ClickUp Professional, Scientific, and Technical Services Industry Insights

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Insights from ClickUp Reviewers

Based on 19 verified reviews published in the last 18 months

ClickUp is designed to simplify teams’ workflows by replacing multiple productivity apps at once, automating manual work, and integrating with tools in your existing tech stack. How has your team been able to simplify your productivity processes with ClickUp, if at all?

17 answered

For Professional, Scientific, and Technical Services firms, ClickUp primarily delivers value by enabling the consolidation of disparate project management and operational tools into a single platform. Nearly half of reviewers, 8 out of 19, noted significant gains in efficiency by replacing multiple software solutions, including specialized tools like Jira and Wrike, with ClickUp. This consolidation is particularly beneficial for firms managing diverse client projects and requiring a unified view of their operations without the overhead of maintaining several subscriptions and data silos. Furthermore, the platform's automation capabilities are highly valued, with 8 reviewers highlighting its role in streamlining routine tasks and standardizing complex workflows. This focus on automation and tool consolidation directly addresses the industry's need for consistent service delivery and efficient resource allocation across varied engagements, while also centralizing critical client and project information for improved accessibility and context.

Consolidating tools

8 mentions

Professional, Scientific, and Technical Services firms frequently manage complex client projects, often necessitating a…

Professional, Scientific, and Technical Services firms frequently manage complex client projects, often necessitating a suite of specialized tools for different functions. Reviewers indicate that ClickUp effectively reduces tool sprawl, with 8 out of 19 reviewers successfully replacing multiple systems like project managers, task trackers, and even physical whiteboards with a single ClickUp instance. This consolidation streamlines operations, reduces software costs, and simplifies employee onboarding in an industry where project-based work often means rapidly scaling teams.

Before using ClickUp, I used about 6 different tools to manage and run my firm and client projects.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
We use ClickUp to task our teams, with a lot of recurring tasks for paid media; pacing, reconciliation, optimizations, etc.
Group Director, Client Operations, Modifly (11-50 employees)View Full review
We literally don't need any other tool because ClickUp has what we need to communicate and stay organized with our team.
Project Manager, Madroit Marketing (1-10 employees)View Full review

Automation of tasks

4 mentions
ClickUp automates and simplifies many tasks for us, the original automation is still being used extensively, the new AI agents are starting to improve automation across areas.
Owner, RSX Marketing (1-10 employees)View Full review
We have used Zapier and PandaDoc to automate the process of issuing contracts, proposals, HR policies.
Founder CEO, CompassPoint (11-50 employees)View Full review
ClickUp helps us by leveraging the templates which has all the steps and directions in checklists for the teams for each of these repeatable tasks to ensure the work gets done correctly.
Group Director, Client Operations, Modifly (11-50 employees)View Full review

Automation of routine tasks

4 mentions
With all the automations we've supported on the platform, the workflow has increased significantly.
Software Engineer, Corporación GSA (11-50 employees)View Full review
Internal automations and integrations to external tools like Jira
PMO, JFROG (1001-5000 employees)View Full review
Yeah, it's good at simplifying our workflows and integrating with automation tools such as N8N.
Marketing, Openmind (11-50 employees)View Full review

Integration with existing tools

2 mentions

Professional, Scientific, and Technical Services firms often rely on a core set of specialized applications that must s…

Professional, Scientific, and Technical Services firms often rely on a core set of specialized applications that must seamlessly interact with project management solutions. Reviewers appreciate ClickUp's capacity for integration, with 2 out of 19 noting its ability to connect with critical business platforms like Hubspot, Gmail, and even other project management tools like Jira. This ensures that client communications and project data remain synchronized, minimizing context switching for service delivery teams.

Internal automations and integrations to external tools like Jira
PMO, JFROG (1001-5000 employees)View Full review
We have connected Hubspot and Gmail to allow a streamlined experience, whichs allows us to stay in ClickUp much more.
Customer Experience Coordinator, Bofu Agence Marketing (11-50 employees)View Full review

Centralized information

2 mentions

For Professional, Scientific, and Technical Services, maintaining a single source of truth for client projects, communi…

For Professional, Scientific, and Technical Services, maintaining a single source of truth for client projects, communications, and documentation is paramount for efficiency and compliance. ClickUp is recognized by 2 reviewers for its ability to centralize all project-related information. This central repository ensures that all team members have immediate access to necessary context and documents, improving collaboration and reducing the time spent searching for information across various platforms.

