ClickUp is a powerful all-in-one platform for managing tasks, teams, and projects. It’s used by product managers, agencies, and startups to run complex workflows.
But if you’re a coach, therapist, consultant, or freelancer — someone who works directly with individual clients — ClickUp might feel like too much.
Let’s compare ClickUp and Proper, and help you decide which is better for managing client-focused work.
🔧 What is ClickUp?
ClickUp is designed to manage everything from task lists and sprints to documents and dashboards. It’s extremely feature-rich, with time tracking, goal setting, reminders, and team chat all in one place.
But for solo professionals managing client notes and relationships, ClickUp has a few challenges:
- It requires a lot of setup and customization
- It’s task-first, not relationship-first
- Notes, documents, and context are spread across different views
✅ What is Proper?
Proper is purpose-built for people who work 1-on-1 with clients — like coaches, therapists, legal advisors, and consultants.
It creates a smart dossier for every client, where you can:
- Take notes across sessions
- Upload and attach documents
- Track to-dos
- Let AI summarize insights and follow-ups
- Export clean PDFs or share links
No project boards. No confusing permissions. Just a clean, structured client memory.
🆚 ClickUp vs Proper: Which One Fits Your Workflow?
| Feature | ClickUp | Proper |
|---|---|---|
| Ideal use case | ✅ Team/project management | ✅ Solo professionals with clients |
| Client relationship tracking | ❌ Manual setup required | ✅ Built-in dossier system |
| AI summaries & insights | ❌ Not native | ✅ Integrated by default |
| Time to onboard/setup | ⏳ High | 🚀 Very low |
| Notes + tasks per client | ⚠️ Possible but cluttered | ✅ Clean and structured |
| Sharing client updates | ⚠️ Complex permissions | ✅ One-click PDF/link export |
🙋 Why Proper Is Better for Client-Facing Work
If you’re managing relationships — not tasks — Proper is a better fit.
It’s a relationship tool, not a project management platform.
With Proper, you don’t need:
- Templates
- Folders
- Nested lists
- “Workspaces” inside “spaces” inside “tasks”
You just open a profile… and everything is there.
🚀 Try Proper — Simpler Than ClickUp, Built for Client Work
Proper is for real professionals who need clarity, not clutter.
Try it free, no setup required →
👉 https://propernotes.com