Continuous Integration) checks and security unit tests using tools like Detectify.
Each code merge requires review and approval by a senior engineer, ensuring quality control. While Wiza doesn’t publish a public changelog or fixed release schedule, its agile development process allows for rapid iteration, especially in response to user feedback or emerging security needs.
Data Ownership and Portability
Wiza adheres to strict data privacy and compliance standards, including GDPR and CCPA, which guarantee users' rights over their personal data. Here’s what that means in practice:
Data Ownership: Users retain full ownership of the contact data they export or enrich using Wiza. The platform does not claim rights over user-generated lists or CRM-integrated data.
Portability: All data can be exported in CSV format or synced directly to CRMs like Salesforce, HubSpot, and Pipedrive. This ensures easy portability across systems.
Opt-Out Rights: Individuals can request removal of their personal data from Wiza’s directory via a simple opt-out form, processed within 72 hours.wiza
Encryption and Backup: Customer data is encrypted at rest and backed up daily. API tokens are stored securely, and access is restricted via multi-factor authentication.
These policies ensure users have full control over their data and can move it freely between platforms.
Scaling Up / Down
Wiza offers flexible scaling options that allow organizations to adjust their plans based on changing needs:
Upgrade or Downgrade Anytime: Users can switch between monthly and annual plans, or move from individual to team plans, directly from the billing dashboard. Upgrades are prorated based on remaining credits and billing cycle.
No Downgrade Penalty: Downgrading does not incur additional charges, and the renewal date remains unchanged.
Pause or Cancel: Subscriptions can be paused or canceled at any time through the dashboard or by contacting support. This is ideal for seasonal teams or project-based usage.
Credit Sharing Across Teams: In team plans, email and phone credits are pooled across all users, making it easy to scale usage without micromanaging allocations.
Overage Management: If users exceed their monthly credits, Wiza charges per contact at standard rates ($0.15/email, $0.35/phone). Notifications and cost estimates are provided before scans to avoid surprises.
This flexible model makes Wiza suitable for startups, growing teams, and large enterprises alike.
The terms & conditions for contract renewal and cancellation
Wiza’s subscription model is designed to be flexible and user-friendly, with clear terms for renewal and cancellation:
Automatic Renewal: All Wiza plans—monthly or annual—renew automatically at the end of each billing cycle. This ensures uninterrupted access to credits, integrations, and team features.
Cancellation Process: Users can cancel their subscription at any time via the Billing section in their account dashboard. Once canceled, access to features like Prospect and CRM integrations continues until the end of the billing cycle. After that, remaining credits expire, but users retain access to previously exported lists.
No Cancellation Fees: There are no penalties or fees for canceling a plan. Users can also choose to pause their account instead of canceling, allowing them to resume later without losing data.
Renewal Visibility: Users can view their next renewal date, billing history, and manage payment details directly from their dashboard.
Unlimited Plans: Even with unlimited plans, Wiza enforces fair usage limits (e.g., 2,500 prospects/month) to maintain system stability. If canceled, access remains active until the end of the subscription term.
These terms make Wiza suitable for both short-term campaigns and long-term prospecting strategies.
Compliance
Wiza is committed to maintaining high standards of data privacy, security, and regulatory compliance, including:
GDPR Compliance: Wiza fully complies with the General Data Protection Regulation (GDPR) and applies its principles globally, not just to EU residents. This includes:
Systematic pseudonymization of non-public data
Right of erasure
Transparent data processing policies
Opt-out mechanisms for individuals
CCPA Compliance: Wiza also adheres to the California Consumer Privacy Act (CCPA), ensuring data rights for users in California and similar jurisdictions.
Security Certifications and Practices:
Data Encryption: All customer data is encrypted at rest and during backups.
Multi-Factor Authentication (MFA): Required for all employees accessing internal systems.
