ClickUp is Superior in Customization and Automation
February 20, 2023

ClickUp is Superior in Customization and Automation

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

ClickUp was used to manage daily tasks, product management, marketing & communications, and other sales operations needs.


  • Automations
  • Fully Customizable
  • Templates
  • Multiple View Settings
  • Business Dashboards
  • Collaboration Tools


  • Platform reliability and slow performance at times
  • Custom Field organization
  • Organization of Docs in folders
  • More Admin controls
  • ClickUp helped manage daily sales operations when our department had to go remote during March 2020. Using the collaboration tools and automations, our region was able to increase our sales during March 2020 by 2150%.
Using the Docs feature, we were able to communication important and time sensitive information to our team and field members. Being able to share publicly allowed our marketing and communications team to work remotely, with internal and external stakeholders. Another feature that was instrumental in our department's success during 2020, dashboards. We used the feature in multiple ways, for reporting and communication hubs.
Yes. The templates and automation functionality is amazing. Once a new workflow or process was defined, it was simple to create a template and set up automations for consistency and accuracy. With the automations, our team was able to increase our workload while working remotely, without having any misses or miscommunications.
After an exhaustive search for the right program/app, ClickUp's fully customizable functionality was the reason that we chose the app. Because the needs of sales operations to track product, sales, customer service tickets, and other varied duties; having a generic set-up was not going to work. I was able to build out templates, workflows, dashboards, and views to meet all our needs; which, none of the other competition allowed. The other programs were nice for what they did, but ClickUp was a homerun from day one.

Do you think ClickUp delivers good value for the price?


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Did ClickUp live up to sales and marketing promises?


Did implementation of ClickUp go as expected?


Would you buy ClickUp again?


ClickUp has become a business tool that I cannot function without. I have a business and personal account, because I love the app so much. There are plenty of task/project management options to choose from; however, none come close to being a customizable or robust as ClickUp.

ClickUp Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Support for Waterfall Methodology
Document Management
Email integration
Mobile Access
Project & financial reporting


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