ClickUp is an all-in-one productivity platform. This software serves as the central hub for teams of all sizes. With seamless planning, organization, and collaboration on tasks, Docs, Chat, Goals, Whiteboards, and more, ClickUp is the flexible and easily customizable solution that empowers teams to enhance their productivity significantly with just a few clicks.
By streamlining workflows and eliminating the friction associated with using multiple applications, ClickUp goes beyond immediate team benefits. This software eradicates work silos and replaces rigid, overlapping tools, enabling teams to save an entire workday each week, to ultimately increase productivity at work.
In this ClickUp Review, we will discuss what sets this tool apart from the competition. Our team at Research.com explores the unique features and attributes that position ClickUp as the ultimate productivity solution, providing invaluable guidance for businesses on their journey to success.
What's new in ClickUp?
ClickUp is a highly adaptable platform that offers extensive customization capabilities, allowing users to manage a wide range of projects without the need for coding or add-ons. This ClickUp Review presents the latest updates about the tool, shedding light on its exceptional attributes that establish it as a good addition to your existing project management system and other business tools.
Document Import from Confluence
Users can skip the hassle of switching between ClickUp and Confluence documents. ClickUp has streamlined the process, allowing users to effortlessly import their entire knowledge base into ClickUp docs, ensuring seamless access to all their documents alongside their ongoing work. This integration provides a convenient and efficient way to consolidate resources in one place.
New Templates in the Template Center
ClickUp regularly introduces new templates in their Template Center to aid users in commencing their projects or tasks efficiently. These versatile templates can be applied across various contexts, including Spaces, Folders, and Lists, to reduce redundancy and promote the implementation of best practices, ultimately enhancing productivity.
Improved Jira Importer
Users seeking to migrate data from Jira to ClickUp can now streamline the import process. ClickUp offers an enhanced transition experience using .zip files, enabling the import of larger projects in a significantly reduced timeframe, as quick as 60 seconds. This efficient and user-friendly method simplifies the data transfer process for a seamless transition.
How much does ClickUp cost?
ClickUp: Top Project Management Software
4.55 / 5
In this section of our ClickUp Review, we will discuss the different pricing plans that the vendor offers. Notably, ClickUp provides a freemium access suitable for personal use. Yet, for those seeking to scale their businesses, ClickUp offers three paid plans which are priced according to each user's needs. Here's an overview of the ClickUp pricing structure:
Unlimited – $7/member/month
Unlimited Storage, Unlimited Tasks, Unlimited Integrations, Unlimited Dashboards, and Unlimited Free Plan Members
Two-Factor Authentication, AI Compatible, Column Calculations, Teams (User Groups), Resource Management, Agile Reporting, and Native Time Tracking
Collaborative Docs, In-App Video Recording, Guests with Permissions, Unlimited Gantt Charts, Unlimited Custom Fields, Email in ClickUp, 24/7 Support, and Real-Time Chat
Whiteboards, Sprint Management, Kanban Boards, Goals and Portfolios, Calendar View, Form View, and Everything View
Business – $12/member/month
Everything in Unlimited
Google SSO, Unlimited Teams, and Custom Exporting
Advanced Public Sharing, Advanced Automation, Advanced Dashboard Features, and Advanced Time Tracking
Granular Time Estimates, Workload Management, Timelines and Mind Maps, Goal Folders, and AI Compatible
Enterprise – Pricing information is available by request
Everything in Business
White Labeling, Advanced Permissions, and Enterprise API
Unlimited Custom Roles, Team Sharing for Spaces, and Default Personal Views
MSA and HIPAA Available, Single Sign-On (SSO), and Live Onboarding Training
Customer Success Manager, Access to Managed Services, AI Compatible, and US, EU and APAC Data Residency
Advantages of ClickUp
Real-Time Updates. One of the top ClickUp features that users benefit from is the real-time updates, which eliminates the need for manual page refreshing to view the most recent changes. This feature not only saves time but also enhances collaboration efficiency.
