How To Use ClickUp As A Crm

Over the years, ClickUp has slowly gained acclaim as one of the top-performing task management platforms. Backed by a great-value range of plans and a long list of powerful features, it has been used and trusted by companies worldwide, small or big.

It’s certainly eye-catching, but it’s not all you need. There are many other software options that may be more suitable for your needs than ClickUp!

We’ve had the pleasure of looking at six of its close competitors that are impacting the task management scene, checking out their similar traits, and examining their distinct aspects that set each other apart. We’ll also help you determine if your team has better compatibility with either ClickUp or any of the other platforms. If you haven’t found the perfect PMS yet, keep reading!

For those of you who prefer a more visual experience, here is a video review from Deya on her YouTube channel Deya // Freelance, DBM & Entrepreneurship. ClickUp is a great way to get an overview. You can also check out the article below that compares ClickUp to other companies.

What is ClickUp? A brief overview How To Use ClickUp As A Crm

ClickUp is a cloud-based project management software that, like all other platforms, provides companies and groups of different sizes a space to work productively with optimized task-handling, goal-tracking, and reporting tools, as well as an open opportunity to foster growth as a collective to great heights.

The best productivity platforms of today have distinct factors that set each other apart, and ClickUp takes on it by cashing in on being a one-stop shop for all work-related needs. It has a huge load of features, most of which are designed to be convenient and easy to use. Additionally, it’s best known for its jam-packed free plan and impressively valuable premium contemporaries.

ClickUp is a popular and highly regarded product. Although ClickUp is packed with productivity features, some users find it too much.

What Makes ClickUp Stand Out From the Rest?

ClickUp is a great tool for project management. From core tools such as task creation, calendar, reporting, and communication, to handy functions you may not get anywhere else, like time and screen recording, real-time collaborations, and public sharing, ClickUp has it all.

The best thing about large tool storage is the fact that they can all be accessed in one location, rather than using multiple apps. You don’t have to pay anything to access most of the core tools. ClickUp has been offering this free forever plan since its inception in 2017. It’s believed that having all the necessary work tools in one centralized place may increase productivity rates within teams by around 20%.

ClickUp’s shortcomings

However, while having as many features in one single platform as possible is a sound idea, it does have a downside. It is a common occurrence for people to feel tired when trying to deal with too many things at once. A common complaint nearly everyone has about ClickUp is that the overload of tools requires them to allot extra time to learn. Most teams will need to learn the tools before they can use them for their full-time work.

Although not as serious as the other, ClickUp needs to improve its UI. It can sometimes be a little difficult to navigate and may become unresponsive in some cases. But that aside, it catches up in its customization abilities and offers excellent support and learning resources whenever help is needed.

ClickUp’s Pros

Includes a widely diverse range of work solutions from task management to time tracking to goal-setting
Its free plan is the best in project management software
Let’s explore more customization options

ClickUp’s Cons

It offers so many features that it can be intimidating for those who are new to it.
Overload of tools means more time for onboarding

> > Click Here to Sign Up for Free < <

ClickUp vs. Asana

Similar to ClickUp, Asana is a cloud-based program that allows you to keep up with your team’s tasks at any time on any device – did you know you can access both platforms through the iOS and Android mobile apps?

Asana includes all the essential features that you would expect such as unlimited storage and reporting, goal tracking, communication, and reporting. ClickUp is a heavy-featured platform. Asana counters this by offering powerful tools for work and a simplified way to manage tasks.

Asana does not have as many tools as ClickUp, which may be good news for some. However, as high-quality as its lineup of features may seem, its estimated price range is twice as much as the other.

Comparing the Features

Both Asana and ClickUp offer teams a handy slew of core workspace features and tools, plus some additions, including portfolio access and customization. The latter offers life-saving tools such as integrated time-tracking management. However, ClickUp does not. This means that you will need to create a program specifically for this purpose.

Asana’s paid plans cost twice as much as ClickUp’s currently. For reference, the ClickUp Unlimited plan is priced at just $5; meanwhile, Asana’s equivalent is at a whopping $10.99. As for the free plans, Asana does not have the same key features as ClickUp, and most of them cannot be accessed unless you register for a premium tier. The only thing that saves Asana’s entry-level tier is unlimited storage. This gives ClickUp the obvious upper hand in the category.

Asana’s Unique Aspects

Asana might not be well-known for its financial value. It might also need to be proficient in its offerings of project management tools. But, for what it’s worth, not having a lot to provide may have given Asana a bigger advantage than ClickUp.

Although the latter has a lot of features, it may not be enough for all teams, especially those who are going through the onboarding process. With the former, teammates wouldn’t have to worry as much, as its display of core tools is simply laid out and ready to use, further saving time in the process.

