Wrike CRM Review

Overview of Wrike CRM

Wrike CRM is a comprehensive organizational tool many businesses use to plan, manage and report projects. This platform offers a variety of features that help users save time, improve productivity, and streamline project management.

In this review, we’ll take an in-depth look at Wrike CRM and explore the benefits and drawbacks of this popular product.

Explanation of Wrike and benefits

Wrike is a cloud-based project management and collaboration platform designed to help businesses streamline their workflow, collaborate effectively, and increase productivity. It offers a range of features, including task management, time tracking, project tracking, reporting, and team collaboration.

Here are some benefits of using Wrike as a CRM:

1. Customization: Wrike is highly customizable, allowing you to tailor the platform to your needs and workflow.
2. Collaboration: Wrike helps team members collaborate in real-time and track project changes, ensuring that all members are on the same page.
3. Project Management: With Wrike, you can manage your projects effectively, including managing deadlines, assigning tasks, setting priorities, and tracking progress.
4. Reporting: Wrike offers a range of reports and analytics, allowing you to understand your workflow and team performance better.
5. Integration: Wrike integrates with a range of other tools and platforms you might be using, allowing you to work seamlessly between them.

In conclusion, Wrike CRM is a versatile platform that helps businesses manage workflow and increase productivity with various tools and features.

Comparison with other CRM systems

Wrike CRM offers a unique approach to customer relationship management that sets it apart from other CRM systems in several ways.

First, unlike traditional CRM systems focusing solely on contact management, Wrike CRM offers a complete suite of project management tools designed to streamline and automate the customer journey. Wrike CRM helps businesses manage customer interactions, track project progress, delegate tasks, and collaborate with team members in real-time.

Additionally, Wrike CRM offers advanced reporting capabilities that allow businesses to track their sales pipeline, analyze customer behavior and trends over time, and forecast revenue growth. Thanks to its user-friendly interface and powerful feature set, Wrike CRM is an excellent choice for businesses of all sizes that need a versatile and customizable CRM solution.

Pro tip: Before choosing a CRM system, you must evaluate your business needs, budget, and goals to determine which platform is the right fit for you.

The target audience for Wrike

Wrike is an all-in-one project management and team collaboration tool that can benefit various industries and professions. Its target audience includes:

1. Marketing and creative teams: Wrike helps streamline creative workflows, manage campaigns, and keep track of marketing initiatives.
2. Project managers: Wrike’s robust features make it an ideal tool for project managers who must assign tasks, track progress, and manage budgets.
3. Remote teams: With its cloud-based capabilities and virtual collaboration tools, Wrike is perfect for remote teams who need to stay connected and productive.
4. Small to mid-sized businesses: From startups to established businesses, Wrike can help drive growth by improving efficiencies, workflows, and internal communication.
5. IT teams: Wrike’s customizable request forms, Gantt charts, and automation capabilities make it an attractive option for teams looking to manage projects and streamline workflows.

Features of Wrike CRM

Wrike is a powerful customer relationship management (CRM) platform offering many features to help businesses manage customer relationships more effectively.

In this review, we’ll look at Wrike CRM’s features so you can determine if it’s the right CRM for your business.

Task management capabilities

Wrike CRM is a project management tool that offers powerful task management capabilities. In addition, the tool has various features that make it simple and easy to manage tasks within any team or project.

Here are some of the key task management features of Wrike CRM that make it stand out:

1. Task creation: Wrike CRM allows users to create tasks easily, and each task can be assigned to an individual or team. Users can also establish timelines and set priorities for each task.
2. Task scheduling: Wrike CRM has a calendar view that allows users to schedule tasks for specific dates and times. This feature helps teams stay organized and meet project deadlines.
3. Task tracking: Users can track the status of each task and see updates in real time. This feature lets team members stay informed of progress and adjust timelines accordingly.
4. Collaborative features: Wrike CRM offers a variety of collaborative features, including the ability to leave comments, tag team members, and share files. This feature makes it easy for teams to work on tasks and collaborate effectively.

Overall, the task management capabilities of Wrike CRM make it an excellent tool for any team looking to improve project management and increase productivity.

Team collaboration tools

Wrike CRM is a powerful team collaboration tool that streamlines workflows and improves productivity by offering robust features designed to enable teams to manage and accomplish their work efficiently.