Because of this we don't just save the cost of other tools but the context stays in on place and the accessibility is unparalleled.
Owner, RSX Marketing (1-10 employees)View Full review
With ClickUp, I'm able to track conversations as they relate to a project and save their documents so everything I need to complete my projects are all in one place.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review

ClickUp aims to foster collaboration between all teams within an organization. How has your organization's collaboration improved since adopting ClickUp, if at all? This may include brainstorming, managing projects or tasks, tracking org-wide goals, and/or communicating with other departments or teams.

13 answered

Professional, Scientific, and Technical Services firms report that ClickUp significantly enhances internal collaboration by centralizing project information and streamlining task management. The platform's ability to create a single source of truth for client projects, historical data, and ongoing tasks is particularly valuable for teams that often juggle multiple complex engagements, as noted by 5 of 19 reviewers. This centralized approach fosters greater transparency and ensures that all team members, from assistants to project leads, have the necessary context for their assignments. Reviewers frequently highlight how the tool improves visibility into project progress and individual task contributions, which is critical for maintaining accountability and meeting client deadlines in a service-oriented environment. Furthermore, ClickUp's communication features, including tagging and multimedia notes, are found to facilitate efficient, context-rich interactions between specialized teams, helping to maintain project momentum and clarity across departmental lines. The robust task management capabilities are seen as a key driver for improved overall collaboration within these service-driven organizations.

Task Management and Visibility

5 mentions

ClickUp significantly improves task management and visibility, which is essential for Professional, Scientific, and Tec…

ClickUp significantly improves task management and visibility, which is essential for Professional, Scientific, and Technical Services firms handling intricate projects with multiple contributors. The platform allows for detailed task breakdowns, including subtasks, enabling every team member to track their specific responsibilities and progress. This granular visibility ensures accountability and provides project managers with a clear overview of all ongoing activities and their status.

When I need to assign a task to my assistant, they have the information to know what client, the project's history, and additional information that I might have that I didn't communicate to my assistant.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
Our teams are able to collaborate across a range of shared projects by providing comments and feedback within a given task.
Founder CEO, CompassPoint (11-50 employees)View Full review
With our ClickUp we make subtask within a big task so everyone that is assigned to that task can check off when they did their part.
Paid Media Specialist, Martin City Marketing (11-50 employees)View Full review

Centralized Information Hub

5 mentions

For Professional, Scientific, and Technical Services firms, ClickUp serves as a crucial centralized information hub, pr…

For Professional, Scientific, and Technical Services firms, ClickUp serves as a crucial centralized information hub, providing all team members with immediate access to project history, client details, and associated documentation. This capability ensures that project context is preserved and easily shared, reducing communication overhead and enabling seamless delegation of tasks to specialized personnel or new team members. The platform's ability to consolidate project-related data is highly valued for maintaining consistency and efficiency across diverse client engagements.

My team's collaboration has improved because there is visibility in the firm's projects. When I need to assign a task to my assistant, they have the information to know what client, the project's history, and additional information that I might have that I didn't communicate to my assistant.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
All teams are able to see progress of new business outreach as we have a CRM space.
Founder CEO, CompassPoint (11-50 employees)View Full review
It helps so things don't get lost. And things don't get closed out or forgotten by someone if it was just word of mouth or my message.
Paid Media Specialist, Martin City Marketing (11-50 employees)View Full review

Communication Features

2 mentions

ClickUp's communication features are highly valued by Professional, Scientific, and Technical Services teams for their…

ClickUp's communication features are highly valued by Professional, Scientific, and Technical Services teams for their ability to streamline interactions and provide context-rich feedback. The option to tag colleagues directly within tasks, coupled with multimedia communication like video and voice notes, enhances efficiency by keeping discussions directly tied to the relevant work item. This functionality helps specialized teams collaborate more effectively without losing critical project context.

