Click Reviews & Product Details

I like ClickUp’s flexibility and the ability to keep tasks, project structures, statuses, documentation, and responsibilities in one place. I use it mainly to organize technical and automation projects, where a single project may involve PLC programming, HMI development, testing, documentation, and coordination between several people or systems.

Custom statuses, task hierarchies, dependencies, and automation features make it possible to adapt ClickUp to a specific workflow instead of forcing the team to follow a fixed structure. I also appreciate its API and integration capabilities, which make ClickUp a good foundation for more advanced automated workflows. Review collected by and hosted on G2.com.

The large number of features can make the interface feel overwhelming at first. Understanding the relationship between Workspaces, Spaces, Folders, Lists, and Tasks takes some time, especially when designing a structure for complex projects.

The API is powerful, but configuring and troubleshooting integrations could be easier. When an operation fails, the error message does not always clearly indicate whether the problem is related to permissions, authentication, the request structure, or the selected ClickUp object. More detailed diagnostic information and simpler integration examples would be helpful. Review collected by and hosted on G2.com.

I appreciate Click’s tight native integration with Dynamics 365 because it keeps all our marketing work within our existing CRM environment, eliminating the need to juggle separate platforms for campaign building and contact management. The ability to directly tie lead-scoring adjustments to existing Dynamics contact records is a huge plus, as it allows email clicks and form submissions to auto-update lead scores instantly and makes sales hand-offs smoother. The tool also syncs all engagement data directly into Dynamics 365 contacts, removing data silos and ensuring our sales team acts on high-intent industrial prospects faster. Furthermore, Click's CRM-native architecture allows us to skip constant data sync headaches and focus more on campaign strategy instead of fixing broken data pipelines. Review collected by and hosted on G2.com.

Click has some noticeable gaps for our industrial-tech marketing workflows. Building complex multi-branch nurture journeys can get clunky within the builder UI, especially when adding conditional logic for different prospect segments. A recent campaign targeting both plant managers and procurement contacts required quite a bit of repetitive manual configuration. Also, its out-of-the-box reporting lacks deeper custom visualization options. We frequently have to export campaign datasets out to external tools to build the granular performance reports our marketing leadership expects, adding extra manual work for our lean team. The journey builder’s conditional branching feels rigid when working with multiple industrial-buyer segments. When I built paths for plant managers versus procurement contacts, I had to duplicate several workflow nodes instead of re-using shared logic, which wasted time and created more room for human error. For reporting, custom dashboards lack flexible drag-and-drop filtering. I wish I could quickly slice campaign metrics by prospect job title directly inside Click. Review collected by and hosted on G2.com.

What stands out most for me is Click’s flexible custom workspace template builder, which fits our agency’s mixed client portfolio perfectly. We run fast‑paced DTC social ad campaigns alongside longer‑lead B2B branding initiatives, and their requirements are totally different. I save distinct workspace templates for each client category; my DTC template auto‑loads milestones for creative drafting, multiple rounds of client review, ad asset finalization and launch hand‑off. I also greatly appreciate the built‑in annotation feedback tool. When we share ad graphic drafts, our retail brand clients can mark exact spots on visuals to point out color or layout tweaks, rather than sending vague paragraphs over email. All feedback lives inside the project workspace, so our creative team cuts down on misinterpretations and back‑and‑forth follow‑ups. Since our agency has no in‑house IT staff, I can build and tweak these templates entirely on my own. It drastically cuts repetitive setup labor, keeps our project workflows standardized, and helps our account and creative teams stay on track against tight campaign launch timelines. Review collected by and hosted on G2.com.

Click’s reporting and integration gaps create real, recurring headaches for our marketing operations work. There is no native way to group and filter project metrics by client type inside the platform. If I want to compare average turnaround times between our DTC e‑commerce accounts and B2B enterprise clients, I’m forced to export full raw CSV exports and build charts manually in spreadsheets. There is also no native connection to our marketing analytics software. After every campaign wraps, I manually copy performance numbers back into Click project records, which opens the door to human error when we are swamped with concurrent projects. Bulk importing legacy project data also demands rigid file formatting; I spent time reworking spreadsheets multiple times. With no in‑house IT team available to troubleshoot imports or build custom API bridges, these limitations add meaningful administrative overhead during our busiest agency seasons. I would really hope to see role‑ and client‑type filtering for reports, plus out‑of‑the‑box connectors for common marketing analytics platforms. Review collected by and hosted on G2.com.

There is not much I like about Click. I would say the email builder is fine and standard. Review collected by and hosted on G2.com.

The support can take a long time - tickets are answered after 24h but often need to chase for an update.

It's very clunky. You can't add extra marketing list to automation after you started it, so you have to rebuild it.

I believe the pricing is similar to other systems that are easier to use.

Also, you can have just one lead per email, it doesn't allow for duplications so if you have already created contact, you are stuck. You have to use workarounds... Review collected by and hosted on G2.com.

Click makes it easy to access information quickly, save time, and complete tasks more efficiently Review collected by and hosted on G2.com.

Some features may take time to understand, especially for new users. More practical examples and a simpler interface could improve the overall experience. Review collected by and hosted on G2.com.

I’ve been using Click for a while now, and I’m honestly very impressed with the results. The platform is extremely user-friendly and integrates smoothly with Microsoft Dynamics 365, which made the transition effortless for our team.

What I love most is how it simplifies marketing automation and customer communication. Campaign creation is easy, tracking performance is clear, and everything feels well organized in one place. It has definitely helped us improve engagement and save a lot of time.

Their support team is also very responsive and helpful whenever we have questions. You can really see that they care about their customers’ success.

Highly recommend Click to any business looking to streamline their marketing and grow efficiently! Review collected by and hosted on G2.com.

Overall, I’ve had a very positive experience with Click, but if I had to mention one thing, it would be the initial learning curve. Since it offers many powerful features, it can feel slightly overwhelming at the beginning.

It took our team a little time to fully understand all the automation capabilities and advanced settings. However, once we got familiar with the platform, everything became much smoother.

That said, the support team and documentation really helped us during the onboarding process. Review collected by and hosted on G2.com.

It’s an all in one platform that integrates with our CRM D365. I can do email marketing, social, that is built within our CRM. Review collected by and hosted on G2.com.

The user interface is definitely behind compared to products like HubSpot. Review collected by and hosted on G2.com.

The arrangement of the my tasks, it easy to navigate and its very clean Review collected by and hosted on G2.com.

I don't have dislike about the Click, since as a first timer or beginner of this software I just learn it how to use it Review collected by and hosted on G2.com.

I love everything about Click. Their service works well with customers and I enjoy their delivery service, which is alright. They give me a free promotion and I can earn 99% off for clothes shopping every month end. The initial setup of Click was very easy and understandable. I also use my laptop with it, which helps me with a lot of things on Click. I find their overall online shopping experience problem-free. Review collected by and hosted on G2.com.

They could improve by stocking brand new items like furniture and food items such as vegetables and fruits. Review collected by and hosted on G2.com.

great for small businesses to use in store Review collected by and hosted on G2.com.

nothing right now it is easy to use and everyone likes it Review collected by and hosted on G2.com.