ClickUp

Start small and build from there. We didn't dive all the way into all the features from the start, but after 1.5 years I can say it improved our operations immensely.

- I didn't like it overall, I would much father the other tools out there to do the job this does.

I have been using ClickUp since its inception in 2017. At first, I was very hesitant when they launched 2.0 since I'd become deeply ingrained in their atmosphere and setting up accounts for my clients. But now we're at 3.0 and they recently introduced AI Brain and it really gets better as it ages! They are making amazing use of their Series C funding. The feature that has recently gotten me SO EXCITED is the launch of ClickUp Chat to replace Slack (I've been WAITING for this moment for what feels like years)... this is going to be such a fun iteration to play with + implement for my clients.

When I work with my consulting + operations management clients, it's the one and only tool that I recommend for streamlining operations and building holistic views of the business. Setup correctly, I can look at EVERYTHING inside of ClickUp-- which is where most project management tools fall short.

I love that I can organize things very cleanly in space/folder/list views. The whole business structure can be easily seen at a glance.

Whenever I need support, live chat is always there... I can also bring ideas that I have that I am not sure how to bring to light and they'll provide suggestions for me to try out and work with me as I implement if it's too much for the rep, they'll escalate my ticket and I receive a custom response from the engineering team on how I can set this up. Even after 7 years, I am still learning new things about ClickUp.

I love that I can have a pulse on EVERYTHING. I've easily been able to set up CRMs, Customer Support Centers, and Day-to-Day Operations, capture recurring + repeatable tasks, and increase efficiency + productivity.

I can embed spreadsheet views, easily respond + assign comments to team members, and create a dashboard that has ANY information for my clients (and for internal reporting). The fact that ClickUp is so customizable may seem overwhelming to the newbie, but you just get started with the core features that you need, and then geek out over the additions you can make as you grow your confidence with the tool.

I've been in the operations, consulting & project management space for the last decade, and no tool has come close to achieving what I can do with ClickUp.

It is a really powerful project management and organization software suite with lots and lots of features, but suffers from some browser incompatibility and loading issues.