ClickUp vs. HubSpot CRM

Great for project management, reoccurring task management, building trackers and keeping track of what everyone is up to. Like all software that has great functionality, having solid governance and control over access is essential. I recommend ensuring that your admins/owners have a close eye on what is going on across the space or it can turn into an unmanageable nightmare.

Well Suited - If you have a small sales team and want to focus on your priority leads - Need a tool to frequently email your top of the funnel to ensure brand recall happens the fastest possible way Not Suited - If you are expecting excellent UI/UX with a gamified approach CRM - Looking for a quick easy to use CRM (HubSpot required technical knowledge to setup).

Incentivized

• Customization of fields in Tickets
• Integrations with other sites such as Google, Figma, JIRA, and GitHub
• Combining many apps into one- Ticketing, sprint tracking, form submissions, documentation, file management, and chats
• Continual improvements. The ClickUp team is always making amazing strides to update the site and make it that much better for its users

• Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
• Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
• Automation for follow-up : With its feature called "sequences", follow-up emails made easy.

Incentivized

• Add new people to meetings that are already in progress
• Adicionar pessoas novas em reunioes que já estao em andamento
• Record meetings within ClickUp
• Gravar as reunioes dentro do clickup
• connection with whatsapp to manage leads within the CRM in ClickUp
• conexão com whatsapp para gerenciar leads dentro do CRM no ClickUp

• A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
• Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
• I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)

Incentivized

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

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

Incentivized

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

It's incredibly easy to use, pretty intuitive even to those who are not as technically savvy. For all the basics, most people can figure it out. I think the piece that can get tricky is how things are defined and how to correctly label opportunities at certain stages of the pipeline without getting confused or accidentally duplicating work that's already been done.

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

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

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

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

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

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

I did not make the decision to move to ClickUp, but I did provide feedback and hear feedback from our internal team about how ClickUp centralizes a lot of the company wides resources into one space. I feel that ClickUp provides more dynamic workflow building beyond Jira and Karbon, and tasks and questions are more searchable cross team, causing more time saved and less time reaching out to ask for an update. All Apps have their individual strengths, but ClickUp has it all live together in one space, making it easier overall for searching and updating items internally as a team.

This answer may be a little more concise, as it's simpler! Although functionality is fairly similar, Management brought the Sales team into the boardroom and took us through a high-level guided tour of both Pipedrive & HubSpot CRM. It essentially boiled down to which interface do you prefer/which can you see yourselves using quicker/easier/faster? End result: HubSpot CRM based on unanimous decision!

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

• ClickUp integration into our time-tracking has held team members accountable for detailing/documenting individual tasks within ClickUp.
• AI functions have allowed us to create procedure manuals in a fraction of the time we used to spend manually entering pertinent information.
• Integrating my calendar into ClickUp has allowed me to easily time-block daily tasks and avoid missing deadlines.

Incentivized

• Tradeshow Lists and being able to create lists for our sales team to reach out.
• Email Campaigns about new products and having CTA links for people to click which turn into purchase orders.
• Creating Events and sending out invites for the events and those have turned into leads and business!

Incentivized