ClickUp consolidates project management, task tracking, and team communication into a single workspace designed for marketing operations.

How ClickUp Works: ClickUp provides a unified workspace where marketing teams can manage campaigns, track deliverables, assign tasks, and collaborate on projects. With features like Gantt charts, custom workflows, time tracking, and integrated docs, it eliminates the need to juggle multiple project management tools.
Why We Use It: As a marketing agency, we rely on ClickUp to manage client campaigns, track project timelines, and coordinate team efforts across multiple accounts. It helps us maintain visibility on project status, manage resource allocation, and ensure nothing falls through the cracks. We also have extensive experience integrating ClickUp with other marketing tools like CRMs, analytics platforms, and automation systems to create seamless workflows for our clients.


















Some top answers to your top questions.
Slack's extensive integration ecosystem connects marketing tools and platforms directly into team communication, creating automated workflows and real-time notifications for better project visibility.
Essential marketing integrations include:
We integrate Slack with ClickUp, GA4, and other platforms using Zapier automation to create comprehensive notification systems for our technical infrastructure monitoring.
Cursor integrates seamlessly with existing development workflows and project management tools, enhancing rather than disrupting established processes.
Integration capabilities include:
We connect Cursor with ClickUp for project tracking and use Zapier automation to create development workflows that automatically update project status as code is written and deployed.
Figma's extensive integration ecosystem connects design workflows with project management, development, and marketing tools for seamless team collaboration. We connect Figma with ClickUp and other tools using Zapier automation as part of our technical infrastructure to create efficient design-to-delivery workflows.
Zapier connects over 8,000 apps, including virtually every marketing tool you use, creating seamless data flow and automated workflows across your entire tech stack.
Popular marketing integrations include:
We integrate these tools with our ClickUp project management and CRM management service for complete workflow automation.
While ClickUp is powerful, it has a learning curve for teams used to simpler tools and can become overwhelming with too many features enabled. The mobile app functionality also lags behind the desktop experience.
ClickUp can consolidate many marketing tools into one platform, potentially reducing software costs and complexity. It can replace basic project management tools, simple time tracking applications, and basic CRM systems for small teams.
However, specialized tools often provide deeper functionality. Our technical tracking service includes tool stack audits to determine the optimal balance between consolidation and specialized functionality for your specific needs.
ClickUp provides powerful resource management tools that help marketing teams balance workloads, prevent burnout, and ensure realistic project timelines through workload views, capacity planning, and visual workload indicators.
ClickUp's automation engine streamlines repetitive marketing tasks and ensures consistent processes across all your campaigns and projects. From task creation based on templates to automated status updates and recurring activities, these automations eliminate manual work and reduce human error.
Combined with Zapier, these automations can trigger actions across your entire marketing stack, ensuring nothing falls through the cracks in your campaign execution process.
ClickUp excels at client project management by providing transparency, automated reporting, and professional client portals that keep everyone aligned on project progress and deliverables. Guest access allows clients to view specific projects, while automated progress reports and milestone notifications keep communication flowing smoothly.
We integrate ClickUp reporting with our Looker Studio dashboards to provide comprehensive project and performance reporting for our funnel management clients.
ClickUp supports any project management approach, from Agile and Scrum to Kanban and traditional waterfall methods. We'll configure it to match your team's optimal working style.
Yes, ClickUp offers extensive integrations with marketing tools, and we have experience setting up seamless workflows that connect your entire marketing tech stack.
Popular marketing integrations we implement:
Our technical tracking service includes custom integrations using Zapier to connect ClickUp with any platform your team uses.
ClickUp transforms marketing team collaboration by centralizing all project communication, task management, and file sharing in one platform, eliminating the chaos of scattered tools and email chains.
Key collaboration features include:
Our ongoing management service includes ClickUp setup and training to ensure your team maximizes these collaboration benefits from day one.
Our engagements include audits, workshops, competitor analysis, strategy development, and ongoing consultation. We provide clear deliverables, actionable recommendations, and hands-on support to help you implement your strategy.
A marketing strategy is the big-picture direction, it's your goals, your brand positioning, and your approach. A marketing plan is the tactical execution -what you’ll do, when, and how. Both are essential, and we have project managers and big picture thinkers in house to help you with both.
We start by getting to know your business, market, and ambitions. Then, we conduct research, analyse your competitors, and identify opportunities. From there, we design a bespoke plan with clear KPIs, milestones, and a roadmap that we stick to. Our approach is focused on results.
Strategy and consulting in marketing is about creating a clear, actionable plan to hit your goals. It involves analysing your market, competitors, and current efforts, then designing a roadmap for growth. We provide expert advice, tailored strategies, and ongoing support to help you outpace the competition.
We offer ongoing maintenance packages that cover security updates, backups, content changes, and performance monitoring. Simply put, we take away any website anxiety you may have. Your site stays secure, up to date, and running smoothly.
We provide regular updates via email, scheduled calls, and detailed reports. We're also available on instant chats for emergencies. We appreciate that time is precious and so will only take up your time when required so both parties can get on with what they do best!
We have a thorough onboarding process to make sure we're completely clued up about your business and sector. We ask you to complete a questionnaire and depending on the project, we'll review your current marketing, website and analytics to create a tailored plan to deliver the results you're after.
Our retainers work around what's best for you. We want to succeed when you succeed. Retainers can be fixed-fee, performance based, or a blend. Our retainers cover everything from website maintenance to campaign management and reporting - we're here whenever you need us.
Ongoing management, support, and reporting means we don’t just launch your marketing and leave you to it. We provide continuous support, regular performance reports, and proactive optimisation to keep your website, campaigns, and analytics in top shape. It’s about long-term partnership and growth - cheesy we know, but we want you as a successful case study on our website. Nothing wrong with that is there.