ClickUp vs Pipedrive

• 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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• Their pipeline is super simple with drag and drop features, and a clean and clear view of your deals and deal amounts.
• They have a great automation system that allows for tasks and emails to be sent when a stage changes.
• They have a great note system that allows voice recording and easy phone access to manage notes while on a call.

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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 is definitely a bit of a learning curve
• Marketplace integrations developed by Pipedrive need some work as they're not too reliable or 'fully-featured' yet
• It is expensive compared to alternatives and extra addons are costly even though it could be argued they should be part of the main package.

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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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• 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.

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