Asana makes it easy to incorporate and integrate as many things as you need to improve your team’s experience. Like every other project management platform, Asana lets you integrate with various apps and services, including Zapier, for an expanded reach.

Asana’s Pros

Has enough vital task management features to make for a swift working environment
Its interface and general functions are sleek, making it easier for first-timers to explore the platform.
Has an impressive list of advanced integrations with third-party apps and services

Cons of Asana

Access to Asana’s paid-tier offerings is required for most of Asana’s key features.
The high price tag may not be a good fit for small teams or low-budget groups.

ClickUp vs. Monday.com

On our list of project management platforms, Monday.com is a rare case in which it offers (almost) the exact range of capabilities as ClickUp. Much like the latter, the former lets you do all kinds of task management duties of the highest quality possible.

With Monday, you can create any kind of task and file them into folders and subtasks, collaborate with your fellow mates in real-time even while you’re far away, draft reports using its excellent cloud-based framework, customize your dashboard with drag-and-drop options, and track goals at any moment whether you’re in desktop view or on mobile.

ClickUp Monday lets you do what it promises. The only differences are that ClickUp’s interface is more modern than the other, easier to use, and more suitable for large groups.

Comparing the Features

Monday provides the following tools for work management that ClickUp offers: In addition to primary functions such as task-making and reporting, and automations; these include the Gantt charts and Kanban boards, in-house Documents feature and time-tracking tools. You can access half of these tools in ClickUp’s freemium program, but Monday will require you to pay for them. This can make it a bit difficult.

Regarding the pricing range, Monday’s version falls comfortably between ClickUp’s more valuable set and Asana’s more expensive one. Its Basic plan costs $8 – just a good $3 more than ClickUp’s equivalent, but not as pricey. Though admittedly, there’s not much to offer, Monday’s free plan wins when it comes to storage allowance. You’ll spot the difference immediately if you compare its 500MB to ClickUp’s 100MB. How To Use ClickUp As A Crm

Monday’s Unique Aspects

Monday may be capable of offering a different amount of features than ClickUp on the table in its free plan – given that most of them require access beyond the paywall. However, we do have to appreciate how polished its UI is. Much like Asana, Monday’s interface has been designed to be easy to navigate, even upon onboarding.

Monday stands out best in its simplicity based on how it lays out its features. It can be integrated with third-party platforms so that companies with additional needs or solutions have a place to make the most of the software.

Aside from the fact that Monday’s pricing plans and the included tools are affordable, it could be a great project management tool for large to mid-sized groups. ClickUp is best for small groups so Monday should be the ClickUp for larger ones.

Monday’s Pros

Has a great-value range of paid plans, most of which are suited for mid-sized and large-scale teams
Has enough work view options, features, and functionality to give off a highly competitive edge
Its interface is simple enough for anyone, including newly welcomed teammates.

Monday’s Cons

The free plan does not offer unlimited storage, but it has certain limitations.
It lacks multi-device support, as it can’t be currently connected to voice control platforms like Alexa and Google Assistant.

> > Click Here to Sign Up for Free < <

ClickUp vs. Notion

Originally a note-taking application, Notion takes on a refreshing approach to task management. Notion does not rely on the traditional interface that is cluttered with many tools as ClickUp and other top platforms, but instead presents its features in a simplified, minimalistic way.

With Notion, you get to use a set of barebones work features, such as creating an organized list of to-do tasks, viewing the happenings in your workspace in different ways (from Kanban boards to calendar and timeline views), and crafting info-rich documents and wikis.

You won’t be able use other useful tools like the Gantt chart because Notion doesn’t have enough capacity. It does have a limited number of powerful solutions but it makes up for it with a simpler working environment.

Comparing the Features

As already established, Notion does not have as wide of a range of functions to offer on the table as ClickUp. As for the general design, the former appears to be less bold and brash than the latter (unless you try out any of its pre-made templates available on its official website). It makes sense, however, given the way it was presented originally.

Notion’s simplicity is reflected in its paid and free tiers. Its free plan, on the one hand, allows you to taste its core tools – what makes it different is that it’s more suited for personal use compared to ClickUp’s Free Forever plan. Notion’s Teams plan seems to be more suitable for groups that don’t require the additional features. How To Use ClickUp As A Crm

Notion’s Unique Aspects

The notion is one of the only software out there that caters to solo freelancers and minimalist teams better than large-scale companies with a lot at stake. It is easy to use, considering the limited features it offers. It is easy to understand and use.

Organizing tasks and other duties have always been challenging given its minimalist feel. Whether you work alone or with a team, you may appreciate how you can cut straight to the chase and do whatever task is on your mind.

Not only is Notion easy to navigate, but its layout is simple enough that it can be maximized however you want. Although it may not be as efficient as automation, that won’t make it a problem if you are a task manager.

