RevOps Tools

Wrike

Collaborative project management for marketing and ops — plan, execute, and report in one place.
Wrike homepage screenshot

Wrike is a versatile project management and collaborative work platform that serves marketing, operations, and professional services teams with structured task management, cross-functional project planning, and real-time reporting — combining the depth of enterprise project management with accessibility for non-technical teams.

Product Overview

Wrike's strongest use case is marketing operations and creative project management: its built-in proofing and approval workflow for creative assets — allowing stakeholders to annotate images, videos, and documents directly in Wrike rather than via email — makes it a favourite for marketing teams managing high-volume content production. Its dynamic request forms allow teams to capture incoming work requests with structured data, automatically assign and prioritise tasks, and feed them into project workflows — reducing ad hoc Slack requests and improving ops team efficiency. Compared to Asana (stronger for cross-functional work management), Wrike is better for creative teams needing proofing and approval workflows; compared to Smartsheet, Wrike has a more modern interface but fewer spreadsheet-native capabilities.

Key Features

  • Proofing & Approval Workflows: Annotate and approve creative assets directly in Wrike — eliminate email-based feedback loops for image, video, and document reviews.
  • Dynamic Request Forms: Structured intake forms that automatically create and route tasks — replace ad hoc Slack requests with trackable, prioritised work intake.
  • Gantt Charts & Dependencies: Visual timeline planning with task dependencies — map project schedules and identify bottlenecks before they impact delivery.
  • Cross-Project Reporting: Custom dashboards and reports across multiple projects — give ops leaders visibility into team workload, delivery status, and resource utilisation.
  • Wrike Integrate (Automation): No-code workflow automation with 400+ app integrations — trigger task creation, notifications, and data sync with connected tools.

Best For

Marketing operations and creative teams that manage high-volume content production with complex approval workflows — and operations teams that need structured work intake, cross-project visibility, and reporting without heavy configuration.

Pricing

Free plan available. Team: $9.80/user/month. Business: $24.80/user/month. Enterprise: custom.

Key Integrations

Salesforce, HubSpot, Slack, Microsoft Teams, Google Workspace, Adobe Creative Cloud, Jira, Tableau, Zapier, Box

Pros

  • Best-in-class proofing and approval workflow for creative teams — eliminates email-based review cycles
  • Dynamic request forms bring structure to incoming work without requiring requestors to use Wrike themselves
  • Comprehensive free tier allows team adoption before budget commitment
  • Strong balance of depth and usability for non-technical marketing and ops users

Cons

  • Less suitable for software development and engineering project management than Jira or Linear
  • Gantt chart depth is below dedicated project planning tools like Microsoft Project
  • Advanced automation and integration features require Business or Enterprise tiers

RevOps Jobs-to-Be-Done

  • Enterprise Cross-Functional Project Management — Coordinate complex projects spanning marketing, operations, finance, and product with role-based workflows, resource management, and real-time dashboards. KPI: Improve cross-functional project on-time delivery by 25% through unified visibility and automated handoffs
  • Marketing Operations and Campaign Management — Run end-to-end marketing campaigns with intake forms, approval workflows, asset management, and timeline tracking — visible to all stakeholders in real time. KPI: Reduce campaign production time by 20% through structured request management and approval automation
  • PMO and Portfolio Management — Give PMO leaders a portfolio view across all active initiatives with resource allocation, budget tracking, and strategic alignment scores to prioritize investments. KPI: Increase portfolio delivery rate to 80%+ through early risk identification and resource rebalancing

How It Fits Your Stack

Primary system of record: Wrike is the work management platform; integrates with Salesforce for deal-linked projects, Microsoft 365, and Slack for notifications

Key integrations: Salesforce, Microsoft Teams, Google Workspace, Jira, Slack, Adobe Creative Cloud

Data flows: Work requests submitted via Wrike forms → tasks assigned and routed → time tracked → approvals automated → leadership dashboards updated in real time

Security & Compliance

  • SSO / SAML: SAML 2.0 SSO
  • RBAC / permissions: Yes
  • Audit logs: Yes
  • Certifications: SOC 2 Type II, ISO 27001, FedRAMP, HIPAA, GDPR
  • Data residency: US and EU

Implementation & Ownership

  • Time to first value: 2–4 weeks for department deployment; 6–12 weeks for enterprise-wide rollout
  • Implementation complexity: Medium-High — powerful but requires workflow design investment; professional services recommended for enterprise
  • Typical owners: PMO, Marketing Operations, RevOps, IT

Competes with Asana and Monday.com at enterprise scale; particularly strong for marketing operations and creative teams

Proof & Buyer Signals

Ratings: G2 4.2/5 (3,700+ reviews); widely used in mid-market and enterprise

What buyers praise:

  • Powerful automation and workflows
  • Good enterprise security
  • Strong marketing team adoption

Common complaints:

  • Can be complex to set up
  • Performance issues on large workspaces
  • Pricing grows quickly with add-ons

Often Compared With

  • Smartsheet — Smartsheet wins on spreadsheet familiarity; Wrike has stronger work management depth and resource planning
  • Jira — Jira is optimized for software development; Wrike serves cross-functional business and marketing teams
  • Basecamp — Basecamp is simple and conversation-first; Wrike is enterprise-grade with complex workflow automation

Wrike Website →

About the author

RevOps Tools

Curated Revenue Operations Technologies

RevOps Tools

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