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CRM AND PROJECT MANAGEMENT PROGRAM

WiseTeam integrates modern management practices such as: KANBAN, SCRUM, A3, SALES PIPELINE and ITIL.

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WiseTeam is Tailored for

  • Consultants

  • Lawyers

  • Designers and Architects

  • Training Companies

  • Engineers

  • Real Estate Developers

  • PMO Departments

  • Production Quality Departments

WiseTeam Offers

Kanban board wiseteam system

Kanban – Time and Task Management

Kanban board wiseteam system

All tasks related to projects, sales and internal activities are planned in one place and monitored in real-time. Tasks are displayed on an interactive KANBAN board. It allows to delegate tasks easily, focus on tasks of the week and always see employees’ future workload. Employees’ time is tracked with little effort, every project has summary information and billing is very simple.

Project Portfolio Management

Project Portfolio dashboard WiseTeam system

Plan a project, its activities, results and budget easily. From now on you can monitor project’s status in real-time and can deliver the results on time, within scope and budget. Monitor not only one project, but whole project portfolio or all company’s projects.

Project Portfolio dashboard WiseTeam system
Opportunity Kanban board WiseTeam system

Sales Management System

Opportunity Kanban board WiseTeam system

Storing information on potential clients and their employees in one place enables you to keep track of your sales opportunities. You can analyse sales potential in a sales funnel and can estimate the number of sales opportunities in every stage. The tool also provides segmentation of your potential and current clients, you can organise marketing campaigns and monitor the efficiency of their implementation.

FUNCTIONS

Sales

  • administration of leads;
  • administration of clients;
  • marketing campaigns;
  • sales funnel.

Project Management

  • work breakdown structure;
  • Gantt chart;
  • project approval;
  • description of a business case;
  • resource management;
  • budget planning;
  • quality control;
  • change management;
  • templates;
  • management of project finances.

Project Portfolio Management

  • management of project selection;
  • project portfolio desktops.

Task Management

  • tasks;
  • Kanban, Agile and Scrum methodologies;
  • task-based management method;
  • task time tracking.

Work Time Tracking

  • work time tracking;
  • time approval;
  • meeting planner;
  • integration with other calendars (iCal, MS Outlook, Gmail);
  • personal and team’s calendars.

Processes

  • task – solution sequences;
  • process creation;
    • process templates;
    • triggers.

Service and Quality Management

  • incidents;
  • problems;
  • risks;
  • open questions;
  • management of unassigned tasks;
  • quality control desktops.

Finance

  • Bonus management
  • Invoice administration
  • Payment tracking
  • Administration of organisation’s budget

Cooperation

  • Delegation of tasks
  • Reminders
  • Role desktops
  • Comments
  • Administration of documents
  • Templates

Responsive User Interface

WiseTeam solution is developed with a responsive user interface, which adapts to the size of used device, so you can use it on a tablet or a smart phone.

Tools for Analysis

Tools for analysis are flexible enabling every employee to create their own dashboard with analysis tools most important to them.

API

Services

Managing specific projects

We help you create an effective action plan, advise you how best to use WiseTeam and help you adjust it to other tools at your disposal;

Strategic Project Management Office (PMO) and Project Portfolio Management (PPM) services

We help you create and manage a Project Management Office (PMO) and advise you on a Project Portfolio Management (PPM) strategy;

Audits and appraisals

We conduct independent appraisals, examinations and forensic audits.

  • MPMM
  • Agile
  • ISO 9000
  • Scrum
  • CompTIA
  • IPMA
  • ITIL
  • MOP
  • MOR
  • MOV
  • PMI
  • PRINCE2
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OUR CLIENTS

  • CRC Consulting
  • Biovela
  • Blue Solutions
  • TMD Partners
  • Adwisery Wise Solutions
  • Informacinės konsutlacijos
  • Metalo asai

Contact us

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Demo

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Become Our Partner

We are looking for partners. If your company wants to work with WiseTeam, contact us and we will discuss it!

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