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Industry

Finance & insurance

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Audience

B2B

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Country

France

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Services

Collaboration & productivity, Project management and HR software

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Challenges

This agency needed to streamline its investment, fundraising and legal operations.

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Solutions

Implemented ClickUp with dedicated spaces and automated pipelines for each team.

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Results

Improved collaboration, streamlined processes and better overview of operations through a high degree of customization and task automation.

Streamline your operations with an all-in-one solution

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Digitization and streamlining of operations with ClickUp

For Founders Future, we set up ClickUp with two dedicated spaces, providing a simple pipeline for each team.

 Everything has been automated, including automatic subtasks at each stage and seamless transitions when subtasks are completed. We have also integrated the administrative, recruiting, HR, and software management departments into the solution.


 The results speak for themselves: a significant increase in collaboration and information sharing , an overview of projects, and standardized processes . All company activities are centralized in a single solution, whether projects, HR, administration, or marketing.


 The integration of SSO, the location of servers in the EU, and a high degree of customization (branding, portal, etc.) further enhance the efficiency and security of the tool.

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