Notion’s Pros

It excels in task-creating and note-taking. This is especially impressive considering that it was originally a simple notes application.
Its minimalistic interface leads to a less complex setup process
This encourages users to be more efficient and fluid in their workflow. It is suitable for both freelancers and large teams.

Notion’s Cons

It also requires other essential project management tools such as automation or advanced-level reporting.
If you want to maximize Notion’s capabilities and add other features, third-party integrations may be necessary

> > Click Here to Sign Up for Free < <

ClickUp vs. Trello

Trello is breaking with tradition and aiming to be the most popular project management platform. It offers a variety of options for teams to organize and see project tasks. Some notable features include Kanban-style boards and Trello cards. There are also eye-catching views that range from lists to tables. How To Use ClickUp As A Crm

From the looks of it, Trello’s task layout capabilities have given ClickUp a worthy competitor in the field. Furthermore, it excels in its distinctive way when it comes to automations and integrations, and its free plan seems to be on par with what ClickUp’s Free Forever variant has in store.

Trello’s visual layouts are what make it stand out, but we cannot say the same about other aspects of project management like reporting. Nevertheless, its limited scope of tool offerings makes onboarding less cumbersome.

Comparing the Features

Trello, like ClickUp, is a great visual task management tool. Each layout allows you to stay organized and aligned with your team’s main goals. You can create a Kanban Board for free but you will need to purchase a premium plan for $10 to have access to many other options. However, the Kanban board’s task management and automation tools are sufficient to be used by any team.

It’s also worth noting that its integration capabilities seamlessly match those of ClickUp. Trello’s free plan limits may limit your options, but you might be able to use its native and power-up offerings to give you more flexibility in your workflow. Also, Trello’s entry level tier grants unlimited storage which ClickUp is currently unable to offer. This is a great bonus!

Trello’s Unique Aspects

Trello is not as flexible as ClickUp. You can’t record work hours with a timer, track and report on how well your project has been, or send e-mails within the platform – all because Trello doesn’t offer any of these currently.

This lack of range means it won’t be a great fit for ambitious data-heavy projects. But will that matter if all you want is a place where you can organize your tasks for your team? Unless you’re willing to expand with Trello’s integration feature, just using the default version may not be enough to satiate your workspace needs.

Speaking of organizing your tasks, it’s quite telling that Trello’s task management functions have helped the software get to where it is today. Apart from the assorted range of visuals, the Trello Cards feature lets you collate all your tasks into sub-ecosystems full of workplace interactions. How To Use ClickUp As A Crm

Trello’s Pros

Offers a stellar range of board-based work view designs optimized for a variety of purposes
Has fewer features, ultimately making the onboarding and setup process less cumbersome
Its free plan gives users unlimited storage space, which is good news for those who handle extra data.

Trello’s Cons

Trello must improve its ability to create visuals and boards, as well as other critical tools such reporting and time management.
If you don’t sign up for the Premium mid-tier plan, your access to Kanban boards will be restricted.

> > Click Here to Sign Up for Free < <

ClickUp vs. Jira Software

Jira Software has been proclaimed the best project management software for agile teams. It boasts a variety of highly functional and advanced features. Most of these are geared toward teams specializing in IT and other high-skill fields, so if you happen to be part of one, this may pique your interest.

Like ClickUp, Jira is quite robust and flexible to use based on its current offering of interesting tools – the only difference being it’s more suited for coding pros and the like. Core functions aside, it has been hailed by many who’ve used it for its top-notch reporting, dev-ops, and bug-tracking capabilities.

It is also highly praised for its impressive list of native integrations. These are all great features, but Jira is also criticized for its slow UI, confusing setup and inability assign multiple people to the same task.

Comparison of the Features

If there are a few things that both Jira and ClickUp have in common, they may include scrums, automations, project reporting, and power-heavy task management capabilities. One of the key differences is Jira’s focus on developers. This may explain why Jira’s features can be difficult to understand if you are not tech-savvy. How To Use ClickUp As A Crm

The commonality of both platforms is their intimidation upon first impression. ClickUp may be well-known for its feature overload. Jira’s features are so extensive that some may have trouble understanding it. You may be able to reap the benefits of Jira’s paid and free plans, especially if your job is in IT. However, if you wish to get expert-level access to stuff like SSO and SCIM, you must also consider getting an Atlassian Access subscription, which will add more to your expenses.

Jira’s Unique Aspects

As daunting as it may seem, Jira has the potential to be a highly functional project management platform. Its many functions and tools make it a good choice for agile teams, especially when you consider the inclusion of unique assets such as DevOps or IT companies.

Although Jira might not have ClickUp, it can offer all the features you need. It is able to integrate with ClickUp and offers extra gigabytes storage space. This allows you to easily add any feature that you need into your workspace. You might like to integrate Gantt charts or time checking. All of these options are available in the Atlassian Marketplace.

