# Teamwork CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Teamwork CRM the right CRM solution for you? Explore 68 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/195320/Teamwork-CRM/reviews --- Teamwork CRM 4.4 (68) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Teamwork CRM Ease of use 4.4 Customer Service 4.7 ## Pros and Cons in Reviews BE Betsy E Managing DirectorEvents Services, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ September 30, 2020 Vishal R Vice PresidentComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “The ability to add large files is limited which makes adding all project documents into one repository a little complicated.“ May 27, 2021 SA Seyar A CEOHospitality, 11 - 50 employeesUsed the software for: 1-2 years. “Pipeline and contact form, this makes it easier for me to see where my team is at and where they are with our clients.“ September 15, 2020 SW Sara W Partner Relations ManagerMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months. “Our product prices are varied on a case-by-case basis, so we are not able to fully use pre-set product pricing, but that is only a minor issue for us.“ September 29, 2020 DS Dave S PresidentMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “The ability to "Win" projects and then instantly set up the project in Teamwork Projects is a nice time-saver for my marketing executives.“ September 8, 2020 SR Stephanie R Office ManagerFacilities Services, 11 - 50 employeesUsed the software for: 6-12 months. “I have had to make an "expenses" field and add it up manually and leave expenses out of the product section because it doesn't work properly.“ September 15, 2020 KK Kate K Executive AssistantExecutive Office, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ September 29, 2020 DL Donal L OwnerInformation Technology and Services, Self-employedUsed the software for: Less than 6 months. “Opportunities Won", I expected to see the opportunities, not just t enumber or total. When I look at the four dropdown boxes in the reports menu, it's impossible to see what the first choice is in "Opportunities", as the text is cut off.“ September 15, 2020 ## Showing most helpful reviews Showing 1-25 of 68 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Pieter B. Marketing Executive Marketing and Advertising Used the software for: 2+ years ### "Teamwork Meets the Mark" September 29, 2020 5.0 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 Response from Teamwork.com 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 JG Jordan G. Customer Success Manager Accounting Used the software for: 2+ years ### "Good value and work in progress" September 29, 2020 4.0 I like using Teamwork overall. I like Teamwork's suite of services. I feel like they are still in the process of rolling things out. The ease of use is the best part about Teamwork. Very user friendly. Pros It is very user friendly It's also super simple to get set up and invite other users. The integrated chat feature is great! It has many of the reports that sales teams find most helpful. Customizable. Cons Email integration is very basic. Would like the ability to have email templates, have basic email tracking capabilities. I also feel like I have to copy and paste information from a deal to a company level a lot. I wish they would automatically sync. Some glitches still happen from time to time. I also wish I could Activities and attached files in the deal could be organized better, such as being able to select the option to view only files, or view only activities, or view only notes, etc. An additional feature added to receive a desktop or email reminder of due activities would be very helpful. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Teamwork CRM We chose Teamwork CRM because we were already very well integrated with Teamwork Desk and Projects and we received very good pricing. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We switched from HubSpot CRM, Pipedrive CRM, and Highrise by Basecamp. We switched because we were already very well integrated with Teamwork Desk and Projects. Review Source Response from Teamwork.com February 1, 2021 Hi Jordan, Thanks for your review of Teamwork - it's great to hear that you are enjoying our chat feature! Could you email us at support@teamwork.com - so we can look into these requests further for you? Kind regards, Karen at Teamwork CR Carlos R. Head of Business Development Design Used the software for: 2+ years ### "Hope the new features will come soon" September 29, 2020 3.0 i'm new on this. Coming from pipedrive, so there is a lot of work to improve the tool Pros i'ts easy to use. Nice interface and user experience. Cons email integration, i know is in beta but it has a lot of improvements to implement. Visibility of your calendar activities when you program a new activity directly from the opportunity Google calendar integration. Right now is through zapier and its not possible to link only an user. I tested it and it shows all the team activities in my own calendar It would be desirable to have an app Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Because we use from a long time the teamwork projects application and its interesting to have everythong