01. Able to have peace of mind because you can now easily track client work and important tasks in an organized system.
02. Gain back hours in a day because you are no longer having to manually track and chase staff for status updates.
03. Able to free yourself of having to switch between several application to run your business.
04. Confident in your business processes and systems so that you can delegate and hire staff to manage the day to day operations.
05. Able to spend time with friends and family while automated workflows do the heavy lifting.
06. Able to easily find documents, tasks, standard operating procedures, and reports in an easily accessible application.
Well, you don't have to imagine any longer!
ClickUp is powerful project management tool that will revolutionize how you interact with your clients forever.
The worst part about using a new project management system like ClickUp is figuring out how to set it up on your own.
You want to get things started on the right foot, but there’s a lot of information and steps involved and MISSING ONE could be detrimental to your business.
Strategic analysis of your service offerings and processes.
Track and update statuses, team workload and more.
Save hours with automated task management features.
Seamlessly integrate apps like Gmail, Slack, Dubsado, & more.
Rounds of testing performed to ensure high quality performance.
Project manage like a pro with our 1-on-1 training and videos.
No more will you have to rely on 3, 6, 10 applications to keep your business running afloat. ClickUp has everything an entrepreneur needs to track deadlines, reminders, documents, communications, goals, and databases. No more back and forth emails. Communicate and collaborate in real time right within ClickUp.
Never miss an important deadline again with start and end dates, calendar, reminders, and gantt chart views.
Track specific sales, metrics, and orders with ClickUp's custom fields and tags.
Organize forms, documents, and streamline workflows.
Improve client communication, with the use of custom dashboards that they can easily access at anytime.
The setup process can take anywhere between 14 to 30 days depending on the complexity of the project.
Yes, our team will happily migrate data from your previous CRM or project management tool to have you up and running in no time.
Yes, once your ClickUp setup is complete, our team will be more than happy to conduct a live tutorial and provide instructional videos that you and your team can refer to post setup.
Yes, we offer the ClickUp Maintenance Package that provides you with added support post setup.
Clickup has a large library of system integrations including Dubsado. Please note that you'll need to have a Zapier account in order to integrate the two platforms.
ClickUp conveniently offers a free plan with many great features. However, we do recommend upgrading to atleast the Unlimited or Business ClickUp plan to utilize notable features such as automations, dashboards, and custom fields.