Teamwork CRM

Teamwork CRM forms the sales side of the Teamwork.com platform, which serves businesses that deliver work for clients. Leads and opportunities are kept in their own pipelines, so a team can follow each deal from first contact to a win without rebuilding that picture from spreadsheets and emails. The company says the aim is full visibility over the sales process, with a clear view of how each deal is progressing at every stage.

Pipelines that follow each deal

Leads and opportunities are handled in their own pipelines. The company says this makes it easier to see where a sale is stalling, how to speed it up, and which deals risk falling through the cracks. Everyone in the team can see how a deal is moving, which is the point of keeping all the tracking in one central place.

Delivery planning in the same platform

The CRM is one part of a wider set of tools for managing projects, clients, freelancers and the team itself. The platform covers time tracking, budgeting, resource allocation and project planning. The company presents the sales data as sitting beside delivery data, so that a firm can see what a deal means for its people and its schedule once the work begins.

Margin, utilization and forecasts

The company describes a financial layer built on live data. Users can see the real cost and profitability of each project and spot overruns before they reduce profit. Capacity can be planned by skill or role, and the company says managers can see who is under-utilized or over-utilized at any moment. Forecasts are built from the hours the team actually logs, rather than from old exports, so reports reflect current delivery and margin.

Agents and connected tools

Teamwork.com includes AI agents that draft reports, price work and flag risks from a firm's live delivery data. According to the company, each agent is costed and supervised, and its hours count toward project margin alongside the time of human staff. The platform can also be connected to any AI tool that supports the Model Context Protocol, so that a firm's own data can be used in those tools.

Who the platform is built for

The company says the product fits agencies, consultancies, IT services firms and implementation teams, each of which runs differently. Examples are given for each group. Agencies are shown tracking margin by account, project and retainer. Consultancies are shown tracking billed value against target rates, and implementation teams are shown measuring the true cost of each onboarding. The company says more than 20,000 firms use the platform worldwide.