integrated Review Source Response from Teamwork.com February 1, 2021 Hi Carlos, Thanks for your feedback - we really appreciate it. We are sorry to hear that you are experiencing some issues with email integration. Please contact us at support@teamwork.com so we can look into this further. Karen at Teamwork RR Ruben R. President Marketing and Advertising Used the software for: 6-12 months ### "Take the time to learn how to use it" September 9, 2020 5.0 Teamwork has been great for our team. It has helped us create processes, turn over projects quicker, and managed clients from start to finish. Their support team was great during the on-boarding process, they worked with us during our initial training, and they helped answer those initial questions. After two weeks of playing with the system - we stopped reaching out to them entirely. The system works exactly like they say it would. Pros Teamwork allows us to change the platform to fit our organization. They are packed with features, some are not relevant to what we do, but they give us the ability to fully customize the platform to fit our needs. The work flow is great. Activate as many apps as you need, remove the ones you don't. Teamwork truly has helped us manage our team without bogging people down with tasks, alerts, or processes not relevant to their day-to-day. Teamwork is great at creating processes and making sure your team is accountable for those processes. Cons Mostly on the details - The description is on the left sidebar instead of up and center. They have some fonts that are 12px, completed projects don't necessarily "go away" they just kind of sit there until you archive them, etc. Those are OUR complaints. They're visual elements, nothing more. Alternatives considered [Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Wrike](https://www.capterra.com/p/76113/Wrike/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Teamwork CRM We setup the exact same 10 projects within all those different platforms. Asana and Farvo were very limited to what they could provide our team, we had to repurpose features, tags, and other settings to get them to work. Eventually we settled for Teamwork and Basecamp. (Wrike had a steep learning curve with not much support.) We used Teamwork and Basecamp for a good while side by side. Our conversations usually ended with "Look at Teamwork and see what's on the planning stage." So we made the jump to Teamwork entirely. Basecamp is great if you're running your own company's projects, it's not great when you need to manage projects for other people. If I had a startup with a small office where all of us worked together, Basecamp could probably fit the bill. If you manage projects for clients, your self, and your team mostly works remotely - Teamwork is going to give you that "office teamwork" feel. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) On average, we have 60 active projects at any given time. From creative, to marketing campaigns, web development, etc. It's very complicated to manage tasks when everything is jumbled up on an excel spreadsheet looking system. Monday gave us a "task" overview, but not a whole project overview. Monday is great if you manage one or two projects at a time, it doesn't work very well when you need to manage a full organization. Review Source Response from Teamwork.com February 9, 2021 Hi Ruben, Thanks for such a detailed review of Teamwork CRM - we really appreciate the time and effort put into this feedback. It's great to hear Teamwork has helped your team's workflows and processes. We take all our customer's preferences and dislikes into account - I'll make sure to pass this onto the design team. Thanks for your kind words about our customer service team - they will be delighted! It's always great to see a 10/10 score! Don't forget to stay in touch with us at support@teamwork.com If you ever need anything or wish to submit a feature request. Have a great day, Karen at Teamwork DS Drew S. Account Executive Civil Engineering Used the software for: 1-2 years ### "Quick Deployment, Fast On-Boarding" September 8, 2020 5.0 Teamwork CRM has been a highly valued tool for our account management activities from lead generation to project completion. This tool has given our company a robust way to account for all the details that go into ensuring we meet the value proposition our clients and potential clients are expecting. Pros Most importantly, this product and the team that supports it seems committed to continuous improvement. Since our company deployed the application we have seen features come in that we find to make our pursuits much easier to manage, and the existing features just keep getting better. Second, the tools look and feel are so intuitive and natural that on-boarding has been a breeze for some of our most seasoned employees. Finally, the transition from our former CRM to Teamwork CRM was something we identified as risk however we did not realize how accomading the importing tools were to bringing in all of the information we valued from our former CRM. This process and the features that support it were very fail safe. Cons Our users have a deep desire to leverage the power of the CRM when traveling, therefore a sleek, feature rich mobile app is something our team would benefit from. There are some "contact info" nuances that we hadn't anticipated and though work around are Alternatives considered [Deltek Vantagepoint](https://www.capterra.com/p/225612/Vantagepoint/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Teamwork CRM Before making the switch we evaluated what was important to our business processes and to our users. We found that Teamwork CRM met and exceeded those expectations, which included fees. ROI was important to our decision. Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Before making the switch we evaluated what was important to our business processes and to our users. We found that Teamwork CRM met and exceeded those expectations, which included fees. ROI was important to our decision. Review Source Response from Teamwork.com February 11, 2021 Hi Drew, Thanks for a great review of Teamwork CRM. We are delighted to hear that Teamwork CRM has been a valuable tool for your company. Our development team are continuously looking for ways to update and improve our product - so it's great to hear you have seen the effects of this. I've passed your suggestion about a CRM app onto the product team. Don't forget to stay in touch with us at support@teamwork.com if you ever have any issues or wish to submit a feature request. Many thanks, Karen at Teamwork DM Doyle M. Chief Operations Officer Entertainment Used the software for: 6-12 months ### "Affordable CRM that Does the Job" December 12, 2019 5.0 I believe this CRM product hits a sweet spot between the more robust CRMs on the market and the "free" CRM solutions that offer very little in the way of management reporting. It is giving us the ability to better track what our salesforce is doing and who they are talking to without requiring them to spend hours in training. Lastly, the customer service and development side of the software is the best I've been involved with over the years. It is obvious that the product managers and developers care about each of their customers and they are very responsive to requests, workflow issues and any type of bugs that are found. Pros This software has a very shallow learning curve. It is very intuitive and quite easy to implement. As a long-time user of the Teamwork Project software, the ability to move between the CRM and the Project management software seamlessly was a big selling point. It is a great tool for our sales staff for scheduling and following up with their customer base and allows our management team an easy way to gauge where the salesforce is and what is in the pipeline. Cons It is still building out, so there are some glaring holes in its functionality in its current release. We are also still waiting for seamless integration into the project management software. I'd like to see a much better mobile interface for the salesforce as our people are not tethered to a desk and would be better served by a robust mobile interface. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Teamwork CRM Teamwork hit a perfect spot for us in functionality vs price. Although a number of other solutions offered greater functionality and more in-depth reporting the Teamwork solution was a chance to get into a system that serves our current needs and allows us to grow with the software. As we are fully vested in the Teamwork Project Management software, the fact that the two modules will eventually work together seamlessly made the choice a no brainer for me. Review Source Response from Teamwork.com February 22, 2021 Hi Doyle, Thanks for taking the time to leave such a detailed review of Teamwork CRM - we really appreciate it. It's great to hear that Teamwork has helped with your pipeline management. I've noted your issues and suggestions with integration and will pass this onto the integration team to look into this further. Don't hesitate to contact us at support@teamwork.com if you ever need anything or wish to submit a feature request. Many thanks, Karen at Teamwork AK Aaron K. Natonal ITS Manager Education Management Used the software for: 2+ years ### "Early years but good progress" September 10, 2020 5.0 We had a new sales team with limited CRM experience so this was a perfect mix and they selected it after being shown around 3 or 4 cloud based solutions. Pros Teamwork CRM is an easy to use product in the early days of development. As such the basic features are clean and consise providing most users with a low barrier to entry. The integration with Teamwork Projects and Desk are a bonus. The pipeline management and ability to setup some configured fields is helpful without trying to enable everything like some other more mature products. The Opporutnity process and the tracking of activities with reminders is great. Cons Being in the early stages of lifecycle the product is missing a few things that would be nice to have such as a more comprehensive reporting area and exporting for all areas. Some of this will grow over time and the cahllenge is going to be keeping the simplicity, allowing for added productivity whilst ensuring the users do not outgrow the software. Reason for choosing Teamwork CRM Simplicity of Teamwork CRM. