Apptivo manages CRM. ClickUp runs your entire business.

ClickUp provides CSV import tools to transfer tasks, contacts, and custom fields from Apptivo. The 4-level hierarchy (Workspace > Space > List > Task) accommodates your existing CRM structure. Contact sales for migration assistance, and explore ClickUp University for on-demand training to get your team up to speed quickly.

Yes, ClickUp's Free Forever plan includes unlimited tasks and members, collaborative Docs, Whiteboards, real-time Chat, and core List and Board views. You get 60MB storage per Workspace, 100 automation executions per month, and 24/7 support. Perfect for small teams exploring work management without upfront costs or mandatory paid upgrades.

ClickUp Brain provides AI writing assistance, task summarization, and answers to questions across your workspace. Connected Search finds information across ClickUp and connected apps like Google Drive, Salesforce, and Jira. AI Notetaker transcribes meetings, and Autopilot Agents automate repetitive workflows. These AI features help teams work faster without switching tools or hunting for information.

ClickUp offers customizable CRM capabilities with 15+ Custom Field types (including Formula, Money, Progress, and Rating), custom statuses for pipeline stages, and 100+ automations on paid plans. Multiple views (Board, Table, Timeline) let you visualize deals, while task dependencies and Goals track revenue targets. All in one platform without switching between separate CRM and project tools.

Yes, ClickUp's Offline Mode lets you access tasks, reminders, and notes without internet. Changes sync automatically when you reconnect. This eliminates the frustration of connectivity-dependent platforms, ensuring your team stays productive whether working remotely, traveling, or in areas with unreliable internet access.

ClickUp consolidates tasks, Docs, Chat, Whiteboards, and Goals in one workspace, eliminating tool sprawl. Real-time comments, @mentions, assigned comments, and flexible guest permissions enable seamless collaboration. Unlike platforms requiring separate apps for CRM, projects, and communication, ClickUp unifies everything with granular access controls and shared visibility.