Migrate your WiseTeam data
All-in-one CRM and project management platform with built-in sales pipeline, time tracking, and invoicing for legal, architecture, real estate, and engineering firms.
In its favor
Why people choose WiseTeam
The signal that keeps WiseTeam on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Customers pick WiseTeam for its unified CRM-plus-PM model that keeps sales leads and post-sale project delivery in the same database without manual re-entry between systems.
The built-in sales management module with client lifecycle tracking and opportunity pipelines reduces the need for a separate CRM subscription in small professional services firms.
Time tracking and project status monitoring in one interface appeals to architecture and engineering firms that bill hourly and need visibility into project health.
Integration with iCal, Microsoft Outlook, and Gmail means teams do not have to abandon their existing calendar workflows to use WiseTeam.
The per-user monthly pricing model is straightforward for small teams to budget, with annual discounts available for teams committing to a 12-month contract.
Users report that initial setup and configuration can be time-consuming, particularly when tailoring the platform to industry-specific workflows without dedicated onboarding support.
Advanced reporting and analytics capabilities are described as limited compared to specialised BI tools, making it difficult for some teams to extract deep operational insights.
The platform's broad feature set can create a perception of complexity, with users in single-function roles feeling that many features are irrelevant to their daily work.
Reasons to switch
Why people leave WiseTeam
The recurring reasons buyers give for replacing WiseTeam. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where WiseTeam fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
WiseTeam pricing overview
WiseTeam charges per user per month with a discounted annual commitment. Pricing is in euros and excludes VAT, making it most transparent for EU customers who can apply reverse-charge rules where applicable.
Monthly
Tier 1 of 2
€34/user/month +VAT
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on WiseTeam's schedule — see our quote-based pricing →
What gets migrated
WiseTeam object support
Object-by-object support for WiseTeam migrations. Per-pair details surface during scoping.
Clients
Fully supportedClient records are the primary CRM entity in WiseTeam, storing company name, contact details, and lifecycle stage. We map Client fields directly to the destination Account or Contact object, preserving any custom properties.
Projects
Fully supportedProjects are the central PM entity in WiseTeam, linking to a Client record and containing nested Tasks and Time entries. We map the project hierarchy intact and flag any custom fields for destination schema review.
Tasks
Fully supportedTasks belong to Projects and carry assignee, due date, status, and description fields. We import Tasks as direct children of their parent Project record in the destination system.
Time Entries
Mapping requiredWiseTeam time tracking records link to a Task or Project and carry hours, date, and optionally a description. Destination systems vary in how they model time, so we map to the closest equivalent (Time Entry, Work Log, or Timesheet line) and note any fields that require mapping.
Invoices
Mapping requiredInvoices are generated against a Project or Client and carry line items, amounts, and status. We map invoice headers and line items, noting that not all destination systems have a native invoice object at migration time.
Sales Opportunities
Fully supportedOpportunities are tracked in WiseTeam's sales management module with stage, value, and close date. We map Opportunity records to the destination Deals or Opportunities object, preserving stage names as a custom field if they differ.
Calendar Events
Mapping requiredWiseTeam integrates with iCal, Outlook, and Gmail for calendar data. Exported calendar events carry title, date, and attendee information. We map them to the destination Calendar or Event object where supported.
Custom Fields (Projects and Tasks)
Mapping requiredWiseTeam allows custom fields on Projects and Tasks. We discover custom field names during scoping, map them to destination custom fields, and flag any that have no equivalent in the target schema for manual handling post-migration.
Users and Assignees
Mapping requiredWiseTeam users are assigned as Task owners and Project participants. We map user email addresses to destination user records, creating a mapping table so assignee references resolve correctly after cutover.
Attachments
Mapping requiredFile attachments on Tasks and Projects are extracted and uploaded to the destination system's attachment or file field. We note any size limits in the destination that may require splitting or compression.
| Object | Support | Notes |
|---|---|---|
| Clients | Fully supported | Client records are the primary CRM entity in WiseTeam, storing company name, contact details, and lifecycle stage. We map Client fields directly to the destination Account or Contact object, preserving any custom properties. |
| Projects | Fully supported | Projects are the central PM entity in WiseTeam, linking to a Client record and containing nested Tasks and Time entries. We map the project hierarchy intact and flag any custom fields for destination schema review. |
| Tasks | Fully supported | Tasks belong to Projects and carry assignee, due date, status, and description fields. We import Tasks as direct children of their parent Project record in the destination system. |
| Time Entries | Mapping required | WiseTeam time tracking records link to a Task or Project and carry hours, date, and optionally a description. Destination systems vary in how they model time, so we map to the closest equivalent (Time Entry, Work Log, or Timesheet line) and note any fields that require mapping. |
| Invoices | Mapping required | Invoices are generated against a Project or Client and carry line items, amounts, and status. We map invoice headers and line items, noting that not all destination systems have a native invoice object at migration time. |
| Sales Opportunities | Fully supported | Opportunities are tracked in WiseTeam's sales management module with stage, value, and close date. We map Opportunity records to the destination Deals or Opportunities object, preserving stage names as a custom field if they differ. |
| Calendar Events | Mapping required | WiseTeam integrates with iCal, Outlook, and Gmail for calendar data. Exported calendar events carry title, date, and attendee information. We map them to the destination Calendar or Event object where supported. |
| Custom Fields (Projects and Tasks) | Mapping required | WiseTeam allows custom fields on Projects and Tasks. We discover custom field names during scoping, map them to destination custom fields, and flag any that have no equivalent in the target schema for manual handling post-migration. |
| Users and Assignees | Mapping required | WiseTeam users are assigned as Task owners and Project participants. We map user email addresses to destination user records, creating a mapping table so assignee references resolve correctly after cutover. |
| Attachments | Mapping required | File attachments on Tasks and Projects are extracted and uploaded to the destination system's attachment or file field. We note any size limits in the destination that may require splitting or compression. |
Gotchas
What to watch for in WiseTeam migrations
Issues we've hit on past WiseTeam migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No publicly documented API endpoint reference
Pricing displayed as EUR excluding VAT
Industry-specific workflow templates not documented for export
| Severity | Issue |
|---|---|
| High | No publicly documented API endpoint reference |
| Low | Pricing displayed as EUR excluding VAT |
| Medium | Industry-specific workflow templates not documented for export |
Leaving WiseTeam?
Where WiseTeam customers move next
5 destinations WiseTeam can migrate to.
How a WiseTeam migration works
Four steps, WiseTeam-specific
Connect
Not publicly documented into WiseTeam. Scopes limited to read-only on the data we move.
Map
We translate WiseTeam-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate WiseTeam quirks before production.
Migrate
Full migration with WiseTeam rate-limit handling. Rollback available throughout.
FAQ
WiseTeam migration FAQ
Answers to the questions buyers ask most during WiseTeam migration scoping. Not seeing yours? Book a call.
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Ready when you are
Migrate WiseTeam.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your WiseTeam setup and destination — written quote back within a business day.