ClickUp vs Keap

• 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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• Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
• CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
• Innovation - they were one of the first in the market and are still innovating to make the product better.

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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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• Keap is almost infinitely customizable, and it is VERY powerful, and I think all that potential can overwhelm the new user. The key is to start small and simple - even little automations can make a huge difference.
• My business is simple enough that I find Keap's reporting sufficient, but I hear from other business owners that they would like more/different reports.
• The state-by-state, regional and municipal sales tax thing can get complicated, but I hear they are working on it.

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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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• I’ve generated leads and closed business with Keap non-stop since 2008
• Keap notifies my team around the world when a lead, sale, or issue comes in
• Keap automation does the work of at least two to three people 24/7 since 2008

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