Sales Management

Better manage sales with a built-in CRM

Manage all your contacts and sales opportunities in one place.

Build better relationships

With one place to manage your customers and opportunities, your sales and operations team will be accessing the same up-to-date information. That's full contact management for all customers, prospects, suppliers and anyone you do business with. 

Four business women walking together with coffee cups and smiling

Target your sales campaigns

Drive engagement and sales through targeted email campaigns using Wiise CRM. Personalise your email campaigns by areas of interest, update types or events, or boost sales through promoting discounts. 

Wiise product campaigns

Streamline your sales

Make the most of your sales opportunities and see exactly what’s in your sales pipeline. Create sales quotes and follow up in one place. Set budgets and KPIs for your sales reps and track their visits to see where you need more boots on the ground.

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Wiise product sales pipeline

Feature comparison

Capabilities that grow with your business

Choose from three options - built-in CRM, Advanced CRM or Dynamics 365 Sales. Start with built‑in CRM for simple customer and sales needs, scale to Advanced CRM for more detailed customer interactions, and move to Dynamics 365 Sales for enterprise‑level CRM. All options securely store your data in Microsoft Cloud.

Core CRM

0 /month

Advanced CRM (RUX)

8 /month

D365 Sales

8 /month

Core CRM

Advanced CRM (RUX)

D365 Sales

Which is right for you?

Best for
Simple customer and sales needs
Detailed customer interactions
Enterprise-level CRM

Feature

Core Purpose
Light contact management features embedded in ERP
Productivity, automation, and reporting enhancements embedded in Wiise
Full enterprise CRM for sales, customer engagement, forecasting, and AI-driven insights
Activity Logging
Light activity tracking (notes, tasks)
Enhanced logging of calls, tasks, and notes. Automatically log emails.
Comprehensive activity timeline with auto-tracking, Outlok/Teams integration (additional setup)
Automated Follow-ups
Limited reminders; mostly manual task creation
Reminders for tasks, opportunities, quotes, and inactivity based follow ups
Advanced automated follow-ups with AI suggestions and workflow rules
Finding New Customers
Basic contract tracking; manual progression
Dedicated Lead tracking and pipeline management
Advanced pipeline management, AI scoring, automated qualification
Reporting and Dashboards
Basic reporting
Dedicated Manager and Sales Rep dashboards, data visualisations and role centres
Advanced analytics, forecasting accuracy, customisable dashboards
Campaigns and Outreach
Basic segmentation & campaigns
Enhanced segmentation, email blasts, and marketing campaigns
Full marketing integration (campaigns, customer journeys, insights)
Implementation Effort
Minimal implementation
Light: 10 hours for basic lead/opportunity setup.
Full: ~35 hours typical for complete deployment.
3-9 month deployment
Pricing Structure
Included with Wiise Licences
$1,800/year per instance (unlimited users)
$1,800/year per user

Licensing

License Type
See our pricing page for a full breakdown of licence types
Team Member
Team Member / Essentials
D365 licences
Customer records
Modify Leads, Opportunities & Customers
Modify + create Contacts (Essentials)
Full customer management
Sales documents
Create and email Quotes and Estimates + mark as lost
Convert Quotes to Orders and invoices (Essentials)
End-to-end sales insights & invoicing
Activities & insight
Tasks, activities, dashboards
Advanced productivity & reporting
Enterprise sales insights & forecasting

"We can now ingest large slabs of data into Wiise and we don’t have to divvy it up across the team.”

Justin Smart, COO Trilogy Funds

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Hosted locally

In Microsoft's Australian Azure data centres.

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Secured

By encryption & multi-factor authentication.

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Certified

Against international security standards ISO27017 & ISO27001.

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