Collaboration. ClickUp provides a diverse set of collaboration tools, including the ability to leave comments on tasks or documents, assign actionable items within comments, engage in real-time chat, share attachments, and send in-app video recordings. These features, along with ClickUp integrations, facilitate seamless teamwork and ensure that teams can maintain connectivity and productivity regardless of their geographical location.
Customization. ClickUp stands out as a highly adaptable platform, easily tailored to meet the specific requirements of a wide range of businesses. The automation builder it offers is a valuable tool for simplifying workflows, minimizing errors, and optimizing time management.
User-Friendliness. ClickUp is a user-friendly project management tool, known for its adaptability to cater to individual user requirements. With a variety of integrations and mobile accessibility, it provides a convenient and versatile solution for tracking both personal and team projects.
Freemium Access and Competitive Pricing. ClickUp provides a perpetual free access option for personal use, ensuring accessibility for individual users. Moreover, it offers cost-effective and competitive pricing plans designed to accommodate businesses aiming to expand, making it a cost-efficient solution suitable for businesses of various sizes.
Disadvantages of ClickUp
Complexity. Although ClickUp's customization features are top-notch, it can pose a challenge for new users due to their complexity. Some users might find the available options too overwhelming for the software's primary purposes.
Steep Learning Curve. ClickUp's extensive array of features and the capacity for customizing the interface can be daunting for new users, often requiring a period of adjustment to configure the app to their preferences. Furthermore, the abundance of features may be a lot for individuals seeking a more straightforward and simplified project management tool.
Limited Time Tracking. ClickUp's time-tracking feature is comparatively limited when measured against other competing platforms in the market.
ClickUp Review of Core Features
ClickUp: Top Project Management Software
4.55 / 5
Analyzing the ClickUp pros and cons is an essential factor in determining why this tool may be suitable for one's business. To provide a comprehensive overview of what this software offers, our team of researchers highlights its core features in this ClickUp Review.
Task Management. To facilitate task organization, change tracking, and team management, individuals have the flexibility to construct workflows using various perspectives. Moreover, ClickUp empowers users to enhance workflow personalization by enabling them to create a customized view.
Automation. ClickUp empowers users to automate workflows efficiently by configuring custom actions and triggers, leading to time-saving advantages. This automation enables users to streamline tasks such as modifying card statuses, and reorganizing cards within lists, task assignments, and other similar processes.
Time Management. ClickUp provides an extensive array of time management tools, enabling users to create well-structured schedules with custom statuses and fields for tracking task progress. Furthermore, ClickUp supports the creation of consistent schedules through recurring tasks, ensuring the prompt completion of routine assignments.
Command Center. This versatile ClickUp feature permits users to perform actions throughout the platform using personalized keyboard shortcuts. These customizable shortcuts can be tailored to align with user preferences and requirements.
Collaboration Tools. ClickUp enhances remote team productivity by offering video conferencing, screen sharing, and real-time collaboration options like document management tools. With these, users can promote effective communication and teamwork, ultimately boosting the efficiency of remote teams.
In-App Video Recording. ClickUp boasts a distinctive in-app video recording feature accessible on all plans. This provides team members with the ability to efficiently transmit screen recordings to communicate messages and eliminate the need for lengthy email exchanges or in-person meetings. This feature proves particularly valuable for delivering precise instructions related to upcoming tasks.
App Center. ClickUp's App Center allows users to seamlessly integrate external applications within the ClickUp environment, streamlining their work processes. This center offers users access to various integrations which simplifies the exploration, configuration, and management of various software connections in one place.
Benefits of Using ClickUp
ClickUp, as attested by positive ClickUp reviews, is widely recognized as a robust and comprehensive productivity platform. This reputation is earned through unique attributes like its customization features, real-time collaboration, suitability for remote work, and seamless integrations with other apps. In this section of our ClickUp Review, we will share why this software excels in aiding teams of all sizes and across various industries and highlight other benefits to expect.
Multiple Views
While doing this ClickUp Review, we discovered that this tool offers an impressive selection of over 15 unique views which provides users with a diverse range of options to suit their preferences. Recognizing the inherent complexities of managing projects, timelines, and teams, ClickUp aims to alleviate unnecessary stress by allowing users to tailor their work views to their individual needs. This flexibility caters to various work and learning styles, offering choices such as list view, board view, box view, and calendar view, ensuring that users can access and interact with their work in a manner that best suits them.
