We use Teamwork to manage projects, so adding on the CRM feature has been an easy transition.

Integrates easily with Teamwork Projects

Can't leave notes in contact entries. Doesn't integrate with Office 365 yet.

Teamwork CRM has great customer support, and is constantly working on updates and new integrations. It's constantly evolving and is definitely easier to use than the program we were using before.

Teamwork CRM is a great product to accompany Teamwork PM, which we had already been using for many years. We were looking for something easy to use that wasn't cumbersome and didn't make our work harder. I like the fact that I can add items easily, and add tasks that convert over to Teamwork PM, thus making is so that I don't have the enter data twice in two different places.

It took a bit to convert over from our prior CRM. The Excel file didn't easily upload - but this was a while ago, and I think Teamwork CRM has changed this process since. Also, I wish there was an "Export" to Excel option, so that I can pull reports for my files and look at everything on one screen.

i'm new on this. Coming from pipedrive, so there is a lot of work to improve the tool

i'ts easy to use. Nice interface and user experience.

email integration, i know is in beta but it has a lot of improvements to implement. Visibility of your calendar activities when you program a new activity directly from the opportunity Google calendar integration. Right now is through zapier and its not possible to link only an user. I tested it and it shows all the team activities in my own calendar It would be desirable to have an app

Previously, we were having to leave proposals as open projects or tasks in order to keep track of them. I like that I can see in one place what's still outstanding and schedule follow ups with aging proposals.

My absolute favorite thing about Teamwork is the customer service. They answer questions immediately, and I can't begin to tell you how wonderful they were when covid affected our company. They've earned my loyalty for life through their friendly, helpful staff. That being said, the CRM is a solid product. If you just need a basic system to track leads, run reports, etc. this is a great system. It is best, in my opinion, if you're using the entire sweet of Teamwork products. It's super easy to understand and doesn't have a lot of extra bells and whistles that are sometimes confusing.

The one thing that is missing is a clear way to build estimates/proposals within the system. We use a separate quoting system, so that's not a big deal for us, but it might be a deal breaker for some. You CAN build an internal quote/estimate, but I don't know that you would then send that off to a client.

I like using Teamwork overall. I like Teamwork's suite of services. I feel like they are still in the process of rolling things out. The ease of use is the best part about Teamwork. Very user friendly.

It is very user friendly It's also super simple to get set up and invite other users. The integrated chat feature is great! It has many of the reports that sales teams find most helpful. Customizable.

Email integration is very basic. Would like the ability to have email templates, have basic email tracking capabilities. I also feel like I have to copy and paste information from a deal to a company level a lot. I wish they would automatically sync. Some glitches still happen from time to time. I also wish I could Activities and attached files in the deal could be organized better, such as being able to select the option to view only files, or view only activities, or view only notes, etc. An additional feature added to receive a desktop or email reminder of due activities would be very helpful.

We have a very good CRM that is a great price that fits into everything else we do.

It integrates with our project management software- Teamwork Projects, it is a straightforward, easy to use CRM. The bells and whistles don't distract you from the key element, entering, tracking, and closing deals.

I wish it could integrate with my email and phone like some others do so that it could auto log the emails I sent to my leads, that would reduce half of my time using the software.

100% satisfied. The first 6 months of Teamwork CRM has been a relief compared to our previous CRM system Thanks

Ease of use and integration with our project management software. We don't do business development full time, so the tool needs to be relatively inexpensive, have multi-user interaction and quick to keep up to date. Amazing customer service.

There's currently no e-mail integration, so we do a lot of copy paste. The software is relatively new and we know that the developers are always pushing the boundaries. we've been on Teamwork Projects for the last 8 years and we were able to judge that.

We had a new sales team with limited CRM experience so this was a perfect mix and they selected it after being shown around 3 or 4 cloud based solutions.

Teamwork CRM is an easy to use product in the early days of development. As such the basic features are clean and consise providing most users with a low barrier to entry. The integration with Teamwork Projects and Desk are a bonus. The pipeline management and ability to setup some configured fields is helpful without trying to enable everything like some other more mature products. The Opporutnity process and the tracking of activities with reminders is great.

Being in the early stages of lifecycle the product is missing a few things that would be nice to have such as a more comprehensive reporting area and exporting for all areas. Some of this will grow over time and the cahllenge is going to be keeping the simplicity, allowing for added productivity whilst ensuring the users do not outgrow the software.

