ClickUp vs HubSpot CRM

• This software organizes and categorizes different projects in an excellent manner. It allows color-coding of different categories of a project as main headers with subtasks underneath
• It allows sorting and filtration of tasks with priority. This enables the project team to work on urgent tasks first
• It supports mass editing of projects. This is achieved through the selection of multiple project lines, changing their due date, setting their priority and performing other modifications at the same time

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• Allows a business to track the journey of a new lead, from beginning to activation
• Users within the business can easily track progress of mutual clients or leads
• The HubSpot CRM also comes with Hubspot Support, whereby if a user is unsure of how to use a tool, they can seek support to ensure they can optimize their use of the tool(s).

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• List Templates - They have list templates, but the due dates get all mixed up whenever you use them. Right now you have to set specific dates and when you create the list using the template, you just set the first start date and all the other dates get moved according to that first date. However, usually I care more about the LAST due date, not the first. Also, they don't skip weekends or anything. I wish there was a way to set the due dates as "Day 1, Day 2" etc. and to have them skip weekends when they are created.
• Sharing Settings - They've kind of fixed this but before you could only control privacy access on the space level. Now you can set it on anything, however, there isn't a way to share lists, projects, or tasks with clients without them creating a login. They are planning to have this fixed soon though
• Documents and Files - You can easily attach files to tasks or lists, which is great. I would like it if you could also have an area where you could have files that pertain to the whole project, or the whole space, without having to be put in a specific list or task.

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• There should be more control over who can change "Contact Owner" and "Original Contact Owner" (right now anyone has permission/access to make these changes).
• HubSpot should allow more than one contact to have the same email address (for purposes of adding a 2nd contact to a company with a general email address).
• There should be some additional categories with logging a call (ex. "Call Outcome" - line is busy, disconnected, out of service, etc.).

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• Has increased the project management performance
• Has [allowed] us to organize day to day work in a better way thanks to its workload views
• Has allowed us to increase clients interest and participation in the projects allowing us to invite them to the account limiting the access to only their projects

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• ROI may take time to achieve if your business is small.
• Helps organize the deals in the best way, one cannot miss on follow ups.
• Lot of effort is saved on planning communication related to deals.
• All data is organized well.

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