How to Migrate from Wrike to Agiled (2026 Step-by-Step Guide)

Wrike is a powerful, mature work-management platform with strong reporting, resource management, and enterprise governance. So this is not a "switch because it's bad" move. People go to Agiled because Wrike is built to manage work, not to run a client business: it has no invoicing or payments, no CRM, no interactive proposals or e-signed contracts, and no branded client portal. Its Business tier is expensive (about $25/user/month, with time tracking only from that tier), and seats are sold in fixed blocks of 5, 10, or 25, so you often pay for seats you do not use. Wrike exports tasks and projects to Excel/CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Wrike is still the right call.

Wrike is excellent project software. Agiled keeps full project management and adds CRM, proposals, contracts, time, invoicing, and a branded client portal in one tool. If you are running Wrike plus separate CRM, proposal, and billing tools, this guide is for you.

Comparing first? See Agiled vs Wrike.

Why teams move off Wrike

• No native invoicing or payments. Wrike manages work but does not create invoices or collect payments; you connect a separate billing tool.
• No CRM or sales pipeline. There is no contact or deal management to capture and convert leads.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• No branded client portal. Clients do not get a single branded place to approve work, see progress, and pay.
• Cost and user blocks. Business is about $25/user/month (time tracking only from Business), Business and above are annual-only, and seats are sold in fixed blocks of 5/10/25, so you often overbuy.

Agiled gives you project management, a CRM, proposals and contracts, invoicing, time tracking, and a client portal.

The honest part: when Wrike wins

Wrike is a genuinely strong work-management platform: custom item types, advanced reporting and dashboards, resource and capacity planning, request forms, proofing, and enterprise governance. If your core need is large-scale project and portfolio management with mature reporting and resource planning, and CRM, billing, and proposals live in tools you are happy with, Wrike is a reasonable choice, especially for bigger teams that need its depth. This guide is for service businesses that want projects plus CRM, delivery, and billing in one place.

What exports from Wrike

Data in Wrike	Can you take it?	How
Tasks / projects	Yes	Export to Excel/CSV
Folders / structure	Partial	Export where available
Comments / activity	Partial	Export where available
Files / attachments	Yes	Download from tasks
Time entries	Partial	Export where available (Business+)
Dashboards / reports	No	Rebuild in Agiled
Automations	No	Rebuild in the workflow builder

The takeaway: tasks, projects, and files move via Excel/CSV and downloads, so your project data transfers cleanly. Dashboards and automations are rebuilt in Agiled.

How Wrike maps to Agiled

Wrike	Agiled equivalent	Notes
Tasks / projects	Projects	Kanban, Gantt, dependencies
Folders / spaces	Projects	Organize by client or project
Time tracking	Time tracking	Timer to invoice
(none) CRM	CRM	Contacts, companies, pipeline
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Client portal	Client portal	Branded, custom domain
Automations	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your projects (Day 2-5)

1. Export tasks and projects from Wrike to Excel/CSV.
2. Recreate your project structure in Projects and import tasks.
3. Download attachments and re-upload to the relevant projects.

Phase 3 - Add CRM, delivery, and billing (Day 5-8)

1. Set up your CRM pipeline for leads and clients.
2. Build proposal, contract, and invoice templates in Documents and Finance.
3. Configure time tracking and scheduling, and rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Run active projects in Agiled and convert completed work into invoices.
2. Invite active clients to the client portal.
3. Cancel Wrike and any separate CRM/billing tools you have replaced.

What it costs after you switch

Wrike is per user: Free for up to 5 users, Team at about $10/user/month ($9.80 billed annually), and Business at about $25/user/month ($24.80 annually, with time tracking and resource management only from this tier). Enterprise and Pinnacle are custom-quoted. Business plans and above are annual-only, and seats are sold in fixed blocks of 5, 10, or 25, so you frequently pay for unused seats. On top of Wrike, a client business adds CRM, proposal, and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with project management, CRM, proposals, contracts, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the project tool price. Add the CRM, proposal, and billing tools you run alongside Wrike before comparing.
• Forgetting the user blocks. Wrike sells seats in groups of 5/10/25, so count the seats you actually pay for, not just the per-user rate.
• Assuming time tracking is included. Wrike only includes time tracking from the Business tier.
• Skipping the Excel/CSV export. Export tasks and projects before cancelling.
• Skipping the end-to-end test.

When you should stay on Wrike

• Your core need is large-scale project and portfolio management with mature reporting and resource planning.
• You rely on Wrike's request forms, proofing, or enterprise governance.
• CRM, billing, and proposals live in tools you are happy to keep separate.

If you are juggling Wrike plus CRM and billing tools, Agiled consolidates it. See the Agiled vs Wrike comparison.

Frequently Asked Questions

Does Wrike include invoicing?

No. Wrike is a work-management platform and does not create invoices or collect payments natively; you connect a separate billing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

How do I move my Wrike data into Agiled?

Export your tasks and projects to Excel/CSV, recreate your project structure in Agiled's Projects, and import the tasks. Download your attachments and re-upload them. Dashboards and automations are rebuilt in Agiled.

Is Agiled cheaper than Wrike?

Often, yes, once you count the full stack. Wrike's Business tier is about $25/user/month (sold in seat blocks) and adds separate CRM, proposal, and billing tools. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.

Does Wrike have a free plan?

Yes, for up to 5 users with basic task management. Paid tiers add the features most teams need, with Business and above billed annually. Agiled has a limited free single-user workspace plus monthly or annual paid plans starting at $29/month ($24 annual).

Will I lose data if I leave Wrike?

Not if you export first. Export tasks and projects to Excel/CSV and download your attachments before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Wrike: full comparison
• Migrate from Asana to Agiled
• Migrate from Monday.com to Agiled
• Migrate from Smartsheet to Agiled

Ready to start? Create your free Agiled account and import your projects today.