CRM, INVOICING, LEADS, TASKS, TIME TRACKING, PROJECT MANAGEMENT

All the business tools, in one easy to use app

Monthly Small payments and use alot


business tools
Connect with your clients and team. Work remotely
business tools
Streamline your work flows, using milestones & tasks
business tools
Invoice your customers and get paid

Beautifully Crafted & Feature Rich.

Your team and your clients will love it.

Right from the start, our goal was to create an application that would be both full of features and a joy to use. Every feature has been carefully designed to be easy to use.

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about crm
about crm

Project management the easy way

Now you can manage the full life cycle of your projects, from one central place.

  • Create an unlimited number of projects
  • Create milestone and project tasks
  • Upload and share project files
  • Communicate and collaborate with your team and clients
  • Create invoices and get paid

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KEEP YOUR TEAM & CLIENTS HAPPY!

Features to help you to increase your productivity


Features

Time Tracking

Keep track of the amount of time that you spend on your project tasks. Recorded time can then be billed to the client.

Features

Project Management

Deliver your projects on time. Collaborate with your team clients. Assign tasks, share files, chat......Get the job done!

Features

Assign Tasks

Assign tasks to individual team members or multiple members. Prioritize your tasks and set deadlines.

Features

Invoices

Flexible invoicing, allowing you to get paid for time worked, expenses incurred, custom products, and much more.

Features

Payments

Frictionless payment processing for your customers. Gateways include Stripe & Paypal. Recurring payments are also supported.

Features

Estimates

When your clients know the costs upfront, they are more willing to commit to a project. Cost estimates increase your conversions.

Features

Leads & Opportunities

Keep track of your opportunities and nurture your leads into paying customers. All critical information in one place.

Features

Team Work

Work alone or work as a team. Utilize comprehensive user roles to define what each team member has access to.

Features

Client Dashboard

Give your customers access to a user-friendly dashboard, where they can track project progress, pay invoices, chat, and much more.

Features

Help Desk

Improve customer satisfaction by staying on to of your customer support. Track, assign, resolve customer queries.

Features

Knowledgebase

Lower your customer support time by offering your customers access to a self service information and help repository.

Features

Communicate

Connect with your customers, via an easy to use commenting system. Share vital information to accelerate project completion.

Features

Proposals

First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills requires, with our easy to use interface.

Features

Workflow Automation

Project and estimate workflow automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.

Features

Dependency Management

Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. Dependency management allows your diverse team to synchronise their work.

Few words from our clients

" I love how CRM WISE helps me in the easy management of all contacts, which helps in not only easy Self managed. Its analytics and reporting is great as well."

Amit Saxena-Anox Enterprises

"All features are at its best. I think when a person experiences it, he would understand my words thus the features are easy to access and proceed."

Diwan Pandey - Apex Developers

"CRM WISE is designed with user-friendliness in mind. The interface is intuitive and well-organized, making it easy for users to navigate and find the information they need."

Maya Singh - FCS Intriors

CRM WISE will change the way you think about CRM solutions due to it’s advanced tools and integrated functionalities

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CRM WISE PRICING

Here are the pricing plans for CRM WISE. Choose the plan that best fits your requirements and budget

alternativeSTANDARDalternative

Not White Labeled

  • Client Management
  • Project Management
  • Sales Management
  • Proposal Management
  • Contract Management
  • Invoicing Management
  • Inter Messaging/Chat
  • Support by Ticketing
  • Reports and Backups
  • Records up to 10000
₹ 799/-
Billing per Month
Sign up for FREE TRAIL
alternativeADVANCEDalternative

White Labeled

  • Client Management
  • Project Management
  • Sales Management
  • Proposal Management
  • Contract Management
  • Invoicing Management
  • Inter Messaging/Chat
  • Email Integration
  • Payment Gateway Integration
  • Self Manage Dashboard
  • Support By Ticketing
  • Reports and Backup
  • Unlimited Records
₹ 1400/-
Billing per Month
Sign up for FREE TRAIL
alternativeCUSTOMalternative

White Labeled and Custom

  • Client Management
  • Project Management
  • Sales Management
  • Proposal Management
  • Contract Management
  • Invoicing Management
  • Inter Messaging/Chat
  • Email Integration
  • Payment Gateway Integration
  • Self Manage Dashboard
  • Support By Ticketing
  • Reports and Backup
  • Unlimited Records
Pricing Based on Requirement
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Frequent questions

Setting up CRM WISE on your website is very easy. The installation is done via a step by step wizard. You do not need to be very technical to install the application. Better still, we offer a completely free installation service. We will set up CRM WISE for you.

Yes, your client will also have their own dashboard. When you create a new client, the application automatically sends them login credentials. Your client will only have access to data that concerns them and their project.
If on the other hand, you do not want your clients to have access to the CRM, you are also able to disable this access.

Yes, you are able to create custom forms that you can embed on any website, for capturing your prospects. When a prospect fills in the form, a new lead is automatically created inside your dashbord

Yes, we can. we set up full ACCESS CRM BY YOUR COMPANY NAME in individual cloud server .One Time setup fee and Server cost depends on your requirement.Kindly share your requirement at sales@insightinfosystem.com

Yes, we can. We offer a custom development service at minimum cost.

Yes, you pay monthly and you can use the application . You will also be entitled annual.

Yes, your clients will also be able to pay for their invoices via any of the payment gateways that the application supports .

Yes, the application provides you with an excel template for you to add you customer data and then bulk import it into the CRM.

Yes, CRM WISE comes prebuilt with the Multi languages (translation)

Ready to take control of your business with a powerful CRM? Here’s how to get started in no time:
  1. Purchase CRM WISE: You can complete your checkout here.
  2. Submit your free installation request: Fill out our simple form with your server details. Our team will receive your request immediately.
  3. Relax and let us do the rest: We’ll handle the technical setup and notify you once your CRM is up and running, all within 24 hours!

The following payment gateways are fully supported in CRM WISE SaaS:
  • Stripe
  • Paypal
  • Razorpay
  • Offline (Bank)