#1 most frequent
United States of America
52.0%5,833 installations of 11,223
What is ClickUp?
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 into structured subtasks and action items, effectively acting as an intelligent agent within the professional environment.
Categories & Use Cases
Media
1 / 5
Top Performing Features
Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9
Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 8.8
Support for Agile Methodology
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
Category average: 8
Areas for Improvement
Project & financial reporting
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
Category average: 7.8
Email integration
Email integration allows work requests to be made directly from email.
Category average: 7.6
Mobile Access
Mobile access is the ability to access the software from a smartphone or tablet.
Category average: 7.6
Who Buys & Uses ClickUp
#1 most frequent
Professional, Scientific, and Technical Services
28.0%3,145 installations of 11,223
“Before using ClickUp, I used about 6 different tools to manage and run my firm and client projects.”
#2 most frequent
Information
12.7%1,424 installations of 11,223
“25-30% Faster Project Completion due to improved task tracking.”
#3 most frequent
Manufacturing
6.2%693 installations of 11,223
#2 most frequent
Brazil
6.6%742 installations of 11,223
#3 most frequent
Canada
6.1%684 installations of 11,223
Pros
- Robust task management and organization capabilities
- Extensive customization and workflow flexibility
- Automation capabilities for streamlining routine tasks
Cons
- Complex and cluttered user interface (UI/UX)
- Steep learning curve for new users
- Limitations in AI feature utility and cost-effectiveness
I literally cannot function without it
Use Cases and Deployment Scope
I use two different instances. One is for an agency, where I project manage campaigns and projects in Marketo, assigning work to other team members and tracking time. The other is for my freelance operations management business where I have 5 clients and I work by myself and use ClickUp to track projects, tasks and time.
Pros
- I really do think they do a good job of minimizing how much you have to click to do things!
- There is so much functionality and customization available so I can build out projects and tasks however I want
- I absolutely love the board view and sorting by due date, so I can see what is due now and drag things around. And I love being able to filter and save views so I can have a different one for each client. I would not be able to manage everything without it!
Cons
- The time reporting on mobile does not seem to work. The time always displays in XX:XX:XX:XX format which does not make sense. There is also nowhere to filter the time that displays so I really have no idea what timeframe I am looking at.
- Tags don't always show up, I have to create them again and then the system usually figures out it's the same one. the colors also seem to change randomly on the tags.
Return on Investment
- Before ClickUp at my agency, we were using spreadsheets to track our client work. ClickUp made it all so much easier and more effective.
- It helps me track down to the smallest details so I don't miss anything, and it is easy to view the information I need when I need it
- I don't really have quantifiable numbers but I can't imagine going back to spreadsheets or what other terrible alternative we may be using otherwise!
Usability
Alternatives Considered
Asana
Other Software Used
Adobe Marketo Engage, Intuit Mailchimp, Planning Center
ClickUp - for sales account management is a WIN
Use Cases and Deployment Scope
I use ClickUp to manage my sales pipeline including prospecting, deal progress, onboarding, and daily task planning. I use the custom fields and AI logic to help me keep a pulse on the pipeline and my performance metrics. I also use it to keep whiteboards and docs of reference workflows and SOP's which has been massively helpful, as well as document bases to manage client deal rooms, resources, and insights. Being able to DM AI agents and Brain has been massively helpful as well.
Pros
- Visualizing your work in a digestible way, far better than the default tools my company suggests we use.
- Easy intake of projects/tasks and working on the fly in conjunction to desktop work.
- Cleanly structuring knowledge bases and being able to use that info in your projects and tasks/deals.
- Flexibility in being able to build the workspace around your personal workflow, without it being fragmented or confusing.
- Keeping all context about deals/tasks/projects intact and easy to access with simple workflows.
- Being able to run the same abilities of so many other business tools, all in one place, in a far more connected and simplistic way.
Cons
- Maps functionality is basic, would be great for it to help with routing logic and daily planning.
- Keeping track of task default locations when working on the fly can sometimes be hard to keep track of, but that's mainly an issue with me letting my AI's via MCP boat the workspace structure.
