Teamwork CRM

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.