Wrike Assessment for a B2B Marketing Agency
June 20, 2025
Wrike Assessment for a B2B Marketing Agency
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Wrike
Our company uses Wrike to help project manage various tasks for different clients and we also have our own internal Wrike instance.
On the surface, Wrike's built in status, assignee, and comment functionality allow our team to keep tasks up to date and organized. Usually after meetings with clients, we have items to action on. From here, we create these tasks in Wrike, assign the task to the correct user, populate a description, and enter a start and end date.
We also use Wrike's integration with Zapier. This integration is connected to our Slack instance and lets our team members know if they have any tasks that are overdue and/or are in need of an update. This allows us to automate the project manager role for basic day to day operations.
On the surface, Wrike's built in status, assignee, and comment functionality allow our team to keep tasks up to date and organized. Usually after meetings with clients, we have items to action on. From here, we create these tasks in Wrike, assign the task to the correct user, populate a description, and enter a start and end date.
We also use Wrike's integration with Zapier. This integration is connected to our Slack instance and lets our team members know if they have any tasks that are overdue and/or are in need of an update. This allows us to automate the project manager role for basic day to day operations.
Pros
- Clean interface and intuitive use.
- Overall Wrike's interface is very friendly. I will log into Wrike and not be overwhelmed by the tasks that lie ahead. I know where to go to find the tasks that are assigned to me and Wrike's workspace and folder structure allow me to help keep tasks organized.
- Wrike is intuitive. When creating a task, populating a name, assignee, start and end dates, and a description just makes sense. Compared to other tools, Wrike is very easy to use.
- Dashboard functionality - the ability to create custom dashboards to see what tasks are assigned to certain users.
- I think it is easy for tasks to fall through the cracks. With custom dashboards, we are able to avoid this issue
- Multiple instances.
- We have many clients and being able to switch between instances by the click of a button makes it really easy. In the past, we were using a different project management tool than our clients and we were needing to transfer information from one place to another. This created inefficiencies.
- Customization.
- Within each project, you can create different views of the task. This allows us to really only display what is really needed to be seen by the team.
Cons
- 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.
- Importing tasks into Wrike had a negative impact. Once again the nuance to the import process took a while to learn. There was a lot of uploading and deleting of tasks to ensure proper parent/child relationships. Then once I was almost complete, I was hit with an error that I had reached my limit of imports. From here I had to open a support ticket and the Wrike team was able to remedy this.
- Gantt charts are a great feature to allow us to show the client an accurate timeline of when a project is nearing completion. I think a visual display of the tasks that have been completed, in progress, and are still in the backlog is helpful for understanding the timeline of the project.
- Removing the Project Manager Role. I believe if you use Wrike to its full potential, the project manager role can be removed. If you can automate certain features and configure the integrations, you can remove the project manager role. I just see the potential to integrate Wrike with a time tracking tool and help to know when a project may be close to reaching the hours that were quotes. I see the potential for Wrike to be fully synced up with Slack and making it so that you can comment in Slack and that comment will be displayed in Wrike. The possibilities with the integrations are endless.
We have not used the AI or automated features.
I like Wrike best. I liked Asana, but I think it got too pricey for the features that we wanted out of it. Notion was fine, but I think its ability to integrate with the rest of our tech stack proved difficult. Trello was fine, it was early in my career and I remember its ease of use, but it seemed like it was very rudimentary. Wrike has proven to have more features and it is also a common project management tool among our clients so this prevents our clients from having to learn how to use a new tool if we invite them into our project management instance.
Do you think Wrike delivers good value for the price?
Yes
Are you happy with Wrike's feature set?
Yes
Did Wrike live up to sales and marketing promises?
Yes
Did implementation of Wrike go as expected?
No
Would you buy Wrike again?
Yes
Comments
Please log in to join the conversation