CBS-CRM manages contacts. ClickUp manages work.

ClickUp provides CSV import tools to bring in your customer data, tasks, and custom fields. Most teams configure Spaces, Lists, and workflows within days. ClickUp University offers on-demand training to help your team get started quickly.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and core views like List and Board. Small teams get robust project management without per-user fees.

Absolutely. ClickUp unifies tasks, Docs, Whiteboards, Chat, Goals, and Dashboards in one platform. Customize statuses, fields, and views to manage sales pipelines, project roadmaps, and team workflows without tool sprawl.

ClickUp AI helps you write, summarize tasks, and generate content across Docs and tasks. Connected Search finds information across ClickUp and connected apps like Google Drive and Salesforce. AI Notetaker transcribes meetings, and Autopilot Agents automate repetitive workflows.

Yes. ClickUp offers 15+ Custom Field types including Formula, Location, Phone, Email, Rating, Progress, and Money. Create custom statuses, build tailored views, and use 100+ automations on paid plans to match your exact processes.

ClickUp's Offline Mode lets you access tasks, reminders, and notes without internet. Changes sync automatically when you reconnect. This ensures productivity continues even in low-connectivity environments.