Meritto manages leads. ClickUp ships enrollments.

ClickUp provides CSV import tools to transfer your student data, custom fields, and workflows. The 5-level hierarchy (Workspace > Space > Folder > List > Task) adapts to your enrollment processes, while 24/7 support and ClickUp University help your admissions team get productive quickly without steep learning curves.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and core views like List and Board. Your admissions and enrollment teams can start immediately without payment requirements or user limits, then upgrade when you need advanced automations or Goals.

Absolutely. ClickUp offers 100+ automation triggers and actions on paid plans, custom task statuses, dependencies, and recurring tasks to automate follow-ups and application reviews. Formula Fields calculate lead scores and deadlines, while the Rules Engine replaces manual handoffs. You get powerful automation without expensive Pro-tier requirements.

Yes. ClickUp's Offline Mode lets your team access tasks, reminders, and notes without internet. Changes sync automatically when you reconnect, so counselors can update student records during campus visits or recruitment events without worrying about connectivity. Unlike cloud-only platforms, ClickUp keeps you productive anywhere.

ClickUp unifies tasks, Docs, Chat, and Dashboards in one platform. Assign comments directly to teammates, share Lists with granular guest permissions for external reviewers, and use 15+ views (Timeline, Workload, Table) so admissions and finance see the same data their way. No cumbersome sharing workflows or separate modules required.

ClickUp Brain provides AI writing assistance for drafting emails and summarizing applications, Connected Search across ClickUp and connected apps like Google Drive, and AI Notetaker for automatic meeting transcription. Formula Fields enable intelligent lead scoring, while Autopilot Agents can automate routine tasks. You get comprehensive AI features without expensive add-ons.