Jira has a problem that users frequently have. It can store as many integrations and your computer could run into hardware problems. But, with that out of the way, as long as there’s enough time to go through the platform, we can envision Jira as a place where teammates can work as swiftly as possible.

Jira’s Pros

Packed with an outstanding set of power-heavy tools, most of which cater to teams who work in IT and web development
A generally functional plan is available. There are also a number of premium plans.
Jira is known for its over 1000 integrations with different platforms. How To Use ClickUp As A Crm

Cons of Jira

You may find it difficult to navigate Jira if you are not familiar with IT terminology.
It has been criticised for its slow interface, lack of intuitive functions and inability to manage important tasks.

> > Click Here to Sign Up for Free < <

ClickUp vs. Airtable

Airtable has been widely admired for its spreadsheet capabilities, but it has more to offer than that. Airtable is a real-time spreadsheet-database hybrid that focuses on letting teams combine all the data and workflow into one source of truth.

ClickUp may have good database management features, but Airtable excels across the board in this field. Airtable is best known for its flexible spreadsheet-adjacent view. Though more appropriate for teams specializing in organizing important data, Airtable’s inclusive approach makes it a welcoming solution for any purpose.

From its stable functionality to its user-friendliness, there’s no doubt that Airtable has gained the trust of so many folks who use it. But, in some cases, it can be challenging to use, especially with its data input functions.

Comparison of the Features

Airtable makes it easy to create a well-organized layout using spreadsheets. They can be used in multiple ways and for multiple purposes thanks to the template library. The Interface Designer update has added new ways to view tasks. Similar to ClickUp, you now have the option to customize your views into calendar form or a Kanban board. How To Use ClickUp As A Crm

Airtable’s free plan is a great feature. It may be less robust in features, but it is surprisingly functional. You get to access some core features, but as for customization, there’s not much range of options to explore unless you sign up for any of its premium plans. Speaking of which, they’re a bit more expensive than ClickUp’s, so be aware.

Airtable’s Unique Aspects

Airtable excels in spreadsheets, out of all the project management tools on our list. It’s also one of the only platforms that cash in on their spreadsheet and table tools as their star asset.

For years before the advent of digital boards and other task views designed for today’s age, spreadsheet programs like Microsoft Excel were primarily used to import data and lay out the tasks for any project. The design of these spreadsheet programs has helped teams achieve their goals.

They became less popular as they were no longer practical and had to be replaced by more functionality. Airtable was created to address the lack of oomph found in most spreadsheet platforms during its release. Today, with the increasing rise of cloud-based and remote work, Airtable’s signature capabilities are more fitting for teams of all sizes. How To Use ClickUp As A Crm

Airtable’s Pros

Houses plenty of remarkable spreadsheet-creating and customization capabilities
It is well-respected for its functional and stable user interface.
Because of its affinity for diversity, it is suitable for many types of work.

Airtable’s Cons

The data export and import process may sometimes be a struggle to work with, especially when transferring data from other platforms like MS Excel.
Although it may seem difficult to sign up for Airtable, once you get used to the overall functions of the platform, it will be worth it.

Bottom Line: Which Project Management Software Should I Choose? How To Use ClickUp As A Crm

ClickUp is a great option if you want your team members to be able to do everything at once. Monday.com is an excellent alternative if your team doesn’t want to feel overwhelmed the first time. Technically, most platforms on our list count as alternatives, but Monday has more in-house features, including communication and collaboration tools, reporting, and time-tracking.

If you’re striving for a perfect balance between functionality and form, Asana, Notion, and Airtable are the best bets. Between the three, you get to focus on the tasks at hand with as minimal features as possible, and you can maximize with integrations if you feel like it. There is only one difference between the three: Notion focuses more on document creation and note-taking, Airtable on spreadsheets and Asana on task management with some communication.

Trello might be better suited for workflows that rely on visuals. However, you may need to integrate with other platforms in order to achieve other goals. After all, it shines best when it comes to Kanban board views. Jira Software is a great choice if you are looking for an advanced interface and agile features, and/or a computer-related skill such as IT, web development or any other computer-related skill.

Lastly, if you want to stuff the best features of all the other PMS into one place, there’s no other thing we could think of other than ClickUp. But, if you’re going for this route, you may need to consider its strengths and weaknesses, most of which we haven’t fully covered here. ClickUp may have some tools that are better than others, but it does offer a good list of integrations which you can use to your advantage when you most need them.

Have you found the perfect PMS to help your team achieve your dream goals? Is ClickUp the right platform for your team, or is it something else that best suits your needs? Regardless of your choice, we’ll wish you the best of luck!

