Wrike has been recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Collaborative Work Management. Read the report

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Take the first step to repeatable success with Wrike for professional services.

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for professional services

Cross functional PS organizations and agencies

Customizable platform for any team and use case


user/ month

No credit card required

Key features:

  • Professional services templates

    Quickly set up prebuilt workspaces based on industry best practices and relevance to your team and use case.

  • Professional services integrations

    Streamline sales to service handoffs with Salesforce and HubSpot integrations. Trigger billing cycles directly from milestone completion with QuickBooks or NetSuite integrations. Access campaign assets and graphics in Wrike with the Adobe Creative Cloud Extension.

  • Approvals and guest approvals

    Create a chain of approvals that’s typical for your project once and replicate it for all of your projects. Easily and securely collaborate with external users, such as freelancers and clients, for timely feedback and approvals.

  • Resource management, workloads, and time tracking

    Confirm the right resources are available for your projects and campaigns. Track hours, distribute work, and quickly shift resources as needed across your teams.

  • Integrate request forms with blueprints

    Standardize processes and save time by kicking off projects with dynamic request forms. Auto-deploy templatized projects containing pre-configured tasks, dependencies, assignment, workflows, and approvals. Collaborate with internal and up to 20+ external stakeholders.

  • Interactive Gantt charts

    View all your project deliverables in context. Set launch and deliverable dates as milestones. See dependencies with lead times so your team never misses strict deadlines.

  • Open API for integrations

    Connect everyday tools such as Google Drive and Slack; CRMs such as Salesforce or HubSpot; finance tools such as NetSuite and Quickbooks; or any other tools you commonly use.

  • Custom workflows

    Standardize each team’s processes by creating relevant task statuses for each client or subteam. Enable easy drop-down selection, precise tracking, and reporting with unified statuses.

  • Google Sign-In

    Quick and easy access to Wrike using Google login credentials.

  • Unlimited PS performance dashboards and reports

    Get a bird’s-eye view of all your team’s work. Make real-time decisions with data from our easy-to-use Dashboard and Report Builder.

  • Cross-tagging for projects, folders, and tasks

    Tag work into multiple locations to enable effective collaboration and give other teams visibility into your work. Organize projects in folders to create a clean structure and easily report on selected work categories.

  • Custom item types for PS

    Create custom work types to define your own professional services process. Hand-pick items relevant to your team and configure necessary fields, workflows, and other attributes.

  • AI-recommended tasks

    Cut through the clutter and work on your most important tasks, which are automatically created as you take notes based on our machine learning (ML) recommendations.

  • User groups and permissions

    Create user groups for client or project teams with specific access to only what they need to work on or have visibility into.

  • And more

  • Compare all features

No credit card required

for professional services

Large and growing PS organizations and agencies

Enterprise-grade security, governance, and scalability

No credit card required

Business plan features plus:

  • User audit reports

    See who made adjustments, completed, or deleted any given task in a workflow. Get on-demand reports to track the activity of regular users and Wrike account admins.

  • Custom access roles and user types

    Create, name, customize, and delete access roles to control what users (or user groups) can do within a shared folder, project, or space.

  • Password policies

    Implement password policies to ensure passwords meet minimum strength requirements and are regularly changed.

  • Single sign-on (SSO)

    Team members only need to sign in once through their corporate portal to access Wrike and other associated applications. SSO via corporate credentials is enabled by OneLogin, Google Apps, and Okta.

  • Two-factor authentication (2FA)

    Add an extra layer of security that requires a time-sensitive verification code along with a username and password.

  • Admin permissions

    Delegate Wrike account management specifics to your team-specific and company-wide administrators.

  • Automations (1,000 actions/user/month)

    Define and trigger automated workflows to eliminate manual efforts, making repetitive work a thing of the past.

  • 10GB storage per user

    Plenty of storage space for production files and deliverables.

  • Compare all features

No credit card required

for professional services

For PS organizations with advanced processes

Advanced tools and analytics for complex work

No credit card required

Enterprise plan features plus:

  • Digital asset management (DAM) integrations

    Connect Wrike to digital asset management software to publish or attach marketing and creative assets from your DAM directly to Wrike tasks.

  • SharePoint and HTML5 proofing and approvals

    Get advanced proofing capabilities in native environments for easier web and asset reviews.

  • Advanced performance insights and BI

    Get 360-degree, real-time visibility with secure and customizable reports, visual dashboards, and forecasting capabilities.

  • Team utilization and performance dashboard

    Get powerful insights into planned versus actual billable hours for your client teams, freelancers, and subcontractors.

  • Job roles

    Assign specific job roles to streamline planning and work allocation based on each team member’s functional area or expertise.

  • Budgeting and billable hours

    Plan and monitor project, program, portfolio, and client budgets based on team member or job roles.

  • Bookings (project-level effort and time planning)

    Estimate project effort by team member or job role without creating a detailed work breakdown structure. Gauge how much effort each initiative will take to plan the workload of each team member accordingly.

  • Locked spaces

    Eliminate the risk of data or confidential client info leakage by creating highly restricted, secure spaces for confidential project, team, agency, and client collaboration.

  • Automations (1,500 actions/user/month)

    Define and trigger automated workflows to eliminate manual efforts, making repetitive work a thing of the past.

  • 15GB storage per user

    Plenty of storage space for production files and deliverables.

  • Compare all features

No credit card required

Compare features across our plans

Take a closer look


Go further with add-on features

<h5>Wrike Lock<br></h5>
Wrike Lock

Take extra control of your enterprise-secure Wrike by owning and managing the keys to your encrypted data.

<h5>Wrike Sync<br></h5>
Wrike Sync

Keep cross-functional work flowing and all systems on the same page with two-way sync between Wrike and Jira, GitHub, Salesforce, and more.

<h5>Wrike Integrate<br></h5>
Wrike Integrate

Work seamlessly from one platform using Wrike’s custom integrations and automations with 400+ cloud and on-premises applications.

Customer success stories

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“We use the Gantt charts a lot in construction, architecture, design, and so on. We can follow through on items better. Some of the work is in parallel. Some work is sequential. When one task gets closed, another automatically generates in Wrike.”

Charlie Hawthorne Flaherty, Founder
2 hours

saved every day by automating


​​recurring tasks are no longer forgotten or need a manual reminder

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“Projects that had taken 9 months to complete now take 16 weeks. Today, we can manage 250% more projects, which means we can be more responsive, increasing customer satisfaction.”

Shaun Carlson, Director of R&D and Continuous Innovation

increase in project capacity


average cost reduction per project

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“The company is completely set up on Wrike. Not just customer project management, but also the internal management of the company. If you ask me for an invoice from five years ago, I can find it in three clicks.”

Prof. Dr. Sergi Trilla, Founder, President, and CEO, Trifermed

of internal and external email eliminated