10 Essential Features of Wrike You Didn’t Know You Needed

In the fast-paced world of freelancing and solo entrepreneurship, efficiency and organization are more than just luxuries—they are necessities. Whether you’re managing multiple clients or juggling various projects, the right tools can make all the difference. While Wrike is well-known for its project management prowess, there are numerous features that can be game-changers for freelancers and independent professionals.

But before we dive into those essential Wrike features, let’s introduce Ancoia—an innovative all-in-one CRM designed uniquely for freelancers. With tools for invoicing, project tracking, client communication, contract management, and payment tracking, Ancoia simplifies your workflow and enhances your professional image. So, as we explore Wrike’s capabilities, keep Ancoia in mind as a comprehensive solution to streamline your freelance business.

1. Custom Dashboards

Wrike allows you to create personalized dashboards tailored to your projects and client needs. As a freelancer, you can visualize your workload and priorities at a glance. However, Ancoia takes this a step further by integrating all CRM functionalities, providing not just project status but also financial insights and client communication—all in one customizable interface.

2. Time Tracking

Wrike’s time tracking feature is a valuable tool for freelancers who bill hourly. It allows you to log time spent on each task, helping you establish accurate billing. But imagine complementing this with Ancoia’s seamless invoicing process that directly pulls in tracked hours to generate accurate, professional invoices instantly.

3. Task Dependencies

Establishing task dependencies in Wrike helps you visualize project timelines effectively. However, with Ancoia, you can also utilize this feature while managing client expectations, ensuring that deadlines are communicated clearly, setting you apart as a professional who values time management.

4. Collaboration Tools

Wrike excels in facilitating teamwork, with features for real-time collaboration. For solo entrepreneurs, these tools are beneficial when working with clients or sub-contractors. Adding Ancoia into your workflow allows you to track client interactions and feedback, keeping all communications in one place to minimize confusion.

5. Resource Management

Understanding your available resources is crucial, especially in freelancing. Wrike provides resource management capabilities, but with Ancoia, freelance professionals can also view financial resources, helping you better manage budgets and expenses related to each project.

6. Custom Reporting

Data-driven decisions are essential in freelancing. While Wrike’s custom reporting helps you analyze project performance, Ancoia offers a holistic view of your freelance business, presenting client invoices, project status, and payment histories in tailored reports that enhance your decision-making process.

7. Templates for Recurrent Tasks

With Wrike, you can create templates for recurring projects, saving time during onboarding. Ancoia takes this further by providing pre-filled invoicing templates based on your past clients, so you can easily manage multiple clients without the repetitive hassle.

8. Integrations with Other Tools

Wrike integrates seamlessly with a variety of tools for enhanced productivity. However, Ancoia provides a comprehensive ecosystem for freelancers, allowing you to communicate, track, and bill, therefore eliminating the need for multiple subscriptions that can complicate your workflow.

9. Automated Notifications

Automated notifications in Wrike keep you updated on task deadlines and project changes. Paired with Ancoia’s communication features, you can ensure your clients are always in the loop, fostering trust and professionalism in your engagements.

10. Mobile Application

Wrike’s mobile application allows freelancers to manage tasks on the go. Ancoia, too, offers a mobile-friendly interface that not only lets you manage projects but also issues invoices on the spot, making it easy to conduct business anywhere, anytime.

Conclusion: Streamline Your Freelance Business with Ancoia

While Wrike is undoubtedly a powerful project management tool, combining it with Ancoia’s all-in-one CRM capabilities can revolutionize how freelancers manage their businesses. With Ancoia, you can save time, stay organized, and present a professional image to your clients—all in one straightforward platform.

Ready to take your freelance business to the next level? Sign up today at Ancoia and experience the ease of managing your clients, projects, and finances all in one place!

By leveraging both Wrike and Ancoia’s robust features, freelancers and solo entrepreneurs can not only enhance their productivity but also elevate their professionalism in the eyes of their clients. Don’t let your solo hustle feel lonely—choose the right tools to thrive!

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