# Compare Portfolio Manager vs ClickUp 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Portfolio Manager and ClickUp based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/82678-158833/LiquidPlanner-vs-ClickUp

---

# Portfolio Manager vs ClickUp Features and Cost Comparison

Last updated April 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Portfolio ManagerClickUp2/4 selected

[Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.6 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/)

[## Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Starting Price

$15.00/month

Value-for-Money

4

Functionality

4.1

Ease of Use

4

Customer Service

4.4

Reviews Sentiment

Based on [669 reviews](#user-reviews)

Positive

593

Neutral

64

Negative

12

[## ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.6 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/)

Starting Price

$10.00/month

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.3

Customer Service

4.5

Reviews Sentiment

Based on [4,580 reviews](#user-reviews)

Positive

4,359

Neutral

171

Negative

50

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## Summary

* * *

Key features rated by users

Features selected based on 36,534 reviews from project management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

80%Fit

High performer

Feature ratings

Task Management

4.5

Multiple Projects

4.7

Project Planning/Scheduling

4.7

Commenting/Notes

4.7

Workflow Management

4.0

83%Fit

High performer

Feature ratings

Task Management

4.6

Multiple Projects

4.6

Project Planning/Scheduling

4.6

Commenting/Notes

4.5

Workflow Management

4.4

User satisfaction

User satisfaction

4.3

User reviews[669](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Ease of use

4.0

Functionality

4.1

Value for money

4.0

Customer support

4.4

User satisfaction

4.6

User reviews[4,580](https://www.capterra.com/p/158833/ClickUp/reviews/)

Ease of use

4.3

Functionality

4.6

Value for money

4.6

Customer support

4.5

Price starts from

Price starts from

$15Per User, Per Month

-   Free version
-   Free trial

Price starts from

$10Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Project managers, IT departments, engineering teams, and consulting firms.

Best for

ClickUp is used by project managers, marketers, software developers, IT departments, HR professionals, company leadership, and enterprise organizations.

## User reviews

Pros & cons

JK

Jackline K.

Agribusiness Coordinator

> "I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7006787)

JW

Josh W.

Project Management

> "Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs,..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7073382)

JW

Josh W.

Project Management

> "What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7073382)

SO

Solomon O.

Production of Wiring Harness

> "I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6626031)

JL

Jonathan L.

Chief Operations Officer

> "LiquidPlanner automates over 87% of manual task and project management procedures which saves time and improve productivity."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6535926)

AO

Adewale O.

Sales Funnel and Marketing Automation Expert

> "Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6617599)

JK

Jackline K.

Agribusiness Coordinator

> "The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7006787)

KK

Katherine K.

IT Application Director

> "I also struggled with limitations around requiring information and adding fields for task/project tracking that meant I had to always use..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883)

IK

Ibrahim K.

Grants Writer

> "LiquidPlanner streamlines project and task management procedures by automating workflow in real-time."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6456906)

TH

Thomas H.

Operations Manager

> "The Gant chart for individual and the overall project portfolio is very basic cannot be exported as a report. When changing priorities the..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4255485)

Jose S.

Project Manager

> "I'm binding together detailing and streamlining errand administration for a number of ventures and endeavors, Liquidplanner moreover makes a..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4807586)

AC

Addison C.

Solution Architect

> "The only issue is lack of iOS mobile application."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6060406)

AO

Adewale O.

Sales Funnel and Marketing Automation Expert

> "I like how it makes it super easy to plan, track and manage projects and tasks automatically."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6617599)

KK

Katherine K.

IT Application Director

> "I liked LP for a long time but the notes section is awful so there was always a hole and required the use of other tools to manage design and..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883)

MT

Marek T.

CEO

> "Moreover, the integrated time tracking and reporting features provided valuable insights into project performance and resource utilization."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4809985)

KK

Katherine K.

IT Application Director

> "The refresh on the kanban board has also gotten buggier over time so using it in meetings when you are quickly moving from task to task has..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883)

Tichaona Redemptor R.

Chief information officer

> "liked that LiquidPlanner was a cloud-based project management solution that adapted to change and uncertainty."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6179266)

OS

Oluwadamilola S.

Operations Manager

> "The cost of the software can be quite expensive for a small business, and the learning curve can be quite steep for new users."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4533181)

RO

Ronald O.

