
Teamwork CRM
Sales pipeline and CRM module from Teamwork.com for tracking leads and deals alongside client project work
- Mobile Access
- Performance Metrics
- Search
- Forecasting
- +15 more

About Teamwork CRM
Teamwork CRM is the sales module of Teamwork.com, a platform for businesses that deliver client work. It keeps leads and opportunities in separate pipelines so a team can see how every deal is progressing from first contact to a win, instead of piecing it together from spreadsheets and emails.
What Teamwork CRM offers
- Lead and opportunity pipelines — separate views for each stage of the sales process.
- Deal visibility — one place to follow every deal.
- Quotes — it sits next to the platform's quoting features.
- Connection to delivery — sales data sits beside project planning, time tracking, budgeting and resource allocation.
- Integrations and templates — works with common business tools and offers ready-made project templates.
Who it works with
Agencies, consultancies, IT services and other firms that run client work, including founders, account directors and project managers. The wider Teamwork.com platform is now presented as software for professional services automation with AI features.
Key facts
- Part of: Teamwork.com, which also offers Desk, Chat and Spaces
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- Mobile Access
- Performance Metrics
- Search
- Forecasting
- Lead Scoring
- Segmentation
- Quotes/Proposals
- Calendar/Reminder System
- Document Storage
- Internal Chat Integration
- Lead Generation
- Marketing Automation Integration
- Cataloging / Categorization
- Email Response Control
- Web-Based, Cloud, SaaS
- Webinars
- Documentation
- Business Hours
- Online
Rankings
- Small business crm software › Marketing automation integration#4
- Small business crm software › Segmentation#4
- Small business crm software › Document storage#6
- Small business crm software › Mobile access#7
- Small business crm software › Web based cloud saas#8
- Small business crm software › Calendarreminder system#8
- Lead scoring software#11
- Document storage software#18
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
What the business tells TrustList
- Stability: major incidents
- 0 incidents measured
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