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LeeAtkinson - PeerSpot reviewer
Chief Solutions ArchitectChief at AlignVu
Real User
A user-friendly cloud-based CRM platform that needs to improve its dashboard and reporting functionality
Pros and Cons
  • "We found it very simple and intuitive to use...The initial setup is straightforward."
  • "The cloud-based solution can get bugs in it occasionally, causing latency and loading issues."

What is our primary use case?

We use it both as our core internal case management platform and CRM. But we've also embedded it into a couple of products we provide. We set it up as an agile base development platform, customer service platform, and basic customer management platform. So the ability to set up folders and link those folders gives a hierarchy, with workspace, space folder, and then the list within folders.

How has it helped my organization?

With the help of ClickUp, we can now organize the work and look at schedules. So we organize our work where we have clients, clients have projects within those projects, and there are tasks. We don't set due dates, so we use them for scheduling and time booking for all our development staff. We also use dependencies within to get our daily schedule together because there are two parts to our business.

One is where we're doing crime compliance and finance for larger clients, and then we have a community portal where we've embedded the CRM in the middle of that. And within that, it's a very fast-moving environment because we've got about twenty people using it. The amount of work from those is lots of very small, rapid work, and it's been invaluable for helping us manage our resources daily.

What is most valuable?

We found it very simple and intuitive to use, cost-effective, and provides decent single client relation views and analytics of the back-end. We also build our extraction tools from there.

What needs improvement?

Some improvement in the reporting and dashboarding would be very helpful, as also the relationships across different folder types that ClickUp has. It will enhance the ability to be more intuitively linked to a set of folders, a set of customers versus a set of folders, a set of products, and the ability to relate those two together and build transactions between them. That is missing in ClickUp, presently. I want ClickUp to be as intuitive as Salesforce.

Buyer's Guide
ClickUp
August 2025
Learn what your peers think about ClickUp. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
865,384 professionals have used our research since 2012.

For how long have I used the solution?

I have been using ClickUp for over twelve months.

What do I think about the stability of the solution?

The stability of the product is okay. It is not better or worse than Salesforce. I rate it six out of ten.

What do I think about the scalability of the solution?

It has some issues with scalability. The cloud-based solution can get bugs in it occasionally, causing latency and loading issues. But it's the biggest implementation as we've got about thirty users running on a place alone. Fifteen users in our business are using the solution. In our clients, we've got probably a couple of hundred across, but they're on different workspaces because we deploy in the SME sector for our clients, and they've got an average user base of between five and fifteen.

I rate it six out of ten.

Which solution did I use previously and why did I switch?

For project management, we used Jira. We were previously using Salesforce, and we still integrate into Salesforce. But we try to avoid it as much as possible. ClickUp is way, way easier to set up and scale. It doesn't require specialist knowledge to work with it. Compared to ClickUp, Jira is complicated. It's only a single product but a hotchpotch of things if you know what you're doing.

How was the initial setup?

The initial setup is straightforward. The initial setup took a couple of days to get operational, and then we added features on our different processes onto it. So we got the structure in a couple of days. The only thing we're still looking to put in is detailed time sheets for people. We'll bring that in soon.

But the timesheet system is what we're doing in pieces.

End to end is probably a week, but that week is over several months as we're getting one piece, breaking it down, and doing something else. I rate it eight out of ten.

We have two workspaces. We got a prototype workspace where we model the design, work around what we want to achieve, and create an up-front user flow design. We test that with sample data and recreate it in a production environment. Because when we're doing a release out to our client base, we want to ensure that anything we're doing does not only coexist with what's been done previously, does not break anything but keeps everything intact. We also have to ensure it doesn't interfere with the active user base we've got running.


What's my experience with pricing, setup cost, and licensing?

I rate ClickUp’s pricing a seven out of ten.

Which other solutions did I evaluate?


What other advice do I have?

Just ensure you have a design you want to work with before you begin. Research and get some training because you'll only get out of ClickUp. ClickUp has a lot of framework systems you can implement in many ways, and you can do a straightforward implementation, but it's difficult if you start in the wrong way; it's difficult to unwind and move to

a more optimum solution because you learn as you go. So you need to do your research upfront. You need to do a little bit of training. It's maybe a day to understand concepts. You need to get your design out. You need to test it, and then you need to build it. The problem with ClickUp is that it is so user-friendly you can dive in. And before you know where you are, you're all over the place.

Since it hasn't yet got predefined models you can choose from, I rate the overall solution a seven out of ten.


Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Muhammad Uwais - PeerSpot reviewer
Functional Consultant at RFR Group
Real User
Team productivity tool used in a development context that is easy to use and quick to set up
Pros and Cons
  • "The most interesting feature is the ability to share what you are working on with an external entity. The customer has direct visibility on what is being done on a particular project and this provides a lot of transparency."
  • "ClickUp could improve by being customised to the development industry. We would like to have bug trackers and an agile approach built into the solution."

What is our primary use case?

We are a project organization so we have development and functional teams that are working on projects. We use it to identify activities and timelines and who is responsible for what.

We have 16 people using this solution right now.

What is most valuable?

This is a user-friendly system. It doesn't take a lot of time to set up and get started. The most interesting feature is the ability to share what you are working on with an external entity. The customer has direct visibility on what is being done on a particular project and this provides a lot of transparency. 

What needs improvement?

ClickUp could improve by being customised to the development industry. We would like to have bug trackers and an agile approach built into the solution. This type of industry specific approach would be great. 

For how long have I used the solution?

I have been using this solution for one year. 

What do I think about the stability of the solution?

This is a stable solution. 

What do I think about the scalability of the solution?

I would rate this solution a six out of ten for scalability as there are certain features we cannot extend. For certain elements of tracking and revisions, we use Asana and Jira. We need to depend on those system as well. 

How are customer service and support?

I have not personally contacted the technical support team of ClickUp before. We use the knowledge base because they have a lot of videos.

Which solution did I use previously and why did I switch?

We switched to using this solution because we wanted to get visibility on the resource load. We have had trouble identifying the load of the resource and the profitability of projects. Previously, we were using Microsoft Projects but it was not that easy to use and did not provide us with all the details we needed. 

How was the initial setup?

The initial setup was very easy and took less than a day.

What's my experience with pricing, setup cost, and licensing?

This solution costs $20 per user per month. If you have 20 users, you would pay $400 per month. There are no hidden fees that we are aware of. 

What other advice do I have?

It is a very user-friendly product and you can easily set it up. If you have the need to manage and track certain things, I would recommend this solution.

I would rate it an eight out of ten because it is easy to use and has all the basic features an organization needs in terms of project management and costing. It is not complicated. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
ClickUp
August 2025
Learn what your peers think about ClickUp. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
865,384 professionals have used our research since 2012.
Aruna Dayanatha - PeerSpot reviewer
Director/ Chief conceptualist at Right-X (Pvt) Ltd.
Real User
Useful scheduling, attractive UI, and support operates well
Pros and Cons
  • "The most valuable feature of ClickUp is the UI scheduling tool. It is the best and most convenient and attractive."
  • "ClickUp can improve the UI for mobile devices. For example, they are lacking some features in the Android version, such as Gantt charts."

What is our primary use case?

ClickUp is used for project scheduling. It's a collaborative environment. I plan the projects and share them with my fellow consultants in my team when I follow up on the work.

What is most valuable?

The most valuable feature of ClickUp is the UI scheduling tool. It is the best and most convenient and attractive.

What needs improvement?

ClickUp can improve the UI for mobile devices. For example, they are lacking some features in the Android version, such as Gantt charts.

For how long have I used the solution?

I have been using ClickUp for approximately nine months.

What do I think about the stability of the solution?

ClickUp is stable.

What do I think about the scalability of the solution?

The scalability of ClickUp is good. You can shift from a small individual to a small group to an even larger group.

We have eight people using this solution in my organization.

How are customer service and support?

I have used the support from ClickUp and they have multiple people attending to the complaints and it operates smoothly.

Which solution did I use previously and why did I switch?

I have used other solutions, such as Microsoft Project, but I prefer ClickUp.

How was the initial setup?

The implementation of ClickUp is simple.

What's my experience with pricing, setup cost, and licensing?

The price of ClickUp is reasonable. The price is approximately eight dollars per month per person.

What other advice do I have?

I would advise others before they use a paid plan to use the free plan to see if they are going to be happy with it first.

I rate ClickUp an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
AliRaza9996 - PeerSpot reviewer
Software Engineer at a tech services company with 51-200 employees
Real User
Top 20
Easy to use and provides checklist features, customizability, and templates
Pros and Cons
  • "I am currently exploring ClickUp AI, which I think is very good."
  • "It would be good if the solution facilitated voice calls or an option to chat directly with a person on ClickUp."

What is our primary use case?

I'm not the team lead for the ClickUp project. My team lead assigns me some tasks, and sometimes, our client also raises tickets on ClickUp. We actively see them and use tickets there as well, just like Jira.

What is most valuable?

I am currently exploring ClickUp AI, which I think is very good. ClickUp is easy to use. It has many dashboards, and our team can create their own dashboards. Multiple projects can be handled under the same ClickUp profile. ClickUp also provides checklist features, customizability, templates, and so on.

