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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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