Even a full IT dummy works with it and that make a huge value. It's a little expensive for a great feature list, but for us it's usability makes it value.

Really easy, user-friendly and fast. Online access with no problem.

1. Email notifications about status changing, and daily reminders, like you already did in Projects. 2. Posibility to choose data location, using your tool with international sales and contacts is a huge risk. 3. Returning projects with regular payments. 4. Notifications is really the one feature missing to make you the best. E.g. we don't know when status on a lead is changed and can't add a process to it, e.g. service or manufacturing.

We are currently solving the need to have a CRM for our customers and this facilitates our Sales department and our Marketing department.

The ability to track tasks assigned to project resources and maintain a proper project plan is efficient and productive.

The ability to add large files is limited which makes adding all project documents into one repository a little complicated.

Teamwork has been great for our team. It has helped us create processes, turn over projects quicker, and managed clients from start to finish. Their support team was great during the on-boarding process, they worked with us during our initial training, and they helped answer those initial questions. After two weeks of playing with the system - we stopped reaching out to them entirely. The system works exactly like they say it would.

Teamwork allows us to change the platform to fit our organization. They are packed with features, some are not relevant to what we do, but they give us the ability to fully customize the platform to fit our needs. The work flow is great. Activate as many apps as you need, remove the ones you don't. Teamwork truly has helped us manage our team without bogging people down with tasks, alerts, or processes not relevant to their day-to-day. Teamwork is great at creating processes and making sure your team is accountable for those processes.

Mostly on the details - The description is on the left sidebar instead of up and center. They have some fonts that are 12px, completed projects don't necessarily "go away" they just kind of sit there until you archive them, etc. Those are OUR complaints. They're visual elements, nothing more.

Teamwork CRM has been a highly valued tool for our account management activities from lead generation to project completion. This tool has given our company a robust way to account for all the details that go into ensuring we meet the value proposition our clients and potential clients are expecting.

Most importantly, this product and the team that supports it seems committed to continuous improvement. Since our company deployed the application we have seen features come in that we find to make our pursuits much easier to manage, and the existing features just keep getting better. Second, the tools look and feel are so intuitive and natural that on-boarding has been a breeze for some of our most seasoned employees. Finally, the transition from our former CRM to Teamwork CRM was something we identified as risk however we did not realize how accomading the importing tools were to bringing in all of the information we valued from our former CRM. This process and the features that support it were very fail safe.

Our users have a deep desire to leverage the power of the CRM when traveling, therefore a sleek, feature rich mobile app is something our team would benefit from. There are some "contact info" nuances that we hadn't anticipated and though work around are

I believe this CRM product hits a sweet spot between the more robust CRMs on the market and the "free" CRM solutions that offer very little in the way of management reporting. It is giving us the ability to better track what our salesforce is doing and who they are talking to without requiring them to spend hours in training. Lastly, the customer service and development side of the software is the best I've been involved with over the years. It is obvious that the product managers and developers care about each of their customers and they are very responsive to requests, workflow issues and any type of bugs that are found.

This software has a very shallow learning curve. It is very intuitive and quite easy to implement. As a long-time user of the Teamwork Project software, the ability to move between the CRM and the Project management software seamlessly was a big selling point. It is a great tool for our sales staff for scheduling and following up with their customer base and allows our management team an easy way to gauge where the salesforce is and what is in the pipeline.

It is still building out, so there are some glaring holes in its functionality in its current release. We are also still waiting for seamless integration into the project management software. I'd like to see a much better mobile interface for the salesforce as our people are not tethered to a desk and would be better served by a robust mobile interface.

Teamwork's customer support is fantastic. The product needs to be fleshed out more, UI refined. But its not bad! I like the integration with TW Projects too.

The deck view and win lose buttons are attractive. The total is helpful, but as I will detail below, needs to be adjusted. Document storage is nice but it should be available in another way or section (other than having to click through entries).

The button icons are too small and unidentifiable. People still don't remember how to use it. Doesn't track changes to leads/ opportunities. Would be helpful to see who adjusted something and how they did so. Doesn't allow for us to efficiently separate different offerings. For example, a project might include expenses and the expense total is not revenue so having it show up in the total is inaccurate. I have had to make an "expenses" field and add it up manually and leave expenses out of the product section because it doesn't work properly. I've had to make a lot of unique fields and it comes across messy. They all pile on the left panel of the page, instead of taking up room width-wise, so we have to scroll a bit and things don't jump out at you.

