Accelo vs ClickUp

• Timing Client Work: You are able to better manage your time on your clients.
• Housing Client Info in one Area: You can view all you need for any given client in one area.

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• RECURRING TASKS - Their recurring tasks are great. There are all kinds of customizations you can use for how often tasks recur. Also, comments on recurring tasks get carried every time the task recurs, so you never forget anything. This was a big reason why we picked ClickUp over other tools.
• TASK STRUCTURE - It's very easy to use and keep everything into the correct tasks. Mentioning other tasks makes it easy to string things together. Also, it's great that we can assign comments, that makes it so we don't have to create quite as many tasks. Also, when a manager needs to review work, staff can just say "finished this draft, can you review?" and assign their manager. Their manager can mark it as complete once they've reviewed it. SO EASY
• CHROME EXTENSION - I love their chrome extension. I can click a button and create tasks in ClickUp without ever leaving my email, it also puts the email in the task as an attachment. I can also attach emails to tasks, which is great.

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• Cumbersome processes - feels like tasks take longer than they should.
• We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
• Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.

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• It maybe could be more simple. Creating a task has so many features you can include that it sometimes may be tough.
• In emails, you are able to attach tasks, but it puts it in an extremely weird format and it is tough to read. I wish there was a way to only put the important information instead of having to put the entire thread in the task.

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• Helps with tracking prospects through the sales/marketing funnel
• Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.

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• ClickUp has helped us close some accounts. They were on the fence, and when they heard how organized we were, that made them feel more confident in accepting our offer.
• ClickUp has helped us in our account retention. As we consistently accomplish everything we see, we gain more trust. Even if they forget what they asked of us, we won't.

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