WiseTeam Overview

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WiseTeam

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WiseTeam is a flexible CRM and project management software. The system combines all tools necessary to manage your business in one place. Track and manage your clients' entire life-cycle, from sales opportunities to projects and tasks and eventually to customer service and invoicing.

WiseTeam is a flexible solution which allows you to manage projects. You can manage every project detail including time spent and billed, tasks, invoices, expenses, comments, and files, all on one page. Create project budgets and compare against actuals. You can also manage your project portfolio by configurable statuses and groups. In the WiseTeam you can schedule work, assign tasks, and gives an instant visual overview of everyone's workload. Other features include individual task lists, time tracking, easy invoice creation from tracked time, and detailed work reports.

WiseTeam also has CRM so you can get a complete overview of your customers with contact details, communication history, lead, opportunities, projects and invoices. It has search, filter, and sorting by configurable groups, categories, location, latest activity, and other criteria. Get a visual overview of your sales pipeline and score each stage in your pipeline.

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