ClickUp CRM Review
The All-in-One Project Management Software ClickUp CRM
Every business understands the need to manage its project, meet deadlines and scale up workers’ productivity with profitable output. To maintain collaboration, task assignments, and communication, a group of people works hard with their employees and investors. In this technological period, a cloud-based tool comes with diversity and revolution to reduce the workload and manual tasks, named ‘ClickUp‘. In this blog post, we came up with a solution where we will discuss what ClickUp is, how it functions, and how to use it to manage your professional tasks and assignments through CRM software.
What is ClickUp CRM?
ClickUp is an all-in-one collaboration and project management tool to scale up a team’s productivity. It helps a team to organize, communicate, discuss, and perform tasks and assignments in a platform. The platform combines various management features, including task management, time tracking, collaboration tools, and goal-setting and planning tools.
Users can add comments and assign tasks to any specific groups they want to. Here in ClickUp, the team members can join together to plan and discuss their tasks and also can set reminders for that task. It is a collaboration hub for all sizes of businesses.
ClickUp platform is highly customizable, and users can set notifications for a specific team or for a member. Currently, the trending and best project management tool in the market is ClickUp.
Features of ClickUp CRM Software
Every CRM builds with several features to stand out among other similar platforms. ClickUp has some extraordinary features to manage tasks, assignments, and projects. Here are some key features that are on top of the list:
- Task Management: ClickUp allows users to create tasks as many as they want to assign them to a team. The company owner can set deadlines, criteria, and status and monitor its employees.
- Collaboration Tools: The tool has built-in timers that assist you in calculating how much time you have spent on each project, which later helps you to bill the clients.
- Goal Setting: ClickUp has an advanced and professional level of goal-setting features that help you set and track your goal, track your project’s progress, and complete time.
- Customizable Workflows: You can customize the workflow according to your team’s and company’s needs and create customer statuses, assignments, and task flow in a click in ClickUp
- Integrations: ClickUp integrates with a wide range of advanced technology to build a professional project management platform.
- Reporting and Analytics: ClickUp offers analytical reports and data on your tasks and projects, which help you discover weaknesses and areas of progress.
It is pretty clear that ClickUp is a feature-rich project management platform for professionals, and they can use it in their business to keep accurate track of business.
Benefits of ClickUp Solution
Many sophisticated features are added to the tool that brings you a wide range of benefits. There are as follows:
- Increased Productivity: ClickUp is designed in a way that helps and guides your team members to boost their productivity and enhance their skill capability. As per the task criteria and rules, users can tailor it to boost workers’ productivity.
- Improved Collaboration: ClickUp brings all the features to collaborate professionally with your team members and with whom you are assigned a task. It creates a smooth collaboration and reduces the chances of miscommunication among team members.
- Effortless Workflows: The customizable features on ClickUp can turn on effortless workflow and fit into their specific needs. As a result, you can bring changes if needed.
- Better Task Management: All the necessary features needed for a management role in ClickUp make it highly recommended for managing tasks accurately and levelling up productivity levels.
- Increased Visibility: ClickUp provides comprehensible progress data, analytics, and reports through dashboards, charts, and graphs. These reports help a team to create a roadmap and various challenging campaigns for a competitive project.
- Flexibility: ClickUp is as easy to meet as your client’s needs and demands. It will be easy, smooth, and flexible in both simple and complex tasks.
These are a few benefits stated by the current users of ClickUp. You might get more benefits if you can navigate it properly.
Pricing of ClickUp
The pricing plans are different for different needs and choices and teams. ClickUp has attended five different times of exclusive price plans for its users. There are
- Free Plans: Free forever plan is best for personal use with unlimited tasks, 100 MB storage, and free plan members. However, as a free plan, it has some limitations in tool integration and collaboration, no time tracking, 100-view limit.
- Unlimited Plan: Unlimited plan is best for small teams. The price range is $5 per month per person, including unlimited tasks and assignments, unlimited storage, integration, dashboards, custom field, and chatting and reporting.
- Business Plan: The plan is best for mid-sized teams. The pricing is fixed, $12 per month per person with unlimited feathers and extras.
- Business Plus Plan: A business plan is best for multi teams. ClickUp chards $19 per person per month and gives everything you need to manage your multi teams and assignments.
- Enterprise Plan: It is best for many large teams and organizations. It provides custom pricing based on your team’s needs and the number of team members you want in collaboration.
You can easily understand which package will suit you and your team and can purchase it as per your need.
What we think about ClickUp
We strongly believe that it would be their best decision if anyone chose ClickUp to manage their tasks and other projects. As a project management tool, ClickUp is performing excellently. The customizable features bring a wide scope of collaboration and meeting closely with teammates and co-workers.
