Likelihood to Recommend
I'd say that every business is well suited to this platform regardless of the industry or size. However, I think it suits more businesses that want to scale fast, collaborate more and report on their projects and goals in a friendly and easy-to-use platform. It might come with additional cost for some features such as monitoring capacity, or access to advanced reporting/ limited people per working space, so this might be something that small business should factor in when they're doing their assessment about the platform. Be that as it may, I personally think it's worth exploring and trialing this software as its business use cases can differ greatly from company to company and can be a huge lever to pull for a company.
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It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Read full review Pros Gantt Chart and Calendar Views: ClickUp offers Gantt chart and calendar views that provide a clear overview of the team's progress (pertaining to individual projects) and workload. This helps me in determining the capacity of the team and plan the resources accordingly. Task Management: ClickUp offers a comprehensive task management system that allows individual departments and teams to easily plan, organize, and execute projects. The tool's intuitive and user-friendly interface makes it easy for team members to access and update task information, track progress, and collaborate with one another in real-time. Performance monitoring: The ability to monitor team performance and progress (on specific strategic initiatives and projects), would allow me to have a clear and concise understanding of how the initiative is progressing and how to steer it in the right direction. Read full review Comply clients data Invoices Track and measure time for projects Read full review Cons Dashboards: be able to post automatic progress and take into account calculated custom columns. Customization of roles from the business license Custom columns: being able to manage the ones that were created for all the spaces, currently they represent a problem when many unnecessary ones are created for all the lists or folders. Read full review Synching contacts between iPhone and Teamleader could be easier. Integration with Aweber would be great. Read full review Likelihood to Renew
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.
Read full review Usability
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.
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Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.
Read full review Reliability and Availability
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.
Read full review Performance
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.
Read full review Support Rating
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!
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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.
Read full review Online Training
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.
Read full review Implementation Rating
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.
Read full review Alternatives Considered
ClickUp combines all the good bits of each tool and combines into one, creating incremental value to each on its own. Task and project management are more easily linked together, and processes and SOPs, using task templates, checklist and documents are being more effectively managed within one tool.
Read full review Act-On
I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.
Read full review Contract Terms and Pricing Model
I did not.
Read full review Scalability
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.
Read full review Return on Investment I created a dashboard that would take me less than 5 minutes to provide the information needed rather than working on it on a spreadsheet and manual listing of data I created a custom table view and used the custom fields in generating dashboard. It is a 1 time setup and you can have the update of the client's health anytime, anywhere you want. Read full review Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals. Read full review