They can ask each other for help by tagging and the task has the context which created efficiency.
Founder CEO, CompassPoint (11-50 employees)View Full review
Comments with video and voice notes work extremely well in this environment.
Project Manager, Madroit Marketing (1-10 employees)View Full review

Centralized Task Management

2 mentions

Centralized task management within ClickUp is particularly advantageous for Professional, Scientific, and Technical Ser…

Centralized task management within ClickUp is particularly advantageous for Professional, Scientific, and Technical Services firms that integrate resources from various platforms into their projects. It allows for the consolidation of all necessary elements, such as design files or documents from external tools, into a single, easily traceable location. This streamlines workflows and ensures that all outstanding client tasks are captured and managed effectively, preventing oversight.

We had so many balls in the air, but once we implemented ClickUp within our organization, we were able to input all outstanding tasks for clients.
Social Media Manager, S&A Communications (11-50 employees)View Full review
Has made it a lot easier to track everything needed for a task/project even from other platforms (ex: Canva designs, photos in Google Drive, etc.)
CEO, True Blue Creatives (1-10 employees)View Full review

Project and task management

2 mentions

The robust project and task management features in ClickUp are highly beneficial for Professional, Scientific, and Tech…

The robust project and task management features in ClickUp are highly beneficial for Professional, Scientific, and Technical Services firms in coordinating efforts across various departments and client projects. It facilitates clear communication regarding project status and deliverables, allowing different teams to understand each other's contributions. This comprehensive management capability is cited by 2 of 19 reviewers as a direct driver for increased overall collaboration.

ClickUp is great for communicating with other departments and giving them view on what our department is doing. It's also great for managing projects and tasks.
Marketing, Openmind (11-50 employees)View Full review
Our overall collaboration has increased due to the robust task management.
CFO, Spero, LLC (51-200 employees)View Full review

What positive or negative impact (i.e. Return on Investment or ROI) has ClickUp had on your overall business objectives?

15 answered

For Professional, Scientific, and Technical Services firms, ClickUp emerges as a significant enabler of operational efficiency and project delivery, directly contributing to business objectives by streamlining complex workflows and consolidating critical information. Reviewers frequently highlight substantial gains in productivity, with 5 of 19 reviewers pointing to increased efficiency through better task organization and client communication. This translates into tangible benefits such as reduced missed deadlines and less time spent on internal coordination, which is crucial for maintaining project timelines and client satisfaction in a service-oriented environment. Furthermore, the platform's ability to centralize project data and knowledge management is particularly valuable for this industry, where diverse project teams and client engagements necessitate a single source of truth. The reported time savings, cited by 4 of 19 reviewers, extend to onboarding new projects and team members, accelerating the readiness of resources to contribute to billable work.

Productivity and Efficiency

5 mentions

For Professional, Scientific, and Technical Services, enhanced productivity directly impacts billable hours and project…

For Professional, Scientific, and Technical Services, enhanced productivity directly impacts billable hours and project profitability. ClickUp is reported to significantly boost team efficiency by consolidating project data and improving task management, leading to fewer missed deadlines and reduced operational overhead in resource allocation. This allows firms to manage client engagements more effectively and scale operations without proportional increases in administrative burden.

Saved 6 hours a month in team check in calls
Founder CEO, CompassPoint (11-50 employees)View Full review
ClickUp allowed my business' efficiency to drastically increase due to the consolidated project information, client communications, and task organization in one place.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
Saved me an hour a day with follow ups and tracking by using an AI agent.
Founder CEO, CompassPoint (11-50 employees)View Full review

Time Savings

4 mentions

In the Professional, Scientific, and Technical Services sector, time is a critical, billable asset. ClickUp helps firms…

In the Professional, Scientific, and Technical Services sector, time is a critical, billable asset. ClickUp helps firms reclaim valuable hours by reducing the need for daily check-ins, shortening project durations, and streamlining onboarding processes for new projects and team members. This direct reduction in non-billable administrative time allows teams to focus more on client work and strategic initiatives, improving overall project economics.

