Item: ClickUp
Rating: 9
Author: Eric Brulmans

Use Cases and Deployment Scope

As a web agency, we use ClickUp for two main things:

Tasks for our clients.
CRM

Before, when clients wanted something to be done on their websites, we got emails, SMS, FB Messenger message, and phone calls. It was a real mess! Requests were on different supports. With ClickUp, we created a list per client and asked them to fill a form directly from their website dashboard, so tasks are automatically created. And with the CRM, we stopped using Excel files and gathered all info in ClickUp. It really spares us many, many hours!

Pros and Cons

Task management
CRM
Easy sharing

Being able to use also ClickUp with Calendly to let clients book Zoom meetings
Sending emails as comment on a mobile

Return on Investment

We earned at least 2 hours a day in terms of organization
Clients love the way they can request for a work on their website

Collaboration

As I'm working alone, I don't have a team. But sometimes, I integrate a graphic specialist in the tasks, and it's really easy to collaborate and exchange info.

All-in-One Productivity Platform

With an embed code to integrate the form and the dashboard, we could integrate all this directly into the client's website's dashboard. So it's easier to work!

Key Insights

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

Other Software Used

Elementor, Harvest

Likelihood to Recommend

It's perfect if you want to manage tasks and share this with clients. ClickUp is really personalizable to whatever you need.

A perfect tool for web agencies!

Overall Satisfaction with ClickUp