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WETHOD

A lean and all-around tool that helps organisations to manage sales, projects and company financials

WETHOD is a lean and all-around tool that helps organisations to manage sales, projects and company financials. FOCUS Distributed responsibilities for all team members: No more long and costly planning processes. Organisation leaders spend most of their effort and time on micromanagement whilst the rest of the team has little or no direct responsibility. LIVE feedback for better decision making: WETHOD warns you even before a disastrous problem emerges in your project, saving you from an over-spending result at the end of a project. Efficient insights always available for you: When the number of projects grows, understanding the economic impact on your company can be a nightmare. Let wethod manage your data, and make the most use of it. FEATURES • Update client's details, set revenue target for each client and track sales performance in your client's dashboard. Discover the trend on why you lose and win projects. • Collect all of the opportunities in your sales/projects pipeline. It includes all of the key information you need: account manager, pricing, length and sale probability. Create your project, do your budget, and begin! • List all the resources you think that you will need for your project divided into areas and tasks. Update your budget and keep the multiple versions in history. • Start planning the workdays according to the budget. Planning and budget are always consistent in wethod. Planning production and setting milestones in a shared environment improves teamwork efficiency and helps to keep everything organised. • On Fridays, team members put the number of hours worked for each project within the week. This helps project managers to estimate how many days it will take to complete each project. • Real-time insights with no extra effort: access the reports on your project progress. View how your project is growing in detail on the weekly info, and get insights of the value produced by the project and by the client. • Economic impact on your company. Future is predictable: wethod gives you detailed information about your profit & loss in the current time and a future forecast of your revenues. • A control panel offers a complete look with a set of custom widgets: revenue clock, budget consumption, productivity, invoices, revenue progress. • An intelligent system of alerts will prevent you from making mistakes before it's too late. • Keep all your customer interaction history from your first email to the last meeting. Timeline also gives a bird’s eye view on important project’s event like orders or invoices sent, changes to the margin, and a lot more. • Team member profile page: OKR, skills, trends and working connections. A place where you can introduce yourself to your team members and show off your secret weapons. Upload a picture of yourself to get easily recognised for easier people allocation by your teammates. Set up quarterly objectives and keep them updated. Trends' sparklines will keep you on track.