CRM AND PROJECT MANAGEMENT PROGRAM

• administration of leads;
• administration of clients;

• marketing campaigns;
• sales funnel.

• 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.

• management of project selection;

• project portfolio desktops.

• tasks;
• Kanban, Agile and Scrum methodologies;

• task-based management method;
• task time tracking.

• work time tracking;
• time approval;
• meeting planner;

• integration with other calendars (iCal, MS Outlook, Gmail);
• personal and team’s calendars.

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

• incidents;
• problems;
• risks;

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

• Bonus management
• Invoice administration

• Payment tracking
• Administration of organisation’s budget

• Delegation of tasks
• Reminders
• Role desktops

• Comments
• Administration of documents
• Templates

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