Saves hours for onboarding & training since the resource library and SOP docs makes it really easy for new hires to find the information they need.
CEO, True Blue Creatives (1-10 employees)View Full review
it saves time definitely, it reduces confusion between employees etc
Front End Developer, Logicwind (51-200 employees)View Full review
ClickUp saves us daily meetings and shortens the project duration by an average of 5%.
PMO, JFROG (1001-5000 employees)View Full review

Centralization and Organization

2 mentions

Professional, Scientific, and Technical Services firms manage a high volume of diverse client projects, making centrali…

Professional, Scientific, and Technical Services firms manage a high volume of diverse client projects, making centralized information management essential for consistency, compliance, and knowledge transfer. ClickUp provides a unified platform for project information, client communications, and business knowledge, reducing information silos and ensuring all team members have access to the most current data. This organizational benefit is critical for maintaining high service quality and efficient collaboration across complex engagements.

The central location of all business knowledge whether in ClickUp Docs or the integration for Google Drive has made it so simple to find everything.
Owner, RSX Marketing (1-10 employees)View Full review
ClickUp allowed my business' efficiency to drastically increase due to the consolidated project information, client communications, and task organization in one place.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review

Besides ClickUp, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

6 answered

Professional, Scientific, and Technical Services firms leverage a foundational set of productivity and office suite software to manage their general operational needs, complementing specialized tools for project and client management. While the primary focus of reviews often centers on the core product being evaluated, a segment of these professionals indicates reliance on established ecosystems for daily tasks. Specifically, 2 of 11 reviewers mentioned using general productivity and office suites, highlighting the integration of these broader platforms into their workflow. This suggests that while industry-specific tools handle project complexities, established office suites remain critical for communication, document creation, and data storage, forming a diverse technology stack tailored to professional service delivery.

Productivity and Office Suites

2 mentions

For Professional, Scientific, and Technical Services, general productivity and office suites serve as essential backbon…

For Professional, Scientific, and Technical Services, general productivity and office suites serve as essential backbones for daily operations, handling tasks like communication, document management, and data storage. The mention of various established platforms by 2 of 11 reviewers indicates that firms in this sector integrate these broad-purpose tools alongside their specialized project management software. This reliance underscores the need for interoperability and a robust, familiar environment for administrative and collaborative tasks that underpin client-facing work.

Apple iCloud
Owner, RSX Marketing (1-10 employees)View Full review
Google Workspace
Operations Specialist, AVINTIV Media (11-50 employees)View Full review

Describe how you use ClickUp in your organization. What are the business problems the product addresses and what is the scope of your use case?

18 answered

For Professional, Scientific, and Technical Services firms, ClickUp primarily functions as a robust platform for comprehensive project and task management, a critical need given the project-centric nature of the industry. Reviewers consistently leverage the tool to streamline diverse client engagements, from creative marketing campaigns to web development and SEO projects, noting its effectiveness in overseeing deliverables and workflows. The platform addresses the challenge of maintaining organizational clarity and centralizing critical information, with 6 reviewers highlighting its ability to consolidate client data, communications, and standard operating procedures into a single source of truth. Furthermore, its automation capabilities are valued for optimizing operational efficiency, as noted by 3 reviewers who appreciate features like automated task assignments. ClickUp also extends its utility to CRM and client management functions, with 2 reviewers using it to track leads and manage client relationships from initial contact through ongoing service delivery. This integrated approach allows firms to manage complex client portfolios and internal operations within a unified environment.

Project Management

8 mentions
I use ClickUp as a project management system, CRM, and firm management resources.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
We use ClickUp for project management, CRM, talent acquisition screening and AI super agents.
Founder CEO, CompassPoint (11-50 employees)View Full review
ClickUp is used in our organization to manage all of our paid media, creative and development projects.
Group Director, Client Operations, Modifly (11-50 employees)View Full review

Project and Task Management

7 mentions

For Professional, Scientific, and Technical Services, ClickUp is a central operating system for managing the full lifec…

For Professional, Scientific, and Technical Services, ClickUp is a central operating system for managing the full lifecycle of client and internal projects. It enables firms to track tasks, deadlines, and responsibilities across various service lines, from media and creative to web development, ensuring accountability and preventing delays. This comprehensive oversight is essential for agencies and consultancies handling multiple, often complex, client engagements simultaneously.

