ClickUp vs. HubSpot CRM

Great for project management, reoccurring task management, building trackers and keeping track of what everyone is up to. Like all software that has great functionality, having solid governance and control over access is essential. I recommend ensuring that your admins/owners have a close eye on what is going on across the space or it can turn into an unmanageable nightmare.

Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.

Incentivized

• Customization of fields in Tickets
• Integrations with other sites such as Google, Figma, JIRA, and GitHub
• Combining many apps into one- Ticketing, sprint tracking, form submissions, documentation, file management, and chats
• Continual improvements. The ClickUp team is always making amazing strides to update the site and make it that much better for its users

• The ability to create marketing campaigns and have control over when to stop and when to send the next according to your cadence design is excellent. However the ability to see the performance and the history for each prospect is so simple and so accessible - I kicked myself for not getting it sooner.
• Having one place to create companies and contacts as well as score leads and track all contract products means we don't have to miss any renewals.
• The Deal tracker gives us the ability to track multiple pipelines as well as team and individual metrics like average sale, percentage of goal, contribution to team effort which when mixed with an activity tracker means the team stays lean and mean to crush all goals.
• The real time chat feature means prospects can navigate to our landing page for info about us, levels of product availability, pricing and begin a quick chat with members of the sales and support team.
• Intel features along with lead scoring, SEO integration, podcasts and white papers all combine to be the most comprehensive CRM you could need.

Incentivized

• Their chat feature was nonexistent, and a revamp was rolled out recently.
• Their whiteboard function for visual collaboration feels clunky and difficult to use smoothly.
• Their table view/feature (which is supposed to feel like a spreadsheet) is lacking and makes it difficult to copy/move information.

Incentivized

• At times, it feels like there are too many options, which can be overwhelming when trying to grasp all that it has to offer fully.
• The reporting features are lacking. It can be challenging to pull and export reports to share with users who are not on Hubspot.
• It appears to have more issues with Windows; it consistently logs out and requires re-login to the CRM and the HubSpot Outlook add-on.

Incentivized

We're very pleased with how the system works in general. For over a year we've barely ever had any problems with ClickUp and there might have only been one or two times when it wasn't operational for us due to a global emergency. Moreover, when we had a problem once with renewing our licenses we've been contacted directly by our account manager and taken care of in a very professional way (with a due refund as well). The exceptional customer service makes us firmly believe that ClickUp is just the right tool for us.

Incentivized

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

Incentivized

Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.

Incentivized

Once you are set up with HubSpot CRM, it becomes difficult to use any other tool, as it integrates you into the workflow and makes it a habit to log in to HubSpot to identify tasks for the day. The overall ease of use is also a brilliant factor in using HubSpot. They push you towards deal closure and revenue generation.

Incentivized

For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.

Incentivized

The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.

Incentivized

Support are genuinely helpful and really nice to deal with. I had a bug on my workspace that I’d been experiencing for a while. They looked into it for me and asked some questions. Once they found the issue and resolved it, they even filmed a video detailing how they’d fixed it. That level of support is fantastic.

Incentivized

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

Incentivized

There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.

Incentivized

Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.

And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.

Incentivized

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

Every other tool I have used has been for organizing tasks and work only. There were some of the other features, but none of them had the ability to do everything we need to manage a project from start to finish

Incentivized

Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.

Incentivized

Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.

Incentivized

• We stopped losing customers due to lack of organization and management
• Deixamos de perder clientes pela falta de organização e gestão
• We increased our revenue by 30% by offering CRM implementation within ClickUp
• Aumentamos nossa receita em 30% por oferecermos implementação de CRM dentro do clickup
• We no longer waste time using different tools to manage tasks and internal communication with the team.
• Deixamos de perder tempo usando ferramentas diferentes para gerir tarefa e comunicação interna com o time

• Gave a ton of visibility into user and sales funnel.
• Able to get back to new signups or inbound leads much faster, sometimes within minutes. We have a Slack integration that's super helpful.
• Saved hours each week that were earlier spent digging through emails or spreadsheets for context; meetings are a lot shorter because it is super easy to go through the created reports.

Incentivized