--- 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" --- # Teamwork CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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/) Top alternative Featured 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.teamwork.com/&name=Teamwork CRM) ## Teamwork CRM Overview Updated August 2026 AI summary Teamwork CRM offers cloud-based sales pipeline and contact management for businesses of all sizes seeking to organize leads, track opportunities, and manage client relationships. It combines core CRM features such as lead management, sales tracking, and reporting with options for marketing automation, API integration, and referral tracking, supporting teams that need visibility and coordination across sales and account management. ## 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. [4.2 (142)](https://www.capterra.com/p/130389/Method-CRM/reviews/) Starting Price $15 Per User, Per Month Starting Price $27 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (68) Ease Of Use 3.9 (615) Value For Money 4.4 (61) Value For Money 4.0 (530) Customer Service 4.7 (61) Customer Service 4.2 (537) ## Teamwork CRM alternatives [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.8 (657)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Teamwork CRM Overview ### What problems does Teamwork CRM solve? Teamwork CRM solves scattered pipeline tracking, hard-to-find customer records, manual follow-up gaps, and slow CRM adoption by centralizing companies, contacts, activities, and project handoffs in an intuitive interface. Sales teams, account managers, and operations leaders benefit most when migrating from older systems, training new staff, and maintaining visibility across active deals. Answer based on 32 reviews Overview ### Which roles and teams benefit most from Teamwork CRM? Teamwork CRM benefits business owners, founders, presidents, and other executives who need visibility into pipelines, client relationships, and team activity. Sales and business development teams use it to track deals and follow-ups, while project managers and operations staff rely on it to coordinate implementation, handoffs, and client communication. Answer based on 68 reviews Overview ### What company size and specific industries is Teamwork CRM built for? Teamwork CRM is designed for small, mid-size, and enterprise sales teams across all industries that need help managing sales pipelines, organizing the sales process, and reporting on key performance data. It fits organizations focused on improving sales operations and supporting growth across every sales function. Features and Usability ### What are the key features of Teamwork CRM? Teamwork CRM includes core sales features like lead tracking, sales pipeline management, contact management, and calendar reminders. Reviewers also highlight reporting, customizable fields and filters, and integrations with Teamwork Projects and Google Drive as key differentiators, especially for linking sales activity with project handoff and ongoing account 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 on the Pro plan, or $12 per user per month billed annually. It also includes a 30-day free trial. Plan details list Board and List Views, Custom Pipelines and Stages, Opportunities Pipeline, and Separate Leads. Answer based on 8 reviews Integrations ### How well does Teamwork CRM work with project management? Teamwork CRM works well for teams that want sales and project work connected in one place. Marketing teams, agencies, and small businesses like the link with Teamwork Projects for task assignment, pipeline visibility, and handoff after a deal closes, though some users still want deeper syncing, mobile support, and fewer manual steps. Answer based on 27 reviews Getting Started and Support ### What training and onboarding options does Teamwork CRM offer? Teamwork CRM provides webinars and documentation to support team training. Webinars offer live or recorded guided instruction, while documentation gives written reference material for self-paced review of features, setup steps, and product guidance. 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 support as fast, helpful, and responsive, especially during setup, bug fixes, and occasional crashes. Several reviewers highlight immediate answers and friendly guidance, though some feel advanced help can be limited and direct client support may feel less developed. Answer based on 15 reviews Features and Usability ### What features does Teamwork CRM offer? Teamwork CRM offers a simple feature set focused on pipelines, contacts, tasks, filters, customization, and migration from older systems. Small business teams and sales staff often find it easy to learn and adapt, but some users want more advanced options, clearer labeling, better notifications, and less confusion in certain setup areas. Answer based on 20 reviews ## Features AI summary Based on 14,670 CRM reviews Capterra reviewers say these are the CRM features buyers focus on most when comparing options: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Teamwork CRM supports all three top-priority features: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each sales stage, and manage new opportunities more effectively, allowing teams to improve follow-up, maintain visibility into the pipeline, and close deals with more consistency. 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 Sales Pipeline Management 4.2 (22) 72.73% of 22 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 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 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 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 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.