BoondManager tracks consultants. ClickUp runs the business.

ClickUp provides CSV import tools to bring in tasks, contacts, and custom fields from BoondManager. You can run both platforms in parallel during transition, and most teams complete core setup within days. ClickUp University offers on-demand training to help your team get up to speed quickly.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and basic Custom Fields. Perfect for small consulting teams who need core project management without cost. Upgrade when you need advanced reporting, Goals, or Timeline views.

ClickUp offers a customizable CRM using Custom Fields, statuses, and 15+ views including Board for visual pipelines. While ClickUp doesn't have LinkedIn profile import or AI candidate matching, you can build recruitment workflows, track candidates through stages, and integrate with LinkedIn via Zapier for contact creation.

ClickUp provides native time tracking with reporting, Custom Fields for budget and margin tracking, and Dashboards for real-time financial KPIs. For automated e-invoicing and accounting sync, ClickUp integrates with tools like QuickBooks, Xero, and Harvest to keep project data and financials connected without manual entry.

Yes. ClickUp's mobile app lets consultants track time on tasks from anywhere, log expenses with photo attachments, and submit for approval. Time entries sync instantly to Dashboards for real-time project cost visibility. For advanced expense workflows, ClickUp integrates with Expensify and other expense management platforms.

ClickUp AI helps you write proposals, summarize meeting notes, and generate task descriptions instantly. AI Notetaker transcribes SyncUps meetings automatically, and Connected Search finds information across ClickUp plus connected apps like Google Drive and Salesforce. Autopilot Agents can automate routine workflows like status updates and task assignments.