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) We were not using Insightly fully and it was simpler to use Teamwork for the new sales team. Review Source Response from Teamwork.com February 9, 2021 Hi Aaron, Thanks for taking the time to leave a review of Teamwork CRM - we really appreciate it. We love to hear customer suggestions, could you possibly email us at support@teamwork.com so we can discuss these recommendations with you? Many thanks, Karen at Teamwork EA Erick A. President Sporting Goods Used the software for: 1-2 years ### "Finally a simple CRM for small businesses" September 12, 2020 4.0 100% satisfied. The first 6 months of Teamwork CRM has been a relief compared to our previous CRM system Thanks Pros Ease of use and integration with our project management software. We don't do business development full time, so the tool needs to be relatively inexpensive, have multi-user interaction and quick to keep up to date. Amazing customer service. Cons There's currently no e-mail integration, so we do a lot of copy paste. The software is relatively new and we know that the developers are always pushing the boundaries. we've been on Teamwork Projects for the last 8 years and we were able to judge that. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Teamwork CRM intuitive and integration and future integration with Teamwork PM. Cost effective for multiple user that only consult the CRM for an hour or so per day. Switched from [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) We came from Sales Force background and it was definitely too complex for a company our size. It was expensive and not to useful for our needs. Review Source Response from Teamwork.com February 9, 2021 Hi Erick, Thanks for a great review of Teamwork CRM - our support team will be delighted with your nice comments, I'll be sure to pass them on. I'll pass your feedback on email integration onto the design team to investigate this further - they like a challenge! If you ever need anything, don't forget our support team are available at support@teamwork.com! Have a great day, Karen at Teamwork JM Jill M. Partner Marketing and Advertising Used the software for: 2+ years ### "Best in class for the money" September 29, 2020 5.0 Previously, we were having to leave proposals as open projects or tasks in order to keep track of them. I like that I can see in one place what's still outstanding and schedule follow ups with aging proposals. Pros My absolute favorite thing about Teamwork is the customer service. They answer questions immediately, and I can't begin to tell you how wonderful they were when covid affected our company. They've earned my loyalty for life through their friendly, helpful staff. That being said, the CRM is a solid product. If you just need a basic system to track leads, run reports, etc. this is a great system. It is best, in my opinion, if you're using the entire sweet of Teamwork products. It's super easy to understand and doesn't have a lot of extra bells and whistles that are sometimes confusing. Cons The one thing that is missing is a clear way to build estimates/proposals within the system. We use a separate quoting system, so that's not a big deal for us, but it might be a deal breaker for some. You CAN build an internal quote/estimate, but I don't know that you would then send that off to a client. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot was, frankly, too much for us. We just needed an easy way to see what prospects and proposals were in process. Review Source Response from Teamwork.com February 1, 2021 Hi Jill, Thanks for your kind comments about our support team - our number one priority is our customers - so it's great to hear you have been looked after. I've passed your suggestions onto the product team. Kind regards, Karen at Teamwork VR Verified Reviewer Vice President Computer Software Used the software for: 1-2 years ### "Easy, efficient and collaboration heaven!!!!!!!" May 27, 2021 5.0 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/) Reason 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 ED Emily D. Project Manager Logistics and Supply Chain Used the software for: 6-12 months ### "Fantastic Software!" September 15, 2020 5.0 We are keeping track of all our current clients as well as pipeline clients. It is great to have all the information housed in one tool that is easy to use and understand. Pros The ease of use and functionality is incredible. Cons More reporting capabilities would be nice. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Zoho was not user friendly and more expensive. Review Source Response from Teamwork.com February 3, 2021 Hi Emily, We are delighted to see a 10/10 rating! I've passed your request for more reporting capabilities onto the product team to look into this further. Have a great day, Karen at Teamwork AB Amy B. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Great platform for program management!" October 15, 2020 5.0 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/) Reason for choosing Teamwork CRM Ease of use, intuitive product Review Source Response from Teamwork.com 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 LG Luis G. Sales Director Construction Used the software for: 6-12 months ### "CRM easy to use" September 8, 2020 5.0 Good experience implementing it with my team Pros It can be linked to Teamwork projects so you can have a better understanding of what is happening with each opportunity internally at your organization. Cons The reports feature I think it can improve, maybe a historical tracking of the projects could be Good. Reason for choosing Teamwork CRM I already was using Teamwork Projects. so I wanted to have everything linked. Review Source Response from Teamwork.com February 10, 2021 Hi Luis, Thanks for leaving a review of Teamwork CRM - we really appreciate it. It's great to hear Teamwork has helped give your company a more detailed insight into your projects and opportunities. I've passed your report recommendation onto the support team to look into this further. Many thanks, Karen at Teamwork GF Grace F. President Internet Used the software for: 1-2 years ### "I like teamwork" September 8, 2020 5.0 Good. We use daily Pros Meet mots of our team's need. User friendly Cons Fair price. Another software cost $200 per month Review Source Response from Teamwork.com February 10, 2021 Hi Grace, Thanks for your review of Teamwork CRM. It's great to hear Teamwork CRM has become part of your daily work routine. Don't hesitate to contact us at support@teamwork.com if you ever need anything. Many thanks, Karen at Teamwork JW Jon W. Owner Marketing and Advertising Used the software for: 2+ years ### "Excellent platform and crucial for teams" September 15, 2020 5.0 CRM is still new and some features are limited, but it is clean and easy to use. Looking forward to further dev on this as we continue to use it. Pros Integration with the crm, project management features, and tracking billable time across multiple projects/clients. Cons No cons, but I would like to have billing integration in the future. Review Source Response from Teamwork.com February 9, 2021 Hi Jon, Thanks for your review of Teamwork CRM - we really appreciate it. It's great to hear that you regard Teamwork CRM as a crucial tool for your teams. No cons? Great to hear! I've submitted your feature request to the support team. Don't hesitate to contact us at support@teamwork.com if you ever need anything. Have a great day, Karen at Teamwork LM Lori M. Web support Real Estate Used the software for: 1-2 years ### "Best Desk App" September 29, 2020 4.0 Pros This application was key to implementing a tracking system for our support and help desk. We’ve become more organized and in turn better at our customer service Cons Sometimes when replying and forwarding a ticket, you can easily reply to the customer instead of the team member. Review Source Response from Teamwork.com February 1, 2021 Hi Lori, Thanks for your review of Teamwork CRM - we love to see a 10/10 rating! It's great to hear that Teamwork has helped your company's organisation and customer service. Kind regards, Karen at Teamwork VR Verified Reviewer Managing partner Online Media Used the software for: 6-12 months ### "Great simple CRM" December 13, 2019 4.0 Pros I like the simplicity of Teamwork CRM. It works very intuitive and fast. Cons Some features are still lacking, but since it's a relatively young product and they are constantly working on improving the software, this is not an issue for us. Review Source Response from Teamwork.com December 17, 2019 Hey there, Thanks for leaving us a review of Teamwork CRM! It's great to see that you enjoy the simplicity of the platform and that it is intuitive to your sales process! You're correct, it is a young product but it has a big heart (and so does the development team)! Our roadmap - https://www.teamwork.com/roadmap?product=crm - is constantly being updated with new plans and releases. If you ever have any issues, contact our Super Support over at support@teamwork.com, they are on hand 24/7 to help with any questions or queries! Many thanks, Nancy at Teamwork :) SW Sara W. Partner Relations Manager Marketing and Advertising Used the software for: 6-12 months ### "Great for Staying Organized!" September 29, 2020 5.0 Pros The flexibility of the program has helped our team tremendously. We can choose what's important to us and tailor the flow from start to finish. The ability to keep track of large numbers of leads in different stages, along with notes and contacts that are accessible to multiple team members is great! Cons Our product prices are varied on a case-by-case basis, so we are not able to fully use pre-set product pricing, but that is only a minor issue for us. Review Source Response from Teamwork.com February 1, 2021 Hi Sara, Thanks for your review of Teamwork CRM - it's great to hear Teamwork has helped your team's organisation! Could you email us at support@teamwork.com to discuss this issue on pricing further? Kind regards, Karen at Teamwork MS Melinda S. VP Business Developement Computer Software Used the software for: 6-12 months ### "review" September 29, 2020 3.0 seems like a last minute add on Pros it has a CRM. i wish it had a mobile app Cons i do not find it intuitive. no mobile app Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) changed companies Review Source Response from Teamwork.com February 1, 2021 Hi Melinda, We are sorry to hear that