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Software product · ClickUp

Promote ClickUp

ClickUp

The everything app for work that consolidates tasks, docs, chat, and AI agents into one converged workspace.

Open for Partnersproject managementwork managementproductivitycollaborationai agentsFree trialListed since May 2026

Partner summary

The offer at a glance

A quick read on buyer fit, pitch, economics, and promotion fit.

Best buyer

Operations and project management leaders

Main outcome

Customers realize 384 percent ROI over three years with payback in under six months according to Forrester TEI research.

Commission

To be confirmed

Best channels

Content Marketing, Seo Articles, Newsletter, Comparison Pages

Terms

Do not imply official Notion affiliation unless explicitly source-confirmed.

Main pitch

Pitch ClickUp as the everything app for work, replacing fragmented project management, docs, chat, and AI tools with one converged workspace where humans and AI agents...

Economics

Partner terms

Commission, pricing model, and review timing for this listing.

Commercial terms

Partner terms

Founder confirmation required before partners promote this listing.

Commission
To be confirmed
Pricing
Subscription
Duration
Review period
30 days

Pricing tiers

Free Forever

Primary

$0.00/ month

Tracks Free Signup

  • Unlimited tasks
  • Unlimited free plan members
  • Two-factor authentication
  • Collaborative docs
  • Kanban boards

Unlimited

$7.00/ month

Tracks Paid Subscription

  • Unlimited spaces, folders, and forms
  • Unlimited Gantt charts
  • Unlimited integrations
  • Unlimited storage
  • Unlimited custom fields

Brain AI Add-on

$9.00/ month

Tracks Paid Addon

  • Unlimited Brain Assistant
  • Unlimited @Brain Agent
  • Unlimited AI chat across Claude, ChatGPT, and Gemini
  • Expanded use of premium AI models
  • Unlimited AI writing

Business

$12.00/ month

Tracks Paid Subscription

  • Unlimited dashboards with advanced cards
  • Unlimited message history
  • Unlimited activity views
  • Unlimited timeline views
  • Webhooks and automation integrations

Everything AI Add-on

$28.00/ month

Tracks Paid Addon

  • Unlimited ambient answers
  • Unlimited AI notetaker
  • Unlimited image generation
  • Unlimited AI fields
  • Unlimited AI automations and dashboards

Enterprise

Custom/ custom

Tracks Sales Qualified Lead

  • Enterprise permissions and governance
  • Unlimited custom roles
  • SAML SSO and SCIM provisioning
  • Audit log
  • Session management

Who this converts for

The buyers this offer is shaped for. Match your reach to the strongest audience fit.

medium
B2B

Operations and project management leaders

Heads of operations, PMO leaders, and project managers running cross-functional delivery who want one platform for plans, execution, and reporting.

Software, Professional Services, Marketing, TechnologyHead of OperationsPMO Director

Pain points

  • Work is scattered across DMs, docs, and meetings and gets missed
  • Teams stall because nobody knows priorities or next steps
  • Reporting on cross-team progress requires manual chasing
  • Work scattered across DMs, docs, and meetings
  • Deadlines slip because nobody knows what is next
  • Reporting requires manual chasing across tools
  • Tool sprawl drives high per-seat SaaS costs

Desired outcomes

  • Deliver projects on time with clear ownership
  • Single source of truth for plans, status, and risks
  • Reduce context switching across multiple tools
  • Reduce SaaS spend by consolidating tools
  • Embed AI directly into work without separate logins
  • Maintain enterprise-grade security and compliance
medium
B2B

Marketing teams and creative ops

Marketing leaders and creative operations managers who coordinate campaigns, content, and events and want briefs, copy, and assets to live in one workspace.

Marketing, Media, Consumer Goods, B2B SaaSVP MarketingMarketing Operations Lead

Pain points

  • Campaign briefs, assets, and approvals live in disconnected tools
  • Creative bottlenecks slow down launches
  • Event and content coordination requires manual status updates

Desired outcomes

  • Run campaigns with faster turnaround and fewer review cycles
  • Centralize briefs, drafts, and assets in one workspace
  • Apply brand guidelines consistently across channels
medium
B2B

Product and engineering teams

Product managers, engineering leaders, and developers who want to plan roadmaps, run sprints, triage bugs, and connect with AI coding workflows in one place.

