CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes.
Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
$65
per month (billed annually)
Wrike
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.
$10
per month per user
Pricing
CloudBlue PSA
Wrike
Editions & Modules
Annual SaaS
$65.00
per month (billed annually)
Monthly SaaS
Contact Sales
Annual On-Premise
Contact Sales
Wrike Free
$0
per month per user
Wrike Team
$10
per month per user
Wrike Business
$24.8
per month per user
Wrike Enterprise
Request a quote
per month per user
Pinnacle
Request a quote
per month per user
Offerings
Pricing Offerings
CloudBlue PSA
Wrike
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Every premium plan begins with a 14-day trial period.
Wirke is such a time saver. I can know exactly what my top priorities are and see the status of projects involving other team members. The Gantt chart view is my personal favorite view. It nicely portrays dependencies and the full breadth of the project.
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.
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.
Wrike is an intuitive platform that allows users to easily create and manage workflows, addressing various team needs. The automation features in the standard version are certainly useful for handling basic tasks, such as setting reminders, changing statuses, and automatically assigning tasks. These automations greatly simplify daily operations and help keep projects organized with minimal oversight.However, in the standard version, automations are somewhat limited when it comes to handling more complex workflows. For example, if you need to integrate projects with tasks or automate more intricate processes involving multiple stages or dependencies, the basic version of Wrike may not be sufficient. In these cases, Wrike Integrate becomes a game-changer, offering more customization options and allowing for more sophisticated and interconnected automations, further optimizing complex workflows.In summary, the standard version covers common automation needs, but for more advanced requirements, Wrike Integrate is highly recommended.
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.
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
We've had so many questions during the establishment of Wrike for our team, and the Wrike support team has exceeded our expectations. Our team is naturally curious, and the Wrike support team has always been willing to hold conversations about how we can make an idea work, to show us hidden features that delight us, and to help us plan ways to build out projects efficiently. They meet our questions with multiple solutions and best practices
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.
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
Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.
I have noticed that Microsoft Teams requires searching and doesn't allow for quick referencing of data files. I am annoyed by the fact that I have to constantly scroll through prior messages or try to find a specific message. I also do not like the fact that if there was a change to a task, we would have to verify it over a message instead of the quick view of a change and edit.
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
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.