Looking for a ClickUp trainer for yourself or your business? Book a private session or get corporate ClickUp training now.
You’ve been looking for a single app to replace your to-do lists, project management boards, spreadsheets, emails and time tracking apps and have fallen in love with ClickUp. You can see the power in having everything in one place but want to get ClickUp training so you can use the full potential of the software.
Let’s go through the basics.
You’ve dived in and signed up to ClickUp, what next? The video below will give you a good idea on how to set up ClickUp as your CRM (although you can use ClickUp for much more).
Whether you’re a solo ClickUp user or the ClickUp Admin for your whole company, you’ll need to know how to get ClickUp set up properly.
Key steps for starting with ClickUp are:
Top ClickUp questions:
Before we dive into personal ClickUp training options, we know that not everyone has time for one-on-one training sessions. If you’re the self-paced course type, check out these top ClickUp courses:
If you’ve got a tight budget and needed training yesterday, definitely jump on the ClickUp YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:
Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:
Ready for your ClickUp video training session? Make sure you that these steps before the session starts:
You’ve booked the session but we know that you might want extras. Request these extras with your training booking:
ClickUp software is a young (still in beta) and growing sales force automation tool. ClickUp’s recent $10M funding round brought on board some big names: Thomvest Ventures led by the founder of StubHub, Kevin Conroy from LinkedIn and LinkedIn itself (in an earlier seed round), Pillar, First Round Capital. ClickUp is also partnered with Microsoft to help build out their Azure platform through ClickUp’s development efforts.
Clickup software was founded in 2013 to compete against Salesforce as a low-cost CRM for small businesses. Click Up is quickly gaining fans with its current customer base of over 3,000 users managing over 100,000 contacts across Click Up’s SaaS service. ClickUp CRM has been used by over half of Fortune 500 companies and offers an easy to use interface. Clickup offers a free basic account and has several paid plans. ClickUp continues to expand its business by aiming to become the leading sales force automation solution for SMB while challenging Salesforce at mid-market and enterprise level.
Headquartered in Baltimore, Click Up was founded by CEO Shriro, Tim Fleming who had previously co-founded another business called CinchSolutions that developed Accounting software for small businesses priced between $19 – $99 per month. Click Up is the culmination of ClickSolutions’ customer success engine, with ClickUp’s current customers generating more revenue and spending less money on Clickup. ClickUp has already had a tremendous amount of success at an early stage. ClickUp VP of Marketing Akshay Kothari said in reference to their free trial program “The last two benchmarking studies we did showed that our trial conversion rate was 35%.”
Click Up offers software as a service (SAAS) for sales force automation and marketing to small businesses which include startups, consulting firms, small design agencies, real estate offices etc. Click up also boasts an impressive list of Clickup customers including prominent companies like Uber, New York Times, Bloomberg, 500 Startups and Kennesaw State University.