How To Use ClickUp As A Crm

ClickUp is a cloud-based project management software primarily used for workplace-related engagements and interactions. Its one-stop-shop nature makes it stand out among the rest: it has all the tools needed to create impactful projects rolled into one easy-to-use and accessible platform.

Yep, you heard it right! ClickUp is a workplace app that has specific uses and can be used to meet certain needs. ClickUp, however, aims to combine all these functions into one system with the primary goal to increase team productivity. How true is the claim? How well can it deliver when it comes to handling workflow? We’ll answer these and more in our full review right here.

We’ll also discuss other factors that you should consider before purchasing ClickUp, such as the price levels and system support. Let’s begin!

Kurt Knows has a video review of ClickUp for those who like a visual experience. You can still read our article to get a complete overview of ClickUp.

What is ClickUp? A Handy Overview How To Use ClickUp As A Crm

ClickUp was founded in 2017 as one the most promising tech startups of the moment. The team behind ClickUp understood their goal: to make ClickUp the best place for teams and businesses to work more productively. They realized that the current productivity system could be all over.

There are many project management tools available that can be difficult to track. For instance, Monday.com and Asana may be a better place to manage project-related tasks. Time tracking management? Hubstaff and ActiveCollab are good options. Do you want to share documents and presentations with your team? Maybe MS Office or Google’s suite of tools could help you with that.

It’s not just the typical project management stuff that teams from all walks of life have to deal with. Communication also comes into play – while a select few platforms have a chat feature integrated within, most of them are downloaded separately. You can think of Slack and MS Teams or even Discord.

With that in mind, there are way too many productivity-based apps for teammates to keep up with, creating an oversupply of separate ecosystems. Some may find it more difficult to finish certain projects or achieve specific goals due to the increased number of apps. ClickUp recognizes the need to create a platform that provides all workplace solutions from one location. ClickUp also believes that it will help improve productivity by 20%.

Though founded around half a decade ago, ClickUp has since then amassed a following of over 200,000 small- and medium-scale businesses and companies. One of the eye-catching reasons why these teams rely on the platform is its cost-cutting list of features, helping them save up extra time – and money – in the process. ClickUp offers many useful tools, such as real-time collaborations with team members, shared task setting, productivity reporting, templates and other customization options. This is in addition to the usual tools like task management, communication and time tracking.

ClickUp’s flexible pricing range makes it a great choice for workplace activities. ClickUp also offers a free forever plan which is one of the most affordable productivity platforms. ClickUp makes sure that every member of the team can access all of its most important features, unlike other apps which hide their best features behind paywalls. ClickUp is ideal for remote teams with limited budgets. How To Use ClickUp As A Crm

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Who Are the Ideal Teams for ClickUp?

ClickUp is a great tool for small and large teams. But, its overall nature has made it an especially ideal choice for

Teams who work remotely or from home – Since ClickUp is cloud-based, it is a great option for businesses whose teams often work apart from each other.
Human resources departments – ClickUp is equipped with excellent management, reporting, and storage tools, including a performance tracker, which any company’s HR department must have.
ClickUp provides seamless collaboration and communication features such as chat and comment sharing for design and advertising teams.
Marketing and finance-focused businesses – Teams who specialize in marketing and finance may have a ball with ClickUp’s tracking and reporting features and other notable aspects such as goal-setting, account management, and collaboration within the team and with clients.
Teams working in healthcare – Healthcare companies must adhere to the Health Insurance Portability and Accountability Act. ClickUp offers this compliance, but it is limited to the enterprise plan.

What’s Good and What’s Not with ClickUp

From simple and convenient offerings to jam-packed pricing plans, it’s no wonder why ClickUp has become one of the top choices for the best productivity software on the internet, and a fan favorite, too! This statement might seem too good to be true. Keep reading to see if ClickUp can still stand on its own.

The pros

ClickUp is among a select few platforms with a fully functioning free plan, which includes some vital workflow features that may require access beyond the paywall for other productivity systems.
The system comes with many elite customization options that are suited to different industries. You can customize dashboards to your personal preferences using the “Custom Fields” tool.
ClickUp houses a diverse library of work management tools in one place as a means to further boost communication and engagement throughout the workplace. You can find everything from great real-time reporting to seamless collaboration options.
Its tools are easy to use, simple and convenient. This reduces the stress of trying to manage multiple productivity apps at once.
ClickUp’s plans don’t have the same limitations as other platforms. If you want to integrate with third-party apps or services or accommodate more team members, ClickUp has you covered.
ClickUp offers desktop access as well as a mobile app for iOS and Android that allows inter-team collaborations to take place while on the move.

