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

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

Reviews

"...Teamwork CRM can help you organize your process, manage your pipeline, report on what matters and grow the bottom line - across all sales functions...." Peer review from Teamwork

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.

Comprehensive Insights on Teamwork CRM Use Cases

What makes Teamwork CRM ideal for Pipeline Management?

How does Teamwork CRM address your Forecasting Challenges?

Case Studies

Marketing and Advertising

CASE STUDY Farotech

My Calendar from Teamwork.com helped Farotech, a digital marketing agency, fix problems with time tracking and scattered workflows. Before, the team used many tools and struggled with lost hours and ...lack of transparency. My Calendar put all tasks, projects, and Google Calendar events in one place. Time tracking became easy with drag-and-drop features. The team now manages tasks and capacity better. Farotech saves time and reduces stress by not switching between tools.

Marketing and Advertising

CASE STUDY ThreeSixtyEight

Teamwork.com helped ThreeSixtyEight move from manual, paper-based project management to digital workflows. The agency used to rely on handwritten schedules and sticky notes. As they grew, they starte...d using more features of Teamwork.com to manage bigger clients and projects. Now, Teamwork.com is their main tool for project management. This change improved their processes and made their work more organized.

Health, Wellness and Fitness

CASE STUDY Community Link Consulting

Teamwork.com helped Community Link Consulting fix resource management problems. CLC had trouble with time tracking, billing, and project planning using old tools and spreadsheets. Teamwork.com gave t...hem better resource scheduling, real-time workload planning, and easy time tracking. The platform made it simple to see staff workloads and set charge-hour goals. CLC now uses data to plan projects and manage resources more clearly.

Information Technology and Services

CASE STUDY OIC Advisors

Teamwork.com helped OIC Advisors improve project visibility and reporting. OIC Advisors needed a single platform to manage projects, billing, and client processes. They switched from using PowerPoint..., Excel, and Microsoft Project to Teamwork.com. The platform let them track all project metrics in one place. They cut reporting time in half and gained 100% transparency in billing hours and budgets. OIC Advisors now make faster, better business decisions with Teamwork.com.

Computer Software

CASE STUDY SugarCRM

Teamwork.com helped SugarCRM unify project management, time tracking, and communication for global teams. Before, SugarCRM struggled with low user adoption and fragmented tools like Monday.com and Ba...secamp. With Teamwork.com, they set up custom workflows for each team and improved collaboration. Task assignment, comments, and progress tracking became easier. Time tracking and invoicing accuracy improved, supporting over $10 million in annual invoicing with less than $20,000 in credits last year. Productivity and efficiency increased across multiple countries and time zones.

Mechanical or Industrial Engineering

CASE STUDY Norwest Engineering

Teamwork.com helped Norwest Engineering move from spreadsheets to a unified project management system. Norwest managed complex engineering projects with many tasks and teams. Spreadsheets made it har...d to track progress and share updates with clients. Teamwork.com gave them one place to see all tasks, track milestones, and use templates for every project. The company improved client communication with easy-to-share reports and reminders. Project managers now plan better and keep clients happy.

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 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