Likelihood to Recommend Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Read full review My organization used Google Sheets to work with subbies, but we've since switched to Wrike. It is user friendly, has formulas and customizable fields. Wrike has been a lifesaver because instead of sharing Google Sheets with external customers and typically they messing up - deleting formulas, users can simply fill out a request form without logging into Wrike . All details are displayed in a table view, making management much easier.
Read full review Pros Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company. Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested. Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know. Read full review Wrike has been consistent in emailing any updates or changes to each person involved in each task. Wrike has a simple to navigate website, with quick access to each task. Wrike keeps all data files located at the top of the task for quick reference, which makes it easier for each team member to find. Wrike adds date tags as well as any edited or deleted notes where we are able to cross-reference any major changes that may have been made. Read full review Cons The main drawback of Daylite is that it becomes slow on its iOS mobile devices. Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client. Read full review The email notifications that are automatically sent from Wrike when something is done are easy for users to miss or ignore. Reporting can be limited. You have to create workarounds for collecting/storing the name of the person submitting the form in instances where they do not have their own Wrike license. A more user-friendly interface, especially for those less familiar with project management software, would enhance overall accessibility. Read full review Likelihood to Renew I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
Read full review Usability Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
Read full review Wrike, overall, is pretty easy to setup and use. I still find challenges in changing milestone dates but our programs / date changes are different than industry standard so that is partly the issue. We love the Excel look along with the dashboards! There are also built in analytics that really assist in seeing where the projects are!
Read full review Reliability and Availability Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on
NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
Read full review Performance Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
Read full review Support Rating The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!
Read full review Support is very quickly and they want to solve problems actively. When I need additional info I can use community forum, when I've an issue I can use support form to get help. The support is of excellent quality from the first level, to grow when you talk to the engineers it becomes even more important
Read full review In-Person Training We had staff in person provide some training
Read full review Online Training I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
Read full review Implementation Rating There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
Read full review Alternatives Considered Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
Read full review I have not used other products except
Microsoft Teams channels with file sharing and standard sharing from Adobe, text and email messaging, and Zoom/
gotomeeting sharing. This is the first product that I have used that had the functionality and platform where the sharing is simplistic. It is better than standard sharing through email or other simple forms because everything stays together.
Read full review Contract Terms and Pricing Model company purchase
Read full review Scalability The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business
Read full review Professional Services not sure
Read full review Return on Investment Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc. We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations. A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there. Read full review Adding versions of a document streamlines our editing process, preventing us from reviewing outdated versions of a document. This feature saves time, especially when working with external contributors who may not know Wrike well. Blueprints save time because we do not have to manually enter all the details when scheduling a recurring project. Read full review ScreenShots