As a growing development studio, our projects thrive on organization, efficiency, and adaptability. Over the years, we’ve tested countless project management tools, but ClickUp has to be the best we’ve found to date, not just as a task manager, but as the operational backbone of our business. Here’s why we love it.
1. Endless Customization for Scaling
We’re big believers in building systems that help us scale, and ClickUp’s customization capabilities make that possible. From custom fields that let us track anything from deployment strategies to time spent on a task, to a wide variety of views—List View for clear to-do breakdowns, Dashboard views for high-level overviews, and Gantt View for scheduling—ClickUp adapts to the way we work.
2. API Integration That Supercharges Our Workflow
ClickUp’s API has been a game-changer for our internal processes. We’ve used it to pull data in and out of ClickUp, syncing it with our time tracking in Harvest. This ensures our billing stays precise and tied directly to task completion. It also allows us to integrate with our clients’ preferred project management tools, like Asana, without anyone needing to change their workflow. The result? Less manual data entry, fewer errors, and a seamless flow of information between platforms.
3. Transparent Collaboration with Clients
Transparency is at the core of how we work. ClickUp makes it easy to share project spaces directly with clients, giving them visibility into progress, timelines, and deliverables. This cuts down on endless status update emails and helps clients feel more engaged in the development process.
4. A Living Knowledge Base for Our Team
ClickUp isn’t just where tasks live. It’s also our central knowledge base. We use its Docs feature to store our SOPs (Standard Operating Procedures), ensuring that everyone on the team has access to up-to-date processes. Whenever we refine a workflow or discover a new best practice, we document it directly in ClickUp. This helps onboard new team members quickly and keeps institutional knowledge from getting lost.
5. A CRM That Keeps Our Sales Pipeline Organized
One of the most surprising ways ClickUp has helped us is as a CRM. By customizing fields and views, we track leads as they move through our sales funnel, from initial contact to signed contract. This means no lead slips through the cracks, and everyone knows the status of every potential client.
In short, ClickUp has become a flexible, integrated system that supports every aspect of our agency’s operations. From streamlining internal workflows to improving client communication, it’s become an essential part of how we deliver high-quality web development work at scale.