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Professional Services Templates

Get your processes on the right track with pre-built templates that will help you tackle invoice tracking, contract and vendor management, and much more.

Business Model Canvas

Operations

Business Model Canvas

See each area of your business in one place that is easily digestible. The business model template from Wrike clearly outlines everything you need in one centralized hub that can be shared with other stakeholders.

Commission Tracker

Operations

Commission Tracker

Easily monitor and calculate commission payments for each of your employees with Wrike’s commission tracker template. Ensure accurate payment requests are submitted to your payroll department.

Contract Management

Professional Services

Contract Management

Manage all your contracts. Get automatic notifications when new requests are submitted or on the verge of expiring. Track their status all in one place.

Client Contact List

Professional Services

Client Contact List

Collect, manage, and organize your client information with our customer contact list template. Grow your client base, access key information for faster invoices, and track upcoming payments.

Enterprise Service Management

Professional Services

Enterprise Service Management

No two companies are the same. Wrike’s enterprise service management template equips your teams with the ability to respond to the unique needs of your organization — fast.

Invoice Tracking

Operations

Invoice Tracking

Wrike’s invoice tracker helps you to better manage the multiple invoices your business sends and receives. It’s fully customizable, so you can add notes to each invoice, assign responsibility to your team members, and categorize by priority of payment.

Professional Services Management

Professional Services

Professional Services Management

A project template for the efficient planning and delivery of client services. Plan projects and map tasks to an interactive timeline, track and report on time spent using a Time Log, and organize deliverables to meet deadlines.

Professional Services Request Management

Professional Services

Professional Services Request Management

A template to help you fast-track requests, track real-time progress, and standardize your pre-close process

Requirements Management

Professional Services

Requirements Management

Streamline requirements management with this pre-built, optimized Wrike template. Capture requirements with request forms, review and assess them with statuses and custom fields, monitor progress with dashboards, and get a full audit trail with native approvals.

Services Scoping and Initiation

Professional Services

Services Scoping and Initiation

Organize and manage the scoping and initiation process with this scope management template. Capture key information with a customized request form, visualize the process with an intuitive workflow, and understand your team’s success with automated reports.

Vendor Management

Operations

Vendor Management

Streamline your seller information with Wrike’s vendor management template. Keep all important vendor documentation in one secure hub and successfully maintain your external working relationships.

Work Requests

Agile teams

Work Requests

Simplify your processes and streamline your workload with the work requests template from Wrike. Categorize and prioritize tasks to make sure your team never misses a deadline again.

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