ClickUp delivers
Updated August 12, 2022
ClickUp delivers
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClickUp
ClickUp helps us keep track of the total pipeline of loans. We have spaces broken into individual areas and then the active company pipeline. The breakdowns make it easy to see what is happening and what will soon be happening as well as manage repetitive smaller daily tasks. The communication that can be automatically triggered is great, especially with the app.
- Task Overview
- Communication
- Follow Up
- File storage/retrieval
- An intro to set up ClickUp-related communication. Essentially everything is turned on by default and there probably should be a walkthrough asking what would be best for you.
- Two apps on the Google store.
- Time savings due to lack of repetitive emails/texts/calls.
- We use this over Microsoft Teams and Teams is included in our Microsoft Suite, that should tell you something.
- Having another redundant time tracker has helped us not miss deadlines.
We use ClickUp as an active workload tracker. We have daily conversations about each task in the company space. This not only keeps everyone up to date about what is going on, but it allows a fresh set of eyes that wouldn't normally have looked. We've caught quite a few errors or conflicts with these conversations.
ClickUp really helped us come together as a team. We didn't have other processes in place to bring us more together as a team and ClickUp has given us that.
I haven't used Teams in 2 years now, but when I did ClickUp did almost everything better than Teams did. I'm sure Teams has bridged the gap since then, but at this point, ClickUp does things so well that there is no need to go elsewhere at this time.
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?
I wasn't involved with the selection/purchase process
Did implementation of ClickUp go as expected?
Yes
Would you buy ClickUp again?
Yes
ClickUp Feature Ratings
Using ClickUp
4 - Loan originators (2), loan processor (1-2 depending on file, overlaping with ops manager), operations manager (1).
1 - I have more of a tech background than anyone here so all basic tech support is mine to attempt to fix.
- Organization
- At-a-glance daily workload
- File storage
- I can't think of any unexpected or innovative ways we use ClickUp.
- Using the shared documents more when we need to collaborate more on one.
Evaluating ClickUp and Competitors
- Price
- Product Features
- Product Usability
Price vs features. We're not looking for the cheapest thing, but also not looking the just pay for a thing because we need it.
We went through trails of ClickUp, Asana, and Teams. We all liked ClickUp the most. I don't feel there is a reason to redo the process again or change how we did the selection process.
ClickUp Implementation
- Implemented in-house
Change management was a major issue with the implementation - That we were all running around hoping everyone was doing their jobs correctly. Oversight and redundancy has help us catch errors before they're major problems.
- Just bruised egos on how unorganized we all were as a company.
ClickUp Training
- No Training
It was easy for me personally, but I have more tech background than your standard person. What I would suggest would be that ClickUp review how a client is using the platform and then give a yearly or so call to the owner to see if they can help more.
Configuring ClickUp
Just keep an open mind and play around with the options.
No - we have not done any customization to the interface
No - we have not done any custom code
No, we're not power users that need advanced options (at least at this time).
ClickUp Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I did not, didn't know it was an option.
I honestly don't remember the issue, it was when we first got ClickUp (long time ago). I do remember that the issue was solved quickly and correctly. That feeling sticks with me more than the actual issue.
It's like Chipotles in my area, some of them are awful and some are great (but they all have delicious food). Can I really recall all the issues at the bad ones? No, but I remember standing in the restaurant frustrated and thinking I'm never coming to this location again.
It's like Chipotles in my area, some of them are awful and some are great (but they all have delicious food). Can I really recall all the issues at the bad ones? No, but I remember standing in the restaurant frustrated and thinking I'm never coming to this location again.
Using ClickUp
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Moving tasks
- Assigning tasks
- Setting up your lists
- File retrieval (at times)
- File upload (at times)
Yes, but I don't use it
ClickUp Reliability
Integrating ClickUp
Maybe have an account representative explain to the clients about what integrations are and how they're beneficial to you.
Relationship with Clickup
I did not do this part of the process.
Didn't help with the purchase.
Upgrading ClickUp
Yes - The upgrades to the system are all seamless. A dialogue box pops up letting you know there is an update and to get that update you have to click the box. So if you want to wait you can.
- I honestly don't read the patch notes.
- Nothing I can think of at this time, maybe a place for upcoming changes.