G2

Haley H.

Associate Chief of Staff

Small-Business (50 or fewer emp.)

10/20/2026

"ClickUp Keeps Our Consulting Operations in One Place"

5/5

What do you like best about ClickUp?

What I like most about ClickUp is how much of our operations it can keep in one place. As a small consulting firm, we rely on it for time tracking across clients, intake forms, and task management. The time data has become the backbone of our client profitability reporting, as well as our weekly team hours tally. I’ve also started using Super Agents to automate recurring work, such as drafting our Monday timesheet summary, which saves time and helps the team stay focused on where their hours are going. Overall, it’s flexible enough to keep up as our processes evolve. Review collected by and hosted on G2.com.

What do you dislike about ClickUp?

The biggest limitation for us is integration. Our Super Agent can’t read the Google Sheets trackers we rely on, so we often have to work around it or end up tracking the same things in more than one place. Also, because there are so many features, the initial setup can feel a bit overwhelming at first. Review collected by and hosted on G2.com.

What problems is ClickUp solving and how is that benefiting you?

ClickUp helps us solve the problem of scattered work. As a small remote team managing multiple nonprofit clients at the same time, we need a single place where tasks, deadlines, client requests, and team responsibilities can all live together. It keeps everyone aligned without constant check-ins, gives us a clear view of what’s happening across each engagement, and lets us automate routine work so we can spend more time on strategy and client relationships. It’s also becoming a core foundation for how we scale our client onboarding and delivery as we grow. Review collected by and hosted on G2.com.