Choosing the best project management software can be pretty tricky.
As you’re doing your research, there is a high chance that you will have to opt either for monday.com or ClickUp, as these two names are regarded as the best project management (PM) software on the market.
Deciding between monday.com and ClickUp can be a fuzzy decision; we’re here to share why our company, Seahawk Media, a professional WordPress service provider, decided to shift from monday.com to ClickUp.
Do you want to know why we moved from monday.com to ClickUp?
What the main differences are between monday.com and ClickUp?
If yes, then you’re in the right place.
In this blog, we will share the reasons why we made the switch and the most significant benefits we’ve seen so far.
Let’s dive in!
Why We Chose ClickUp Over Monday.com
Like most growing agencies, we’re constantly looking for ways to scale operations and improve our client experience. Still, we realized certain aspects of monday.com were holding us back, so we had to switch to ClickUp, which offered the flexibility and tools we needed to support our business, teams, and clients.
One of the reasons we decided to switch from monday.com to ClickUp was to find a way to effectively manage remote teams, connect our customer relationship management (CRM) to our project management tool, and also have all our work, such as SOPs in ClickUp Docs, all in one centralized place.
We wanted our orders to be in the same place where our customer success and operations teams work, including bringing SOPs together with orders via ClickUp Docs—monday.com at the time couldn’t support us at the level needed.
When someone places an order with us, we instantly get notified via Slack, and ClickUp automatically creates a project task for us that would directly get assigned to an account manager as a task.
In any channel, simply type /clickup new to quickly create a new task, right from your Slack feed
In addition, the deadline and task list functionalities of ClickUp are powerful. It makes task monitoring easier and due dates available for each project and department.
But Seahawk didn’t switch to ClickUp just because of the above features. ClickUp also aligned with Seahawk on their vision for the company—it was clear that they were passionate about their work and making the world productive.
And I’d be remiss if I didn’t mention that ClickUp is exceptionally cost-effective. You get so much more for what you pay for than with monday.com.
How We Knew ClickUp Was “The One”
We determined ClickUp to be the best software for process and task management. Here are some legit reasons:
You can customize your assigned tasks and workflow and add different types of dependencies for each function. ClickUp offers key project management features such as reminders, Goals, Docs, Whiteboards, Calendars, and an inbox, and it can be easily accessed via web apps, iPhone, and Android devices. More of its essential features include file sharing, product road mapping, client management, idea management, and workflow automation.
ClickUp helped us consolidate tools and streamline processes through one platform, and now we rely on ClickUp for various uses, such as:
- Documents and task management in one place
- Advanced document management features which are not available on monday.com
- Design project management
- Bug/feature request tracking
- Marketing campaigns
- Development pipelines
- Smooth integration with the existing CRM tool
We can also integrate apps with it, and that’s how we keep connected to Slack, our checkout software, and more. Isn’t it the perfect monday.com alternative?
Benefits of Switching to ClickUp: Solutions and Results
1. Streamlined process for client project management
We found ClickUp to be the best monday.com alternative for project management for many reasons; one of them is that it allowed us to connect our work tools, streamlining and simplifying our processes.
By connecting our other critical tools with ClickUp, like Front, Typeform, and our CRM, we’ve streamlined operations and created a better client experience.
For example, our clients can submit tickets via a Typeform, which automatically creates tasks for our team in ClickUp, and emails them confirmation of their submission. This has helped us manage the queue of requests more efficiently and respond to clients more quickly.
Additionally, we use Front for managing our emails. Using ClickUp automation, we automatically send a Welcome Note when a new client project kicks off. Adding clients as guests to ClickUp has been a big plus as well. They can visualize in real-time all the components of the project and the status.
These small details make a big difference for our agency and help us improve our client experience.
2. Real-time insights into the team’s workload capacity
The ClickUp Workload capacity view has been one of the most exciting things for us after switching to ClickUp from monday.com. This wasn’t a part of the original scope when moving to ClickUp, but it has become critical to our leadership team and daily operations. It gives us real-time insights into who on our team can take on more work or who is tapped out. This helps us make smarter decisions as we agree to take on more client work.
Based on the Timeline view, the Workload view visualizes the amount of work each team member is assigned during the selected time period. You can choose one or two weeks or one month. Each person’s workload is compared with the capacity set for them.
3. Difference in work efficiency
As we all know, corporate efficiency largely relies on aligning deliverables and meeting deadlines, mainly when an agency is in its early stages and each hour counts.
Before ClickUp, our team wasn’t as aligned and didn’t quite know or have the ability to prioritize work and tickets as they came their way. With our monday.com setup, it was hard for each teammate to grasp what they needed to work on first, second, third, and so on, slowing down progress.
Surprisingly, visual aids like Gantt diagrams via ClickUp significantly affected this regard. They assisted people in determining who participated in work assignments within our teams and how those measurements helped us stay on track. The outcomes have been overwhelmingly good for us.
Our Final Thoughts to Share with You
We hope this blog post can aid in the long-term success of your company and enhance your learning more about managing remote teams or expanding a startup team.
As we’ve seen, efficient procedures are enhanced with the proper tools to allow for more agile workflows. And this makes task distribution easier, more visible, and more user-friendly for a company’s employees.
Komal Bothra is a Content Writer at Seahawk Media