CLICKSMART SOLUTIONS ©
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.
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
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.
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.
EDUCATION
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.