We now all have clear visiualization of sales pipe line, customer information, and notes to read on all our companies. We have now maintained an organized pipeline and have a great system to keep all meeting notes on those prospects.

The software was very easy to implement and bring overall information from our previous CRM. The software is easy to use and understand. Also being able to customize the boards and headers to our specific company is a great feature. Helped our business organize our Pipe Lines and maintain contact on those leads.

At this moment I have not come across anything that I do not like about the software.

Great. We would definitely use this in long term but I am assuming that there will be more features to be added soon.

Project management and task assignments.

Some integration doesn't work or depends on the purchased plan. We don't like the Gantt Chart interface as well, it is really hard to navigate. We prefer clear interface and can be printed in one page only, unlike now it prints multiple pages depending how long the project is, i think it's nice to have it in one page for preview and reports.

The Teamwork customer support is phenomenal! They helped walk me through set up that made the most sense for the company. I like how I can see at-a-glance where the clients/prospects are in the process. And so happy that CRM works with Projects so we can assign tasks, etc. without switching back and forth between two products.

Lack of Outlook integration, something that they have planned soon.

Our overall experience with Teamwork CRM has been very beneficial. It has helped to streamline many workflows which in turn is helping our sales and implementation teams become more efficient.

What we liked most about this software was the simplicity of it. Less is more!

What we liked least about this software is the lack of Teamwork Project integration and embedded email capability, however, we have heard that Teamwork CRM is working on those development items which is great to hear!

The user interface and settings are very user-friendly, including the option to add custom fields so easily!

The integration with Teamwork Projects is lacking. All of our users primarily use Teamwork projects and the last of integration options, like contacts and orgs, is disappointing.

Teamwork's customer support has always been fantastic. Also, it's apparent they are putting good effort into making a clean User Interface and building smart features. I really appreciate that. I have a lot of confidence that as this software matures, it will become something powerful - especially while using their other products: Projects, Desk, and Spaces.

I love how well this integrates with the Teamwork ecosystem. As an agency owner, having these tools under one roof helps save time and money. I also appreciate the pricing - which is better than some other more popular CRM's out there

I would like an easier way to integrate with my email client so I don't have to remember to add a note in my CRM every time I email a lead.

Our company used sharepoint, and one note to track all of our sales activities and contact information and put our contracts in a one drive. Then we used Teamwork projects to build out task list to manage the workflow. I feel like Teamwork CRM is the missing puzzle piece in gaining quick insight to the information I need quickly. Creating a more collaborative atmosphere.

Teamwork CRM is pretty intuitive from a user Perspective and I love that it is similar to Teamwork Project. We use both and know on the roadmap will be true integration with the task. Additionally, the Teamwork CRM product team is very responsive to our ideas. I also love the filters area when you are searching for information and that you can save custom filters. We can now search companies, contacts, and our sales activities easily and housed all one place.

I wish you could have information brought forward easily within an opportunity set up, sometimes i feel as though I am repeating the information I have to type in. I would love to see level's of access allowed or specific permissions selected per user.

It's been great. I rolled out the CRM to my sales team back at the beginning of the pandemic because I needed better organization and accountability for sales. It's taken a bit of time to acclimate to using a CRM because it's been a long time since we used one, but it's been fairly effortless. We're now using the CRM daily, and it's become a valuable tool for my organization.

I really appreciate the integration with Teamwork Projects. The ability to "Win" projects and then instantly set up the project in Teamwork Projects is a nice time-saver for my marketing executives.

I was going to say that the Companies and Contacts weren't shared between the CRM and Projects, but that's not the case any longer. So, I don't have any negatives.

We just try because is still not ready for daily usage - too few funcions, very bad contacts management without relations etc...

On this moment is the Teamwork CRM by our opinion only some "demo" tool and is not possible to be daily used - we cannot specify the positives. We like very much Teamwork Project etc...

Very few funcionality in compare with other product. Low intergration with Teamwork project

This product is amazing, i can see who does what and where we are with our clients.

Pipeline and contact form, this makes it easier for me to see where my team is at and where they are with our clients. from the moment we receive and inquiry to sales

Phone app, it does not have the same functionality and could be confusing from time to time

Excellent experience, very much satisfied overall.

Yes very easy to use and user friendly. The integrations were easy as well. Overall, a very good product.

The customization of filters is a bit confusing. That can be refined.