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What is WiseTeam?

WiseTeam is a comprehensive suite designed for CRM and project management that incorporates contemporary management methodologies including KANBAN, SCRUM, A3, SALESPIPELINE, and ITIL. It allows for real-time planning and tracking of all sales, project-related tasks, and internal activities, ensuring nothing falls through the cracks. The interactive KANBAN board facilitates task delegation, enables prioritization of weekly objectives, and provides a clear view of upcoming workloads for team members. Time tracking for employees is seamless, with each project featuring a summary for straightforward billing. Project planning is simplified, encompassing activities, expected outcomes, and budgeting requirements, while real-time monitoring keeps you informed about project statuses. Furthermore, you can ensure timely delivery of results, adhering to budget constraints and scope specifications. This platform also supports oversight of not just individual projects but the entire portfolio of ongoing initiatives within your organization. Additionally, it consolidates all sales opportunities by allowing you to maintain a centralized repository of potential clients and their representatives. This integration enhances collaboration and efficiency, ultimately driving better project and sales outcomes for your team.

What is Cloud Coach?

Cloud Coach specializes in providing enterprise-grade project management, professional services automation (PSA), and project portfolio management (PPM) software that supports businesses in making strategic investments for their growth and success. With features such as 'Any Project Process' and Salesforce Lightning, Cloud Coach enables the execution of projects of various scales, offering dynamic and customized views tailored to the specific nature of each project. When seeking to unify operations through a shared platform, Cloud Coach and Salesforce emerge as the optimal solution. You can seamlessly initiate projects directly from your sales opportunities, facilitating an effortless transition during handoffs. By utilizing templates, organizations can foster best practices across their teams. Additionally, keeping all team members updated is easy, as the status of onboarding projects can be tracked alongside opportunity and account records. This integration allows for the conversion of opportunities into projects at any point during the sales cycle, enhancing overall operational efficiency. Ultimately, Cloud Coach empowers businesses to optimize their project management processes and drive successful outcomes.

Media

Media

Integrations Supported

Gmail
Google Calendar
Microsoft 365
Salesforce

Integrations Supported

Gmail
Google Calendar
Microsoft 365
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

€21 per user per month
Free Trial Offered?
Free Version

Pricing Information

$39 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WiseTeam

Date Founded

2013

Company Location

Lithuania

Company Website

www.wiseteam.eu/en/

Company Facts

Organization Name

Cloud Coach International

Company Location

United Kingdom

Company Website

cloudcoach.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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