We’re hoping that knowing why we moved from Monday to ClickUp can help startup entrepreneurs make better decisions on the kind of software they wish to use for their own companies, especially regarding project management (PM).
Mostly driven by the question of which software to use for PM needs, deciding between Monday and ClickUp can be a fuzzy decision. So, let’s start with the best software for us in that sense and a few story-driven reasons why we moved from Monday to ClickUp. We’ll deliver all of this in quite a nutshell.
If you’re more into videos, why not hear it directly from our CEO via our YouTube channel? Caya’s Scaling a startup video sums and tells it all straight from our main decision-maker himself.
Asking yourself which software is best for project management right now is an entirely reasonable practice. Looking at 2021, we have great insight into the best software for project management right here for you, too! And we’ve also written about the best productivity apps in 2021, in case you’d like to take a look.
Just as a recommendation, we suggest you check Monthly out today! As we’ve experienced first-hand how hard it is to manage a SaaS stack as the business grows, Monthly is also our way to pave a smoother road for others.
This app is a one-stop-shop to manage all of a business’ SaaS applications. It provides a perfect way to track and optimize spend while also discovering new tools.
But let’s go deeper into the Monday to ClickUp comparison for which we’re here. We hope this helps you make a decision and, for that, we’ll start by defining pricing as a point of departure.
If you’re looking for a free project management tool, Monday would be out of your equation. The app holds no free entry point for users. On the contrary, only 4 paid options exist amidst Monday’s current pricing plans; a basic, standard, pro, and enterprise possibility.
Each plan’s monthly fee per user on an annual subscription in respective order is $8, $10, $16, and customizable depending on needs. Bear in mind that a minimum of 3 seats per plan makes the basic cost $24 total per month on an annual billing cycle.
On the other hand, you can click here to try ClickUp for free or get 30% off the Unlimited Plan or 15% off on the Business Plan, thanks to our liaison and discount offer.
The regular pricing for ClickUp at the time of publishing is $5 per member per month per year on the Unlimited option. There’s also a $9 cost per member per month annually on the Business Plan or a customized option that requires a ClickUp Sales Team contact.
By now, we’re relying on ClickUp for various reasons, which include design project management, bug/feature request tracking, marketing campaigns, and even development pipelines. We can also integrate apps with it, which is equally vital. That’s how we keep connected to Slack, Hubspot, our checkout software, and more. In the end, we look to integrate into a single place wherein we can connect many of our usual app needs.
To better understand where we’re coming from, we’ll give you a bit of background on our situation. In our early company stages, we engaged in many unscalable actions just to deeply understand customer behavior and needs. Based on that, we realized we needed to service our client base with Slidebean Agency as an experiment and used Monday.com as the first tool to work around that.
Our CEO highlights a few features of that app here. And those refer to setting project statuses, transferring ownership amidst team members, and effective monitoring. And doing so went well.
As the company scaled, however, needs got more complex. We needed and had a CRM tool to track deal flows and closing rates. Yet, we also had to hire a team of writers, a new business analyst, and an expanded team of designers.
In a matter of weeks, Slidebean jumped from 2 to 6 members involved with deck delivery, and Monday’s system just couldn’t bear those needs for us any longer. With more hands on a project, task management and distribution became even more relevant. Timely deliveries became crucial, and the bridges of connection between stakeholders needed devoted and effective care.
We decided to switch from Monday.com to ClickUp to connect our CRM to our project management tool. That way, whenever sales closed an item, or someone checked out of our website, ClickUp immediately and automatically created a project for us that went to an account manager.
And we ended up finding that ClickUp’s deadline and task list functionalities are quite powerful, as well. They make task monitoring and due dates available for each project with strong home and inbox go-to-points. Those make daily and weekly tasks easily visible.
Yet, ClickUp also makes sub-tasks available, which is helpful to navigate more complex needs. Our head of production’s time distribution to prepare for our YouTube video premieres with safe time is a good example. With comments and deadlines for sub-tasks, team members in a given project get specific assignments with deadlines per sub-task on top of the general project requirements and due dates. Consider the advantage of that on a business scale.
As we know, company efficiency depends heavily on aligned deliverables and meeting deadlines, especially when a company is in its early stages and every hour counts.
For that, curiously, visual aids such as Gantt diagrams through ClickUp made a helpful difference. They helped us clarify within our teams who engaged in task assignment and how those measures helped keep us on schedule. The results have gone a long, positive way for us.
All in all, we’re very pleased with our move to ClickUp and have used it for about 2 years running.
Care to learn more about managing remote teams or scaling a startup team? Both in written and video form, we hope these resources help your startup’s growth over time.
As we’ve learned, efficient processes are clearly enhanced with the right tools to let workflows be more agile. And those make task distribution a more straightforward, visual, and user-friendly affair for our teams, as well.
As usual, just let us know if we can help any other way.
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