Overall Satisfaction with ClickUp
We serve clients. We create a plan for each client that details how we'll help their business break its plateau and increase sales and revenue. We use ClickUp to organize the deliverables we promise to our clients and report on progress, keep notes for each client meeting, organize team members, create sprints with realistic work goals together, track the client's revenue goals, and even use it as an internal source for our company to house all of our hiring, culture, and HR functions.
- Flexibility - I can create (almost) anything I want out of ClickUp.
- Improving features quickly - they're constantly updating.
- Integrations - though some key ones for us are missing, ClickUp integrates with dozens of other platforms for a seamless workflow.
- Can't bulk edit certain aspects of tasks (relationships, sprint points, adding to lists)
- For as flexible as most of the platform is, they're missing a bit of flexibility with how the tasks appear, how you can use dashboards, and how you can use certain things like formula fields
- Doesn't integrate with SalesForce and Quickbooks, which would be really great for our team to have a true all-in-one experience
- We easily save 5 hours a week using ClickUp.
- We've greatly reduced stress for our team using ClickUp - team members still mention it even a year into using ClickUp.
- We couldn't do our work without ClickUp - it's that instrumental to our workflow.
Truthfully, it's mostly just project managers who use ClickUp to actually collab and make comments/communicate inside ClickUp - but it's changed the game for us. The rest of the collaboration goes through Slack right now. Again, ClickUp has a really great start on the platform - no doubt, as they continue to improve it, we'll continue to transition our collaboration over.
ClickUp has a really good start in replacing platforms, but the features aren't quite there yet to truly replace our tech stack. Here are some platforms we use and haven't moved away from:
- Slack (communication)
- Process Street (create a workflow and "run" it over and over again for different clients)
- Zoho (password keeping, expenses, CRM, financial dashboards)
- Visme and Canva (presentations)
- Egnyte (file storage)
- Bamboo HR (secure paperwork and HR platform with vacation days/benefit tracker)
- Lucidchart (whiteboard)
Though I have plenty of ideas about how ClickUp could continue to improve, it's still the best platform I've ever used. Podio was one of my other favorites but its advanced features were off on a totally different platform so you'd have to leave Podio to go to Globiflow - it looked super outdated and was a terrible UX. The other platforms definitely have their strengths, but for the most part, they're not flexible enough to let you build your system how your company needs to function. They have very prescriptive workflows and setups in my experience.
Do you think ClickUp delivers good value for the price?
Yes
Are you happy with ClickUp's feature set?
Yes
Did ClickUp live up to sales and marketing promises?
Yes
Did implementation of ClickUp go as expected?
Yes
Would you buy ClickUp again?
Yes