The Cons

ClickUp is full of easy-to use features but it can be difficult for new colleagues to learn how to use them.
As far as UI is concerned, ClickUp falls short in the field as some parts’ font and text sizes may be too small for some to read. The color layouts may be of great concern as well.
ClickUp has many productivity features. However, it does not have the ability to provide post-project feedback. Its integrated tools may not be as intuitive as its counterparts. How To Use ClickUp As A Crm

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Breaking Down ClickUp’s Pricing Plans

ClickUp offers four pricing plans to its users, with a sub-plan and upgrade tier for each. Each of these plans is suited for a diverse range of teams varied by size, manpower, and availability of resources. Without further ado, let’s take an in-depth look at ClickUp’s plans!

Forever Free

ClickUp’s Free Forever Plan is one of the most outstanding features on the platform. Though an entry-level tier, you get access to unlimited tasks and add an unlimited number of team members to your workspace with no fuss. You’ll also explore ClickUp’s jam-packed core features, such as real-time chat, whiteboards, time-tracking, and native video recording.

Although the offerings seem appealing, there are limitations. For example, the monthly allowance of 100 automations and 100MB storage. The Free Forever plan is a good choice for solopreneurs and project managers who are just starting out.

Unlimited Plan

You like the free tier, but you don’t want to follow the rules that could impede your workflow. You may be glad that ClickUp’s Unlimited Plan offers plenty of welcoming upgrades and extra features at affordable rates. At the same time, other productivity platforms have plans similar to this but at higher price ranges. How To Use ClickUp As A Crm

For $5 per user per year (if you pay annually), you get all the core features of the Free Forever plan plus unlimited storage and app integrations. Unlimited dashboard creations are also possible. Advanced reporting tools and Goals & Portfolio are also available for a low price. Ideal for small-sized teams with an expanded client base and increasing resources, upgrading this plan from Free Forever requires a little money, making it valuable.

Business Plan

For teams who have expanded beyond the confines of a small space and are ready to take on new challenges, ClickUp’s Business Plan comes with a slew of features that deliver their increasing need for effective workplace resources. It includes extra security features such as double-factor authentication and single sign on integrations with Google for team members, in addition to the other features of the two previous tiers.

The Business Plan also received upgrades that have been worth it, such as advanced dashboard customizations, next level automation, and improved public sharing. Also included is the Goal Folders feature, which lets you compile and organize project goals into separate folders for easy safekeeping. The Business plan costs as low as $12 per user per month (if paid yearly).

Business Plus Upgrade

Explore more with the Business Plan The Business Plus upgrade is priced at $19 per member per year (annually), and unlocks all the features of the tier to maximize productivity within your team. Not only will you get an additional allowance for automations.

ClickUp’s team-sharing and KPI tracking features, as well as custom role creation, will be explored. ClickUp offers priority support. If you have any questions or requests, ClickUp will assist you as soon as possible.

Enterprise Plan

The Enterprise Plan is ClickUp’s most complete tier yet, packed with additional enterprise-grade features apart from all the combined tools covered by all the previous plans. Marketed towards very large-scale teams and established businesses and corporations, it has no fixed plan – this means you will need to link up with ClickUp’s sales department first to forge a deal on how much you may need to pay.

The Enterprise tier offers advanced solutions like white labeling, unlimited custom role, advanced permissions and customized contract agreements with legal support. It also includes HIPAA compliance for healthcare team members. Other noteworthy deals include the ability to do single sign-on using multiple apps aside from Google, custom onboarding training for new teammates, and a dedicated success manager to ensure a highly productive and positive workplace. How To Use ClickUp As A Crm

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A Closer Look at ClickUp’s Features

Before we go ahead and check out the rest of what ClickUp has to offer, it’s important to first look at its hierarchal structure. Nearly every typical productivity system consists of at least two things: a company and its projects. ClickUp elevates it with some structural changes. ClickUp creates its own hierarchy consisting of Teams, Workspaces and Spaces (Projects), Folders Lists, Tasks, and Folders.

ClickUp defines a team as a company or organization that manages all tasks and assigns them the employees or their teammates. Teams are usually created by companies from different fields. However, there are rare instances when large groups manage multiple teams simultaneously. The Workspaces are also known as departments within the company.

The Workspaces are followed by a variety of Spaces, or work projects. These are assigned by departments within the Team. Each Space branches to the Folders, which in turn branch to the Lists. All these, under the Spaces essentially, consist of subprojects that make up the grand scheme of the full plan. The much-anticipated Tasks from the Lists section are finally here, each one assigned to a different member of the team.

Now that we’ve got it dealt with let’s break down ClickUp’s integrated features and tools!

Multitask Toolbar

Once you step into the ClickUp user interface, you may notice the multitask toolbar, which appears if you click on one or multiple tasks on the list. You will find the same functions you would expect from an e-mail platform such as Yahoo Mail or Gmail: the ability to mark and select as read, delete, and the ability to delete. It is a wonderful feature for managers and solo power users who have to handle a lot of tasks.

