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Description
Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.
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
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Google Calendar
Microsoft 365
Pricing Details
£35 per user per month
Free Trial
Free Version
Pricing Details
€21 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Avaro Technologies Ltd.
Founded
2026
Country
United Kingdom
Website
www.avarotechnologies.com
Vendor Details
Company Name
WiseTeam
Founded
2013
Country
Lithuania
Website
www.wiseteam.eu/en/
Product 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
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
Product 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