ClickUp

Introduction

Modern technologies now make it easier for businesses to save time by reducing manual work. Cloud computing and artificial intelligence (AI) are built into platforms that automate routine, everyday processes. Small and medium-sized enterprises (SMEs) that do not use automation risk slower workflows and less efficient use of their teams’ time.

What is Automation?

Automation is the use of technology to perform tasks or processes with minimal human intervention. By relying on programmed rules, machines, or software, automation reduces manual effort, speeds up workflows, minimises human error, and frees people to focus on higher-level, creative work.

Automation platforms have a direct link to improved business performance and productivity. For SMEs, the onus is on choosing the right platform for your business. A platform most SMEs should be looking to use is ClickUp.

What is ClickUp?

ClickUp is an all-in-one productivity and project management platform designed to replace multiple tools (like Slack, Google Docs, and Asana) by consolidating tasks, documents, chat, and whiteboards into a single, customisable workspace. It is highly flexible and scales from individual to-do lists to large enterprise workflows.

What Does ClickUp Offer SMEs?

ClickUp offers SMEs an all-in-one productivity platform designed to replace dozens of individual work apps by centralising tasks, docs, chat, and time tracking. Key offerings include a converged AI workspace, customisable workflows, and real-time reporting dashboards.

 

Main Features

ClickUp Brain: An AI assistant that users can connect to tasks, documents and team members to find answers instantly through the use of AI.

Task Tracking: ClickUp enables users to track work with actionable items, assignees, and due dates in one place.

ClickUp Sprints: The platforms allows users to manage workflows with dedicated time-boxed periods for focused work.

Kanban Board: Be able to visualise workflows and move tasks through stages with a drag-and-drop board.

Canvas: On ClickUp you can build dynamic visual layouts to organise projects and data your way.

Assign Comments: Using ClickUp you can turn feedback into action items by assigning comments directly to your team members.

Connected Docs: You are able to create collaborative documents, wikis, and SOPs directly linked to tasks.

Project Time Tracking: The platform has a built-in timer to record billable hours and duration across tasks.

Centralised Dashboard: Users are able to access a dashboard that has a visual overview of project health, team progress and key metrics.

Custom Roles: On ClickUp, users can create personalised permission sets for each team member.

Third-Party Integrations: ClickUp allows you to connect over 1000 tools to centralise your workflows.

 

Pricing

ClickUp has four pricing plans available in both monthly and yearly offerings. All plans give you access to over 25 products.

Free Forever Plan – The Free Forever plan features:

  • 60MB Storage
  • Unlimited Tasks
  • Unlimited Free Plan Members
  • Two-Factor Authentication
  • Collaborative Docs
  • Kanban Boards
  • Sprint Management
  • Calendar View
  • Basic Custom Field Manager
  • In-App Video Recording
  • 24/7 Support
  • 1 Form

Unlimited Plan – $10 per month, per user or $7 per month, per user on the yearly plan. The Unlimited plan features everything on free forever plan plus:

  • Unlimited Spaces, Folders, and Forms
  • Unlimited Gantt Charts
  • Unlimited Integrations
  • Unlimited Storage
  • Unlimited Custom Fields
  • Native Time Tracking
  • Goals & Portfolio Management
  • Guests With Permission Control
  • Resource Management
  • ClickUp Chat
  • Email in ClickUp
  • Integrations like Slack, Hubspot, Google Drive, and more

Business Plan – $19 per month, per user or $12 per month, per user on the yearly plan. The Business plan features everything on the unlimited plan plus:

  • Unlimited Dashboards with Advanced Cards
  • Unlimited Message History
  • Unlimited Activity Views
  • Unlimited Timeline Views
  • Webhooks & Automation Integrations
  • 5K Automations Per Month ($100 in value)
  • Mind Mapping
  • Private Whiteboards
  • Custom Exporting
  • Sprint Points & Reporting
  • Portfolio Workload Management
  • Google SSO
  • SMS 2-Factor Authentication
  • Unlimited Proofing

Enterprise Plan – Enquire for a custom demo and pricing. The Enterprise plan features everything in the business plan plus:

  • Enterprise Permissions and Governance
  • Unlimited Custom Roles
  • SAML SSO & SCIM Provisioning
  • Audit Log
  • Session Management
  • Enterprise API
  • 250K Automations Per Month ($750 in value)
  • Custom Branding
  • Default Personal Views
  • MSA & HIPAA Available
  • Data Residency
  • Enterprise-Scale Automations & Integrations
  • Enterprise-Scale API Usage
  • Live Onboarding Training
  • Customer Success Manager
  • Access to Managed Services

AI for Work Pricing Plans

For those who only want access to ClickUp’s AI tools, the platform offers the following pricing plans.

Free Forever Plan – The Free Forever plan includes:

  • Try AI across chat, tasks and docs
  • Trial access to advanced AI features
  • Upgrade at any time

Brain AI Plan – $14 per user, per month or $9 per user, per month on the yearly plan. The Brain AI plan includes:

  • Unlimited Brain Assistant
  • Unlimited (@Brain Agent)
  • Unlimited AI chat (Claude, ChatGPT, Gemini)
  • Expanded use of Premium AI Models
  • Unlimited AI writing
  • Enterprise Search (Workspace)
  • +1500 AI super credits per user, per month for agents, automation and more

Everything AI Plan – $33 per user, per month or $28 per user, per month on the yearly plan. The Everything AI plan includes:

  • Unlimited Ambient Answers
  • Unlimited AI Notetaker
  • Unlimited Image Generation *
  • Unlimited AI Fields
  • Unlimited AI Automations and Dashboards
  • Unlimited AI Assign & Prioritise
  • 3X more usage of Super Agents
  • Enterprise Search (Private and Workspace)
  • +5000 AI super credits per user, per month for super agents
Pros and Cons

Pros

Integrates with over 1000 apps
Has a free plan
High customisation options for users
AI integration

Cons

No local pricing
AI free plan has limited features
Advance AI cost extra
FAQs

To upgrade ClickUp, you’ll need to upgrade your entire Workspace, which means all members in your Workspace.

ClickUp automatically bills you at a prorated price based on the time left in your cycle for any paid users added to your Workspace. Paid users include any member role types and people invited to your Workspace from within your organisation.

You’re free to cancel at any time. When you do, your current plan will last until the end of your billing cycle, unless you choose to downgrade immediately.

Payment is per Workspace, meaning each Workspace requires an individual upgrade.

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