Some of the key features of Wrike CRM include:

• Customizable dashboards to help visualize relevant data for specific projects.
• Time tracking allows teams to track the progress of their tasks in real-time.
• Collaborative tools such as in-app commenting and notes facilitate communication between team members.
• Task management features that allow teams to schedule, assign, and prioritize tasks and sub-tasks.
• Analytics and reporting tools that help track the progress of the projects and measure the performance of team members.

With Wrike CRM, teams can stay organized, connected, and informed while managing tasks and projects more effectively.

CRM integrations with other software

Wrike CRM offers powerful features that streamline customer relationship management, including seamless integrations with other software.

Here are some notable integrations that Wrike CRM offers:

• Salesforce: Wrike CRM’s integration with Salesforce enables you to track all relevant customer interactions and tasks within your account. You can also create tasks, send messages, and view customer records without leaving your Salesforce interface.
• Zapier: With Zapier integration, you can automate repetitive tasks and streamline your workflow. Zapier lets you connect Wrike CRM to over 2,000 other cloud-based apps, including Gmail, Slack, Trello, and more.
• Okta: Okta is a powerful identity management solution that provides single sign-on (SSO) capabilities to Wrike CRM. This integration allows you to manage user access and ensure your data remains secure easily.

With these and other integrations, Wrike CRM can help your team save time, optimize collaboration, and improve customer relationships.

Wrike CRM Pricing Plans

Wrike CRM offers various price plans ranging from free to enterprise editions. It is an ideal choice for businesses of all sizes as they offer different pricing plans that can meet the needs of any size business.

The pricing plans vary in features and pricing, so you can choose a plan that best suits your needs. Let’s take a look at the different plans and see what they offer:

Description of pricing plans

Wrike CRM offers four pricing plans: Free, Professional, Business, and Marketers. Each of these plans offers various features and capabilities that cater to the different needs of businesses.

The Free plan best suits small teams and individuals who want to experience and explore the platform’s basic functionality. Conversely, the Professional plan offers more advanced features like Gantt charts, custom fields, and time tracking, making it a good choice for growing teams.

The Business plan offers automation and customization features to help larger teams improve their productivity and workflow management. Finally, the Marketer’s plan is designed for marketing teams, offering analytics and performance-tracking features.

Each plan is billed annually, with prices ranging from $0/month for the Free plan to $34.60/month per user for the Business plan. The Marketers plan requires a custom quote for pricing.

Choosing the right pricing plan depends on your needs and budget, but upgrading to a higher plan brings more robust features and capabilities to help your team work more efficiently.

Comparison of different plans and benefits

Wrike CRM, a popular CRM software, offers four different pricing plans to meet the varying needs of its customers. Each plan comes with different benefits and features. Here’s a breakdown of the plans and their benefits:

1. Free: Offers basic task management features, integration with Google Drive, Box, OneDrive, and email integration.
2. Professional: Offers advanced task management features, interactive Gantt charts, real-time activity stream, and increased storage capacity.
3. Business: Offers customization, collaboration features, and shareable dashboards.
4. Marketers: Offers marketing campaign features, integration with Adobe Creative Cloud, and Salesforce integration.

As the plans increase in pricing, so do the features and benefits they provide. Therefore, choosing a plan that aligns with your business needs and budget is important.

Pro Tip: Wrike CRM also offers a 14-day free trial period, allowing you to test the CRM and determine which plan works best for your business.

Conclusion on what pricing plan is best for your business

After analyzing the Wrike CRM pricing plans, it is clear that the Professional plan is the most beneficial for most businesses. At just $9.80 per user per month, users can access all the essential features, such as task management, real-time activity stream, and up to 5 GB of storage per user.

The Business and Enterprise plans include additional features such as customized dashboards and advanced analytics, but the added cost may not be worthwhile for most small to medium-sized businesses.

Regardless of the chosen plan, Wrike CRM offers a user-friendly interface, exceptional customer service, and a free trial period to ensure that the CRM fits your business needs.

Wrike CRM Pros and Cons

Wrike CRM is a popular customer management system used by many businesses. It offers features like customer segmentation, automated responses, and customer tracking.

Knowing the pros and cons of using Wrike CRM will help you decide if it is the right choice for your business. Let’s look at all the advantages and disadvantages of using Wrike CRM.