Project Officer

> "Impressive architecture and web-user-interface as well as GUI design."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6290081)

LA

Lisa A.

Software Engineer

> "Additionally, this software doesn't work with the user-friendly mode and thus, at times users find it hard to manage it."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533)

MT

Marek T.

CEO

> "One of the things I liked most about LiquidPlanner was its robust project management features."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4809985)

KK

Katherine K.

IT Application Director

> "LP does not have enough flexibility to really meet the needs of a small team working on lots of things at the same time."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883)

MS

Mikaela S.

Assistant Manager

> "I love how easy it is to navigate!"

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6767424)

KK

Katherine K.

IT Application Director

> "There is a lack of flexibility when looking at projects and tasks together. "

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883)

BS

Betsy S.

Business Architect

> "LiquidPlanner has been very helpful for me to understand everything that my team is working on, help me prioritize their work so it is clear,..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4030272)

WH

Wes H.

Project Coordinator

> "We have struggled to provide accurate schedules to clients in the past."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4329427)

AC

Addison C.

Solution Architect

> "Task and project management automation is another great aspect."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6060406)

LA

Lisa A.

Software Engineer

> "The most unwanted feature of this tool is the complex system."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533)

VR

Verified Reviewer

Marketing Communications Manager

> "LiquidPlanner is a powerful online tool for managing activities, workloads, and plans."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3661520)

LA

Lisa A.

Software Engineer

> "Thus, users find it hard to understand and operate the tool."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533)

LA

Lisa A.

Software Engineer

> "This software provides you with a helpful guide about the format and structure that you should follow for projects."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533)

KH

Kimberly H.

Intake Specialist

> "Some new users on the team tend to find it difficult to use."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3684576)

AM

Ahmed M.

Better Home Group

> "LiquidPlanner enabled us to create more exact project plans and executable work plans, allowing us to better track the implementation process..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3362777)

RY

Robbin Y.

Accountant

> "The program is not user friendly and difficult to navigate, it would take a lot of training or constant use to be able to work the program..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2406420)

KH

Katie H.

Evaluator

> "We are able to see if we have capacity for new projects many quarters or even years in advance."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4287251)

DB

Daniel B.

Founder

> "Though there are work-arounds, it is sometimes frustrating that task dependencies are tedious to enter."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2448548)

LA

Lisa A.

Software Engineer

> "Thus, it is the better option to choose for storing significant data in one place."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533)

KY

Krishna Y.

Mobile Learning Specialist

> "It is a very expensive tool and I wish they are more multiple plug inns and make it more user friendly."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2222603)

JO

Jason O.

Sr Director, Ops

> "In this regards, it is easy to set up clients, projects, and tasks, and from there, to log our efforts to those tasks."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4269934)

RY

Robbin Y.

Accountant

> "I did not like the layout at all, its unpleasant to look at and overwhelming. "

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2406420)

[View Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

LS

Louis S.

CTO

> "It combines tasks, docs, dashboards, automations, and team communication in one place, which reduces tool sprawl and improves visibility."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7145614)

MH

MaryHelen H.

Sr Content Marketing Specialist

> "I dislike the chrome extension which was a big feature of getting us into the app,the "send to clickup" chrom extensoin that works with gmail doesnt really work well on my computer."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067685)

AH

Arielle H.

CEO

> "Having separate workspaces for different departments aka "hats" (even as a solopreneur) is instrumental in keeping things running smoothly- such as an area for Marketing Planning (as well as..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596)

KM

Katsia M.

Director

> "I also wish that the proofing add on would allow me to do frame by frame review, as right now, it’s not detailed enough for the video team."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7113473)

BT

Brianna T.

Lead Editor

> "ClickUp is multi-functional and you can do a lot of things on the platform (such as track time, create workflows, store documents, create and track goals, etc.)"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7125243)

Jen P.

Director

> "Stability after major updates — every time ClickUp rolls out a large update, there tend to be bugs that can disrupt daily workflow."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130609)

EC

Erica C.

VP of Creative

> "We moved different teams from different tools (Trello, Basecamp, Google spreadsheets, etc) years ago and combined everything into ClickUp, which brought all teams to the same platform, which..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7136964)

Wes P.

Principal Software Engineer

> "For some projects the App's performance can get very sluggish. If the standard free features aren't sufficient, required ad-dons can be rather expensive."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7103768)

EJ

Emily J.