ClickUp is a platform for all work, improving my task management, project management, and collaboration.
Project Management, DTSolutionsgroup (11-50 employees)View Full review
We use ClickUp to optimize the workflow.
Software Engineer, Corporación GSA (11-50 employees)View Full review
We use ClickUp for internal marketing project management as well as day-to-day operations.
Marketing, Openmind (11-50 employees)View Full review

Organization and Centralization

6 mentions

In the Professional, Scientific, and Technical Services sector, maintaining a single source of truth for project status…

In the Professional, Scientific, and Technical Services sector, maintaining a single source of truth for project status, client information, and internal processes is paramount. ClickUp helps firms consolidate critical data, including client communications, documents, and standard operating procedures (SOPs), into one dynamic view. This centralization improves transparency, allowing leadership to monitor project progress and team workloads effectively, as observed by 6 reviewers.

The main business problem ClickUp solves is organizing firm clients, their information, our communications, and their document files into one consolidated place.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
Even relations between them, so I feel I'm in control.
Advisor, Prosumia (51-200 employees)View Full review
We also use it to house all our SOPs and delegation of authority matrices.
Founder CEO, CompassPoint (11-50 employees)View Full review

Automation Features

3 mentions

Professional, Scientific, and Technical Services firms benefit significantly from automation to streamline repetitive t…

Professional, Scientific, and Technical Services firms benefit significantly from automation to streamline repetitive tasks and enhance workflow efficiency. ClickUp's automation capabilities, highlighted by 3 reviewers, allow for automated task assignments and content generation processes, reducing manual effort. This feature is particularly valuable for project-based work where consistent execution and timely hand-offs are crucial.

We also have several automations that feed into specific ClickUps for content generation and publication.
Marketing, Openmind (11-50 employees)View Full review
I love the automations and different types of workspaces that someone can create or develop.
Software Engineer, Corporación GSA (11-50 employees)View Full review
it has a clickbot which assigns tasks to people according to the status of tasks, so no need to hustle between assigning tasks.
Front End Developer, Logicwind (51-200 employees)View Full review

CRM and Client Management

2 mentions

For Professional, Scientific, and Technical Services, effective client relationship management is integral to business…

For Professional, Scientific, and Technical Services, effective client relationship management is integral to business growth. ClickUp is utilized by some firms as a dual-purpose tool, extending beyond project management to serve as a basic CRM system. This allows 2 reviewers to track leads, manage client contacts, and oversee the entire client lifecycle within the same platform used for project delivery.

I use ClickUp as a project management system, CRM, and firm management resources.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
Secondly, I solved the business problem of needing to track leads and contacts from initial contact to client and referral partners.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
We use ClickUp for project management, CRM, talent acquisition screening and AI super agents.
Founder CEO, CompassPoint (11-50 employees)View Full review

Please provide some detailed examples of areas where ClickUp has room for improvement.

16 answered

Professional, Scientific, and Technical Services firms evaluating ClickUp should be aware of several areas for improvement that directly impact project management efficiency and client delivery. A significant concern for these teams is the platform's user interface, with 5 of 19 reviewers finding it cluttered and complex, hindering adoption for both internal teams and external clients who may interact with the system. This complexity can impede the rapid onboarding and clear communication essential for project-based work. Similarly, the utility and cost-effectiveness of ClickUp's AI features were questioned by 5 reviewers, who noted limitations in parsing large datasets and a lack of integration with common tools like MS365, suggesting current AI offerings may not meet the specific analytical needs of technical services. Further, effective communication and task management are critical, yet 4 reviewers expressed issues with notifications and threaded chats, indicating potential for disruption or missed information in fast-paced project environments. Customization, crucial for tailoring workflows to diverse client engagements, was also a point of concern for 3 reviewers, who found custom fields difficult to manage. Finally, 2 reviewers cited performance and reliability issues, such as lagging, which can directly impact productivity and adherence to project timelines in a billable-hour industry. These insights suggest that while ClickUp offers broad functionality, its refinement in UI, AI utility, communication tools, and core performance would significantly benefit Professional, Scientific, and Technical Services users.

