ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide.
$0
per month per seat
Microsoft Dynamics 365 Customer Service
Score 7.7 out of 10
N/A
Microsoft Dynamics 365 Customer Service is designed to create positive experiences through any channel and on any device to exceed customer expectations.
ClickUp is well suited to organize projects and communicate internally with teams members and externally with clients or vendors. If you need to track emails, any emails responded to from an email sent within ClickUp is automatically tracked within the task where it originated. It also works great for storing document files within projects and tasks and tracking multiple versions of documents created or copied within ClickUp
With the constant changes included in the product, we can now use it for all the customer service scenarios / channels, for e.g. earlier for voice, we had to buy 3rd party CTI based tools, but now Voice Channel being available as the part of the product, that solves that thing. Also we see constantly new AI-driven features added to the product that could save lot of time of the agents while working on the cases like case summary, automate email generation, sentiment analysis etc.
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.
Dynamic CS allows you to access a wider customer base and gain artificial intelligence-powered insights into numerous client interaction activities.
It assists in gaining deep insights into numerous data analyses performed on various customer interaction activities, as well as data visualization and customer satisfaction enhancement.
This product has been extremely beneficial to my firm since it allows us to communicate with customers via a variety of channels, including e-mail and social media.
Extensible, and Microsoft responds rapidly to market demand with new features. In terms of service, both Microsoft customer success and technical teams collaborate closely to ensure appropriate delivery.
A better way to track client interactions is SaaS-based cloud services. This software may also be linked to outlook.
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.
Because for me, working with teams, ClickUp has provided a service that we longed for. Something that is non-complicated and easy to maneuver. We understand the learning curve can be steep, but we are willing to give the software a chance because it is everything we hoped it would be. However, leadership found the project works for our organization at this time. Moreover, we can customize to our needs.
Microsoft Dynamics 365 Customer Service is generally very user-friendly, especially for those familiar with Microsoft products. The strength of Microsoft Dynamics 365 Customer Service is its integration with Outlook and Microsoft Office products like Word, Excel etc. and it user interface being similar to those products. This makes it easy for user to adopt to any new app.
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.
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.
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.
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.
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.
I used Salesforce at my last job and would recommend ClickUp if utilizing the product for more than just sales. My last company tried using Salesforce for a number of other actions, such as department project tracking, client documentation, and outbound communication which did not work well. ClickUp is far better at managing multiple levels of organization within a company.
I have worked with Oracle CRM On Demand earlier, mainly for case management and basic customer support workflows. Oracle CRM was stable and worked fine for standard use cases, but customization was limited and changes usually required more effort and time. Integrations with other systems were also not very flexible. Microsoft Dynamics 365 Customer Service is much stronger in terms of flexibility and scalability. The biggest advantage is tight integration with the Microsoft ecosystem like Outlook, Teams, Power Automate, and Power Apps, which makes automation and productivity much better. Case management, SLAs, queues, and omnichannel features are more advanced and easier to configure.
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.