ClickUp’s multitask bar allows you to do many things with your tasks, just like any other e-mail service. You can, for instance, change the status if they’re complete or not, modify the due dates, set assignees among your current teammates, and even convert some of them into sub-tasks to make the full goal less complicated.

A Simplified Approach to Managing and Viewing Tasks

On nearly most productivity apps, you would be expected to bear the weight of manually writing in your tasks and inputting them into your team calendar and goals everywhere you go. ClickUp has simplified the process to a huge extent – instead of taking up nearly an hour or more of your time, you need to type in whatever task you have in mind and wait for the platform to integrate the data into your workspace very shortly.

Regarding how you view your laid-out tasks, ClickUp has given you plenty of options to explore. It currently houses over 15 powerful views, from the calendar and boards to the more advanced views like the Gantt chart, mind map, map view, and workload. That way, you’ll get a complete scope of how the rest of your team is doing, plus the assurance that your goals may be reached efficiently.

Customization Range

ClickUp is a great tool for task management. Its useful drag-and-drop feature has turned the process of reorganizing tasks into a piece of cake. You can drag and drop tasks to move the deadline to a later date or period.

However, customization goes beyond the simple drag-and-drop and multitask toolbar tools with ClickUp. ClickApps is a section that gives the Workspace a more personal feel. It provides time-saving tools like automations, dependencies and sprints. These can all be integrated into your space. You can also create templates for your documents, checklists, folders and other tasks that you might use in the future. Zapier allows you to integrate with more than 1,000 apps and services, making it easy for you to have a productive work environment. How To Use ClickUp As A Crm

Collaboration and Communication Tools

Communication is key to a successful work project, and ClickUp provides you and your team with in-house features that deliver the aspect right on the spot. Its e-mail service and chat feature allow you to interact with your fellow teammates without having to leave elsewhere, as you can do several things, such as catch up on your tasks and ask for special requests whenever necessary. However, as good as these features may seem, it’s important to note that they shouldn’t be heavily relied on as there are some issues with the interface and that it’s better to have some comms backups on the ready in case something goes awry.

That aside, apart from the integrated communications tools, ClickUp’s also packed with smooth collaboration features up its sleeves. Like Google’s work suite, you can see whatever your teammates are working on in real-time from the Whiteboard to the Documents. Do you have any feedback? You can proof your files or your teammates’ tasks, assign comments for suggestions, and even share them with others so they can see what’s going on.

Documents

Having an outlet where you can lay out the ideas and goals of your project is an excellent idea until you realize you would have to access it on separate applications. ClickUp addresses this problem by integrating its version of Documents to the platform. This allows you and your team members to work together without having to go elsewhere.

ClickUp Docs allows you to create and edit files using a few fonts, sizes and photos. You can also link your files with Workspace tasks through widgets. You don’t need to update your workflow in different tabs. Instead, you can do it all within the editor. Not only does this feature save you time but also your effort – this is especially important if you have a lot of tasks in mind and don’t like to clutter up your productive routine.

Once your documents are complete, you can share them with your team members or publically using an automatically generated copy/paste link. Additionally, with ClickUp Docs, you can explore other useful features, such as turning on Focus Mode to let you focus on your part with no distractions and looking at the page’s details, including the word count and approximate reading time.

Real-time reporting and goal tracking

When handling projects, it’s crucial to keep track of their progress and see if anything is done to get close to their desired goal. To see how they play out as they happen, look no further than ClickUp’s customizable dashboard feature, which lets you navigate through different types of project indicators in one space. From the current status of project goals and sprints to a real-time graph indicating how many tasks have been completed within the team, rest assured that you have the right tools to determine if any of your projects are geared towards success or otherwise.

As far as reporting how well your general workspace is doing is concerned, you may be glad to know that ClickUp’s reporting section made it incredibly simple for you to do so, as with most of its other features. Apart from visually appealing graphs, ClickUp also offers automatic reporting tools like the Pulse section. Here you can see how many of your team members are online at any given time, Time Estimates and Team Points. You can also view reports about how many tasks each member completed in a particular period of time.

Time Management

Remote work is becoming more popular. This has led to a growing demand for time management apps that help team members track how much time they work each day, week, and month, even though they may be in different places. While there have been dedicated platforms for that, time management features are already part of ClickUp’s loaded package of offerings. Its time tracking and reporting functions are just like the rest of ClickUp’s tools.

The global timer allows teammates to enter their work hours, link their task and take notes. It doesn’t matter what device you use – ClickUp’s Chrome extension is free and you can record your time on your computer, your mobile phone or your laptop. You may opt to either start the timer as you get to your tasks or manually type in how many hours you’ll work in a day – no matter which way you prefer, ClickUp provides you with them. The core tools for general time tracking management such as time billing, editing and timesheets will be covered. Do you have a different time-tracking app and would you like to transfer your data to ClickUp? Simply sync information between the two platforms. How To Use ClickUp As A Crm

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Bonus: The ClickUp Support System

In need of assistance? ClickUp has nearly everything you may need to help you with them! Apart from being packed with many handy work management tools, ClickUp equally shines in providing its users with excellent customer support and learning resources.

