--- title: "Teamwork CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Teamwork CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/195320/Teamwork-CRM/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Teamwork CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Teamwork CRM ## What is Teamwork CRM? No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your whole sales process, and by splitting leads and opportunities into separate pipelines it gives you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly how each deal is progressing at every stage of the sales cycle. ## What is Teamwork CRM used for? [Online CRM](https://www.capterra.com/online-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Overall rating Based on 68 user reviews Reviews sentiment Positive 88% Neutral 10% Negative 1% Starting price $15 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Teamwork CRM?[Manage this product listing](https://www.g2.com/products/teamwork-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Teamwork CRM 4.4 (68) VS. [### Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/) Starting Price $15 Per User, Per Month Starting Price $11 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (68) Ease Of Use 4.4 (615) Value For Money 4.4 (61) Value For Money 4.4 (530) Customer Service 4.7 (61) Customer Service 4.4 (537) ## Teamwork CRM alternatives [Method CRM](https://www.capterra.com/p/130389/Method-CRM/) [4.2 (143)](https://www.capterra.com/p/130389/Method-CRM/reviews/) Starting price $27.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 81% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130389/Method-CRM/) Highest Rated [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (173)](https://www.capterra.com/p/153130/Forcemanager/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153130/Forcemanager/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,008)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) ## FAQs about Teamwork CRM Overview ### What problems does Teamwork CRM solve? Teamwork CRM solves scattered sales and project handoffs by organizing leads, contacts, opportunities, follow-ups, and pipeline stages in one place. Sales teams, marketing executives, and project-based service businesses benefit from customizable workflows, clear ownership, and Teamwork Projects connections that turn won opportunities into planned work without losing visibility. Answer based on 37 reviews Overview ### Which roles and teams benefit most from Teamwork CRM? Teamwork CRM is most used by business owners, CEOs, presidents, founders, and directors who need visibility into sales activity, customer relationships, and pipeline progress. Sales and business development teams manage leads, follow-ups, and account opportunities, while project, operations, office, and support managers coordinate client communications and handoffs. Answer based on 68 reviews Overview ### What company size and specific industries is Teamwork CRM built for? Teamwork CRM is designed for small to mid-sized businesses that want to manage sales pipelines, organize sales processes, track important metrics, and improve results across sales functions. The vendor description does not name specific industries, so the product appears aimed at general sales teams rather than a particular sector. Features and Usability ### What are the key features of Teamwork CRM? Teamwork CRM includes core CRM capabilities for lead management, contact management, and sales pipeline management, with configurable fields and filters for tracking opportunities. Calendar/reminder tools support follow-ups, while reporting/analytics provides sales visibility. Reviewers also frequently discuss its Teamwork Projects integration for moving won opportunities into project work. Answer based on 32 reviews Pricing ### How much does it cost and what fees or limitations are included? Teamwork CRM starts at $15 per user per month for the Pro plan, or $12 per user per month billed annually. A 30-day free trial is available. The plan includes Board and List Views, Custom Pipelines and Stages, Opportunities Pipeline, and Separate Leads. Answer based on 8 reviews Getting Started and Support ### What training and onboarding options does Teamwork CRM offer? Teamwork CRM provides webinars and documentation to help teams get started. Webinars offer live or recorded guidance for learning key features, while documentation gives written reference material for self-paced setup and ongoing use. Answer based on 5 reviews Getting Started and Support ### What customer support options does Teamwork CRM offer, and how do users rate the experience? Teamwork CRM offers chat support. Users generally describe the support team as responsive, friendly, and helpful with setup, workflow questions, bugs, and service interruptions. Several report quick answers and attentive assistance, while one reviewer felt direct client support received insufficient attention and found help for advanced technical needs limited. Answer based on 15 reviews Features and Usability ### How well does Teamwork CRM work with project management? Teamwork CRM connects sales pipelines with project work, helping teams track opportunities, tasks, and client progress in one place. Marketing teams and service businesses value its connection to Teamwork Projects and billable-work visibility, though some users want deeper contact syncing, automated task completion, email links, and stronger mobile support. Answer based on 27 reviews Features and Usability ### What features does Teamwork CRM offer? Teamwork CRM offers an easy-to-use, customizable feature set for managing leads, pipelines, contacts, tasks, and follow-ups. Small business teams appreciate configurable boards, saved filters, import tools, and a familiar interface for Teamwork Projects users. Some users find filter setup confusing and want more advanced capabilities, notifications, and automated lead numbering. Answer based on 20 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Teamwork CRM includes **Customer Database**, giving teams a central place to store and organize customer information. However, it does not include **Data Security** or **Real-Time Data**. Instead, it offers other important features that reviewers also value, such as **Contact Management** (**44%**) and **Search/Filter** (**45%**), which help businesses keep records organized, find information faster, and support day-to-day customer relationship work. Contact Management 4.2 (46) 60.87% of 46 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 4.1 (43) 69.77% of 43 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Management 4.1 (42) 59.52% of 42 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Calendar/Reminder System 3.6 (38) 57.89% of 38 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Document Storage 3.6 (30) 43.33% of 30 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Lead Qualification 3.9 (27) 55.56% of 27 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors Teamwork CRM 29 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Client Management: Manage contact details and communication with clients - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - For iPad Devices: Operate/access software on iPad Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Web-based Deployment: SaaS, web-based, online deployment --- Get Advice We can help you find the software with the features you need. Features 4.1 (68) 4.1 Based on 68 reviews ## Pricing Value for money 4.4 (61) Free Trial [View pricing plan details](https://www.capterra.com/p/195320/Teamwork-CRM/pricing/) Pro $15.00 Per User,Per Month It includes: - Board and List Views - Custom Pipelines and Stages - Opportunities Pipeline - Seperate Leads Enterprise Contact Vendor for Pricing It includes: - Board and List Views - Custom Pipelines and Stages - Opportunities Pipeline - Seperate Leads - Single Sign-On Value for money 4.4 (61) 4.4 Based on 61 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (61) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (61) 4.7 Based on 61 reviews ## User reviews Overall rating 4.4 Based on 68 reviews Filter by rating 5(39) 4(21) 3(7) 2(0) 1(1) Mentioned topic Sorted by most recent AN Anonymous User Business Development Information Technology and Services ### "typical CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 August 8, 2022 I was happy with the CRM but many people in our team didn't like, I think many people rather go with software that they know better Pros it has nice interface and users can easily connect to the software, Most of CRMs out there are hard to understand, but Teamwork CRM was not one of them. Cons We were expecting more from CRM, eventually we moved to hubspot. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Vice President Computer Software ### "Easy, efficient and collaboration heaven!!!!!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 27, 2021 We are currently solving the need to have a CRM for our customers and this facilitates our Sales department and our Marketing department. Pros The ability to track tasks assigned to project resources and maintain a proper project plan is efficient and productive. Cons The ability to add large files is limited which makes adding all project documents into one repository a little complicated. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reasons for choosing Teamwork CRM Cost, ease of use, better collaboration. It fit 3 out of 4 of our requirements above the risk level. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AB Amy B. Executive Director Non-Profit Organization Management ### "Great platform for program management!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2020 Love it! Pros Easy to use and train new staff on tasking, file management, notebook use. Intuitive system and great help features when we need guidance. Cons I don't have any obvious cons to report. Alternatives considered [Blackbaud eTapestry](https://www.capterra.com/p/29170/eTapestry/) Reasons for choosing Teamwork CRM Ease of use, intuitive product Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Amy, Thanks for your great review of Teamwork - a 10/10 score is a big win for us! Stay in touch with us at support@teamwork.com if you ever need anything. Have a great day, Karen at Teamwork AW Adam W. Director Computer Software ### "Simple and effective CRM solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2020 Pros Easy to use Quick to setup Intuitive Integrates well with Teamwork Projects Cons Nothing - it meets our needs perfectly. Might not be for everyone as it quite simple (but effective) and others may prefer more features but for our needs it is ideal Reasons for choosing Teamwork CRM Price & functionality Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Adam, Thanks for your great review of Teamwork CRM - we are delighted to see a 10/10 score! If you ever need anything or wish to submit a feature request - don't hesitate to contact us at suppport@teamwork.com! Kind regards, Karen at Teamwork BE Betsy E. Managing Director Events Services ### "Teamwork CRM Integrates Perfectly with Teamwork PM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 30, 2020 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. Pros 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. Cons 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. Switched from [Netskope One Platform](https://www.capterra.com/p/130671/Insightly/) Insightly was difficult to use and took too much time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Betsy, Thanks for such a detailed review of Teamwork CRM - we really appreciate it. Could you contact the support team at support@teamwork.com to investigate these Excel issues further? Have a great day, Karen at Teamwork AP Adam P. Marketing Marketing and Advertising ### "Teamwork CRM review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 29, 2020 Pros Easy to keep track of everything done - and track how much time is spent. Cons No - it does everything I need it to do. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Adam, Thanks for a great review of Teamwork CRM. Our customer's experience is our number one priority - so it's great to hear you have no issues! Have a great day, Karen at Teamwork Pieter B. Marketing Executive Marketing and Advertising ### "Teamwork Meets the Mark" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 29, 2020 We use Teamwork to manage projects, so adding on the CRM feature has been an easy transition. Pros Integrates easily with Teamwork Projects Cons Can't leave notes in contact entries. Doesn't integrate with Office 365 yet. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Already using Teamwork. Didn't want to pay for Hubspot. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Pieter, Thanks for your review of Teamwork CRM. I've forwarded your recommendations onto the support team. If you need anything - contact us at support@teamwork.com! Have a nice day, Karen at Teamwork DW Dominik W. Founder Financial Services ### "Helpful, easy to use CRM and funnel management tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 29, 2020 Pros It gives a good overview over leads and opportunities in the funnel and is individually configurable to a large extent. Cons It's not possible to attach emails or documents to contact information. Reasons for choosing Teamwork CRM It's a solid, self explaining tool that comes in a bundle with other great products such as Teamworks Projects and Desk. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hello, Thanks for taking the time to leave a review of Teamwork - we really appreciate it. I've passed your recommendations onto the product team - they are continuously looking for ways to update our product! Kind regards, Karen at Teamwork KK Kate K. Executive Assistant Executive Office ### "Teamwork CRM keeps us organized and allows everyone to always be in the loop" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 29, 2020 Pros 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. Cons Lack of Outlook integration, something that they have planned soon. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesflare](https://www.capterra.com/p/149522/Salesflare/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Teamwork CRM We LOVED that it was connected to the Project Management system. The customer support is amazing. Great product, affordable, and easy to learn. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Kate, Thanks for your nice comments about our support team - I agree - they are a lovely bunch! I've passed your comments onto the integrations team to look into this further. Kind regards, Karen at Teamwork KB Kristina B. Administrative Assistant Construction ### "Helps with Time Management" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 29, 2020 Great platform! Pros I love how Teamwork organizes tasks! It helps me stay on top of time sensitive tasks. I also love the time tracking feature. Cons Some of the labeling/organization features have been difficult to navigate, but this could be because it is new and there is a learning curve. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 1, 2021 Hi Kristina, It's great to hear that Teamwork CRM is helping with time management! We are sorry to hear about your navigation issues, could you contact us at support@teamwork.com so we can assist you with this? Kind regards, Karen at Teamwork [View all Reviews](https://www.capterra.com/p/195320/Teamwork-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.