Client Services Manager

> "The calendar is an essential tool in planning the schedule of our booking with the maintenance issues, which makes sure that we do not book the same property twice when they are under..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7083371)

MARWA B.

Designer

> "Sometimes the app can be slow or laggy, particularly on large projects, and some advanced features are only available in paid plans."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7133227)

RM

Rene M.

IT Manager

> "I appreciate its customizable views (List, Board, Gantt) and the way it consolidates tasks, documents, goals, and chat into one platform."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350)

DK

Diana K.

Project Manager

> "The web site is not responsive How could I trust the App as I do have 5 tasks on my TODO list for today and then I got 25 email notifications that those tasks are overdue? Where those tasks..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6327325)

RM

Rene M.

IT Manager

> "As an IT manager coordinating offshore hiring projects, it has helped centralize communication, streamline workflows, and improve transparency across teams."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350)

NI

Nida I.

Creative head

> "The complexity of interface is overwhelming due to the multitude of features and customization options, which can make it difficult for new users to navigate and fully utilize the platform..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6566288)

AH

Arielle H.

CEO

> "My operations are now more organized than ever, and it's easier to collaborate on projects with my team without having to spend an excessively heavy amount of money adding seats to my..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596)

DK

Diana K.

Project Manager

> "The ClickUp shows different tasks on different lists and somehow many on them are not visible, even if I use date Filter or due date "last 7 days" etc - we cannot trust this App, and instead..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6327325)

VR

Verified Reviewer

marketing manager

> "I also liked the level of customization, especially the ability to set up views, statuses, and workflows in a way that matched how the team actually worked."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7121460)

MD

Madalin D.

CEO

> "Still broken. And just when I thought I’d seen it all, someone from support reached out today with this confusing explanation: apparently, for workspaces created before June 11, there's a..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6846311)

VR

Verified Reviewer

Bookkeeper

> "Multiple ways to collaborate within a firm - highly customizable and works for different visual styles (Gantt, bird's eye, task by task) depending on the user's preference."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7044797)

TM

Tracy M.

BIM Manager

> "Unfortunately, I need to upgrade to a paid subscription to continue using the Timesheets feature, which is one of the main reasons for using ClickUp, and I can use a free version of other..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6623329)

VR

Verified Reviewer

Science Communication Technician

> "People like ClickUp because it puts tasks documents, chats and project tracking all in one place, so they don't need to use more than one tools."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7132351)

Craig T.

Director of Marketing

> "Often, there are too many emails and recurring issues with closing out projects each month."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7100524)

NN

Nabil N.

IT Manager

> "ClickUp replaced a few tools for us and mostly delivered on that promise. Once people get past the learning curve it sticks, and the customization options mean it adapts to how your team..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130331)

Shana O.

Principal

> "For instance, if I wanted to view all of my upcoming article briefs I can not do that."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7066539)

IH

Izzy H.

Marketing Manager

> "Combines task management, docs, time tracking, goals and chat boxes so i can easily communication and delegate task within my team."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6822535)

IA

Ibrahim A.

Admin

> "It can also be slightly slow or buggy at times, especially with larger workspaces."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7131662)

SC

Sarah C.

Teacher Success Manager

> "It makes it easy to manage tasks, to-do lists, and priorities across a whole team. As we collaborate together on our project, ClickUp keeps everyone on the same page."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7056138)

Andrew M.

Architect

> "There are features that exist but have terrible UX like the mind map and the whiteboard or whatever it’s called."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7087056)

JAF

Jane Abegail F.

Customer Service

> "It keeps tasks, projects, and deadlines organized, makes team collaboration simple, and helps me stay productive every day."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7099227)

PL

Pilar L.

Trade marketing analyst

> "To change the asignees of people in the process, the automations a lot of times do not work well and we have to asignee manually"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7014175)

RM

Rene M.

IT Manager

> "Its adaptability allows us to tailor workflows to our needs, boosting productivity and collaboration."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350)

Rajiv S.

Machine Learning Consultant

> "Pages take long time to load and sometimes mobile app crashes."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7076116)

Vicky B.

Senior Account Director

> "ClickUp gives us access to the most productive task planning features like to-do lists and Gantt charts which are efficient in keeping our work organized."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6809188)

MD

Madalin D.

