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Teamwork

Teamwork review - 4.4/5 rating - Built exclusively for agencies with project profitability, billing, and client portal built in
★★★★★★★★★★ 3.6
Try Teamwork Free

Free plan available (5 users, 2 projects). Deliver at $9.99/user/month. Grow at $17.99/user/month (annual).

Teamwork - Business & Productivity for Client-service agencies tracking project profitability and giving clients progress visibility Photo by Pavel Danilyuk on Pexels

What is Teamwork?

Teamwork, available at teamwork.com, is a project management platform built specifically for agencies and professional services companies managing client work at scale. Teamwork features client billing, retainer tracking, budgets, time tracking, profitability reporting, and a client portal for external collaboration - capabilities that generic project tools lack. With resource management, utilization reports, and integrations with HubSpot, QuickBooks, and Slack, Teamwork helps client services businesses manage more projects with better margins.

Visit https://www.teamwork.com to learn more or start your free trial.

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Key Features

  • Client billing and retainer management
  • Project budgets and profitability tracking
  • Time tracking integrated with billing
  • Client portal for external collaboration
  • Resource management and utilization reports
  • HubSpot and QuickBooks integration

Getting Started with Teamwork

Here is how to start using Teamwork today, step by step.

  1. Visit the website - Go to https://www.teamwork.com and click the sign-up button.
  2. Create your account - You can sign up for the free tier without entering a credit card. This gives you access to the basic features right away.
  3. Explore the dashboard - Once you are in, take 5 minutes to look around. Most business tools have a tutorial or onboarding flow that shows you the basics.
  4. Try the core feature - Start with: Client billing and retainer management. This is what most people use Teamwork for. Spend 10 minutes trying it out to get a feel for how it works.
  5. Check the limits - If you are on a free tier, check what limits apply so you know when it makes sense to upgrade.

Pro Tips for Teamwork

  • Start with the free tier - The free tier is usually enough for personal use and small projects. Only upgrade when you hit a specific limit that blocks your work.
  • Use keyboard shortcuts - Most business tools have keyboard shortcuts that speed up your workflow. Look for them in the settings or help menu.
  • Check for integrations - Teamwork probably connects with tools you already use. Check the integrations page to set up time-saving automations.
  • Watch tutorials - Search "Teamwork tutorial" on YouTube for walkthroughs from other users. Seeing how real people use the tool is the fastest way to learn.
  • Compare before committing - Before you pay for a subscription, try 2-3 similar tools. Our business tools page makes it easy to compare ratings and features.

Frequently Asked Questions About Teamwork

Is Teamwork good for small teams?

Teamwork works for teams of all sizes. Many business tools offer free plans for small teams (usually up to 5-10 users), then charge per user as you grow. Check the pricing section above for Teamwork's team plans.

Does Teamwork integrate with other tools?

Most business productivity tools connect with popular apps like Slack, Google Workspace, and Microsoft 365. Many also work with Zapier or Make for custom automations. Check Teamwork's integrations page for the full list.

Can I switch from my current tool to Teamwork?

Most business tools offer data import features or migration guides. Before switching, export your data from your current tool and check that Teamwork can import it. Try the free tier first to make sure it fits your workflow before moving your whole team.

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