The ClickUp CRM Alternative
ClickUp tracks the work. BaseCloud works the leads.
ClickUp CRM is a pipeline you build yourself inside a project tool. It holds deal records well. It cannot call the lead back, and that is where deals go cold.
Google Partner
Sage Partner
CASA Tier 2 Certified
There is no phone
ClickUp doesn’t have any calling feature.
Automations are metered
Business plans cap you at 5,000 executions a month.
Nothing sends an invoice
Quotes and invoices appear on no ClickUp plan.
The follow-up problem, solved
Everything the ClickUp CRM record cannot hold
A CRM with the phone system built in
Every call is recorded and transcribed against the client automatically. Calling runs at R1.06 a minute, and every South African package includes a VoIP number.Calling runs at $0.14 a minute in the US, and porting your existing number in costs nothing.
Two-way texting in the same inbox
Reps reply from the same screen where they can see the deal value. Two-way texting sits beside the calls and emails at R0.35 an SMS, with WhatsApp included on every package.Two-way texting sits beside the calls and emails at $0.02 a segment.
Follow-ups built before you go live
Automations run on an engine with more than 40 task types, triggered by lead status, invoice date, form submission or appointment outcome. Every package includes three hours of custom build during onboarding.
Quote and invoice without leaving
Branded quotes and invoices generate from the client record, with payment status tracked. It ties into QuickBooks, Sage, Xero and other accounting packages through the API.
Compare
ClickUp CRM features against BaseCloud
Both columns come from each vendor's own published plan pages in August 2026. ClickUp is its Business plan at $12 per user per month billed yearly.
| Capability | BaseCloud | ClickUp (Business) |
|---|---|---|
| Built-in phone calling | Yes | No |
| Call recording | Yes | No |
| Call transcription | Yes | No |
| Two-way business texting | Yes | No |
| Bulk text campaigns | Yes | No |
| Quotes | Yes | No |
| Invoices | Yes | No |
| Recurring billing | Yes | No |
| Done-for-you onboarding | Yes | No |
| Unlimited records | Yes | Yes |
| Custom fields | Yes | Yes |
| Pipeline board views | Yes | Yes |
| Reporting dashboards | Yes | Yes |
| Email in the record | Yes | Yes |
| Workflow automations | Yes | Yes |
| API access | Yes | Yes |
| Docs and wikis | No | Yes |
| Whiteboards | No | Yes |
| Gantt charts | No | Yes |
| Free plan | No | Yes |
Calculate
Work out ClickUp CRM pricing for your team
Drag the slider to your team size and the matching BaseCloud package shows up beside ClickUp. ClickUp Business is filled in at $12 per user, so use the add-on field for the calling and invoicing tools you pay for on top.
BaseCloud
Package picked for your team size
- Per month
- $1,083
- First year
- $12,990
ClickUp
Business, billed annually
- Per month
- $180
- First year
- $2,160
For 15 users, BaseCloud costs $10,830 more than ClickUp in the first year. BaseCloud already covers calling and two-way texting, so add what those cost on ClickUp to compare like for like.
List prices billed annually, taken from each vendor's pricing page in September 2026. Call minutes and text messages are billed on usage and are left out on both sides. Your ClickUp quote may differ.
Keep ClickUp for projects. Run revenue where it can answer the phone.
Start a free seven-day trial, or read the full pricing first.