AI Features Cost/Utility

5 mentions

The Professional, Scientific, and Technical Services industry often deals with complex data analysis and requires robus…

The Professional, Scientific, and Technical Services industry often deals with complex data analysis and requires robust integrations. Reviewers expressed skepticism regarding the practical utility and cost-effectiveness of ClickUp's AI features, with 5 of 19 reviewers finding them insufficient for parsing large datasets or lacking critical integrations like MS365. This suggests that the current AI offerings may not align with the advanced analytical or collaborative demands of the industry.

The AI synthesizing cannot parse through large amounts of data to get proper answers.
Founding Member, The Wright Choice Firm (1-10 employees)View Full review
The AI agents need to get access to MS365 asap.
Founder CEO, CompassPoint (11-50 employees)View Full review
No credits AI
Owner, RSX Marketing (1-10 employees)View Full review

UI/UX Clutter and Complexity

5 mentions

For Professional, Scientific, and Technical Services firms, a clear and intuitive user interface is paramount for effic…

For Professional, Scientific, and Technical Services firms, a clear and intuitive user interface is paramount for efficient project execution and client collaboration. Reviewers noted that ClickUp's UI can be overwhelming and cluttered, making it difficult for new users and even clients to navigate effectively and understand its capabilities. This complexity can hinder adoption and impact the clarity needed for managing intricate technical projects.

the UI is a bit cluttered which can be simplified so that it is more user friendly
Front End Developer, Logicwind (51-200 employees)View Full review
I'd like easier UX and understanding of what all of the different levels of folders, lists, tasks, can do and what they should be used for
Group Director, Client Operations, Modifly (11-50 employees)View Full review
The screen shows a lot of information, which is good, but until you get used to it, it may be overwhelming
Advisor, Prosumia (51-200 employees)View Full review

Notifications and Communication

4 mentions

Effective and streamlined communication is vital for Professional, Scientific, and Technical Services teams managing mu…

Effective and streamlined communication is vital for Professional, Scientific, and Technical Services teams managing multiple projects and client interactions. Reviewers indicated that ClickUp's notification system and threaded chats could be bothersome or lead to clutter, making it challenging to maintain focus and track important updates. This can disrupt workflow and potentially impact responsiveness in a client-facing environment.

Notifications can be cleaned up
Group Director, Client Operations, Modifly (11-50 employees)View Full review
Threaded chats can be bothersome - prefer not to have them split
Project Manager, Madroit Marketing (1-10 employees)View Full review
The latest version added a lot of features that can be clutter if you don't use them
Digital Design Director, Bigfork Limited (1-10 employees)View Full review

Customization and Flexibility

3 mentions

Professional, Scientific, and Technical Services firms frequently require highly adaptable tools to accommodate diverse…

Professional, Scientific, and Technical Services firms frequently require highly adaptable tools to accommodate diverse project methodologies and client-specific requirements. Reviewers noted challenges with managing custom fields, which can lead to disjointed workspaces and limit the tool's ability to precisely map to unique project structures. Enhanced UI customization options were also desired to better align the platform with varied operational needs.

Would like more UI customisation options
Digital Design Director, Bigfork Limited (1-10 employees)View Full review
Custom fields are hard to manage and then the workspaces get disjointed.
Founder CEO, CompassPoint (11-50 employees)View Full review
Custom fields by lists.
Project Management, DTSolutionsgroup (11-50 employees)View Full review

Automations

2 mentions
Automations
CEO, True Blue Creatives (1-10 employees)View Full review
Automations (they're great, but always need improving)
Customer Experience Coordinator, Bofu Agence Marketing (11-50 employees)View Full review

ClickUp — Quoted for Professional, Scientific, and Technical Services

ClickUp — Quoted for Professional, Scientific, and Technical Services

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