The #1 EngageBay CRM Alternative
EngageBay CRM tracks contacts. ClickUp runs your business.
ClickUp unites CRM, tasks, docs, and goals so teams close deals and deliver work without switching tools or hitting contact limits.
Free forever.
No credit card.
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Close deals and ship work in one workspace
ClickUp vs EngageBay CRM
EngageBay CRM gates features behind paid tiers and caps contacts. ClickUp gives you unlimited tasks, members, and native collaboration on the Free plan.
EngageBay CRM
- Contact limits on every plan (250 on Free, 500 on Basic)
- Multiple deal tracks require paid upgrade
- Email sequences locked behind Growth tier
- Separate tools needed for project delivery
- Advanced features like role management only on Pro
ClickUp
- Native CRM, tasks, docs, and chat in one workspace
- Unlimited tasks and members on Free Forever plan
- 15+ Custom Field types for flexible CRM workflows
- 100+ automations to eliminate repetitive work
- Native time tracking with reporting built in
Answers
FAQs
How easy is it to migrate from EngageBay CRM to ClickUp?
ClickUp provides guided import flows to bring your contacts, deals, and tasks from EngageBay. The platform offers 24/7 support and onboarding resources to help your team transition smoothly. You'll consolidate CRM data with project management, eliminating tool sprawl while maintaining your existing workflows.
Does ClickUp offer a free plan for small teams?
Yes, ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and core views like List and Board. Unlike EngageBay's contact limits, ClickUp lets you scale your work without artificial restrictions, making it ideal for growing teams.
Can ClickUp replace both my CRM and project management tools?
ClickUp consolidates CRM, tasks, Docs, Chat, Goals, and Dashboards in one platform. Use 15+ Custom Field types (Formula, Phone, Email, Rating, Progress) to build customizable CRM workflows, track deals through pipelines, and connect sales execution to delivery—eliminating the need for separate tools.
How does ClickUp handle team collaboration without the friction of multiple accounts?
ClickUp provides one unified Workspace where personal and team work coexist seamlessly. Flexible guest permissions let you collaborate with clients at task, List, or Folder levels. Real-time comments, @mentions, assigned comments, and native Chat eliminate the account-switching frustration common in other platforms.
Does ClickUp work offline or require constant internet connectivity?
ClickUp offers Offline Mode for tasks, reminders, and notes, letting you work without internet. Changes sync automatically when you reconnect. Unlike tools requiring constant connectivity for basic features, ClickUp ensures productivity continues even with limited or no internet access.
Can ClickUp automate complex workflows without constant manual setup?
ClickUp provides 100+ automation triggers and actions on paid plans to streamline repetitive processes. Automate task assignments, status changes, notifications, and more without coding. Combined with Formula Fields and Custom Fields, ClickUp handles advanced workflows that scale with your business needs.
Compare
What can you do in ClickUp that you can't in EngageBay CRM?
ClickUp consolidates CRM, project management, docs, and chat so teams track deals and deliver work without tool sprawl or contact caps.
 ClickUp | EngageBay CRM | |
|---|---|---|
CRM & Contact Management | ||
Contact database with custom fields | ||
Deal pipeline management | ||
Multiple deal tracks | ||
360-degree contact view | ||
Tasks & Project Management | ||
Unlimited tasks and members | ||
Task dependencies and relationships | ||
15+ view types | ||
Native time tracking with reporting | ||
Collaboration & Communication | ||
Real-time chat | ||
Collaborative Docs | ||
Whiteboards | ||
Video meetings (SyncUps) | ||
Screen recording (Clip) | ||
Email & Automation | ||
Email sequences | ||
Workflow automations | ||
Email tracking | ||
AI & Intelligence | ||
AI writing assistant | ||
Connected Search across apps | ||
AI Notetaker for meetings | ||
Predictive lead scoring | ||
Reporting & Goals | ||
Custom Dashboards | ||
Goals with task linking | ||
Workload view for capacity planning | ||
Integrations & Offline | ||
Offline Mode | ||
Calendar integrations | ||
Social media integrations |
More power. Fewer paywalls.
Connect CRM, tasks, docs, and goals so teams close deals and deliver work without tool-switching or contact limits.
