Teamwork CRM Overview

Teamwork-crm is an all-in-one platform for client work operations, offering best-in-class project management and performance reporting. Resources are managed, time tracked, workflows streamlined, and profitability maximized.

Use Cases

Customers recommend Pipeline Management, Lead Tracking, Forecasting, as the business use cases that they have been most satisfied with while using Teamwork CRM.

Other use cases:

  • Workflow Management
  • Lead Management
  • Products & Pricelist Management
  • Collaboration
  • Engaging And Following Up
  • Training & Onboarding
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Teamwork CRM.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
See all business priorities See less business priorities

Teamwork CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Teamwork CRM works with different mediums / channels such as E-Mail.

Reviews

"...It has cool interface and forecasting features that can real predict future sales..." Peer review by Sourav S, Retail Sales Consultant, Financial Services

Peer review evidence (same sources as the product rating summary)

"...Teamwork CRM Sales CRM software to help with pipeline management...." 12 of the Best Software Tools for Working Remotely (+ Culture Impacts) - Business 2 Community plus 2 more
"...No more trying to keep track of your leads across multiple spreadsheets and emails...." Peer review from Teamwork
"...It has cool interface and forecasting features that can real predict future sales..." Peer review by Sourav S, Retail Sales Consultant, Financial Services

Teamwork CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Teamwork CRM

Top Industries

  • Financial Services
  • Entertainment
  • Information Technology and Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Teamwork CRM is popular in Financial Services, Entertainment, and Information Technology And Services and is widely used by Mid Market, Small Business, and Enterprise.

Teamwork CRM Customer wins, Customer success stories, Case studies

What benefits does Teamwork CRM offer for Pipeline Management?

Why is Teamwork CRM the best choice for Forecasting?

 

University of Iowa Health Care - Healthcare - Large

Teamwork Staff Scheduling Delivers Faster Care Coordination and ...

Iowa City, USA

University of Iowa Health Care, Dubai Health, and Parkview Health have adopted Teamwork's scheduling solution, enhancing real-time clinician and staff scheduling. This integration with Epic's system ...streamlines operations, reduces administrative time, and improves patient care efficiency. Teamwork's templates and real-time views significantly decrease scheduling time, while EpicOps aims to further optimize healthcare operations by integrating workforce and supply chain management.

Read on →
 

YOUNITY - Information Technology And Services - Small

Zurich, Switzerland

Teamwork Spaces helped YOUNITY move from GitBook to a single, easy-to-use workspace. The switch made it faster for their team to find project content and improved productivity. Each client now has a ...secure space for real-time document sharing and feedback. Teamwork Spaces' shareable links and comment features made client collaboration smoother. YOUNITY now manages all digital project work in one place, making it easier for both their team and clients.

 

YMtech - Information Technology And Services - Small

Melbourne, Australia

Teamwork Spaces helped YMtech fix communication problems. Before, important information was lost and meetings were confusing. Now, all notes and updates are in one place. The Required Reading feature... makes sure everyone reads key documents. Team members know what to do after meetings. The team saves time and works better together. YMtech looks more professional to clients and can adapt faster to changes.

 

Ventura Home Group - Construction - Medium

Osborne Park, Australia

Teamwork.com helped Ventura Home Group manage over 1,000 home construction projects each year. Before Teamwork, project info was scattered, causing delays and poor communication. After switching from... Mavenlink, VHG found Teamwork easy to use and quick to deploy. The Gantt chart view improved project tracking and change management. Real-time updates and secure access boosted transparency and kept teams aligned across locations.

 

Upserve - Computer Software - Small

Providence, USA

Teamwork helped Upserve's marketing team manage over 90 projects for 9,000 restaurants. Before Teamwork, tasks were scattered across multiple platforms, causing confusion and delays. With Teamwork, t...he team consolidated workflows, improved transparency, and boosted collaboration. In one year, Upserve doubled its organic leads and US website traffic, even with a smaller team. Freelancers now track time easily, making billing simpler and project delivery faster.

 

TriviumVet - Health Care - Small

Waterford, Ireland

Teamwork.com helped TriviumVet manage up to 30 projects at once. Before, the team struggled with tracking tasks and deadlines using Excel and paper notes. With Teamwork.com, all tasks and materials a...re in one place, making it easy to see progress and priorities. Team members now answer questions in minutes using chat. Fewer meetings and less time searching for files means faster delivery of animal therapeutics.

Teamwork CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.58/5

Read Reviews (9)
Analytics

4.22/5

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.58/5

Read Reviews (9)
Analytics

4.22/5

Read Reviews (5)

Software Failure Risk Guidance

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for Teamwork CRM

Top Failure Risks for Teamwork CRM

Teamwork.com Limited News

Product

How ChatGPT works with Teamwork.com via the MCP connector

Teamwork.com has launched an MCP connector that integrates ChatGPT directly with its platform. This allows users to query project data, tasks, and resources without developer involvement. The integration supports real-time data access, enhancing project management efficiency for professional services teams. Teamwork.com ensures data security with SOC 2 Type 2 certification, maintaining privacy while enabling seamless AI-powered project management.

Teamwork.com Limited Profile

Company Name

Teamwork.com Limited

Company Website

https://www.teamwork.com/

HQ Location

Blackpool Retail Park, Blackpool, Cork T23 AX73, IE

Employees

251-500

Social

Financials

PRIVATE