Wrike as a Simple CRM Solution: Track Leads and Manage Projects in One App

We understand that an efficient CRM solution is essential for providing exceptional service and converting more leads into customers. But how much more convenient would it be if you could keep all your sales data, leads and contacts, along with the project plans on the successfully closed deals – all in the same app? 

Being an efficient project management solution, Wrike also ensures your CRM is simple and neat. With Wrike, it’s easy to:

• Keep all contact details of your leads and customers at your fingertips.
• Monitor every stage of the sales cycle.
• Find the needed contact in a couple of mouse clicks.
• Run productivity reports for the department or a particular sales rep.
• Slice and dice your data from multiple views and more!

Our new tutorial video shows how to do that in Wrike:




Found the workflow in the video handy? Simply download this template, adjust it to your needs and import it to your Wrike account!





And how do you organize CRM with Wrike? Share your practices!