ClickUp: Best project management and client onboarding tool!
August 30, 2022

ClickUp: Best project management and client onboarding tool!

Moses Thien | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

We use ClickUp for project management (internal and external), client onboarding, client document collection, strategizing, keeping our quarterly projects, and many more. It helps with multi-channel communication and allows for other external parties to join specific boards and keep things really organized as a whole. This has definitely streamlined our whole customer experience as well.
  • easy to use.
  • good interface.
  • Cost effective.
  • More integrations.
  • Ease of onboarding.
  • easy to use templates (more of them).
  • It has definitely help to onboard clients faster.
  • Allow for easy project management.
  • Help to increase efficiency.
It has helped with project management and collaboration, both internal and external. It makes it easy to let anyone track what is happening and the things that are required to happen to make the project successful. It is also great for managing clients and getting relevant stuff from clients in an orderly fashion.
Yes, it has definitely helped us simplify the process of onboarding and also helped us integrate into our google drive platform to request more documents.
I like ClickUp more because of its modern interface.

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

I think ClickUp is generally used for teams that are in a size of 10-20. I don't see it used at a company level for 100 or more where there are multiple departments using the same organization in ClickUp. But apart from that, ClickUp is well used for client onboarding or project management and creates a good balance for everyone to know what is happening.

ClickUp Feature Ratings

Task Management
10
Resource Management
8
Gantt Charts
10
Scheduling
8
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Document Management
8
Email integration
5
Mobile Access
7
Project & financial reporting
Not Rated