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Description

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

Description

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage Yes 
Asana Yes 
Azure DevOps Yes 
Basecamp Yes 
Calendly Yes 
Docusign Yes 
Dropbox Yes 
GitHub Yes 
Gmail No 
Google Calendar No 
HubSoft Yes 
Jira Yes 
LLumin Yes 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Salesforce Yes 
Slack Yes 
Zendesk Yes 
Zoom Yes 

Integrations

Adobe Marketo Engage No 
Asana No 
Azure DevOps No 
Basecamp No 
Calendly No 
Docusign No 
Dropbox No 
GitHub No 
Gmail Yes 
Google Calendar Yes 
HubSoft No 
Jira No 
LLumin No 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Salesforce No 
Slack No 
Zendesk No 
Zoom No 

Pricing Details

$500/month per 25 users
Free Trial No 
Free Version Yes 

Pricing Details

€21 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

progressussoftware.com

Vendor Details

Company Name

WiseTeam

Founded

2013

Country

Lithuania

Website

www.wiseteam.eu/en/

Product Features

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

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

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Kanban

Collaboration Tools Yes 
Dependency Tracking No 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board No 
Prioritization Yes 
Project Planning Yes 
Roadmapping No 
Supports Scrum No 
Task Management Yes 
Time Tracking Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

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

Work Management

Access Roles / Permissions Yes 
CRM Yes 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban Yes 
Messaging / Discussion Yes 
Performance Metrics No 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control No 
Workflow Management Yes 

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