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Ratings and Reviews 0 Ratings
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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 Servicejoy?
Create and send out professional invoices and estimates while receiving prompt update notifications. Speed up your payment collection process with a variety of options, including cash, checks, ACH, credit and debit cards, as well as PayPal, to ensure timely payments. Keep a close watch on your inventory to refine your purchasing and sales tactics. The client portal allows your customers to easily track all their transaction histories. Equip your team to propel projects forward with clear planning and effective communication. All task-related files are securely stored in one place, ensuring your team has access whenever necessary. Quickly find clients, contacts, notes, and outstanding balances all in one consolidated view. Track client-related expenses and seamlessly integrate them into invoices in just a few clicks. Accept payments in over 160 currencies, with exchange rates updated every hour, to facilitate international transactions. Generate and share interactive reports while budgeting in real-time, eliminating delays associated with month-end reporting. Easily sift through all transactions and client data to swiftly obtain the information you require, thereby enhancing operational efficiency. This all-encompassing system significantly streamlines your financial management and client engagement processes, ultimately improving your overall workflow. With these robust features at your disposal, your business can operate more smoothly and effectively than ever before.
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
Servicejoy
Date Founded
2011
Company Location
United States
Company Website
servicejoy.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
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