Templates
For those unsure where to begin, ClickUp provides valuable assistance through a diverse selection of templates designed for various use cases. The templates are not only plentiful but also entirely adaptable, enabling users to customize them according to their preferences and business requirements. Moreover, users can create their own templates within ClickUp.
Integration Power
While ClickUp is already a comprehensive platform, integrating it with other apps can further optimize workflow. With free access to 1000+ integrations, users can connect tools like Slack, Google Calendar, Zapier, Front, and more. By seamlessly incorporating frequently used apps, ClickUp enhances work efficiency, maintains process consistency, and minimizes the need to switch between multiple applications, making work smarter and not harder.
Mobile App
Many businesses rely on project management software for their operations. Still, accessibility on mobile devices remains a common challenge, especially when you're working away from the office and require access to project management tools for tasks and updates. This ClickUp Review emphasizes how ClickUp effectively resolves this challenge through its mobile app, which offers an intuitive and user-friendly interface, ensuring that work tasks, communication, and project management can be efficiently executed on the go. ClickUp's versatility extends beyond project management, making it a valuable workforce software for remote and mobile work.
Security
ClickUp adheres to PCI's rigorous guidelines for safeguarding online credit card information, employing robust encryption measures and continuous 24/7 monitoring of security and performance. To enhance data security, all ClickUp plans, including the free version, incorporate two-factor authentication (2FA) for website access. Moreover, the Business plan not only requires 2FA but also offers the option of Google single sign-on (SSO) for added security.
Customer Service and Support
Users of all ClickUp plans, including the free version, can access the ClickUp Help Center 24/7 for assistance. Paid plans include the benefit of live support chat, while the Business plan offers priority support to swiftly address user concerns.
On top of this, ClickUp introduced ClickUp University in December 2021, which serves as an educational resource to expedite the learning process. This allows users to master the intricacies of the platform and attain ClickUp expertise through foundational and advanced courses, on-demand videos, activities, quizzes, and professional tips that cater to their specific roles and business needs.
Do I Need a Backup Strategy For ClickUp Data?
While ClickUp’s security protocols protect against unauthorized access, a tailored backup strategy is crucial to safeguard project information from accidental deletion or service interruptions. Integrating dedicated data backup software provides an independent layer of data preservation, ensuring a reliable recovery process and continuity for critical business operations. Establishing regular backup routines and aligning with industry best practices enhances overall data resilience without compromising workflow efficiency.
Key Use Cases for ClickUp
To provide a comprehensive perspective on the benefits of ClickUp, here are various use cases across different industries, highlighting how organizations can leverage the platform to improve efficiency, collaboration, and project management:
Marketing and Creative Agencies: ClickUp enables marketing teams to manage content calendars, coordinate campaigns, and track performance metrics. Its automation and customizable views help streamline the creative workflow, from brainstorming to execution, with a cohesive project timeline.
Software Development Teams: For developers and engineers, ClickUp offers task prioritization, bug tracking, sprint management, and Agile project tools like Kanban boards and Gantt charts. These features improve backlog management and enable clearer collaboration between development and operations teams.
Healthcare and Medical Practices: Healthcare providers use ClickUp to manage patient appointments, organize clinical documentation, and track project timelines. Its HIPAA-compliant environment ensures data security, making it a reliable tool for sensitive patient information.
Educational Institutions: ClickUp supports educators and administrators with tools for lesson planning, project tracking, and student progress monitoring. Its collaborative tools and templates help streamline tasks, improve communication, and enhance the organization of academic resources.
Construction and Real Estate: Project managers in construction and real estate benefit from ClickUp’s resource management, scheduling, and cost tracking capabilities. The platform enables real-time updates, improving coordination among contractors, suppliers, and clients.
