OnBrioClickUp Alternative for Agencies
ClickUp manages tasks. OnBrio runs your agency.
ClickUp is a powerful project management tool — but it doesn't invoice clients, send proposals, or manage your CRM. OnBrio does all of that plus project management, starting at $29/mo flat (not per-seat).
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OnBrio vs ClickUp — feature for feature
| Feature | OnBrio $29/mo flat | ClickUp $7–$19/seat/mo + add-ons |
|---|---|---|
| Pricing model | Flat ($29–$149) | Per-seat ($7–$19) |
| Proposals + e-signature | Included | — |
| Contracts | Included | — |
| Client invoicing | Included | — |
| Client portal | White-label | — |
| CRM pipeline | Full | CRM add-on |
| Project management | Full | Full |
| Kanban / Gantt views | Included | Included |
| Time tracking → invoice | Included | Basic |
| Automation builder | All plans | All plans |
| AI Copilot | Included | Basic |
| White-label portal | Included | — |
| Cashflow forecasting | Included | — |
| Mobile app | Included | Included |
ClickUp is great for:
- ·Teams that only need project and task management
- ·Internal engineering or product teams with no client billing
- ·Companies with separate, established invoicing tools
- ·Very large project portfolios needing deep ClickUp customization
OnBrio is built for:
- ✓Agencies that need billing and projects in the same tool
- ✓Client-facing teams needing white-label portals and contracts
- ✓Businesses tired of paying per-seat as the team grows
- ✓Teams replacing ClickUp + QuickBooks + HoneyBook with one platform
Switching from ClickUp takes less than a day.
Export your ClickUp workspace
Export your tasks, projects, and custom fields from ClickUp Settings → Workspace → Export. Your project structure and task history export as JSON or CSV.
Import projects to OnBrio
Upload your export — projects, tasks, and assignees map to OnBrio automatically. Your team keeps their project context without starting from scratch.
Add billing and your client portal
Connect your payment account, activate your white-label client portal, and send your first proposal — everything ClickUp could never do is live in under an hour.
FAQ
Common questions.
ClickUp does not have native invoicing, proposals, or contracts. It is a project management and task tracking tool. To invoice clients from ClickUp, you need a separate tool like QuickBooks, FreshBooks, or HoneyBook. OnBrio handles proposals, e-signatures, contracts, invoicing, and project management in a single platform — no integrations required.
ClickUp Business is $12/seat/mo ($60/mo for 5 users). OnBrio Agency is $69/mo flat for 5 seats — similar price, but OnBrio includes invoicing, proposals, contracts, CRM, and white-label client portal that ClickUp doesn't touch. For 10 users, ClickUp is $120/mo and OnBrio is still $69/mo.
OnBrio includes Kanban and Gantt views built in. ClickUp offers more view types (mind maps, whiteboards) for teams that need deep internal project customization. If your priority is client-facing workflows — proposals, billing, portals — OnBrio is the right fit. If you need an internal project management powerhouse with no billing, ClickUp has the edge on raw view count.
Export your ClickUp workspace data from Settings → Export, then import into OnBrio. Your projects, tasks, and assignees transfer over. The step that takes the most time is setting up your billing and client portal — most teams complete this in under two hours. Free migration support is available for all waitlist members.
OnBrio's AI Copilot drafts proposals, summarizes client histories, and suggests follow-up actions. The Agency Brain layer goes further — it learns your business patterns, surfaces cashflow risks, and proactively nudges you on at-risk projects. ClickUp AI focuses on task summarization and writing assistance. OnBrio's AI is purpose-built for agency revenue and client management.
Switch from ClickUp today.
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