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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 PowerSteering?

Effectively executing strategies through the management of project portfolios can significantly elevate your organization’s aspirations. By leveraging PPM software, you can harmoniously connect strategy with planning, execution, and results. This enables you to identify and prioritize initiatives that are closely tied to your corporate goals, thereby creating value for the organization. You can set up, track, and verify project performance to ensure alignment with expected business outcomes. By coordinating cross-functional teams, you can enhance delivery efficiency and overall value creation. This methodology not only accelerates time-to-market but also increases potential revenue streams. Streamlining efforts around value streams allows for the realization of substantial results. In addition, you can promote agile decision-making through impact assessments and the timely identification of bottlenecks. By integrating data from different sources, you can effectively visualize critical performance indicators concerning resources, finances, and project advancements. Moreover, you are equipped to forecast, plan, and oversee all project-related expenses, including capital expenditures, operational costs, and IT financials, offering a holistic view of spending while achieving significant cost savings. Ultimately, the synergistic application of these strategies positions organizations to excel in a competitive marketplace and adapt swiftly to changing business environments. This proactive stance ensures that companies are not only reactive but also strategically poised for future growth.

Media

Media

Integrations Supported

Gmail
Google Calendar
Microsoft 365

Integrations Supported

Gmail
Google Calendar
Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.uplandsoftware.com/powersteering

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 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

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