Optimize Professional Services Delivery Business

Managers of services delivery teams are under pressure to deliver at a faster pace and grow margins.
  • Automate touchpoints between sales, deliver, and billing with built-in integrations that sync Salesforce, Wrike, and financial systems like NetSuite and QuickBooks.
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See Wrike for Professional Services in action

Help your professional services team deliver their best work faster. Every day.

Projects going over time and budget?

Projects going over time and budget?

Customizable, real-time project analytics, portfolio management, and task reporting help you see overdue projects and tasks, communicate progress to clients, and improve on-time delivery. Clear visibility into project status, margins, team utilization, and more helps you mitigate risks.

Revenue lost in transitions?

Revenue lost in transitions?

Improve business process management and make sales, project kickoff, and billing handoffs seamless. Wrike connects to your CRM to kick off work with key client and project information linked between CRM, delivery, and billing. When work is delivered, Wrike integrates with financial systems to kick-start invoicing.

Time wasted on non-billable work?

Time wasted on non-billable work?

Automate routine tasks and standardize on best practices to save time and allow the team to do more of the work they do best. Reschedule work with ease to prioritize billable activities. Wrike centralizes staffing requests and automates administrative processes like time tracking and billing, freeing teams to focus on billable work that delights clients.

Employee burnout?

Employee burnout?

The art of services delivery hinges on staffing resources at the right level — balancing the team’s work to avoid capacity shortages and overbookings. Wrike’s Workload view and resource management give managers the visibility they need to dynamically balance employee workloads, minimizing burnout and maximizing utilization.

Need information to make decisions fast?

Need information to make decisions fast?

Track to and manage business KPIs with advanced project analytics and status dashboards. Compare revenue, budget and time spent, and effort to improve forecasting and easily take on more projects.

Do you have the right resources?

Do you have the right resources?

Plan project work and assess headcount requirements with role-based resource management so you can easily assign work to the right team members. Address new requests quickly — simply drag and drop to assign work in real time. Compare planned effort and actual time spent to improve forecasting accuracy, ensuring on-time delivery.

Improve utilization rates and margins for repeatable project success with Wrike

Project portfolio management
Gain visibility into project portfolio summary, status, schedule, and utilization.

“We know that we have the visibility... Honestly, I can't imagine how else we would even begin to be able to record this information and put it out in an orderly way without the tool.”


Chief Product Engineer

Client management
Provide clients clarity on statuses and deadlines and centralize communication.

“With Wrike, I am able to track and monitor all of my projects in one place. If asked about one of my projects, I can instantly go into Wrike and give them an update within 30 seconds.”


Project Manager

Resource management
Gain visibility into resource requirements and availability, improving capacity planning and eliminating endless resourcing meetings.

“The time management and workload overview help with resource management because the team has a clear overview of whether or not a project can be completed within the time parameters provided. This ultimately protects our employees from working beyond their capacity.”


Director of Strategy & Business Development

Time tracking and invoicing
Track billable and non-billable time and automatically export for billing.

“One of the biggest gains that we experienced was the time tracking feature. Our team does a lot of projects where we like to get an idea of where we're at on an hourly basis. It's given us really good tracking and historical information on what we've done in the past and how to price properly. ”


Director of Design

Built-in project reporting and analytics
Track to and manage business KPIs with advanced analytics and project status dashboards.

“We now have the ability to run reports and see metrics on the amount of work we actually complete. So it's been great for us to showcase the breadth and volume of work we've accomplished. We couldn't have done that without Wrike.”


Creative Services Production Manager

CRM and billing integration
Automate handovers between sales, delivery, and financial systems.

“Wrike has been able to bring finance, marketing, CS, operations, and IT all together in one system. This is huge for us. We now have an all-in-one project management system, which has been transformational for our company.”


Digital Strategy & Operations Manager

Workload view
Balance team workload with the real-time, intuitive Workload chart.

“The Workload view has been kind of a go-to for me. It’s nice, it’s intuitive, and I’m able to sit down with the product managers and sales personnel, and they can quickly see what projects are taking up a lot of the workload and suggest ideas for how to move things around.”


R&D Program Manager

See Product Tour

With Wrike, professional services end-to-end workflows are a breeze

Take on work

Streamline work intake and project planning

Take on work

Optimize resources

Maximize resource utilization and balance workloads

Optimize resources

Do the work

Simplify steps from project delivery to sign-off and approval

 Do the work

Report and invoice

Unlock reporting visibility and make the invoicing process seamless

Report and invoice

    Wrike is your trusted partner

    Optimize Wrike to achieve your goals with expert consulting and training. We offer 24/7 support, world-class deployment, and an active, engaged user community. Our top-notch security keeps your data safe.

    Wrike is your trusted partner

    Enterprise-level integrations built for your business

    Use Wrike the way your business works. Wrike offers 400+ pre-built connectors to cloud and on-premises enterprise applications, including your CRM and financial systems. Can your professional services project management software do that?

    See all integrations

    See how Wrike helps industry leaders

    We've seen increases in productivity and fewer questions about when projects are due. There is so much more transparency across the board. We've seen increases in productivity and fewer questions about when projects are due. There is so much more transparency across the board. We've seen increases in productivity and fewer questions about when projects are due. There is so much more transparency across the board.

    Eve Maidenberg

    Creative Services Director

    Everything I see now in Wrike is live and in its current status, which is a big plus to me. We can jump on the job, look at the last couple of comments on it, and pick up the ball and run with it from there.

    Ashley Risstrom

    Senior Production Manager

    We shaved off about a week and a half of what we typically go through for a planning cycle. Wrike makes our meetings way more effective.

    Matt Andrews

    Marketing Campaign Manager

    With Wrike I don't have to be involved in every project. I can focus on the big picture. I don't think I would be able to do that with any other project management system.

    Jenny Sagström

    CEO and Co-Founder

    Ready to see how Wrike can transform your team?

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    Resources for professional services firms

    Our materials have helped over 100,000 readers with everything from customer support to project management for professional services teams.

    The professional services work management benchmark report

    Wrike surveyed 1,000+ professional services folks in the U.S. and U.K. to gain and share insight into professional services obstacles and opportunities.

    Best practices for managing resources in the digital era

    Today’s work environment is complicated, but managing resources doesn’t have to be. This guide outlines 7 resource management best practices in the digital era.