Teamwork CRM
UnclaimedManage client projects, track profitability, and automate data collection in one central hub.
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TL;DR - Teamwork CRM
- Centralized client project management with a complete overview of all client activities.
- Automate data collection and task creation with customizable forms and conditional logic.
- Enhance client collaboration with unlimited client users and a streamlined feedback process.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Provides a holistic view of client projects and relationships.
- Automates data collection and task creation, reducing manual effort.
- Facilitates seamless client collaboration without additional costs for client users.
- Offers robust features for tracking project health and profitability.
- Streamlines feedback and approval processes with a dedicated proofs hub.
Cons
- Advanced form features like conditional logic and branding are tied to higher-tier subscriptions.
- Specific pricing details are not provided on the analyzed pages, requiring further investigation.
Key Features
Centralized Client HubClient-level Tags and Ownership AssignmentCustomizable Client ViewsRolled-up Project Totals (Profitability, Time Split)Ad-hoc Client NotesUnlimited Client Users with Customizable AccessProofs Hub for Feedback and ApprovalsVisual Milestones for Deadline Tracking
Pricing Plans
Free TrialFree
Free forever
- TeamworkAI
- Project Management Essentials
- Client Work Foundations
- Built-in Time Tracking
- Slack, Zapier, MS Teams Integrations
- Up to 5 Projects
- Up to 5 Users
- 100 Automations (actions per month)
Deliver
$10.99/user/month billed yearly
- Everything in Free plus:
- TeamworkAI
- Project Status & Health Reports
- Teams
- Intake Forms
- Planned vs Actual Reports
- Quickbooks, Harvest and many others Integrations
- 20 Project Templates
- 5,000 Automations (actions per month)
- 100 GB Storage
Grow
$19.99/user/month billed yearly
- Everything in Deliver plus:
- TeamworkAI
- Budgeting, Time & Financial HubSpot integration
- Workload Resource Planner
- Powerful Reports
- Utilization, Time Spent
- 50 Project Templates
- 20,000 Automations (actions per month)
- 250 GB Storage
- 600 Projects
Scale
Contact us
- Everything in Grow plus:
- TeamworkAI
- Unlimited Premium Features
- Unlimited Projects, Templates, Custom Fields & Budget
- Profitability Reports
- Resource Scheduling
- Custom & Scheduled Reporting
- Retainer Management (beta)
- Reallocate your budget's surplus or deficits for balanced spending
- Budget Expenses & Tasklist Budget
- 100,000 Automations (actions per month)
- 500 GB Storage
Enterprise
Contact us
- Everything in Scale plus:
- TeamworkAI
- Advanced Security addon including SSO functionality
- Premium Support addon
- Dedicated Infrastructure
- Increased API limit
- 1000 GB Storage
- Dedicated Account Manager
- Up to 10 Hours Tech Services
About Teamwork CRM
By Toolradar Team·
Teamwork.com offers a comprehensive client management solution designed to keep clients at the center of operations. It provides a centralized hub for overseeing all client projects, enabling teams to stay organized and deliver exceptional client satisfaction. Users can maintain an updated client portfolio, assign ownership for accountability, add client-level tags for context, and customize views to surface important information. The platform offers rolled-up project totals for key metrics like profitability and billable/non-billable time, helping users understand the overall health of client relationships and identify trends.
Beyond client oversight, Teamwork.com integrates powerful features like Forms and Client Users. Forms allow users to gather requests, feedback, and key details from clients or internal teams, automatically converting submissions into tasks within project workflows. These forms can be customized with various question types, conditional logic, and branding. The Client Users feature enables unlimited client collaboration on projects at no extra cost, with customizable access levels, allowing clients to contribute comments, tasks, milestones, and log time. This fosters deeper client relationships, streamlines feedback with a centralized proofs hub, and ensures deadlines are met with clear, visual milestones.
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Teamwork CRM FAQ
What is Teamwork CRM?
Teamwork.com's client management solution (referred to as CRM in the initial title) is a platform designed to help teams manage all aspects of their client projects from a central hub. It provides tools for organizing client portfolios, tracking project metrics like profitability, facilitating client collaboration, and automating data collection through customizable forms.
How much does Teamwork CRM cost?
The provided content does not specify exact pricing for Teamwork.com. It mentions that adding unlimited clients to projects is at no extra cost, and certain advanced features like conditional logic and branding for forms are available on 'Grow' and 'Scale' subscriptions, implying a tiered pricing model. A free trial is available.
Is Teamwork CRM free?
Teamwork.com offers a free trial. While it doesn't explicitly state a completely free tier for its full client management features, the availability of a free trial and mentions of paid subscriptions suggest a freemium or paid model with a trial period.
Who is Teamwork CRM for?
Teamwork.com's client management solution is designed for busy teams and businesses that manage multiple client projects. It's particularly useful for agencies, consultancies, and any organization that needs to keep clients at the heart of their operations, track project profitability, streamline communication, and manage client feedback effectively.
Source: teamwork.com