WiseTeam
Task, project and portfolio management solution.
WiseTeam is a system for planning, executing and tracking projects, resources and finances in one tool. It brings tasks, project and portfolio activities, time tracking, sales and CRM, finance and collaboration into a single environment, so teams can manage work from first client contact through to invoicing without switching between separate tools.
The platform includes project management with activity structures, Gantt charts, resource and budget planning, and portfolio workspaces; task management with Kanban, Agile and Scrum boards; time tracking with approval and calendar integration (iCal, MS Outlook, Gmail); process building with templates and triggers; service and quality management covering incidents, problems and risks; finance modules for invoicing, payment tracking and budgets; and CRM with leads, contacts, marketing campaigns and a sales funnel. An adaptive interface supports tablets and phones, analysis tools let each user build custom dashboards, and an API is available.
WiseTeam is aimed at consultants, lawyers, architects, training companies, designers, real estate developers, PMO departments, and production and quality teams. It is offered as a demo trial, with pricing available under monthly or annual payment, or as a license purchase for larger clients; hosting can be with or without infrastructure (SaaS), and pricing is per user.
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