CEO

> "Here’s the kicker: I manage a bunch of tools for my team—tons of licenses from different companies. And out of all of them, ClickUp is the only one that’s ever pulled this kind of nonsense."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6846311)

Kristin R.

General manager

> "It’s inexpensive and covers so many of our needs ranging from process documentation to simple task management to complex project management and automated integrations with other systems."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7036486)

CS

Ciara S.

Office Manager

> "For a non-tech person, Clickup can at times be a little overwhelming with its features."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7070664)

VR

Verified Reviewer

QA Engineer

> "The Ask AI feature makes it very easy to modify and narrate content, and bug reporting and tracking are simple with a clean, user-friendly design."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7137107)

Rajiv S.

Machine Learning Consultant

> "There are too many features I do not use, making the screen look very busy."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7076116)

Katie C.

Founder

> "I appreciate the automation features, although I sometimes felt limited when what I wanted to accomplish through automation wasn't available for me (I happen to be a person who appreciates a..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7098697)

TE

Taya E.

Medical Assistant

> "Sometimes I have frustrations with the Chat system, the conversations get lost easily and I also wish there was an easier way to update the status of a task."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6817870)

Jen P.

Director

> "It allows us to build systems that actually match how our team works vs. forcing us into a rigid structure."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130609)

MS

Marvin S.

Lead Product Development

> "It can be unreliable, from just beeing very slow in general, to loading issues that keep cropping up where I can't edit Task descriptions because the field is just in a loading loop."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6420464)

VR

Verified Reviewer

President

> "It makes collaborating with dispersed teams easy and enables us to keep projects on track and meet deadlines."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7061481)

EJ

Emily J.

Client Services Manager

> "Customer care is not very responsive to syncing problems."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7083371)

VR

Verified Reviewer

Sr Manager, Digital Marketing

> "The flexibility that makes it powerful also makes it easy to set up poorly and hard to enforce consistency across users. If you have someone dedicated to maintaining the workspace it probably..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7128757)

LS

Louis S.

CTO

> "Notifications can become noisy until properly tuned"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7145614)

AH

Arielle H.

CEO

> "It's a backend of operations dream and now replacing my other lead funnel software now that I'm having it professionally built out for me and I couldn't be more excited to use this software..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596)

MA

Mallory A.

Director of Operations

> "There is a pop up about updating sometimes that doesnt always work correctly."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7132158)

Katie C.

Founder

> "Overall, I think ClickUp is capable of doing a LOT for those managing small to large-scale projects with various team sizes."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7098697)

VR

Verified Reviewer

Co-founder

> "It gets expensive at scale and some of the premium options are only available with larger subscription plans."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6856399)

VR

Verified Reviewer

IT

> "Click Up provides a wide range of features such as task management, time tracking, Gantt charts, and goal tracking, all in one platform."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6611175)

Olden F.

Freelancer

> "ClickUP is overwhelming with it's numerous features and customization options, which can make it difficult to navigate and use efficiently."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6317184)

VR

Verified Reviewer

Sales Tools Optimization Specialist

> "ClickUp can make your work more organized by allowing you to create various spaces in which you can divide your companies or departments to make your tasks be where they belong."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6527353)

VR

Verified Reviewer

Machine Learning Engineer

> "That said, creating tasks in the right spot can feel overwhelming at times, and I wish that part was a bit more intuitive."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6880643)

Gisel B.

Marketing and Digital Communication Specialist

> "The key distinctive aspect of ClickUp that can help users manage projects more efficiently is the ability to switch between the Gantt chart, the Kanban board, and the list view."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6508522)

KT

Katie T.

Vp Operations

> "The notifications often got ignored by my collaborators- it's hard to figure out the noise from the meaningful and it'd be helpful to have some guidance on how to make the software "sticky"..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6563670)

VR

Verified Reviewer

Full stack developer

> "It provides the best options for organizing project sprints, categorizing project functions, setting task statuses, and assigning tasks to team members efficiently."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6685094)

AC

Alexandra C.

Clerk

> "For my boss who is gen. X he found it a bit frustrating at times and it did not flow to other programs well and he struggled with the process."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7006683)

DmE

Diego maldonado E.

CEO

> "It supports both task management and more complex project workflows, making it an essential tool for streamlining daily operations and long-term planning. Whether it's assigning and tracking..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6536133)

Gisel B.

