WiseData Agency

WiseData Agency is the complementary app to the management platform for marketing agencies. It puts what you consult most throughout the day in your pocket, allowing you to monitor your team's work from anywhere.

WHAT YOU CAN DO THROUGH THE APP

My Desk
Your tasks, deadlines, and pending approvals on a single screen, with filters that are saved between sessions.

Tasks
View, create, and update tasks, track Kanban stages, comments, checklists, and attachments. Approve or reject approval stages via your mobile phone.

Conversations
Internal agency chat with channels, direct messages, mentions, topic replies, reactions, and image and file sharing. You receive notifications when someone contacts you.

CRM
Contacts, companies, deals, and portfolio activities, with the sales funnel always at hand to consult before a meeting.

Proposals
Track the progress of proposals, view details, and share the PDF.

Financial Management
Track transactions, invoices, accounts, and the financial summary of the operation.

Reports
Task indicators, proposals, time, and CRM in graphs designed for mobile screens.

Ideas
Capture an idea in seconds, including sharing content from other applications directly to WiseData Agency.

Notifications
Alerts for mentions, deadlines, approvals, and updates on your projects.

IMPORTANT
This application is a complement to the WiseData Agency web platform and requires an active account. Accounts are created by the agency on the web system—there is no registration through the application.