you weren't satisfied with Teamwork CRM. Could you contact us at support@teamwork.com so we can look into this further for you? Kind regards, Karen at Teamwork JH Jiri H. Sales Director Information Technology and Services Used the software for: 6-12 months ### "Teamwork CRM - right choice for your sales" September 16, 2020 5.0 One soft for all (CRM, Desk, Chat) Pros Easy to use. Intuitive interface. Direct connection to Teamwork Desk Cons Better reports on number of meetings, status of result. I mean - date, choose information to export, clik ;) Reason for choosing Teamwork CRM Easy to use Review Source Response from Teamwork.com February 4, 2021 Hi Jiri, Thanks for your review and a 10/10 rating - this is a big win for us! I've passed your requests onto the product team to look into this further. Have a great day, Karen at Teamwork KB Kristina B. Administrative Assistant Construction Used the software for: Less than 6 months ### "Helps with Time Management" September 29, 2020 4.0 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 Response from Teamwork.com 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 AA Arif A. Sr. Manager Operations Information Technology and Services Used the software for: 2+ years ### "Good product with good support and incredible features and easy of use." September 15, 2020 4.0 Good Pros Features, like adding the users and project management tool Cons integration with other Apps - not easy integrating Reason for choosing Teamwork CRM due to easy of implementation Review Source Response from Teamwork.com February 3, 2021 Hi Arif, Thanks for your review of Teamwork CRM. We are delighted that you are enjoying our features - our team are constantly innovating to make our software better! I've passed your integration issues onto the support team. Karen at Teamwork AP Adam P. Marketing Marketing and Advertising Used the software for: 6-12 months ### "Teamwork CRM review" September 29, 2020 5.0 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 Response from Teamwork.com 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 AK Aleksei K. CEO Medical Devices Used the software for: 1-2 years ### "When there will be a email notification (or any other, not a webhook!)" September 8, 2020 4.0 Even a full IT dummy works with it and that make a huge value. It's a little expensive for a great feature list, but for us it's usability makes it value. Pros Really easy, user-friendly and fast. Online access with no problem. Cons 1\. Email notifications about status changing, and daily reminders, like you already did in Projects. 2. Posibility to choose data location, using your tool with international sales and contacts is a huge risk. 3. Returning projects with regular payments. 4. Notifications is really the one feature missing to make you the best. E.g. we don't know when status on a lead is changed and can't add a process to it, e.g. service or manufacturing. Alternatives considered [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing Teamwork CRM Usability, mobile version, work speed. Bitrix is free for us, because we don't need premium features, but it's slow and nobody understands it. Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Can't add more above: Salesforce, AMOcrm and 4or 5 other we tried. Usability, mobile version, work speed, cost Review Source Response from Teamwork.com February 10, 2021 Hi Aleksei, Thanks for your review of Teamwork CRM. Email Notifications? We've been listening to our customers and email notifications are now available in Teamwork CRM! Have a great day, Karen at Teamwork SR Stephanie R. Office Manager Facilities Services Used the software for: 6-12 months ### "Good but could be better" September 15, 2020 4.0 Teamwork's customer support is fantastic. The product needs to be fleshed out more, UI refined. But its not bad! I like the integration with TW Projects too. Pros The deck view and win lose buttons are attractive. The total is helpful, but as I will detail below, needs to be adjusted. Document storage is nice but it should be available in another way or section (other than having to click through entries). Cons The button icons are too small and unidentifiable. People still don't remember how to use it. Doesn't track changes to leads/ opportunities. Would be helpful to see who adjusted something and how they did so. Doesn't allow for us to efficiently separate different offerings. For example, a project might include expenses and the expense total is not revenue so having it show up in the total is inaccurate. I have had to make an "expenses" field and add it up manually and leave expenses out of the product section because it doesn't work properly. I've had to make a lot of unique fields and it comes across messy. They all pile on the left panel of the page, instead of taking up room width-wise, so we have to scroll a bit and things don't jump out at you. Review Source Response from Teamwork.com February 3, 2021 Hi Stephanie, Thanks for your review of Teamwork CRM, we really appreciate it. I'm sorry to hear about these issues, could you contact us at support@teamwork.com so we can look into this further? Kind regards, Karen at Teamwork Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.