How to Choose the Right Project Management Software for Your Business
When evaluating project management software, it’s essential to align the tool’s features with your business needs. Key considerations include the platform’s ease of use, customization options, integration capabilities, and pricing plans. For instance, tools like ClickUp excel in adaptability and offer robust features for task management and collaboration. However, businesses with highly specific needs may benefit from exploring other solutions. To assist in your search, our comprehensive guide on the best project management software provides detailed analyses to help you make an informed decision. Whether your focus lies in team collaboration, timeline tracking, or enhanced security measures, understanding your organizational priorities will allow you to select a tool that maximizes productivity and drives success across projects.
Key Insights
Comprehensive Task Management: ClickUp provides a robust set of features for task organization, change tracking, and team management. The platform allows users to create customized workflows and views to suit various project needs, offering flexibility in how tasks and projects are managed.
Extensive Customization: ClickUp stands out for its high level of customization, enabling users to tailor the platform to their specific business requirements. This includes customizable templates, views, and automation tools that streamline workflows and reduce errors.
Collaboration and Communication: ClickUp excels in enhancing team collaboration with features such as real-time chat, comments on tasks and documents, in-app video recording, and document sharing. These tools facilitate seamless communication and teamwork, regardless of team members' locations.
Integration Power: The platform supports integration with over 1000 other applications, including Slack, Google Calendar, and Zapier, allowing users to streamline their workflows and keep all tools in one place.
Mobile Accessibility: ClickUp's mobile app provides a user-friendly interface, ensuring that users can manage tasks, communicate, and stay updated on projects while on the go. This feature is particularly valuable for remote teams and individuals who need to access project management tools outside the office.
Security and Support: ClickUp offers robust security measures, including two-factor authentication and encryption, ensuring data protection. The platform also provides 24/7 customer support, with live chat available for paid plans and priority support for business plans.
What business types use ClickUp?
In this section of our ClickUp Review, we will delve into the diverse industries that find value in using this software. Whether businesses operate in traditional in-person work environments or adopt a work-from-home setup, ClickUp offers advantages that cater to various types of industries.
Hospitality. ClickUp assists hotels and resorts in formulating a holistic social media marketing strategy aimed at engaging online audiences, boosting brand recognition, and ultimately driving higher booking rates. For hospitality businesses, ClickUp can craft precise marketing strategies, monitor and evaluate critical performance metrics, and facilitate team collaboration for optimized marketing campaigns. Moreover, ClickUp can aid hospitality and event management firms in creating compelling marketing approaches that highlight the advantages of professional valet parking services.
Media and Entertainment. ClickUp supports media and entertainment companies by assisting them in developing a cohesive content strategy that resonates with their target audience and reflects their unique brand identity. The platform also streamlines social media management by centralizing all profiles, ensuring a unified brand message across various platforms. Furthermore, ClickUp offers robust project management tools, including Custom Statuses and Custom Fields within its social media management template. In turn, this facilitates efficient workflows from pre-production to post-production and aids in creating organized contact lists for media outreach.
Education. Educators can utilize ClickUp for the efficient management of lesson plans, assignments, and grading. Moreover, educational institutions can benefit from ClickUp by enhancing the management of projects, events, and collaborative efforts, thereby increasing overall efficiency and effectiveness in their operations. Furthermore, ClickUp serves as a versatile tool catering to the needs of both individual educators and educational organizations.
Business Services. ClickUp assists businesses across diverse sectors in optimizing their project management processes for greater efficiency and effectiveness. The platform's capacity for customization and seamless integration with other applications empowers these businesses to simplify their workflow and enhance productivity.
ADP Workforce Now emerges in this discussion as a potential contender in the realm of HCM software, hinting at a unified platform designed to streamline various workforce-related functions. The provided source hints—albeit without extensive details—at a solution that aims to bring together essential human capital management tools under one roof, catering to the diverse needs of organizations. While specifics are sparse in the source material, the overview suggests that ADP Workforce Now is positioned to offer an integrated approach that supports HR and payroll functions alongside other key operational areas. This high-level glimpse into the product invites prospective users to consider its promise of consolidating core processes and enhancing overall workforce management.
