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CLICKSMART SOLUTIONS

Ask L5 about our ClickSmart Solutions
L5 has prebuilt ClickUp Solutions to make it easy for you to use ClickUp, and maximize your investment!

PROFESSIONAL SERVICES AUTOMATION (PSA) WITH CLICKUP

When you invest time in understanding your customer, you create enriching customer experiences.

Your operating model drives Customer Experience, and Employee Experience. It’s crucial to create a digitized model to streamline operations management.

Our solutions are designed for Professional Services Automation. We help professional services organizations automate and manage core processes smoothly.

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OPTIMAL PROJECT, & SERVICE MANAGEMENT STARTS WITH COMPLETE PROCESS TRANSPARENCY

  • Knowing who is doing what and when
  • Efficient task delegation and time tracking
  • Planned resource allocation
  • Drive strategies for greater efficiency and faster TAT
Contact Us

Being the world’s first strategic partner for ClickUp, we work closely with ClickUp experts to cater to the dynamic needs of the modern customer. We aspire to be the voice of our customers.

We try to match our customers’ demands with ClickUp’s solutions to create an intuitive, and highly responsive platform for users. If you wish to achieve organizational agility, and power services transformation by leveraging ClickUp Admin Services, connect with our experts today!

You can even become a design partner to contribute in enriching ClickUp’s professional services automation solutions.

Talk To Us
PRODUCTS & SERVICES
  • Project management
  • Portfolio management
  • Product management
  • New market rollouts
  • Estimates and timelines
  • Knowledge base
  • Roadmaps
EMPLOYEES
  • Resource planning
  • Scheduling & tracking
  • Balancing allocations
  • Recruitment
  • Onboarding
  • Rewards & recognition
  • Performance management
  • HR services
SALES & MARKETING
  • Service / Product portfolios
  • Prospecting & pipeline
  • Customer data
  • Handling objections
  • Customer interactions
  • Analytics
  • Collaboration
  • Marketing automation
RELATIONSHIPS
  • Customers
  • Investors
  • Vendors
  • Manufacturers/Suppliers
  • Distributors
  • Strategic alliances
  • Joint ventures
  • CRM, ERP integrations

Department

DESIGN

Fastrack design process, share feedback, and maximize your team’s resources.

PRODUCT MANAGEMENT

Manage product roadmaps, set development priorities, track resource allocation, etc.

EDUCATION

Create lesson plans, track student progress, and manage weekly class schedules easily.

FINANCE

Plan weekly/monthly budget, track spending, and gain financial visibility.

 

REAL ESTATE

Oversee, and manage your properties, deals, clients, etc.

HEALTHCARE

Streamline healthcare management, track budget, resource allocation, patient intake/capacity, etc.

HUMAN RESOURCES

Simplify employee onboarding, performance tracking, documentation, etc.

LAW

Organize client files, documentation, legal contracts, etc.

 

MEDIA

Plan, manage, and track all media campaigns in one place.

CONSTRUCTION

Organize blueprints, plan, oversee, and track construction project progress through various stages.

CUSTOMER SERVICE

Improve customer service by tracking requests, and fast-track ticket resolution.

ACCOUNTING

Manage bills, and expenses, set financial goals, etc.

USE CASE

PROJECT MANAGEMENT

Increase collaboration, and track project progress with seamless project management.

PERSONAL

Organize, and maintain your tasks and daily projects in one place.

REMOTE WORK

Collaborate, and coordinate with team members remotely through shared dashboards.

CRM

Simplify CRM by organizing leads, deals, clients, vendors, etc.

 

EVENT PLANNING

Hassle-free event planning by organizing tasks, goals, and other details in one place.

BUSINESS OPERATIONS

Manage daily processes, team resources, budgets, etc.

OVERVIEW
Create lesson plans, track student progress, and manage weekly class schedules easily.

 

WEBSITE MANAGEMENT

Strategize, design, and maintain website activities.

 
RESOURCE MANAGEMENT

Manage all assets, forms, tickets, hours, etc.

The best part about using ClickUp is that it fits various real-world use cases, from digital workflow automation and services transformation to agile project management and education.

Talk to us if you wish to know how others in your industry are using ClickUp Admin Services for digital transformation.