ClickUp vs. Dialpad Connect

I think it is great for task management and project management. It allows for much easier cross-team collaboration. Personally, I found it useful as a project and team manager to better keep track of all the deliverables that have been assigned to various members of the team. It is less appropriate to use as a CRM even though the website mentions it can be used as one, it still lacks many features which a full-fledged CRM would provide.

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I like that it allows for a seamless transition of calls between our 2 offices. I don't have to forward or un-forward phones at the beginning and end of my day. Our offices are on a specific schedule which opens the phone lines at a certain time, transfers them to another office at another time, and then sends them to an after hours number when we close. I also like how easy it is to change settings within our different departments and contact centers. It's a very well-rounded program that is easy to use on your computer or phone.

• Task Management - you can easily track details and notes of the tasks, deadlines and important dates, and notes and key links for the task. This has really leveled up how we manage projects and tasks.
• Operational efficiency - by tracking where time goes the most or which tasks go the most, it enables you to identify areas where the most time is being spent and if that process needs to be improved or changed to streamline workflow.
• SOP/Document storage - it is easy to create documents for standard operating procedures and processes and have a file to easily locate and reference them.
• Files for projects or clients - ClickUp allows you to create separate files, folders, and subfolders to easily store and locate any corresponding tasks, projects, or important documents for that specific project or client.
• AI overview - for tasks or documents with longer note sections or that have spanned more time and have more notes involved, ClickUp has an AI overview tool that helps with summarizing.

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• Ease of signing on and calling in
• Clear audio/sound, no static or poor connections
• Can choose to be on video or not
• The organizer and participants can see all who are on the call
• Meetings can be auto-recorded and sent to organizer at end of call
• Hold music can be played for initial caller
• Meeting is auto-transcribed
• Action items are automatically listed for the organizer
• Summary list shows all who were in attendance
• Summary shows duration of callers on the meeting
• Can load images of attendees when setting of the meeting

• The AI ​​integration is a bit clunky and feels forced.
• The uncontrolled use of custom fields by the team
• Configuring environments to reduce complexity
• La integración de la IA es un poco tosca y se siente forzada
• El uso incontrolado de los custom fields por parte del equipo
• La configuración de los entornos para reducir complejidad

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• The only example I can list for improvement is that occasionally the message has some mistranslation(s). But I can usually figure out the missing words. The 'southern USA' dialect may be partly to blame....
• The functionality is really great. It is the best app I have used for messages in all of my customer service jobs.

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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.

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Dialpad Talk is easy to use and no one has had a problem using it. Even when we have had questions/problems we have been able to fix it ourselves without having to go to Dialpad to ask for help, which saves everyone time. We don't have any reason to cancel our use of this product and we are very happy with how it performs for our team.

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ClickUp is generally very usable once the workspace is properly organized. The flexibility of views, custom fields, task structure, dashboards, and automations makes it easy to adapt the platform to different teams and workflows. The main reason I would no rate it a 10 is that the amount of functionality can make the interface overwhelming, specially for new users. large workspaces with many custom fields, notifications, views, and hierarchy levels can also require some training and ongoing governance.

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Overall, it is quite user-friendly and quick to set up, even for beginner levels. It is also easy to onboard new hires and get them to take calls quickly. The main complaint is that the analytics are difficult to find, gather, and interpret.

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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.

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There have not been any outages that I am aware of and we have had consistently good coverage since the start. There can be a slight lag from the office to the mobile app, but it is not terribly noticeable and it has not resulted in any calls being prematurely hung up

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.

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The emails of voice transcription come very quickly after a call has been completed and except for a few fairly difficult names are pretty accurate. The ability to quickly listen to the voicemail from email without having to open the app is also a bonus. I have not noticed or heard of any slowdowns

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.

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The original date for roll-out, was unable to happen because there was an issue finding our existing phone lines to port them... The only reason I gave a 9 is [that] the original person we have been working with, Rolled out phones. Pro without telling anyone and then went on vacation, I only say this to explain that there is a gentleman that took over to help us named Brett and he was FANTASTIC! He allowed a ton of calls and answered all of them, walked us [through] settings, profile set up, and even emailed screen shares so we could help other members of our team! Thanks so much, Brett you ROCK~

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Welcoming and easy to follow the instruction

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.

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Simple and easy to follow, we had our branches around the country to be trained and the feedback was great. Only take if there was a desk phone training that would be great. The team provided us with video for the desk phone training

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.

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I didn't participate in the implementation. But obviously it went flawlessly, as all users are set up in-house, and on the app.

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ClickUp is more robust and customizable than the ones we tried. I like Notion's user interface but seems more powerful to track progress. We didn't need the timetracker part of Monday and Asana seemed a little too cumbersome. So ultimately we went with ClickUp because it had the most potential... potential that we still have yet to harness.

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Panterra is dependable and has good support. Dialpad Connect has more features and an easier interface. AT&T has a lot of features, but Dialpad Connect's interface is easier. AT&T does not do call transcription that I know of. Comcast BVE and 8x8 services are lower quality and service is not great.

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Overall program is of average cost. SInce I use it simply for its phone/text capabilities. I would hazard that company that needed more options, might see it differently

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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.

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So far, Dialpad has been a great improvement for our organization. It allows everyone to be on the same service and the integration with the mobile app means everyone is still using the "office" numbers even when on the go which makes it easier not having to balance multiple phone numbers from people

• Reduced about 35% of our yearly tech stack spend by replacing other products
• Ability to negate automation software with more open API key abilities connecting to one streamlined service
• Reduced onboarding time and improved project speed with use of systems by 20%

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• Saves me time with a downloadable transcript for call documentation.
• All calls are automatically recorded, which provides proof of what was said.
• Translation availability using IVR and AI language allows us to communicate with all families without needing to find a translator.

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