Wrike emerges in the realm of project collaboration software as a solution designed with teams in mind, promising an environment that supports streamlined coordination and efficient project management. Although the available source details remain sparse, Wrike's brief positioning hints at an underlying framework aimed at optimizing collaborative workflows for varying project scales. Its general profile suggests that it caters to teams seeking a central hub for managing project tasks and enhancing communication. For prospective customers exploring project collaboration options, Wrike presents itself as a candidate worthy of further investigation to clarify its full range of capabilities.
3
HubSpot Sales
5 / 5
HubSpot Sales stands out as a comprehensive tool that consolidates contact and deal management into one streamlined platform, allowing sales teams to efficiently track leads and tailor communications with precision. By automating routine tasks like follow-up emails and lead nurturing, it frees up sales professionals to concentrate on more strategic efforts while reducing the risk of overlooking important steps. Its powerful analytics provide detailed insights through customizable dashboards, helping businesses measure performance, anticipate revenue, and refine their sales tactics. Furthermore, the platform’s seamless integration with marketing and customer service enhances collaboration across departments, offering a complete perspective on each customer’s journey.
ConnectWise PSA is presented as a professional services automation solution engineered to streamline service delivery for organizations of varying sizes. This software offers a unified platform designed to support essential business operations, aiming to reduce administrative burdens while promoting operational efficiency. With its dynamic and adaptable design, ConnectWise PSA aspires to simplify complex workflows and optimize service management. For prospective users exploring professional services automation tools, this solution presents a noteworthy option that emphasizes ease of use and integrated process management.
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Frequently Asked Questions (FAQs)
Is ClickUp really that good?
ClickUp is highly regarded for its comprehensive project management capabilities, offering a rich set of features across its subscription plans. It is known for its powerful free version and reasonably priced paid plans, making it a top choice for managing projects, organizing tasks, and monitoring progress effectively.
Why not to use ClickUp?
Despite its strengths, ClickUp can have a steep learning curve due to its extensive feature set. New users might find the platform overwhelming and complex, which could be a drawback for those seeking a simpler, more straightforward project management tool.
Why is ClickUp so popular?
ClickUp’s popularity stems from its versatility and customization options. It can be adapted for a wide range of use cases, from simple task management to complex project workflows, making it suitable for various team types and business needs. Its ability to consolidate multiple tools into one platform further enhances its appeal.
What are the pros of ClickUp?
ClickUp offers a user-friendly interface, integrates project management and CRM functions, and provides extensive customization and automation capabilities. It is reasonably priced and allows users to manage all data in one location, reducing the need to switch between applications. Additionally, ClickUp supports real-time updates and collaboration, enhancing team efficiency.
How does ClickUp handle integrations?
ClickUp integrates with over 1000 other applications, including popular tools like Slack, Google Calendar, and Zapier. This allows users to streamline their workflows by connecting frequently used apps, ensuring consistent processes, and minimizing the need to switch between different platforms.
Is ClickUp suitable For mobile use?
Yes, ClickUp offers a mobile app that is intuitive and user-friendly. The app enables users to manage tasks, communicate with team members, and stay updated on project progress from anywhere, making it ideal for remote work and on-the-go project managemen
What kind of customer support does ClickUp offer?
ClickUp provides 24/7 access to the Help Center for all plans. Paid plans include live support chat, and the Business plan offers priority support. ClickUp University is also available, offering educational resources to help users master the platform.
What security features does ClickUp provide?
ClickUp adheres to PCI guidelines for online credit card information protection, employs robust encryption measures, and continuously monitors security and performance 24/7. All plans include two-factor authentication (2FA) for enhanced data security, with additional security options available for higher-tier plans.
Can ClickUp be used For remote team collaboration?
Absolutely. ClickUp includes features like video conferencing, screen sharing, real-time chat, and document management tools that enhance remote team productivity. These collaboration tools ensure effective communication and teamwork, even when team members are not in the same location.
What are some of the latest updates in ClickUp?
Recent updates to ClickUp include the ability to import documents from Confluence, new templates in the Template Center, and an improved Jira importer for streamlined data migration. These updates enhance the platform’s usability and efficiency, providing users with more tools to manage their projects effectively
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.