It offers 24/7 customer support, which is available to all subscribers regardless of whether they are on a paid or unpaid plan. What’s nice about it is that you get plenty of support teams to choose from. The Sales section, for example, is the best place to go if you have questions about the Enterprise plan. A dedicated team can help you set up your Workspace.

Conversely, ClickUp lets you explore a vast library of learning content to guide you on how to use the platform, from the on-demand video tutorials in the Demo package to the information-rich documents found in its Help Center. ClickUp University offers courses and webinars that can help you and your team improve your work skills. How To Use ClickUp As A Crm

ClickUp: What customers have to say about it

ClickUp’s impressive list of project management tools has given it a cutting edge over the rest, although the number of those may be too overwhelming for some users who may just want to keep their fellow team members on track. But, for what it’s worth, it has amassed a considerable following among the general public.

ClickUp has been a popular tool for team leaders. They have generally been positive about the process of using it. The platform’s endless customization options and time-saving features have been praised by many team leaders. They also appreciate how functional the free entry-level plan can be compared to other productivity programs and how worthwhile it is to upgrade to higher tiers, especially considering the price.

Since ClickUp is loaded with many features, it’s already a given that the learning curve can be steep, especially for those not fully familiar with how remote project management works. ClickUp users may need to take more time to become familiar with its internal workings. The service has a lot of onboarding and learning material. ClickUp is also subject to criticism for its mobile app and web interfaces that can sometimes be glitchy, but most users don’t see any problems with the service as a whole. How To Use ClickUp As A Crm

Alternatives to ClickUp

ClickUp is a well-known productivity software that has earned a reputation for being the best. ClickUp’s recognition has been equaled by the following other work platforms. Each of these has competitive features and aspects that make it unique; however, some things aren’t always on par with what ClickUp offers.

Monday.com – From the looks of it alone, it’s no wonder that Monday.com is considered by many to be among the closest competition to ClickUp in terms of workload features, range of customization, integrations, and providing teammates with learning and onboarding resources. While it lacks in its free plan and wide range of tools, it sure does make up for its ease of set-up and use.

Smartsheet – Smartsheet provides teams with the same quality project management tools that ClickUp offers, including a reliable mobile app and multiple task-viewing options. They also have the ability to share tasks with colleagues in real-time. Smartsheet shines best when it comes to creating spreadsheet-adjacent project plans, making it a much better choice for detail-oriented teams that deal with a huge load of data and only sometimes for small-scale groups and freelancers.

Teamwork – While ClickUp and the rest are collectively best for team projects, Teamwork has a slew of tools geared toward client- and service-based interactions. You can also use some of the great features that you would expect from any PM program, as well as many other useful tools. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. How To Use ClickUp As A Crm

Asana – Some PM platforms like ClickUp may have too many features. Others may need to be simpler. They might be considered useless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp: The Final Verdict

As we reach the end of our ClickUp review, let’s go full circle to the beginning and answer these questions: 1) How accurate is its claim to increase productivity rates? And 2) how well does it deliver when it comes to handling workflow?

Firstly, from how it executes its premise by being a one-stop platform for all project management needs, there’s no doubt that ClickUp has the potential to improve workflow among teammates, even while remote. However, having too many tools can lead to information overload. Second, depending on how you see it, the software does its best to tackle multiple tasks, even though a few of its aspects require improvement.

Based on everything we know so far, is ClickUp worth a try as the go-to software for you and your employers? Although the final decision is up to you, we believe it’s worth a try in this instance. ClickUp may be a good choice for you if you are a small team looking to move to remote work.

FAQ How To Use ClickUp As A Crm

How many devices is ClickUp currently available to download on?

Apart from the mobile app for Android and iOS, which we’ve tackled early on, ClickUp has a desktop version that you can download on Windows, Mac, and Linux computers. You can also download the Chrome browser extension from Google Chrome.

ClickUp is it suitable for solo or personal use?

Though not the de-facto best platform for freelancers who deal with clients independently, ClickUp has enough tools that can be maximized even for personal use. ClickUp offers a wide range of project management tools that can be used by solo workers.

Is ClickUp available offline?

Yes! Yes! ClickUp offers an offline mode for coworkers who don’t have an internet connection. With it, you can create and view tasks, craft reminders, and take a look at notes; however, you may not be able to access some of its other tools unless you’re connected online.

ClickUp’s Offline Mode feature can be found on the platform’s website, desktop program, or mobile app (Legacy2.0).