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. ClickUp Brain² is deeply embedded into the workspace, offering conversational intake for project scoping and autonomous task generation. It can transform brainstorming docs…
$0
per month per seat
Upland PSA
Score5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects). With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
Tenrox has a great email reminder system for when people need to submit or approve timesheets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
(The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
