HaloPSA vs. Wrike

Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that. Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.

Wrike is well-suited for content creation, review, and management. I can't speak to other types of work it can be suitable for because I use it as a writer only, but I would recommend it to other people in content creation fields who have to work with a team. A friend of mine is an editor at the local newspaper, and I think some features of Wrike would make her editing tasks a little easier and promote more cohesion in her team.

Incentivized

• Workflows
• Stock Control
• Quoting

• different views to accommodate different users workflow
• predecessors and successors to tie tasks together and adjust dates as a group
• Being able to see other people's workloads so when I am planning my projects for the upcoming quarter, I can set a project delivery date that is better suited to workload and is more realistic

Incentivized

• Stock control
• There are 3-4 different ways to do that same thing
• Documentation

Incentivized

• Templating.
• For example, let's say we are onboarding a new client. There are certain tasks that need to be done. It would be great to be able to create a new project and have certain tasks preloaded.
• Importing.
• Importing may seem easy, but there is so much nuance to it. The fact that you need to make sure the parent task comes before child tasks is very difficult to do without the help of AI. Also, I am not sure it is possible if you have a thousand tasks to import, to make sure that you have a folder structure and parent/child tasks.
• I also find that the documentation is lacking and the 2 import methods lacking as well.
• Customize my inbox. When I log into Wrike, my Inbox is the first thing I see, but this doesn't show the full picture of what I want it.

Incentivized

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.

Incentivized

The platform is intuitive, easy to navigate, and flexible enough to accommodate the complexity of payer contracting workflows. Features such as custom workflows, automated reminders, and real-time collaboration make it simple for our team to stay aligned and efficient. Wrike allows us to track negotiations and related tasks without needing extensive training or technical expertise, which has driven adoption across departments and ensured consistent usage.

Incentivized

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

Incentivized

During my learning phase with Wrike, I initially struggled with setting up automation rules and request forms. However, Wrike support was always my go-to, resolving issues within seconds or minutes. Their assistance made the learning process much easier. My best experience was receiving step-by-step screenshots to follow, with the support team on standby until I was completely satisfied.

Incentivized

We had staff in person provide some training

Incentivized

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.

Incentivized

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

We have used and tried several other PSA vendors and HaloPSA was our favorite by far. Many others were either much too overly complicated, clunky, slow to respond to issues, incomplete, or they simply failed to deliver on promises made, especially in terms of integrations.

We use both monday.com and Wrike. While Monday does have a better user interface, Wrike allows us to have more visibility into tasks where multiple people are collaborating. And also to receive project brief-ins and requests for new projects. We use both differently and I would say for us Wrike is more the collaboration tool than the day to day individual task management tool - and it works great.

Incentivized

company purchase

Incentivized

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

I do not use professional services.

Incentivized

• Improve our technicians efficiency
• Helped improve asset recording
• Knowledge base

• Wrike has improved our resource management significantly.
• Wrike has improved the request intake process for us.
• One negative impact of using Wrike is that we had to include Workato for some customised automations, which were not supported by Unito, but this can be on a need-to basis.

Incentivized