Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OneTeam consolidates opportunity information to provide comprehensive insights at both the company and division levels, empowering business development and pipeline managers to concentrate on fostering growth. Users can monitor tasks, keep detailed notes, and organize a contact plan along with a document repository. The system keeps track of contacts, records phone conversations, and seamlessly integrates with Outlook. It also enables users to gather competitive intelligence, conduct SWOT analyses, document customer feedback, and formulate strategies grounded in quantitative data. The notification panel offers a centralized view of schedule adjustments, assignments, tasks, updates, and notes related to all opportunities. Additionally, each opportunity features an activity feed to document all changes and updates. Users can connect with Microsoft Teams for secure virtual meetings and synchronize their schedules with Outlook. Communication templates allow for secure emailing within the team, while custom data call templates can be created for NDAs, TAs, and information requests. These can be dispatched through the workflow contained in the data call dashboard, ensuring a streamlined process for managing critical documents and requests. This comprehensive tool enhances collaboration and efficiency across all business functions.
Description
WrkPlan is essential for companies aiming to excel in the government contracting arena and those needing to adhere to DCAA regulations. Acting as a comprehensive hub for all business essentials, WrkPlan integrates project accounting, contracts, and timesheets into one seamless system, thereby removing the hassle of juggling multiple platforms and spreadsheets. This system comes equipped with extensive built-in features that cater to strategic planning, annual budgeting, project budgeting, and indirect costs, along with providing real-time forecasting capabilities. Additionally, its CRM and capture management tools help in maintaining important relationships with teaming partners while also tracking your opportunity pipeline and proposal submissions. The purchasing and inventory module adeptly oversees the procurement process, ensuring efficient management of direct materials for projects, and accurately processes and records inventory items as well as indirect purchases like office supplies. Furthermore, users benefit from customizable and insightful reports that offer drill-down options, enabling month-by-month analysis and contract-to-date insights for informed decision-making. Ultimately, WrkPlan streamlines operations and enhances organizational effectiveness across various business functions.
API Access
Has API
No
API Access
Has API
No
Integrations
GovWin IQ
Yes
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Teams
Yes
Microsoft Word
Yes
Integrations
GovWin IQ
No
Microsoft 365
No
Microsoft Excel
No
Microsoft Teams
No
Microsoft Word
No
Pricing Details
$829 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
OneTeam
Founded
2015
Country
United States
Website
www.oneteam.net
Vendor Details
Company Name
WrkPlan
Founded
2016
Country
United States
Website
wrkplan.com
Product Features
RFP
Bid Management
No
Collaboration
No
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No