Software, Technology, SaaSVP ProductEngineering Manager

Pain points

  • Plans, tickets, and docs are split across multiple tools
  • Bug triage and prioritization are slow and ad hoc
  • Engineering and product context is lost between handoffs

Desired outcomes

  • Plan and execute the roadmap in one workspace
  • Identify and resolve bugs faster
  • Integrate AI into PRDs, triage, and code workflows
medium
B2C

Enterprise IT and security buyers

Enterprise IT, security, and compliance buyers evaluating consolidated work platforms with SSO, SCIM, audit logs, data residency, and HIPAA/GDPR posture.

Financial Services, Healthcare, Manufacturing, Technology, Public SectorCIOCISO

Pain points

  • Too many overlapping SaaS tools to govern
  • Lack of centralized permissions and audit trails
  • Difficulty enforcing compliance and data residency

Desired outcomes

  • Consolidate tool stack with enterprise-grade controls
  • Enforce SSO, SCIM, and granular permissions
  • Meet HIPAA, GDPR, SOC 2, and ISO 27001 requirements

Mid-market and enterprise teams that want to consolidate project management

Help teams plan, execute, and report on cross-functional work in one converged workspace while embedding AI agents into everyday tasks.

Head of OperationsPMO Director

Help teams plan, execute, and report on cross-functional work in one converged workspace while embedding AI agents into everyday tasks

Help teams plan, execute, and report on cross-functional work in one converged workspace while embedding AI agents into everyday tasks.

Head of OperationsPMO Director

Why partners convert here

When to pitch this, and the outcomes the buyer actually gets.

Use cases

  • Run all project execution in one workspace
  • Run all project execution in one workspace
  • Coordinate marketing campaigns end to end
  • Coordinate marketing campaigns end to end
  • Plan, build, and ship software products
  • Plan, build, and ship software products
  • Centralize IT, vendor, and asset workflows
  • Centralize IT, vendor, and asset workflows
  • Align strategy, goals, and execution
  • Align strategy, goals, and execution

Outcomes

384 percent

ROI over three years

Evidence

92,400 hours

Hours saved

Evidence

3,900,000 USD

Revenue gains

Evidence

4.7 out of 5

G2 rating

Evidence

Deliver projects on time with clear ownership

Reduce SaaS spend by consolidating tools

Embed AI directly into work without separate logins

Forrester Total Economic Impact study

Evidence

Trusted by millions of teams and Fortune 500 companies

Evidence

Strong third-party review presence

Evidence

Enterprise-grade security and compliance

Evidence

Forbes-style innovation recognition

Evidence

Before · After

Run all project execution in one workspace

Before

Project work lives in DMs, docs, meetings, and disconnected tools, so deadlines slip and nobody can see real status without chasing updates.

After

Every request is captured, assigned, and tracked in ClickUp with clear owners, priorities, and next steps visible across teams.

Expected outcome: Higher on-time delivery and less time spent chasing status updates across tools.

What makes this different

Where this offer beats the alternatives.

  • Converged workspace across tasks, docs, chat, calendars, and AI

  • ClickUp Brain and Super Agents with cross-tool context

  • Free forever tier with broad capabilities

  • Enterprise controls including SSO, SCIM, audit logs, and data residency

  • Broad integration footprint across Slack, HubSpot, Salesforce, Google Drive, and more

Promotion strategy

Partner playbook

Angles, questions, objections, and inputs to keep outreach sharp.

Value proposition

The everything app for work that consolidates tasks, docs, chat, and AI agents into one converged workspace.

How to pitch

Pitch ClickUp as the everything app for work, replacing fragmented project management, docs, chat, and AI tools with one converged workspace where humans and AI agents collaborate with shared context.

Positioning

ClickUp positions itself as the converged work platform: tasks, docs, chat, calendars, time tracking, and AI Super Agents in one workspace, replacing point tools for project management, marketing, product, IT, HR, and leadership.