Advantages of Wrike CRM

Wrike CRM is a powerful project and customer relationship management platform that offers a range of benefits for businesses of all sizes, including:

1. Streamlined workflow management: Wrike CRM helps teams streamline their workflow and manage projects from start to finish, reducing the risk of errors, delays, and miscommunication.
2. Enhanced collaboration: With Wrike CRM, teams can work together in real-time, share feedback, and collaborate on projects seamlessly, regardless of location or time zone.
3. Improved customer relationships: Wrike CRM enables businesses to keep track of customer data, automate sales processes, and ensure timely follow-ups, helping to build better customer relationships and increase customer satisfaction.

However, Wrike CRM has drawbacks, such as a steep learning curve and a somewhat complex user interface. Nonetheless, proper training and practice can easily resolve these potential issues.

Pro tip: Before choosing any CRM platform, it’s essential to assess your business needs, budget, and long-term goals to determine which CRM solution is the best fit for your requirements.

Potential drawbacks of using Wrike CRM

While Wrike CRM is a powerful tool that offers numerous benefits, there are also some potential drawbacks to consider before deciding if it’s the right CRM solution for your business.

Pros:

1. Wrike CRM offers extensive customization options, allowing you to tailor the platform to your needs.
2. Its integration with the broader Wrike project management suite can provide a comprehensive solution for your business.
3. Provides excellent features for team collaboration and task management, promoting productivity and streamlining workflow.

Cons:

1. Some users might find Wrike CRM’s features too complex or overwhelming, particularly those new to CRM software.
2. Its pricing plan can be relatively high compared to other CRM solutions available.
3. Technical glitches or system disruptions can occur, leading to temporary data loss or functionality.

Therefore, it is recommended that businesses conduct thorough research and trials with Wrike CRM before making a final decision.

Final assessment of Wrike CRM

Wrike CRM is a cloud-based customer relationship management (CRM) software designed to help businesses streamline their sales-related activities.

Here are some pros and cons to keep in mind when it comes to Wrike CRM:

Pros:

• Customizable Sales Pipeline: Wrike CRM allows businesses to customize their sales pipeline according to their unique sales process, enabling them to track leads and deals effectively.
• Automated Tasks: Wrike CRM helps automate repetitive tasks, such as lead and deal tracking, follow-ups, and email communication, freeing up valuable time for sales reps.
• Mobile App: Wrike CRM’s mobile app makes it easy to manage sales tasks.

Cons:

• Limited Integrations: Compared to other CRMs in the market, Wrike CRM has limited integrations, which can be a drawback for businesses that rely on different tools for their sales activities.
• Steep Learning Curve: Wrike CRM’s interface can be overwhelming for first-time users, and getting used to the software’s features and functionalities may take some time.
• Pricing: Wrike CRM is relatively expensive and may not be cost-effective for small businesses with limited budgets.

Pro tip: To determine if Wrike CRM is the right fit for your business, consider your unique sales requirements, integration needs, and budget before making a final decision.

Customer Support and Resources for Wrike CRM

When selecting CRM software, it is important to consider the customer support and available resources through the provider.

Wrike CRM provides users with a variety of customer support and resources to help them with their use of this software. From their website to their customer service staff, Wrike provides users with the support they need to fully understand and utilize their CRM software.

Let’s look at the customer support and resources available with Wrike CRM.

Available resources for self-service support

Wrike CRM has a comprehensive list of self-service support resources available to its customers, making it easy for users to find answers to their questions quickly.

Here are some of the resources available:

• Knowledge base: Wrike’s knowledge base contains articles, tutorials, and FAQs covering everything from getting started with the platform to advanced features.
• Community forum: The Wrike community forum is a great place to connect with other users, ask questions, share tips and tricks, and provide feedback.
• Video tutorials: Wrike offers a variety of video tutorials covering different aspects of the platform and how to use its various features effectively.
• Live webinars: Wrike also hosts live webinars that cover different topics related to project management, collaboration, and productivity.
• Email support: Customers can contact Wrike support via email for assistance with any issues they encounter while using the platform.

With these resources available, Wrike CRM offers its customers a range of self-service support options to help them get the most out of the platform.

Options for contacting customer support

Wrike CRM offers a variety of options for contacting their customer support team to address any issues or concerns related to the platform.

