ClickUp
61 Case Studies
A ClickUp Case Study
V4 Company is an advisory marketing firm that helps clients sell products online across four pillars (traffic, engagement, conversion, retention) and today operates more than 200 offices serving thousands of SMBs in Brazil. As client demand grew, gaps in operations and client communications created chaos—tools like Notion, Pipedrive, and Trello lacked visibility into creative team productivity and capacity—so V4 turned to ClickUp, an all-in-one work management platform, to centralize operations.
ClickUp implemented Automations, Templates, hierarchical Lists, and Dashboards to automate client updates (including Gantt-chart reports via WhatsApp), give guests project visibility, and surface real-time team capacity and output. Using ClickUp, V4 reclaimed about one day per week of staff time, improved client transparency and team engagement, and achieved measurable outcomes: 30% business growth since adoption and support for 500 happy customers, while gaining the forecasting visibility to scale confidently.
Germano Matta
Executive Partner