Everything we needed and more
January 12, 2015
Everything we needed and more
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Professional version
Overall Satisfaction with Wrike
We're a small business, so everyone involved (including part-time or temporary employees) use Wrike. We use it for task management, project planning, file organization, and generation of monthly reports. The work we do for our clients is very involved and requires a sometimes overwhelming amount of data and coordination. Wrike helps keep everything in one place.
- Report generation--we use Wrike to create monthly reports of our activities for each client. We export both the Excel spreadsheets and GANTT charts to show exactly what we're doing, how long it's taken us, and what steps we're on.
- Task management--I have no idea how we'd know what to do and by when without Wrike. There's just no way we'd have to keep track!
- Social collaboration--we use Wrike to see what's been assigned to other people, create tasks for others, comment on their work, ask about their progress, follow the status of tasks, etc without having to meet face-to-face or send a ton of emails. We all work from home at the moment so the social aspect is essential.
- Project planning--sometimes we start out on Excel or with a Word doc outline, but a lot of the time we use Wrike folders, tasks, and subtasks to figure out how to attack a large project.
- Really wish their calendar could integrate with Google Cal!
- Better task digests--it's hard to get the email alerts configured just right.
- General organization! We have everything in one place and less falls through the cracks.
- We are less likely to lose clients because we do our work more efficiently and can fully communicate what we've done for them.
- We are more of a team because we're all on the same page instead of struggling to figure out where everyone is at with a project.
Insightly barely compares. The task management is just awful if you're used to Wrike. It does have a CRM feature, which Wrike does not have, but we have a separate CRM/pipeline management service for that. Reporting is clumsy and unhelpful. It's overall a pretty good program, but I would not recommend it for a business team. It doesn't have the capacity and general awesomeness of Wrike.