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Project Portfolio Management Software

WiseTeam

CRM and project management software combining tasks, portfolios, sales and time tracking for service firms

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About WiseTeam

WiseTeam is flexible software that joins customer relationship management with task, project and portfolio management. A firm can follow a client from first sales contact through projects and customer service to invoicing.

Main features

  • Task and time management: a Kanban board for tasks, with workload views and simple time tracking.
  • Project and portfolio management: milestones, budgets, resources and status across all projects.
  • Sales management: leads, contacts, opportunities and a sales funnel.
  • Service and quality management: handling of customer issues after sale.
  • Methodologies: Kanban, Agile, Scrum, A3 and ITIL.
  • Calendars and dashboards: iCal, Outlook and Gmail integration, plus personal dashboards.

Clients

The product is aimed at professional firms and in-house teams, among them consultancies, law practices, design and architecture studios, trainers, engineers, property developers, PMO departments and production quality departments.

Key facts

  • Interface: responsive, works on tablets and phones
  • Consulting: the vendor also advises on PMO and portfolio management setup

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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