ClickUp vs. Pipedrive

Due to its flexibility, ClickUp is a tool that can be implemented on, and for almost anything. Prior experience with similar tools is not required, and I am yet to run into a situation where I couldn't find use in ClickUp somehow. The success of the implementation and adoption solely depends on well constructed processes and management. ClickUp isn't going to magically make your processes run better. If you have solid processes and lack the tool to coordinate these efficiently, ClickUp will help. Similarly it depends on the activity of its users to get the most out of the platform.

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

• Can be as complex or as simple as you want it to be
• Excellent options for customization
• Simple, aesthetically pleasing design
• Multiple views to make it easier to track projects
• Easy to collaborate with others
• User-friendly and easy to learn to use, even if you're not tech-savvy
• Plenty of information out there on how to use ClickUp

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• I use Table view as my primary view. When I click on a task it edits the task name instead of opening the task - this is very frustrating. There should be an icon at the end of the name to edit the task name.
• improved duplication of status levels across all spaces and lists. I find I need to recreate my unique status set when I add a new space or list
• in mobile view condense empty fields (e.g. description) so sub-tasks arent pushed down so far

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

We're very pleased with how the system works in general. For over a year we've barely ever had any problems with ClickUp and there might have only been one or two times when it wasn't operational for us due to a global emergency. Moreover, when we had a problem once with renewing our licenses we've been contacted directly by our account manager and taken care of in a very professional way (with a due refund as well). The exceptional customer service makes us firmly believe that ClickUp is just the right tool for us.

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

It takes a lot of onboarding, training, and tinkering around to use ClickUp to it's full (or even half-full) potential. But once you do, it can do amazing things. There are so many different ways to customize and adapt it to suit your needs. I especially like how different spaces, folders, lists, etc. can have different settings that you can fully customize.

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

I can't recall of any time ClickUp has been down for more than a few seconds. The only availability option is file retrieval at times, some times it just sits there trying to open a file, but again this happens very infrequently.

I understand that it's a beast and does a lot of things, which is probably why it's laggy. But I do find it takes longer than I'd like to load, and if I am sending a complex document to a client or team member they aren't quite sure if they're getting the right thing at first. This is actually a pretty significant problem - my biggest beef with ClickUp.

Every time I communicated with ClickUp, I got a fast and eager-to-please response. There were a couple of times I tried to leave based on another offer of another tool, and they woo'd me back with their warm responses and help to please me. I would highly recommend their customer service team!

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

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.

Using ClickUp is fairly easy. There are multiple guides on how to use all of the functions in the system. An organization wanting to start working with ClickUp should simply try it out and see how it would like to adapt its workflow to the possibilities the system gives the users.

Experiment is the only way to start

ClickUp Business Plan Task Record ✔️ Prioritization ✔️ Task Snooze ✔️ Customization ✔️ Start Date ✔️ Templates ✔️ The other software that I tried do not do all of these things.

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

I did not.

As long as organizations are thoughtful when setting up their workspace, I believe that ClickUp is very scalable. For example, we have divided our spaces into functional areas, and further organized projects into a folder system within spaces. By being thoughtful in the early stages of set up, I believe we are avoiding a disorganized situation down the line where projects lack any clear structured hierarchy.

• We are way more productive now
• Or purchases are under JIT methodology (Just in time), saving alot of money and making the investment only when it is needed.
• Our process are way more organized now.
• Made multi-task possible among many projects at same time
• Our company now is way more connected.

• Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
• I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
• Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.