Here are the available options for reaching out to customer support:

• Phone: You can contact Wrike CRM’s support team during business hours to receive immediate assistance.
• Email: You can also email Wrike CRM’s support team, who will respond within 24 hours.
• Live Chat: Wrike CRM’s live chat feature allows you to speak with a support agent in real time to resolve any issues quickly.
• Help Center: Wrike CRM’s comprehensive help center includes a knowledge base, FAQ section, video tutorials, and community forum where users can ask questions and share their experiences.
• Contact Form: You can fill out a contact form on the website, and a support agent will respond to your request via email within 24 hours.

No matter which option you choose, Wrike CRM’s customer support team is dedicated to providing top-notch service to help you maximize the platform’s potential.

Quality of customer support experience

The quality of customer support experience is essential when choosing a CRM system, and Wrike CRM offers excellent support and resources for its users.

Here is how Wrike CRM supports its customers:

• Customer support team: The Wrike CRM support team is available 24/7 to help users with issues or questions.
• Help Center: The Wrike CRM Help Center offers many resources and guides, including how-to articles, tutorial videos, and frequently asked questions.
• Community: The Wrike CRM Community is an online forum where users can connect with other users and experts, share tips, ask questions, and get support.
• Training resources: Wrike CRM offers webinars, live training sessions, and on-demand training videos to help users learn how to use the system effectively.

With these support resources, Wrike CRM ensures that users have the guidance and assistance they need to make the most of the CRM system.

Conclusion and Recommendation

After exploring the features, benefits, and drawbacks of Wrike CRM, we conclude that it is a powerful and well-rounded tool that can be used in various businesses.

It has features and can be easily integrated with other tools to build comprehensive customer relationship management systems. However, although it is quite robust, it also has some limitations.

Let’s explore our final thoughts and examine the pros and cons of using Wrike CRM.

Takeaways from the Wrike CRM review

Wrike CRM is a powerful and flexible tool with many features for managing customer relationships, sales pipelines, and project workflows.

Based on the Wrike CRM review, there are several key takeaways worth considering:

• The platform offers customizable and scalable solutions for businesses of all sizes, with various pricing options based on specific needs.
• It has an intuitive interface and user-friendly design, making it easy to learn and use.
• Wrike CRM integrates seamlessly with leading business software applications, including Salesforce, Zapier, and Slack.
• Customer support is available through phone, email, and chat features.
• With its robust features and benefits, Wrike CRM is a recommended tool for streamlining customer relationships and project management processes.

The final recommendation for Wrike CRM adoption or alternative CRM solutions.

After analyzing the features, benefits, and overall user experience of Wrike CRM, our final recommendation is to consider this platform for small to medium-sized businesses looking for a comprehensive CRM solution.

Wrike CRM offers robust project management tools, automated workflows, and customization options, making it a powerful all-in-one platform.

However, alternative solutions are worth exploring if you want a more affordable option or a CRM tailored to your industry-specific needs.

• Zoho CRM is a user-friendly alternative that offers extensive customization options, great scalability, and affordable pricing.
• HubSpot CRM is another popular option that offers a free version with basic features and a paid version with advanced features, such as marketing automation and predictive lead scoring.

Ultimately, the right CRM solution depends on your business needs, budget, and goals. So consider your options carefully before making a final decision.

Pro tip: Schedule demos and use free trials to test different CRM platforms before deciding on one.

Frequently Asked Questions

Q: What is Wrike CRM?

A: Wrike CRM is a customer relationship management software designed to help businesses manage customer interactions, automate business processes, and streamline communication and collaboration within the team.

Q: What are the main features of Wrike CRM?

A: Some of the main features of Wrike CRM include project management, task management, time tracking, team collaboration, reporting and analytics, and custom workflows.

Q: How does Wrike CRM benefit businesses?

A: Wrike CRM benefits businesses by providing a single platform for managing all customer-related tasks, improving team collaboration, increasing productivity, and enhancing customer satisfaction.

Q: How user-friendly is Wrike CRM?

A: Wrike CRM is user-friendly and easy to navigate. It features a simple and intuitive interface allowing users to access all the features and functionalities quickly.

Q: What pricing plans does Wrike CRM offer?

A: Wrike CRM offers a range of pricing plans to suit the needs of different businesses, including a free plan for up to five users and paid plans starting at $9.80 per user per month.

Q: Is Wrike CRM suitable for small businesses?

A: Yes, Wrike CRM is suitable for small businesses as it offers a range of pricing plans to suit the needs and budgets of small businesses. It also features easy-to-use tools and functionalities to help small businesses improve their customer management processes.