ClickUp vs. Procore

I think it is great for task management and project management. It allows for much easier cross-team collaboration. Personally, I found it useful as a project and team manager to better keep track of all the deliverables that have been assigned to various members of the team. It is less appropriate to use as a CRM even though the website mentions it can be used as one, it still lacks many features which a full-fledged CRM would provide.

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It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

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• Task Management - you can easily track details and notes of the tasks, deadlines and important dates, and notes and key links for the task. This has really leveled up how we manage projects and tasks.
• Operational efficiency - by tracking where time goes the most or which tasks go the most, it enables you to identify areas where the most time is being spent and if that process needs to be improved or changed to streamline workflow.
• SOP/Document storage - it is easy to create documents for standard operating procedures and processes and have a file to easily locate and reference them.
• Files for projects or clients - ClickUp allows you to create separate files, folders, and subfolders to easily store and locate any corresponding tasks, projects, or important documents for that specific project or client.
• AI overview - for tasks or documents with longer note sections or that have spanned more time and have more notes involved, ClickUp has an AI overview tool that helps with summarizing.

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• Does well Emailing me (If i am subscribed to a project) to let me know when revisions have been updated.
• Easy to navigate
• Great at Allowing me as a project Engineer to Upload my drawings to Procore. Not a lot of steps, and very easy to do.

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• The AI ​​integration is a bit clunky and feels forced.
• The uncontrolled use of custom fields by the team
• Configuring environments to reduce complexity
• La integración de la IA es un poco tosca y se siente forzada
• El uso incontrolado de los custom fields por parte del equipo
• La configuración de los entornos para reducir complejidad

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• Downloading drawing sets sometimes involves an extra step that holds up the process
• The dashboard is simplistic to the point that I don't feel like I am getting enough information about a specific project from the get-go
• Granting access to a project on Procore is not very straightforward as a consultant- restrictions sometimes cause hold-ups

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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.

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We will undoubtedly renew Procore as it has proven itself to be a means to better track and improve upon our efficiency and communications between job sites and their project managers as well as all other departments. Procore has made an incredible impact on how we, as a company, do our job on all levels; it is one of our most powerful and effective resources.

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ClickUp is generally very usable once the workspace is properly organized. The flexibility of views, custom fields, task structure, dashboards, and automations makes it easy to adapt the platform to different teams and workflows. The main reason I would no rate it a 10 is that the amount of functionality can make the interface overwhelming, specially for new users. large workspaces with many custom fields, notifications, views, and hierarchy levels can also require some training and ongoing governance.

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90% of Procore is very intuitive and any user can pick it up and go. There are a few elements, more so on the Financials side that need some prior knowledge of systems in order to understand how and why it functions as it does. Once this is understood, it flows effortlessly

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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.

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If you are working in an area with little to no signal, Procore will still allow you to get in the system and use it fully and will then update once you are at a place with a strong enough signal. Whether it be with wifi or LTE cell phone reception.

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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.

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For the most part Procore is very responsive. However there are times when it's a little slow but it's minimal.

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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.

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General Support for Project Management and Financials is consistent. The ERP support is never consistent and I do end up at times in a black hole. I have to continually reach out to get the issue resolved or get an update. The ERP support needs more of Procore's attention

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Procore's Implementation Team does a great job of ensuring users are confident in using the system. They run through a process of training sessions based on the tools you have purchased, and lay ou ta plan to help the power users configure the tool to suit the company's needs. They provide useful resources for certifications, support and ongoing training as well.

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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.

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Procore's certification program and focused how-to training videos allowed for easy training that did not feel overwhelming. The way the certification programs were broken up into small parts made it seem much less daunting to complete. The training feels focused and does not overload users with too much information all at once.

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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.

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Iron out your cost code list in your accounting software before you link with Procore. Once the link is established that list is more or less permanent. Review the permission matrix carefully. It controls so much. You want to ensure the information provided to your users adequate but you also want to protect your sensitive data. Procore Financials are organized in a total contract value style. Any markup or Profit will need to be sent somewhere on your budget. This may be significantly different than the Cost budgeting that many contractors do

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ClickUp is more robust and customizable than the ones we tried. I like Notion's user interface but seems more powerful to track progress. We didn't need the timetracker part of Monday and Asana seemed a little too cumbersome. So ultimately we went with ClickUp because it had the most potential... potential that we still have yet to harness.

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Procore has a clearer user interface and a wider variety of tools than any program I've used. Procore also lives up to their name in terms of helpful and fast customer service. There is always a Procore rep. that is available to contact, making any problems just a mini hurdle.

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.

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once in awhile Procore is down for a period of time, its frustrating when it happens but doesn't tend to last long.

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• Reduced about 35% of our yearly tech stack spend by replacing other products
• Ability to negate automation software with more open API key abilities connecting to one streamlined service
• Reduced onboarding time and improved project speed with use of systems by 20%

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• The Procore service impacts on construction projects are effective and reliable on production acceleration.
• The collaboration is stable and easy files access and uploading of engineering drawings and plans is excellent.
• New project planning and project financial data management on Procore functions are excellent.

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