Basecamp vs. Capsule CRM vs. ClickUp

Basecamp is a wonderful tool for teams of varying degrees of technical knowledge, teams managing lots of different types of "agifall" and waterfall projects, and teams that are remotely distributed. It's probably less useful for more strictly agile-focused development teams, compared to other more flexible software applications like Jira and Asana.

Incentivized

It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.

Incentivized

When we first began using ClickUp, we had alternative applications for client communication. Using ClickUp to document, store, and resolve client tickets is not ideal. The ClickUp fields that show up on every single task, even when blank, makes it difficult to determine what is actually needed. ClickUp has made a number of significant changes to how it functions within the last few years and not all of them, in my opinion are better. We have a hard time getting used to the new layouts and as mentioned, this is relied upon daily by every department.

Incentivized

• Task management - It is very easy to add, organize and discuss tasks within Basecamp's interface.
• The "Campfire" function is great for communicating when you just have a quick question for someone on the team.
• Notifications - Basecamp lets you decide how often and about what you'd like to be notified. The ability to respond to messages in Basecamp directly via email saves a lot of time.

Incentivized

• Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
• The UI is clean and intuitive. We don't get easily overwhelmed while using it.
• Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
• I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
• Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.

• Customization is huge for us! We do not have the aspects of standard project management, so having the ability to customize basically everything in ClickUp is amazing.
• An outstanding free version of the software! We are a small nonprofit organization that cannot afford the robust levels of other software, so having access to SO MUCH for free is incredible.
• The layout and organization of tasks, Spaces, folders, etc. is perfect. I love how I can see which task all of my subtasks belong to on my dashboard. And the option to change colors and icons for everything also really appeals to my obsessive brain.

Incentivized

• High Learning Curve. It's true that it can be easy to use, but to use well and effectively takes some time to learn. It's recommended to have an agreed-upon system in your team of what tools to use and when.
• Notification Overload. If people aren't careful they could send a notification to everyone when only a couple people were meant to be prompted. And since emails are sent by default, you could have your mailbox overloaded with unnecessary updates. This is where it takes a bit of training in your team to have an agreed-upon system.
• Lack of organization with Archived Projects. I will often need to reference an archived project to make a new one, but there is only a list of archived projects in alphabetical order, with no way to organize by archive date, or even search.

Incentivized

• Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
• It needs to improve the user interface and make it more productive especially on the calendar view.
• The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

• I would like to see when scheduling a task for someone, their available hours, as I am scheduling instead of having to go back to the workload view
• I'd like easier UX and understanding of what all of the different levels of folders, lists, tasks, can do and what they should be used for
• Notifications can be cleaned up

Incentivized

When I bring new people onto a project, it's immediately obvious how to use Basecamp. I don't have to worry about teaching them the features or walking them through it, it's just incredibly user-friendly. For this reason, I'll continue to renew my subscription even as new people are brought onto production jobs or the client changes.

It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.

Incentivized

It is easy to use, even for clients who have no experience with the platform. It can only get a little cumbersome to ensure that a client can't see certain documents you might want to keep in the Docs & Files folders. And sometimes, getting a client to actually use an unfamiliar platform can be a challenge.

Incentivized

As a well-rounded business tool, Capsule CRM is an excellent choice. It fulfills our requirements and aids in the operation of our business. One of the most effective tools for managing our business solutions and supply chains is adding this tool to our system to see the fantastic results of effective management. Capsule CRM could try and see what they're offering to get the best results.

Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.

Incentivized

I've never experienced downtime while using Basecamp, or been unable to access it when I needed it. That's not to say they've never had downtime, but I've been lucky enough not to encounter any, and I work odd hours, including late nights when maintenance is often undertaken.

Incentivized

For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.

Incentivized

The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.

Incentivized

For the many reasons I've given, Basecamp is a very strong program. There are a few features I can imagine that might make it even better, but I don't have a basis for comparison to be able to say that there is definitely a better one out there. I've noticed that Basecamp has evolved a bit from the time I started using it until now, so that makes me think that the producer of this program values it and believes in continuous improvement. If you could use the features offered by Basecamp, I would think you could use it with confidence.

Incentivized

Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.

Incentivized

I started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.

Incentivized

There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.

Incentivized

Decide the process before implementation - i.e. when it's due 8/9 does that mean 8am, noon, 5pm, 11:59pm? Check your to-do list frequently Set-up templates - just not with the dates (they can be funky)

Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.

And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.

Incentivized

Pretty good, but [Basecamp] has its drawbacks. Honestly I find the interface non-intuitive and sometimes have trouble figuring out how to change the status of a task. Perhaps it has something to do with the way it was originally set up by the admin, but I'm not sure. I liked Jira's drag and drop obvious functionality, but the project management side of the software was lacking. Smartsheet has excellent project management functionality, but the task management isn't as good.

Incentivized

We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem

Incentivized

It’s far better than Slack. However, I found Monday mobile app much better and they have a good CRM. I chose ClickUp because it was already being used my the company who invested in us and they asked us to use it. We quickly adopted

Incentivized

Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.

Incentivized

• It has saved me time when having to get the same message out to multiple restaurants
• It has helped us make smarter operational decisions because we can all collaborate on an answer in a shorter amount of time (instead of calling a meeting!!!)
• The calendar function allows us to plot out our marketing agenda for the month and add/change it together as needed. The chef will post his recipe, the managers will cost it out, the social media manager will post pictures on it, and ultimately we will get that information out on an info sheet to the staff by printing the page.

Incentivized

• It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
• It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
• Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.

Incentivized

• Reduced walk-up work and miscommunications
• We have been able to actually document time spent doing specific tasks, when before we were just guessing
• We have been able to implement a rating system for projects that allows us to prioritize work more effectively

Incentivized