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About

ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team.  Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.

About

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Technology companies interested in a powerful suite of AI productivity tools, project management, collaboration, and more

Audience

Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5/user/month
Free Version
Free Trial

Pricing

$34 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.6 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClickUp
Founded: 2016
United States
clickup.com

Company Information

Jotform
Founded: 2006
United States
www.jotform.com

Alternatives

Alternatives

Categories

Categories

Jotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction.

Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring.

Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs.

Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA.

Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely.

NPS

Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work.

PDF

Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency.

Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency.

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Feedback Features

Alerts / Notifications
Behavior Analytics
Bug Reports
Community Feedback Tools
Live Chat
Negative Feedback Management
Net Promoter Score (NPS)
Screenshot / Screen Capture
Surveys
User Testing Tools
Video Feedback
Visual Feedback Tools
Voice of the Customer (VoC)
Website Feedback

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Employee Engagement Features

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Employee Recognition Features

eCards
Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Government Features

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

HIPAA Compliance Features

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Higher Education Features

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

Market Research Features

Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Registration Features

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

eCommerce Features

Catalog Management
Channel Management
CRM
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Integrations

Activepieces
Automatisch
CloudNuro
Discord
Easyflow
Empiraa
Evernote
Freedcamp
Gmail
Google Drive
Integrately
Latenode
Leo
Mazaal AI
Microsoft OneDrive
Runrun.it
StarfishETL
Supaboard
Trello
Truto

Integrations

Activepieces
Automatisch
CloudNuro
Discord
Easyflow
Empiraa
Evernote
Freedcamp
Gmail
Google Drive
Integrately
Latenode
Leo
Mazaal AI
Microsoft OneDrive
Runrun.it
StarfishETL
Supaboard
Trello
Truto
Claim ClickUp and update features and information
Claim ClickUp and update features and information