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WizeHive is the perfect solution for marketing agencies, law firms and other professional firms looking for a better way to manage their client relationships. It gives you a tremendous amount of control over your branding and can be up and running in almost no time. You can use it to manage projects, share documents & files and otherwise communicate about key business data.
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Information for each client is stored in one or more secure private workspaces. Multiple levels of security can be set to limit what portions of the system each user can see.
Upload, store and share an unlimited number of documents within each workspace. Once a file is uploaded, you can view it, enter notes and replies about it, download it, and upload it (with version control).
Although each client workspace is separate, you and dedicated members of your staff can see a top down view of all data across all client workspaces. Therefore, it is easy to see deadlines and overdue tasks across all client workspaces.
You can change the colors and logo displaying for each workspace to customize the experience for each of your clients.
Enter and share tasks among all internal and external people working on client activity. Tasks can be organized, grouped or tracked in many different ways and due dates can be easily managed.
Use our drag and drop form creator to build as many custom forms and/or checklists as you like to track and manage data through our system. You can create as many different forms as you like for each workspace.
Marketing firms and advertising agencies can get great value out of WizeHive by using it to manage their projects and task lists. WizeHive also offers a great way to share mockups of current work. Law firms and attorneys can use WizeHive to create a library of important documents and as a way to share different versions of a document as it is being created. Accountants can use WizeHive to set up and manage client checklist for audits, tax processing and to manage the collection and storage of the necessary documents.