What needs improvement?


For how long have I used the solution?

I have been using ClickUp for one year.

What do I think about the stability of the solution?

I have worked with the solution for one and a half years and haven't seen any glitches in the system.

I rate the solution’s stability ten out of ten.

What do I think about the scalability of the solution?

My whole team of 30 people uses ClickUp. The client's team of 20 to 25 people and the client's testers also use the solution. In my project, we have more than 50 users using ClickUp.

I rate the solution a nine out of ten for scalability.

What other advice do I have?

It is very easy to collaborate with our team through ClickUp. ClickUp is easier to use than Jira. We have deadlines for some tasks. My manager assigns me a task, and we have a deadline and overview of how we are completing it. ClickUp is easy to use because we have descriptions of the tasks and stories.

We use both Jira and ClickUp because some of our clients have experience with Jira. Hence, some projects run on Jira because some clients use Jira to raise tickets. Other clients who have experience with ClickUp find it easier to use. It's easy to customize the solution.

ClickUp supports exporting data. We report and log our time directly on ClickUp. The solution integrates with our website, where we log time, and it appears on our ClickUp dashboards. We log our working hours on ClickUp, and our manager exports the data.

We use Google Chat for our internal communication, but we use ClickUp for client conversations regarding tasks and tickets. I personally haven't integrated the solution with anything. However, my manager integrated ClickUp with our internal website, where we log our working hours. The integration automatically transfers the data from our database to ClickUp, and it works fine. I would recommend ClickUp to other users.

Overall, I rate the solution an eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Hisham Alhajeh - PeerSpot reviewer
DevOps Engineer at Proresources
Real User
Top 20
Real-time collaboration and task visualization for helpful project management
Pros and Cons
  • "It is great for visualization and project task assignments to team members."
  • "They should explain better how costs and licensing are distributed."

What is our primary use case?

We use ClickUp primarily for project management. When we have a client, we set tasks, distribute the timeline, and show them dashboards and whiteboards. It is used for visualization, project task assignments to team members, and real-time chat with clients and team members using both the mobile application and desktop website.

How has it helped my organization?

ClickUp is great for visualization and project task assignments to team members.

What is most valuable?

We can chat in real time with clients and team members. It is powerful since we can use a mobile application simultaneously with a desktop website. It is great for visualization and project task assignments to team members.

What needs improvement?

They should explain better how costs and licensing are distributed. They auto take money from the credit card without notification for a while.

For how long have I used the solution?

We have been using ClickUp for one year.

What do I think about the stability of the solution?

It is always working and really stable.

What do I think about the scalability of the solution?

We use it as a service and don't need to scale it, so there is no such option.

How are customer service and support?

We haven't contacted ClickUp support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We were using Excel spreadsheets before ClickUp.

How was the initial setup?

The setup process is easy. I create a table of tasks, link dashboards, create visualizations and goals, distribute timelines, and assign members.

What about the implementation team?

Only our internal team implements and uses it.

What other advice do I have?

As I said, it is pretty much good and easy to use. Just create the tasks, assign them, and create dashboards.

I rate the overall solution an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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PeerSpot user
Sherifah Ojewale - PeerSpot reviewer
Notion Specialist at Fancy Production
Real User
Top 5Leaderboard
Efficiently designed product with good stability
Pros and Cons
  • "The product has an efficient design."
  • "ClickUp's interface needs improvement."

How has it helped my organization?

ClickUp helps schools and educational institutions manage tasks related to classes and projects.

What is most valuable?

The product has an efficient design.

What needs improvement?

ClickUp's interface needs improvement. Additionally, there could be a tutorial video for beginners to understand the process.

For how long have I used the solution?

I have been using ClickUp for two to three months.

What do I think about the stability of the solution?

I rate the platform's stability a ten out of ten.

What do I think about the scalability of the solution?

The product's scalability is a three or four out of ten.

How was the initial setup?

The initial setup process is difficult. The tool's ease of setup and effectiveness can vary depending on specific requirements. 

What's my experience with pricing, setup cost, and licensing?

The product has good pricing.

What other advice do I have?

They should provide details about the platform, including videos to explain the features and setup process. I rate it an eight out of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Yudhveer M - PeerSpot reviewer
Market Insight Manager at a tech services company with 11-50 employees
Real User
Captures intricate details, reliable performance, and the technical support is responsive, but templates could be more user-friendly
Pros and Cons
  • "ClickUp offers a relatively user-friendly experience, especially when it comes to its fundamental features."
  • "There is a need for significant improvement in the user interface to make it more intuitive and less time-consuming to become familiar with."

What is our primary use case?

