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 best suited for project management, task management, summarizing requests received by the team, open tasks, in-queue tasks, project tracking, etc. It helps with project management excellently, and I would love to recommend it. Analytics is good, but there is a high chance of improvement.

Incentivized

• Workflows
• Stock Control
• Quoting

• It's user-friendly for anyone familiar with project management and scrum methodologies, making it easy to navigate and understand Wrike at a high level.
• Wrike offers features tailored to various business use cases, including project management, agile, scrum, workflows, visualizations, folder structures, blueprints, customization, and integrations.
• Tasks provide a comprehensive history in one place.
• There are multiple visualization options to view the Work Breakdown Structure (WBS) hierarchy, such as Gantt charts, Kanban boards, and table views.

Incentivized

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

Incentivized

• I would like to see the ability to “upgrade” or “downgrade” projects to tasks or tasks to projects.
• A more thorough training upon contract activation. Showing me what (based on my organization’s workflow and needs) suggestions Wrike would have for me and how to implement them.
• The cost for Wrike is high compared to competitors. Either a lower price point or more seats/functionalities for the price I’m paying.

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

A lot of the manual work that would need to take place to provide updates or inform the group is taken off the hands of the project team and on to Wrike. The team has been able to update their task and see the project progress to the next step without having to manually track.

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.

Neither Jira nor Asana are user-friendly. There are too many layers without visualizing the broader relationship among tasks. I did not actively want to engage with either of these tools. However, I don't view project management as a burden with Wrike. It makes my job more manageable instead of further complicating it.

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

• We have reduced the back and forth communication time between Rev Ops and users by collecting all the info we need upfront.
• Wrike's collaborative features facilitate better communication and coordination among team members. This can lead to smoother project execution, reduced misunderstandings, and ultimately contribute to achieving business objectives more effectively.
• Customizable forms, automation workflows, and task dependencies in Wrike can help streamline business processes. This streamlining can save time and resources, allowing teams to focus on core objectives rather than dealing with inefficient processes.