Item: ClickUp
Rating: 10
Author: Nancy Hamlet

Overall Satisfaction with ClickUp

Use Cases and Deployment Scope

ClickUp is used to manage ALL projects at our company. We are a marketing strategy/creative design firm and every job we produce for a client is logged/managed in this platform. We also use a time-tracking integration to track hours worked on every project, which feeds into our invoicing system.

Pros and Cons

Pros

Managing projects, timelines, deadlines, deliverables
Storing/sharing files (even large files)
Time tracking per user, per project
Allowing collaboration on shared documents
Automation of project management workflows
Marking up edits on PDF documents

Cons

The gmail integration can still be a little wonky, but it's made vast improvements!

Return on Investment

More than 300% reduction in email volume
Increased efficiency and time savings on projects
Better records management (with ability to look back on every project to see records, client feedback, etc.)

Collaboration

clickup has made it much easier for our designers to collaborate and/or shift project workload around, enabling one designer to pick up exactly where the other has left off as all notes, file history, etc. is saved in a single location. The same is true for project coordinators, where one team member can easily cover for another during vacations, sickness, etc.

All-in-One Productivity Platform

Yes, we currently integrate with our time tracking app, DropBox and gmail. Reducing email volume has allowed us to increase efficiency/productivity.

Alternatives Considered

Trello, monday marketer and Slack

We chose ClickUp because if offered all of the functionality we needed, it was incredibly easy to use/implement and it had a great price point. Hands down, this is our favorite platform.

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

Constant Contact Lead Gen & CRM, HubSpot Lead Generation Software, GoTo Meeting

Likelihood to Recommend

ClickUp is perfect for any agency looking to manage projects with multiple team members. We use it to manage creative design projects, content, social media, website projects and a host of other projects. Every client has its own board and we can look at projects by client or across the enterprise.

The software can be used by PMPs, IT teams, etc. Any group managing projects with multiple people and subtasks would benefit from the platform.

ClickUp Feature Ratings

Comments

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Tons of features but easy to use project management system