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WiseTeam has become an indispensable tool for project management teams, providing a range of features and capabilities that have …
Overview
What is WiseTeam?
WiseTeam is a CRM and project management program designed to streamline and optimize business operations. According to the vendor, WiseTeam caters to businesses of various sizes, including training companies, engineers, real estate developers, PMO departments, and production quality departments. By...
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- Tech Details
What is WiseTeam?
WiseTeam is a CRM and project management program designed to streamline and optimize business operations. According to the vendor, WiseTeam caters to businesses of various sizes, including training companies, engineers, real estate developers, PMO departments, and production quality departments. By offering a centralized platform for task management, sales tracking, time tracking, and more, WiseTeam aims to empower professionals across different industries to enhance productivity and achieve their business goals.
Key Features
Kanban – Time and Task Management: According to the vendor, WiseTeam allows users to plan and monitor tasks related to projects, sales, and internal activities in one place using an interactive Kanban board. Users can easily delegate tasks, focus on weekly tasks, and track employees' future workload in real-time.
Project Portfolio Management: WiseTeam offers effortless planning of projects, activities, results, and budget, as per the vendor. Users can monitor the status of projects in real-time and manage multiple projects or the entire project portfolio to ensure timely delivery within scope and budget.
Sales Management System: The vendor states that WiseTeam provides a centralized storage for information on potential clients and their employees. Users can track sales activities, analyze sales potential in a sales funnel, and segment potential and current clients. The system also supports organizing marketing campaigns and monitoring their efficiency.
Task Management: WiseTeam enables users to centrally manage tasks related to projects, sales, and internal activities, according to the vendor. Users can plan future tasks, set reminders, and focus on activities/tasks of the week. Delegating tasks and gaining visibility into planned workload and actual performed tasks is made easy.
Work Time Tracking: According to the vendor, WiseTeam allows accurate tracking of employees' work time on projects, internal activities, or sales. The system integrates with other calendars, such as Office 365 calendar, Google calendar, and iCal, for seamless coordination. Users can easily bill based on chosen time periods or actual time spent on a project. The system also provides meeting planner and personal/team calendars.
Processes: WiseTeam enables standardization of company activities and project task implementation, according to the vendor. Users can save time by recording repetitive tasks and initiate processes manually or automatically.
Service and Quality Management: The vendor states that WiseTeam supports the registration and resolution of clients' requests through tasks, incidents, or changes. Users can manage risks, incidents, problems, and open questions. The system also facilitates quality control and compliance with the ISO 9001 standard.
Finance: WiseTeam simplifies billing based on chosen time periods or actual time spent on projects, according to the vendor. Users can administer invoices, payments, and debts, as well as analyze company budget, deviations, and forecasts in real-time.
Cooperation: According to the vendor, WiseTeam facilitates effective internal communication with various reminders for important tasks. Users can comment and share documents, delegate tasks, and manage documents seamlessly.
Responsive User Interface: WiseTeam offers a responsive user interface that adapts to different devices, ensuring a seamless user experience, according to the vendor.
WiseTeam Features
- Supported: Collaboration Tools
- Supported: Create Subtasks
- Supported: Gantt/Timeline View
- Supported: Mobile Access
- Supported: Percent-Complete Tracking
- Supported: Prioritization
- Supported: Recurring Tasks
- Supported: Reporting/Analytics
- Supported: Task Board View
- Supported: Time Tracking
- Supported: To-Do List
- Supported: Billing & Invoicing
- Supported: CRM
- Supported: Client Portal
- Supported: Document Management
- Supported: Portfolio Management
- Supported: Project Management
- Supported: Resource Management
- Supported: Task Management
- Supported: Time & Expense Tracking
- Supported: Agile Methodologies
- Supported: Cost-to-Completion Tracking
- Supported: Customizable Templates
- Supported: Idea Management
- Supported: Issue Management
- Supported: Kanban Board
- Supported: Milestone Tracking
- Supported: Project Planning/Scheduling
- Supported: Reporting/Project Tracking
- Supported: Traditional Methodologies
- Supported: Budgeting/Forecasting
- Supported: Change Management
- Supported: Dashboard
- Supported: Project Planning
- Supported: Requirements Management
- Supported: Alerts/Notifications
- Supported: Complaint Management
- Supported: Compliance Management
- Supported: Risk Management
WiseTeam Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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WiseTeam has become an indispensable tool for project management teams, providing a range of features and capabilities that have significantly improved team productivity. Users have noticed a remarkable difference in their ability to communicate effectively and complete tasks timely since implementing WiseTeam. The software allows for seamless project planning, creation of dynamic plans, and progress tracking. Moreover, it offers powerful reporting and statistical analysis functionality that enables users to analyze team performance and make data-driven improvements to their automation processes. With WiseTeam's dashboards, monitoring tools, and graphs to show progress during weekly meetings, everyone stays on the same page. Additionally, misplaced priorities among teams have been resolved with the introduction of WiseTeam, resulting in increased overall efficiency and productivity. Users find great value in the ability to easily schedule and generate reports for group training sessions, streamlining their workflow. This smart application acts as an operator controlling various business activities such as investments, billing, and record-keeping. With its CRM capabilities and cloud storage integration, WiseTeam proves to be a reliable tool for collaborating and communicating with clients. It assists in tracking market trends, ranking products, and enhancing business performance. The software's user-friendly interface coupled with excellent training materials and customer support has garnered positive feedback from users who rely on WiseTeam as their go-to solution for project management across their organization. Whether it's task organization, seamless integration of responsible parties, or timely project completion, WiseTeam has proven to be a valuable asset. Its ease of implementation covers key processes from sales to finance management, delivering efficiency gains throughout the company. Users recommend WiseTeam as a reliable and cost-effective solution that saves time and improves overall workflow efficiency.
Improved Work Efficiency: Many users have noticed a significant improvement in their work efficiency and productivity since using WiseTeam to manage their projects. The software's comprehensive platform, easy task creation and tracking, and real-time communication features contribute to streamlining workflows and ensuring tasks are completed on time.
Easy Setup and Integration: Users appreciate the ease of setting up and integrating WiseTeam into their existing systems. The straightforward setup process allows for quick implementation, saving users valuable time and resources that can be dedicated to actual project management.
Effective Collaboration: The ability to maintain collaboration and communication among team members is highly valued by users. WiseTeam's smooth online communication features enable real-time interaction, keeping everyone connected regardless of location or time zone. This improves teamwork, enhances project execution, and ensures that team members can offer assistance when needed.
Confusing Setup Process: Some users have found the setup process of WiseTeam to be confusing and overwhelming initially. They have expressed difficulty in navigating through the initial steps to get started with the software.
Limited Compatibility: WiseTeam is not compatible with various operating systems such as Mac, Windows, iPhone, iPad, and Android versions. This limitation restricts accessibility for users who prefer or rely on these platforms.
Lack of Offline Mode: The absence of an offline mode in WiseTeam has been a drawback for some users. They have mentioned that this feature would allow them to work on projects even without an internet connection, enhancing their productivity and flexibility.
Users have made several recommendations based on their experiences with WiseTeam. They suggest trying WiseTeam for project management teams. Additionally, they recommend it for teams that are new to management software and want to streamline their processes. Users also recommend WiseTeam for companies that value being well-informed throughout the entire project lifecycle. They appreciate the level of information provided by the platform, from the beginning to the end of each project. Despite some integration issues, users still consider WiseTeam a valuable tool for project management and suggest considering an upgrade to access additional features.