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Operations Solution for Services Organizations

Solution bypartner

From pipe to delivery: Streamlining operations for services organizations.

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  • Use case: OperationsProject managementSales
  • Industry: Services
  • Region: Global

This streamlined CRM solution integrated with Project Management workflow combines customer relationship management, project planning, time tracking, client collaboration, and invoicing into a unified platform. It enables businesses to efficiently manage customer interactions, plan and execute projects, track billable hours, collaborate with clients, and automate tasks. With features such as reporting, customization, and security, this solution enhances operational efficiency, fosters transparent communication, and simplifies the workflow from project initiation through invoicing, ultimately improving productivity and client satisfaction.

Key features

  • Customer Relationship Management (CRM)
  • Project Planning and Execution
  • Time Tracking and Billing
  • Client Collaboration
  • Workflow Automation

Services

  • Workflow Consultation and Process Optimization
  • Implementation and Integration Services
  • Training and Onboarding
  • Ongoing Support and Maintenance
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About the partner

Wisely is empowering New Zealand and Australian companies to rethink their processes and workflows with simple tools all built around one platform that lets you become more efficient, aligned and productive.

We offer comprehensive, turnkey solutions to our customers and can assist with every stage of your business workflow.

Our team of qualified professional services consultants are well versed in delivering bespoke monday.com solutions across many different verticals.

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Contact information

Address: Stanley Street, Parnell, Auckland 1010, New Zealand

Phone: +64 9 3588 223

Email: team@wisely.nz

Website: Array