We use ClickUp as our workflow management tool to effectively monitor and track our workflow processes.

What is most valuable?

ClickUp excels in capturing intricate details, which can be both beneficial and challenging. While it facilitates a proper flow and provides precise instructions, it can also make the workflow appear overly complex.

While it ensures that teams are aware of what needs to be done and when delving too deep into the specifics may overwhelm the team with numerous upcoming tasks and related subtasks.

What needs improvement?

There is a need for significant improvement in the user interface to make it more intuitive and less time-consuming to become familiar with.

I would like a user-friendly template dashboard and reporting that makes the process easier. My previous attempt with a template was a difficult process that required long Google searches on ClickUp sites for help. A simple dashboard or the ability to effortlessly integrate an Excel-based dashboard into ClickUp would be beneficial.

For how long have I used the solution?

I have been working with ClickUp for approximately eight months.

I am working with the latest versions.

What do I think about the stability of the solution?

ClickUp is a stable solution.

We do not use ClickUp in multiple locations, we do use it across multiple departments within our organization.

ClickUp performs exceptionally well across all departments.

What do I think about the scalability of the solution?

From the time when the organization had less than ten employees to now, the team size has doubled, and ClickUp has been functioning effectively. 

As the organization continues to grow, ClickUp remains suitable for small businesses. Its performance has been satisfactory thus far in accommodating the expanding needs of the organization.

How are customer service and support?

On a couple of occasions, there have been instances where the ClickUp software became unresponsive. However, it is important to note that these occurrences were likely due to maintenance issues.

Although I wasn't directly involved in resolving those instances of ClickUp, they were able to get up and running quickly.

How was the initial setup?

When I first joined the organization, the system was already set up, and it was incredibly straightforward to adapt and use the basic features. 

It typically takes approximately two to three weeks, or possibly a month, to become proficient in using the fundamental functionalities of the system.

Since ClickUp is predominantly used for project management, having someone responsible for overseeing it is important. This ensures that tasks and responsibilities are properly assigned, and any issues or delays are promptly addressed. Without proper oversight, tasks can become unattended, leading to a backlog and reduced responsiveness in managing the platform effectively.

What was our ROI?

ClickUp proves beneficial in enhancing production processes by enabling faster execution. Its features and functionalities contribute to streamlining workflows, facilitating efficient task management, and improving overall productivity. 

While the specific cost and customization details are unknown, ClickUp's potential to enhance production efficiency remains evident.

It is important to consider your company's specific requirements and goals when determining the suitability and value of ClickUp for your organization.

What's my experience with pricing, setup cost, and licensing?

I don't have a lot of information about the pricing, it is fairly inexpensive.

What other advice do I have?

ClickUp is a valuable tool for tracking and managing processes, but its complexity can vary depending on the intricacies of your company's workflows. Learning the software requires patience and a thorough understanding of its features and functionalities. 

ClickUp offers a relatively user-friendly experience, especially when it comes to its fundamental features. The core functionalities are straightforward and accessible for users. However, as you explore more advanced capabilities within the platform, it can become more intricate and potentially complex. It is important to acknowledge that while the basics are easy to grasp, delving into the more advanced aspects of ClickUp may require additional effort and a learning curve.

I would rate ClickUp a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Project Manager at a comms service provider with 11-50 employees
Real User
Provides good stability, but it could be more user-friendly
Pros and Cons
  • "It gives reminders for important project dates and when a particular task is about to close."
  • "The product is not user-friendly."

What is our primary use case?

We use ClickUp to track projects by storing all the milestones in the system. It gives reminders for important project dates and when a particular task is about to close.

What needs improvement?

The product is not user-friendly. When I duplicate sheets and change the name to another project, it is replicated in the old sheet. It could be improved. They should add a page to capture the RACI matrix. It will be user-friendly for changing dates and replicating tasks and sub-tasks.

For how long have I used the solution?

I have been using ClickUp for a year.

What do I think about the stability of the solution?

I rate the product's stability a nine out of ten.

What do I think about the scalability of the solution?

I rate the product's scalability a seven out of ten. We have five user logins for ClickUp. We can also provide guest access to some of our teams and customers.

How was the initial setup?

The product's initial setup process has moderate complexity.

What about the implementation team?

They have organized some training videos on their web page about the process. With its help, I implemented the product myself.

What's my experience with pricing, setup cost, and licensing?

The product’s cost is high. It costs around $19 or $20 monthly, whereas Jira costs $7.

Which other solutions did I evaluate?

I have heard Jira is more user-friendly than ClickUp. It is a standard tool with more backup features. Additionally, it is less expensive.

What other advice do I have?

I rate ClickUp a seven out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user