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Received — 27 July 2026 CRM - Customer Relationship Managment

Client cards in Wrike?

I'm at a new company and have been tasked to implement better organization to "client" information. I use "client" loosely as they are all internal partners who can't go anywhere else so we don't need to track a sales stage or anything like that, but we do need a better system to track information like contacts, audience, etc.

Right now we use Wrike. Does anyone know if it is possible to do something like client cards?

If Wrike isn't the solution, anyone have suggestions? We have access to both the Google and Microsoft suites. I don't think we have the budget this year for any new system outside of that.

Thanks for your input!

submitted by /u/Hot_Saguaro
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