СRM & Project Management
WiseTeam
WiseTeam is an innovative IT company that offers a flexible CRM and project management software solution called WiseTeam.
The sales, project, and task management system, created by Lithuanian developers, combines the best methodologies: kanban, scrum, A3, sales pipeline, and ITIL.
WiseTeam is ideal for those whose work is related to the provision of services:
- Consultants
- Lawyers
- Designers and architects
- Engineers
- Realtors
- PMO departments
Kanban: Task and time management
All tasks related to projects, sales, and internal activities are planned and monitored in real time. They are displayed on an interactive Kanban board, making it easy to delegate tasks, focus on the week’s tasks, and see the future workload of colleagues.
Each project is summarized, and invoicing takes minutes.
Project portfolio management
Plan a project, its activities, deliverables, and budget. The software product allows you to track the status of the project in real time and deliver results on time, within the agreed scope and budget.
Project portfolio management allows you to control not only one project, but the entire project portfolio or the entire company.
Sales management system
Store information about potential customers, their employees, and track possible opportunities. Evaluate the work of the department by building a phased sales funnel.
The system segments potential and current customers, helps to organize and conduct marketing campaigns, and tracks the effectiveness of their implementation.
WiseTeam features
Sales
Manage leads, customers, and deals. Run marketing campaigns and work with the sales funnel.
Project management
Create a project work structure based on the Gantt methodology, plan a budget, manage financial performance and allocated resources. Track the quality of work performed and approve the project.
Task management
Set tasks for yourself and your colleagues, track the time spent on their implementation, and all this considering the principles of kanban, agile, scrum.
Track your working hours
Schedule meetings and invite colleagues. Keep track of employee productivity, monetize their working time, and issue invoices to customers. The software includes integration with Google Calendar, work with personal and team calendars.
Processes
Standardize the activities of employees to complete certain tasks or project stages. Save time on completing tasks. Initiate the process manually and automatically.
Quality and service management
Register customer requests and resolve them by creating tasks, incidents, or requesting changes. Identify, assess, and manage project risks with ISO 9001-compliant tools.
Finance
A system for managing bonuses, invoices and pro forma invoices, payments, and the company’s budget.
Collaboration
Delegate tasks, set reminders for yourself and colleagues, comment on leads and opportunities, set up roles and rights for users.
API
Integrate other applications with your account using the API.