PerfectApps builds forms. ClickUp builds momentum.

ClickUp Brain provides AI writing assistance for drafting and summarizing content across tasks and Docs. AI Notetaker automatically transcribes meetings and generates action items. Connected Search uses AI to find information across ClickUp plus connected apps like Google Drive, Salesforce, and Jira. Autopilot Agents automate repetitive workflows without manual triggers.

ClickUp manages large-scale workflows through custom statuses, dependencies, and 100+ automations on paid plans without slowdowns. The platform supports thousands of tasks per List with real-time collaboration and bulk actions. Teams report smooth performance even with extensive integrations and complex approval chains across departments.

ClickUp provides CSV import tools to bring in your workflow data and tasks. The 5-level hierarchy (Workspace > Space > Folder > List > Task) maps cleanly to workflow stages, while Custom Fields replicate your business rules. Most teams complete migration in days with 24/7 support available. ClickUp University offers on-demand training to get your team up to speed quickly.

Yes. ClickUp's Free Forever plan includes unlimited tasks and members, collaborative Docs, Whiteboards, real-time Chat, and 100 automation executions per month. Teams can automate workflows immediately without licensing costs, then upgrade only when advanced automations, Timeline views, or Goals are needed.

ClickUp offers granular permissions at Workspace, Space, Folder, List, and task levels. Assign custom roles, control edit and view access, and manage guest permissions for external collaborators. This ensures secure workflows where team members see only what's relevant to their responsibilities without separate accounts or complex configurations.

ClickUp connects to 1,000+ apps including Salesforce and databases via Zapier or Make. Connected Search indexes data across ClickUp plus Google Drive, Jira, and Confluence. API access enables custom integrations, while native time tracking and reporting eliminate separate tools for workflow visibility.