The price is also affordable for any business. It depends on the teammates you want to add. Besides, it can boost employees’ productivity and point out their areas of improvement. Thus, we highly recommend ClickUp in terms of managing various projects.
Implementation and Onboarding of ClickUp
Implementation and onboarding of the project management software can be described in the following steps:
- Understand the company’s needs: Before onboarding and implementation, you need to know and analyze your company’s needs and tasks, performing a process to confidently purchase the suitable plan for you.
- Configure the software: Set up and configure the tool first, it will help you to further navigate and use the advanced features of the tools, and you can get the best out of the software.
- Define plans and implementation: Develop and prepare a strategic plan on how your company will roll out ClickUp to teammates and employees, train and support them to use the platform effectively, use the feature, and customize it so that they can explore their skills, experience, and productivity.
- Onboarding Process: Onboarding and implementation on ClickUp is a straightforward process that involves training the teammates on how to use the CRM platform and how to set and mane plans for tasks, assignments, and consistent collaboration.
By choosing ClickUp, you can easily process and onboard your employees and start projects smoothly. Before implementation, you need to know the implementation process very well. Here you will get an initial idea of implementation and onboarding.
Customer Service on ClickUp
ClickUp is a full-time active community to help and assists you any time when you need them. The help team provides customer support in various ways. There such:
- Live support: ClickUp community is aware of the support system they have been providing till now. They always offer live support to their users any time of the day, anywhere in the area.
- Emails: Email is the most effective communication system. ClickUp is offering its customer support through emails.
- Chat: If you feel any need, you can chat with them and get all questions answered about how to use the tool.
- Message: Users can message customer support at any time to ask their queries.
- Phone Call: The user can even call them. There is a group of knowledgeable staff in the community to help its customers by sharing information about the software.
Limitations of ClickUp
The users not only talk about the benefits and features but also suggest areas of improvement of ClickUp. The user believes that if the ClickUp team works further, they can improve the following areas, which later can be helpful for new users. The drawbacks are as follows:
- Advanced Time Tracking Features: The users are demanding advancement in the time tracking system. They believe that it would be easy for them to manage time properly and accurately if it is possible to improve the time tracking system.
- Requires Onboarding: Some users have been facing difficulties onboarding their employees, and after onboarding, the employees can not access their dashboards. They suggested improving this particular area on ClickUp.
- Steeper Learning Curve: Some users have reported a steep learning curve when starting with the software because of the intuitive interface. As a result, some users may face difficulties in using the tool effectively.
Awards & Certificate of ClickUp
ClickUp got some tremendous awards in the year 2022. Among those, some renowned awards and certifications are given below.
In the Project Management Category, ClickUp recently scored 93 out of 100, which is given based on user satisfaction, press buzz, and user trends.
In Kanban Software Awards 2020, Clickup scored 89 out of 100, and the user satisfaction rate is 93/100.
ClickUp also won Agile Project Management Software Awards in 2020. Here the software score is 90/100 with 4.9 ratings.
It also achieved Task Management Software Awards 2020 and Task Collaboration Software Awards 2020 getting a 95 score in both programs.
Customer Review of ClickUp
After launching, ClickUp has been getting constant positive reviews and comments from users. The customer has reviewed some significant features they have benefited from, which help grow their business. These are given below:
- Best Project Management: The user has stated that ClickUp is a kind of project management software that focuses on providing an all-in-one platform for team collaboration and communication and also managing tasks and assignments. It provides team members with a wide range of features such as task lists, calendars and reminders, project statuses, and automation.
- Constantly Improving: ClickUp aims to provide high-quality service with sophisticated features to its users. As a result, it is constantly improving its feature, platform, collaboration process, and project management tools.
- Easy to Use: According to the clients, the platform is user-friendly and easy to use for beginners. It has been said that ClickUp is well-designed, flexible, and customizable according to needs and has an intuitive interface.
- Time Saver: ClickUp has become a time saver for business owners and management. They can reduce their time-consuming tasks and assignments using the software.
- All-in-one Solution: For businesses and management, ClickUp works as an all-in-one tool.
- Non-profit pricing: Users have said the price is affordable also for any size of business. Additionally, the price depends on how many team members you want to add to your platform.
FAQ
Here are a few questions constantly asked by the users.
What kind of tool is ClickUp?
What makes ClickUp different?
Is it good for small businesses?
Does ClickUp have time tracking and reporting capabilities?
Is it possible to integrate ClickUp with other tools and software?
Can multiple users work on a project or task simultaneously in ClickUp?
Does ClickUp have a mobile app?
Can the user interface and workflow be customized in ClickUp?
Concluding Note:
In conclusion, it is recommended for businesses who want to reduce their manual work and increase their productivity level using ClickUp. The giver information has been collected from the active users of the platform.
It is a highly effective platform where you collaborate with teams and generates revenue by handling projects and tasks.