Customer Success Software that Integrates With Wrike
Wrike is a web-based project management and all-in-one project collaboration software. The company is based in Silicon Valley, Mountain View, California and was founded in 2006 by Andrew Filev.
Wrike features include:
- Project management
- Task management
- Team collaboration
- Time tracking
The software has other features that include access controls, workload view, burndown chart, synchronizing task, and project milestones to calendar, Gantt chart (Timeline), baseline chart, performance chart, and check lists, and the company also provides third party application integration.
Wrike offers subscription plans on a monthly basis, depending on the number of users required, starting from free, and the company also offers a free 15 day trial to help companies evaluate the product.
How to Connect Wrike and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
Step 2
Click the Connect Provider button.
Wrike
Step 3
Select Wrike from the list of available integrations.
Step 4
Click the link to begin the connection process.
Connect
Within Wrike follow the prompts to approve the Akita integration.
That’s it – all done!
Your Wrike Customer Data in Akita
- Once connected, your Akita account will begin populating with your Wrike data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Wrike account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.