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.