CRM

Published: Sep 16, 2022 | Updated at: Sep 16, 2022

Project managers wear a number of different hats when overseeing business tasks. A project manager must handle many aspects of task management, collaboration, and effective time management for both in-office and remote work staff. 

43% of businesses actually complete a project within their projected budget, and only about 29% of businesses complete their projects on time. With so much riding on time and budgetary constraints, businesses need a better solution. 

Remote project management is possible with project management software, an innovative solution for businesses. But you may be wondering which one is right for your business needs. ClickUp and Halsell are two such forms of project management software options. 

This guide will explore the five main uses and benefits of Halsell compared to ClickUp as remote project management software. If you’re interested in learning more, keep reading below for further information.

1. Halsell vs. ClickUp: Ease of Use

73% of companies cite ease of use, reliability, and integration as the three key areas of remote project management software to focus on. 

Halsell remote project management software is easy to set up and use. The simple CRM features a data-first layout so users can increase their productivity.

In addition to the CRM properties, the project manager has a fully customizable Kanban Board-style view, the same as competitor Trello uses. This allows you to:

  • Set reminders
  • Assign tasks to users
  • Make and view comments
  • View file attachments
  • Integrate with the Halsell calendar for easy scheduling
  • Create checklists
  • Connect to the database for managing complex data structures
  • Easily import, export, and migrate batch data between users

Believe it or not, one of the biggest offerings of ClickUp is its customization options available, but this also contributes to its downfall.  Too many customizations mean there is also a lot of time put into setting the system up before it is ready to use.

This defeats the purpose of using remote project management software in the first place to save time and effort.

2. Halsell vs. ClickUp: Onboarding

In the post-pandemic era, more businesses and their employees are seeing the benefits of hybrid and remote work. By 2028, as much as 73% of teams could be working remote schedules. Engaging in a work-from-home structure is more beneficial to employees and their families.

The Halsell remote project management system requires no complex manuals or tutorials to go through to learn it, so your teams can be off and running in no time. It is tailored for easy work-from-home use. The onboarding process is quick, simple, and easy.

Again, the ClickUp interface proves to be troublesome when it comes to onboarding. Users report a high learning curve for learning how to use the software. The training is long and complex, which puts many people off from using the software.

3. Halsell vs. ClickUp: Integrations

Halsell isn't just a project management system, it's a fully integrated content management system for every aspect of your business. You don't need to use multiple apps to manage one component at a time. With Halsell, you can actually replace the need for many of the leading apps with leading app integration features built-in.

Built-in functionality provides:

  • Roles and permissions like Asana
  • Best CRM features of Pipedrive
  • Direct VOIP capabilities over Five9 and RingCentral
  • Email campaign creation without the use of MailChimp or Docusign
  • Slack-like real-time chat features
  • Invision-style productivity attributes

On the other hand, despite its many features and offerings, ClickUp does not offer many opportunities for direct native app integrations and external programs.

You can connect with other services but you must use a third-party app like Zapier. This can be seen as an unnecessary step that could lead to further complications.

4. Halsell vs. ClickUp: VoIP Functions

The Halsell remote project management software interface offers the unique ability to make VoIP calls right from your browser. This cuts out the need for hassling with other third-party apps and software systems. Your CRM properties are also easier to manage from one central dashboard. 

Improved CRM capabilities through the Halsell project management system allow you to track, generate, and follow up on leads effortlessly. VoIP functions can also include features like:

  • Online SMS
  • Document sharing
  • Fax to email
  • Text to speech
  • Automatic printing from phones
  • Video conferencing

You'll be able to communicate with your customers and potential leads to increase your company's sales.

ClickUp requires VoIP functions to be carried out through the use of another external VoIP app. This is just another step that overcomplicates your workflow and takes away from the time-saving and streamlining process that should be simplified by using a remote project management system.

5. Halsell vs. ClickUp: Pricing

Halsell offers a free trial version of their remote project management software which gives you access to free CRM features. There is also a $19/user Business level plan that is fully scalable.

The Business plan includes CRM properties, Project Management, Database Management, and Unlimited Databases, as well as:

  • Access Call/Text in Browser
  • Team Doc Sharing
  • E-Signature Requests
  • Roles & Permissions
  • Real-Time Chat
  • Unlimited Storage
  • 24/7 Support

Halsell's Enterprise plan requires a special price quote. It gives you all of the features and functionality of the Business plan as well as Unlimited Access, Automation Campaigns, Custom Branding, Custom Database, Account Manager, and 24/7 support. 

With Halsell, you'll also pay $1.50/phone number. You can take advantage of a pay-as-you-go VoIP option with charges based on usage. You only pay for what you use, which can help keep costs down.

ClickUp has five different levels of payment structures for their service. These prices are per member. They are: 

  • Free Forever- free personal use with limited features and functionality
  • Unlimited- for small teams at $9/month or $5/yearly
  • Business- for mid-sized teams at $19/month or $12/yearly
  • Business Plus- for multiple teams at $29/month or $19/yearly
  • Enterprise- for many multiple teams which requires a special quote from ClickUp

While the Free Forever plan sounds enticing, one of the biggest complaints is that it appears to offer Gantt charts, only to redirect the user to a required paid upgrade page upon initiation. 

Choose Halsell for Your Business's Remote Project Management Needs

Project management is complicated enough as it is. You don't want to use a remote project management system that makes things more difficult. Choose Halsell.

Halsell's project management software is a comprehensive project management system that incorporates the features of Trello with CRM properties.

What you'll get is an easy-to-use UI experience that enhances your project management tasks, collaboration, and communication between team members whether they're in-office, remote work from home, or hybrid. It will increase your team's productivity and help you reach your project goals on time and on budget.

Register today with Halsell to start your free trial. 

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