- Permissions can be confusing and buggy, so you need to monitor and plan them really intentionally; sometimes they'll get mixed up, and your permissions to add fields, delete/access items, etc. can get buggy.
Return on Investment
- 75% increase in sales volume due to more in-depth and easy pipeline management and insight capture.
- ~150% increase in prospecting efficiency from finding to creating new opportunities with custom fields and AI agents to index them and build my tasks/calendar for me.
- Significantly more aligned team thanks to sharing insight documents; has brought us from middle of the pack to top producing team in the country.
Usability
Alternatives Considered
monday.com, Asana, Salesforce Mobile and Notion
Other Software Used
ChatGPT, Google Sheets, Microsoft 365
Highly featured and a good project management software
Use Cases and Deployment Scope
I use it for project management for my marketing team, keeping track of tasks. I like the priority tags to help make sure we are working on the right stuff. We also use the due dates. I also like that you can assign different tasks to multiple people if needed, I hadn't seen that before on other pm software.
Pros
- Project management
- Prioritization
- Task management
Cons
- Features that seem standard are upgrades, like Gantt view
Return on Investment
- Time savings from being organized
Usability
Alternatives Considered
Asana and Atlassian Jira
ClickUp's customizability is unmatched
Use Cases and Deployment Scope
Primarily I use it for project management in my boutique marketing agency. My small team is made up of remote contractors, so ClickUp has allowed us to easily collaborate on projects and keep track of tasks while working in entirely different states.
It helps keep things consistent across projects with its templates and automations. It also helps us keep everything we need for a client/project all in one place. Being able to link related tasks and documents, integrate with Canva and Google Docs, and have chat channels tied to each project has made everything super easy to find.
I also use it for team management. I use lists to keep a library of tutorials, resources, and SOPs. I use docs to keep all of our SOPs in one place that's easy to navigate. I also love that I can see a breakdown of everyone's workload and activity so I can assign tasks accordingly.
It helps keep things consistent across projects with its templates and automations. It also helps us keep everything we need for a client/project all in one place. Being able to link related tasks and documents, integrate with Canva and Google Docs, and have chat channels tied to each project has made everything super easy to find.
I also use it for team management. I use lists to keep a library of tutorials, resources, and SOPs. I use docs to keep all of our SOPs in one place that's easy to navigate. I also love that I can see a breakdown of everyone's workload and activity so I can assign tasks accordingly.
Pros
- Integration with other apps
- Linking related docs and tasks
- Customizability makes it possible to use for any type of project
Cons
- Simplifying UI — many of my clients find it too overwhelming to use.
- Automations at time feel limited (by capability and usage limits)
- Less AI. They are trying to cram AI down our throats and it feels like all new features tie into AI.
Return on Investment
- 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.
- Saves several hours for onboarding new projects because of being able to use templates when setting up new boards/tasks.
- Saves hours each week by keeping everything related to task/project in one centralized location so team members don't have to go sorting through Google Drive or messaging to ask where something is.
Usability
Alternatives Considered
monday.com and Asana
Other Software Used
HoneyBook, Vista Social
Consolidate Platforms Using ClickUp
Use Cases and Deployment Scope
I use ClickUp as a project management system, CRM, and firm management resources. The main business problem ClickUp solves is organizing firm clients, their information, our communications, and their document files into one consolidated place. Secondly, I solved the business problem of needing to track leads and contacts from initial contact to client and referral partners.
Pros
- Tracking email communications externally per client projects.
- Directing internal communications to specific projects and tasks.
- Keeping a list of tasks that need to be completed and organizing them by priority.
- Automatically adding a notetaker to meeting calls and summarizing next steps for those calls.
Cons
- The AI synthesizing cannot parse through large amounts of data to get proper answers.
- Emails can't be automated.
- Tasks for managed persons can't be fully tracked.
- Docs from AI Notetaker can't be automatically shared with other team members.
Return on Investment
- ClickUp allowed my business' efficiency to drastically increase due to the consolidated project information, client communications, and task organization in one place.
- It has increased my ability to visualize the effectiveness of my staff's work product and efforts instead of relying on their self-reported project completion.
Usability
Other Software Used
Calendly, Zapier
