Wise Sales to Service
Boost Customer Satisfaction with Efficient Sales to Project Delivery, Powered by Wisely
Empower your business through our Sales to Service solution. Seamlessly integrating CRM and service delivery into a unified workflow, navigate the dynamic and competitive landscape with ease, achieving a new level of efficiency and collaboration.
Take a Closer Look
Key Features
01.
Customer Relationship Management
Strengthen your customer connections with monday.com CRM. Centralise all your customer data, track interactions from initial contact to purchase, and nurture relationships through targeted campaigns. This fosters stronger customer loyalty and drives repeat business.
02.
Project & Resource Management
Transform project execution with our intuitive project management workflow. Plan, assign, and track tasks with ease, ensuring everyone stays aligned and deadlines are met. Visualize workflows, optimize resource allocation, and collaborate seamlessly – all within a single platform.
03.
Time Tracking & Invoicing
Streamline your revenue cycle with integrated time tracking and invoicing features. Team members can effortlessly log their time on projects, ensuring accurate billing. Generate invoices in seconds, with the option of pushing directly into your finance platform.
Solution Benefits
Unify your customer journey and project delivery with our integrated CRM and project management solution. This empowers leadership with real-time visibility across all stages.
Strategic Customer Engagement
Strategise customer engagement, revenue prediction, targeted market penetration, and enhance relationships effectively.
Dynamic Business Development
Focus on generating new business, efficiently allocating resources for project kick-off, and fostering ongoing client communication.
Client-Centric Sales and Service Integration
Ensure seamless sales-to-service transition, execute projects precisely, maintain continuous client communication, and monitor satisfaction throughout delivery.