Best angles to test

  • SaaS consolidation and cost takeout
  • AI agents embedded in real workflows
  • Free forever tier with broad capabilities
  • Enterprise security and data residency
  • Comparison versus Asana, Jira, Monday, and Notion
  • The everything app for work that consolidates tasks, docs, chat, and AI agents
  • Free forever tier with unlimited tasks and users
  • Enterprise-grade controls including SSO, SCIM, audit logs, and data residency
  • Compliance posture aligned with SOC 2, ISO 27001, GDPR, and HIPAA
  • ClickUp Brain and Super Agents power AI workflows across the workspace

Angles to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not quote specific ROI or hours-saved figures as guaranteed outcomes

Discovery questions

  • How many distinct work tools are teams currently paying for?
  • Where is project context most often lost between teams?
  • What is the current AI strategy and which tools have been adopted?
  • Are there compliance frameworks like HIPAA or GDPR shaping tool choice?
  • Which team is feeling the most acute pain from tool sprawl right now?

Disqualifiers

  • Solo users needing only a lightweight personal to-do app
  • or organizations unwilling to standardize on a single horizontal work platform.

Target keywords

project management softwarework management platformclickup alternativeasana alternativemonday alternativejira alternativenotion alternativeai project managementtask management softwareteam collaboration platform

Objections & responses

  • Our security and compliance bar is too high for a horizontal SaaS tool.

    Response: ClickUp Enterprise offers SOC 2, ISO 27001, GDPR, and HIPAA-aligned controls with SAML SSO, SCIM, audit logs, and regional data residency in US, EU, and APAC.

  • AI features feel like marketing rather than real productivity.

    Response: ClickUp Brain and Super Agents are positioned as context-aware assistants connected to workspace data, with specific use cases like intake, triage, status updates, and PRD creation.

  • We already use Asana, Jira, Monday, or Notion and switching is too risky.

    Response: ClickUp positions itself as a consolidation play that replaces several point tools at once, with import paths and comparison pages for the major incumbents and a free tier to validate fit before migration.

  • The platform is too broad and will be confusing for teams.

    Response: ClickUp emphasizes flexible views, templates, and team-specific solutions so each function can adopt a focused workspace while sharing context with the rest of the company.

Rules

Promotion rules

Where you can promote, what is restricted, and what the founder requires.

Allowed channels

Content MarketingSeo ArticlesNewsletterComparison PagesCommunitiesWebinars

Restricted channels

Unsolicited Cold EmailSms SpamTrademark BiddingGated Review Swaps
AI-generated content
Yes
Content reuse
No
Founder approval
Yes

Approved claims

  • The everything app for work that consolidates tasks, docs, chat, and AI agents
  • Free forever tier with unlimited tasks and users
  • Enterprise-grade controls including SSO, SCIM, audit logs, and data residency
  • Compliance posture aligned with SOC 2, ISO 27001, GDPR, and HIPAA
  • ClickUp Brain and Super Agents power AI workflows across the workspace

Claims to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not quote specific ROI or hours-saved figures as guaranteed outcomes
  • Do not claim official Notion partnership or endorsement.

Compliance notes

  • Do not imply official Notion affiliation unless explicitly source-confirmed.

Evidence

Proof & trust signals

Claims, evidence links, and operational trust signals partners can lean on.

Proof points

  • ROI over three years: 384 percent
  • Hours saved: 92,400 hours
  • Revenue gains: 3,900,000 USD
  • G2 rating: 4.7 out of 5
  • Deliver projects on time with clear ownership
  • Reduce SaaS spend by consolidating tools
  • Embed AI directly into work without separate logins
  • Forrester Total Economic Impact study
  • Trusted by millions of teams and Fortune 500 companies
  • Strong third-party review presence
  • Enterprise-grade security and compliance
  • Forbes-style innovation recognition

Proof links

About ClickUp

ClickUp is a converged work platform that combines projects, docs, chat, calendars, time tracking, whiteboards, automations, and AI agents in a single workspace. ClickUp Brain and Super Agents add a context-aware AI layer that delegates work, drafts content, answers questions, and automates routine project tasks across connected tools. The platform spans free, paid, and enterprise tiers and is positioned as a replacement for fragmented point tools across project management, marketing, product, IT, HR, and leadership teams.

clickup.comListed since May 2026

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Company activation will confirm the remaining commercial and tracking details.

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