Marketing and Digital Communication Specialist

> "On the other hand, it also means that there are at times too many features that cause some general issue, especially when dealing with large data and multiple integrations."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6508522)

JO

Jennifer O.

Customer service representative

> "Its flexibility in helping us manage projects per time, how even Clients get access to see how the workflow progresses in real-time, it has so many features that helps my organization get the..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6543330)

MS

Marvin S.

Lead Product Development

> "Upselling, they are constantly trying to upsell you, from AI to courses to the business plus plan (which on their pricing page they don't even list, but they love gating little things behind)"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6420464)

VR

Verified Reviewer

Territory Account Exec

> "It’s very easy to customise and user friendly and with the new Notetaker feature, it just makes Click Up more desirable as a tool for managing daily work and projects"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7058852)

FR

Frank R.

Billing Specialist

> "Honestly, it took us longer to get our finance team comfortable than the set up itself."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7138522)

NN

Nora N.

Director of Memberhsip

> "ClickUp is a powerful, versatile, and user-friendly project management tool that has significantly enhanced our productivity and collaboration. Whether you’re a small team or a large..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6362020)

MR

Martina R.

CEO and founder

> "ClickUp had great potential, but their sudden pricing shifts and lack of clear customer communication make it hard to trust them as a long-term solution."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6692493)

VR

Verified Reviewer

Solution Architect

> "It offers a high degree of customization, allowing users to tailor their workspaces to fit their specific workflows and preferences."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6418589)

VR

Verified Reviewer

Sr Manager, Digital Marketing

> "Too many features working against each other."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7128757)

MT

Marina T.

Marketing Director

> "Monitoring the progress of projects has never been so easy, with this platform I can manage multiple projects without feeling overwhelmed or delaying them that generate cost overruns and..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6674284)

SS

Summer S.

Office Manager

> "There are potentially to many places to track tasks to the level that some get lost, behind different labels/folders/tabs."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6677005)

SA

Sara A.

Social Media Manager

> "The dashboards are amazing, as they can be configured according to the project’s needs, and I loved that they are automatically updated according to the latest updates, which makes them ready..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6408813)

JO

Jennifer O.

Customer service representative

> "It's slow sometimes when I open the app to input details, atimes it takes so much time to load stuffs, which can be a bit frustrating."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6543330)

VR

Verified Reviewer

QA Engineer

> "Features like task tracking, filters, and Ask AI are very helpful."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7137107)

MD

Martin D.

Managing Director

> "I had a period a couple of months in where for whatever reason i stopped using it and cracked on with a busy period and when I came back to it, there was far too much time required to go..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6582232)

NI

Nida I.

Creative head

> "Additionally, the integration with other tools and robust reporting features contribute to improved productivity and efficiency, making it a valuable asset for teams of all sizes."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6566288)

LC

La' C.

User

> "Customizations take time and didnt have time to setup on our own."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6837521)

Christopher D.

Head of Tech Solutions

> "That said, it does have a bit of a learning curve because it offers so many features. And like many users have noted, you really get the most out of it if you decide to go all in and..."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7057053)

SB

Sabre B.

Systems Strategist

> "It wouldn’t save what I wrote in a task description"

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7136027)

MFO

Maria Fernanda O.

Payments Lead and

> "Click up not only saves my time more than 3 hours per week of manual workload, it also helps me track my team progress in each task I can give them."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6330569)

VR

Verified Reviewer

Art

> "The interface is a little hard to understand."

[See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7102941)

[View Reviews](https://www.capterra.com/p/158833/ClickUp/reviews/)

## User interface

[Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)

4.31 (669)

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

4.63 (4,580)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Agile Methodologies

120

Important

Portfolio Manager

30/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/82678/LiquidPlanner/#features)

ClickUp

Top features

43/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/158833/ClickUp/#features)

### Recognition

Portfolio Manager

Best Value Project ManagementSoftware (2025) 

ClickUp is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

Portfolio Manager

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

ClickUp

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Portfolio Manager

-   By Tempo
-   Located in United States
-   Founded in 2006

ClickUp

-   By ClickUp
-   Located in United States
-   Founded in 2016

## Popular Comparisons

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[Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.31 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

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[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/)

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[Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.48 (13,568)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

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