Wrike is a project management collaboration software system that includes project management, customer relationship management, marketing management, etc. However, today we will discuss Wrike CRM and how it can help you grow your business.
Before we discuss the CRM functionality of Wrike, let us have a quick look at CRM.
What is CRM?
CRM stands for Customer Relationship Management. It is an integrated data-driven system to help customers interact with your business. A CRM traces sales data, records after-sales support, analyze it, and provides the sales and marketing team with the necessary information so they can take corrective or preventive action to improve customer experience.
All businesses within every industry use CRM to increase the efficiency of their operations.
A CRM system helps you optimize your sales funnel, and with it, you can provide the best experience for your customers. It performs heavy lifting with an automated system that saves time and effort.
For example, when a customer calls the support through his registered mobile number, the customer care representative can see complete information about the customer, his account information, his past interaction with the company, etc.
Now the customer care representative can provide personalized help to the client.
This tool helps to track old and new customers and schedule marketing follow-ups based on algorithms. It includes email marketing integration that enables you to nurture your leads and follow up until they convert.
The latest advancements in natural language processing and machine learning have made CRM better at recording interactions and taking actions to maximize the organization’s sales.
Wrike CRM provides you with all tools necessary to carry out CRM activity with minimum hassle.
Let’s start with the integrations.
Basics of Wrike
Wrike is based on three functions: folders, projects, and tasks.
Folders organize projects, like building an eCommerce website or developing a game, etc. You can segment folders into subfolders, such as pre-planning, planning, and execution phases.
Each project has tasks that define work to complete the project. A project owner can assign tasks to team members, add attachments, or give instructions to team members.
Team members receive announcements or notifications in their inboxes.
Personal MyWork shows assigned tasks, and the dashboard lets you refine task lists, calendars, etc.
You can visually track the progress with Kanban-style boards, a list view, spreadsheet tables, Gantt charts, etc. Wrike has connectors for business intelligence tools such as Tableau; this helps large businesses integrate different corporate data sources.
Who Can Use Wrike CRM?
Wrike CRM is an affordable and easy-to-use system. Large and small organizations use it. It has many advanced features which are useful for big organizations.
Small organizations use Wrike features “as is,” while large organizations go for customized Wrike CRM.
Features of Wrike CRM
Some features of Wrike CRM are Gantt charts, comprehensive reporting, and exceptional data security. A few other notable features are:
- Scalable CRM solution
- Detailed lead information
- Easy tasks assignment
- Seamless project management collaboration
- At-a-glance dashboards
- In-app team communication
- In-depth analytics
Pros of Wrike CRM
- It helps streamline processes
- Remote data access
- Expedite the conversion process
- Reduces the operational costs
- It enhances bonding with customers
Cons of Wrike CRM
- Absence of the human factor from the equation
- Learning curve
- Third-party can access sensitive data
Why is Wrike CRM Different?
Wrike CRM offers many unique features that distinguish it from the rest:
Wrike offers customized versions of its CRM solution to enterprise users. This customized version of Wrike will be tailored as per the organization’s requirements and branding. For example, Airbnb, TGI Fridays, and Hootsuite use a modified version of Wrike.
Wrike CRM’s security is top-notch. They have a multi-layer security system with powerful authentication, encryption, role-based access control, etc.
You won’t have to worry about data theft or leaking.
Wrike CRM auto assigns works for 50% or more productive tasks with dynamic requests, along with automated workflows for over 400 integrations.
Wrike CRM provides all stakeholders a comprehensive picture of projects with progress reports. You can use the pre-built templates to design these reports or create one from scratch.
Wrike integrates with several apps and programs, including WordPress, Google Drive/Gmail, Outlook, Zendesk, HubSpot, QuickBooks, LinkedIn, Microsoft OneDrive, and more. It also has a mobile app for both Android and iOS devices.
Wrike CRM Integration with Salesforce
Wrike CRM offers close integration with Salesforce.
Salesforce is a popular CRM solution and is closely integrated with Wrike. You can associate any salesforce object with the Wrike folder, and any changes made in the Wrike folder will show instantly in Salesforce.
Both Salesforce Classic and Salesforce Lightning are supported in Wrike.
Salesforce users can work solely in Salesforce and can communicate easily with customers about work accomplished in Wrike.
Team members can monitor task status in both CRM platforms.
Capsule CRM and Wrike Integration
Though Wrike CRM does not offer direct integration with Capsule CRM, you can connect these two CRM platforms with Tray.io. The tray helps automate integration with enterprise security and a modern interface.
Wrike CRM Automation
Wrike CRM has rule-based automation that helps reduce repetitive manual work, speed up the process, and reduce human error.
These automation do not require any coding knowledge; they have a simple “IF …, THEN …” structure. The automation rule constructor leads through the 3-step rule creation process:
- Which tasks require a rule
- When to trigger the rule — the “IF” statement
- What should happen when the rule is triggered — the “THEN” statement.
Here are a couple of popular automation rule examples:
- IF the status of tasks doesn’t change for over five days from “Pending changes,” THEN @mention assignees and leave a comment.
- IF the status of projects changes to “Completed,” THEN move the project to the “Archive” folder.
Wrike CRM Tips:
- You can monitor the total actions performed each month via the automation rule.
- Every automation rule can have one trigger (the IF statement) and 10 actions (the THEN statements).
- Whenever an action is accomplished via the Automation Engine, it appears in the task/project stream with the Automation Bot as the author.
- Automation rules won’t be triggered when the changes to tasks or projects are made through API or mass actions.
- If a rule stops working because the conditions are no longer valid, Wrike will disable the rule and notify the rule creator.
Wrike Pricing Plan
Wrike pricing starts from $9.80 /month per user. Wrike offers a free trial. See additional pricing details below:
- Free: 5 users
- Professional: 5, 10, 15 users. Price: $9.80 user/month.
- Business: 5-200 users. Price $24.80 user/month.
- Enterprise: 5-Unlimited. Price: Contact the Sales team.
Wrike is one of the top CRM solution providers with no real shortcomings. It has a friendly interface and is affordable. If you are looking for an affordable CRM solution, Wrike can be a good choice.
Do you use Wrike CRM in your organization? If you do, please share your experience with it.