# Page 2 | Teamwork CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Teamwork CRM ## Showing most helpful reviews Showing 26-50 of 68 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AT Alan T. CEO Marketing and Advertising Used the software for: 2+ years ### "Great, easy to use CRM " September 15, 2020 4.0 We have a very good CRM that is a great price that fits into everything else we do. Pros It integrates with our project management software- Teamwork Projects, it is a straightforward, easy to use CRM. The bells and whistles don't distract you from the key element, entering, tracking, and closing deals. Cons I wish it could integrate with my email and phone like some others do so that it could auto log the emails I sent to my leads, that would reduce half of my time using the software. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Teamwork CRM cost, integration. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Teamwork pairs with Teamwork Projects that we already use and it is less expensive. Review Source Response from Teamwork.com February 3, 2021 Hi Alan, Thanks for taking the time to leave us a review - a 10/10 rating is always great to see! I've passed your feature request onto the product team to look into this further. Many thanks, Karen at Teamwork AK Alexanderia K. Contract & Implementation Specialist Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Ease of Use of the CRM" September 15, 2020 5.0 We now all have clear visiualization of sales pipe line, customer information, and notes to read on all our companies. We have now maintained an organized pipeline and have a great system to keep all meeting notes on those prospects. Pros The software was very easy to implement and bring overall information from our previous CRM. The software is easy to use and understand. Also being able to customize the boards and headers to our specific company is a great feature. Helped our business organize our Pipe Lines and maintain contact on those leads. Cons At this moment I have not come across anything that I do not like about the software. Alternatives considered [Podio](https://www.capterra.com/p/128631/Podio/) Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) We made the switch to Teamworks because of their great suite of products. We bought all the products and they work great for our company! They keep everyone on track and organized. Also Teamworks customer service people were great, very nice and knowledgable. Review Source Response from Teamwork.com February 9, 2021 Hi Alexanderia, Thanks for your review of Teamwork CRM - we are delighted to hear that Teamwork has helped your company's lead management. It's great to see a 10/10 score! 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. Have a great day, Karen at Teamwork AE Adair E. director Consumer Services Used the software for: 6-12 months ### "Taking our business to the next level" September 15, 2020 5.0 Our company used sharepoint, and one note to track all of our sales activities and contact information and put our contracts in a one drive. Then we used Teamwork projects to build out task list to manage the workflow. I feel like Teamwork CRM is the missing puzzle piece in gaining quick insight to the information I need quickly. Creating a more collaborative atmosphere. Pros Teamwork CRM is pretty intuitive from a user Perspective and I love that it is similar to Teamwork Project. We use both and know on the roadmap will be true integration with the task. Additionally, the Teamwork CRM product team is very responsive to our ideas. I also love the filters area when you are searching for information and that you can save custom filters. We can now search companies, contacts, and our sales activities easily and housed all one place. Cons I wish you could have information brought forward easily within an opportunity set up, sometimes i feel as though I am repeating the information I have to type in. I would love to see level's of access allowed or specific permissions selected per user. Reason for choosing Teamwork CRM Less costly for our company. Review Source Response from Teamwork.com February 3, 2021 Hi Adair, Thanks for your review of Teamwork CRM, it's great to hear that we have helped take your business to the next level! I have forwarded your feature request onto the product team, they love a challenge! Kind regards, Karen at Teamwork DS Dave S. President Marketing and Advertising Used the software for: 2+ years ### "A solid solution for any sales team" September 8, 2020 5.0 It's been great. I rolled out the CRM to my sales team back at the beginning of the pandemic because I needed better organization and accountability for sales. It's taken a bit of time to acclimate to using a CRM because it's been a long time since we used one, but it's been fairly effortless. We're now using the CRM daily, and it's become a valuable tool for my organization. Pros I really appreciate the integration with Teamwork Projects. The ability to "Win" projects and then instantly set up the project in Teamwork Projects is a nice time-saver for my marketing executives. Cons I was going to say that the Companies and Contacts weren't shared between the CRM and Projects, but that's not the case any longer. So, I don't have any negatives. Reason for choosing Teamwork CRM Integration with the Teamwork Projects Review Source Response from Teamwork.com February 10, 2021 Hey Dave, Thanks for a great review of Teamwork CRM - it's always great to see a 10/10 score! We are delighted Teamwork CRM has become a valuable tool for your organisation. It's great to hear that our product updates has fulfilled your requests! Have a great day, Karen at Teamwork BE Betsy E. Managing Director Events Services Used the software for: 2+ years ### "Teamwork CRM Integrates Perfectly with Teamwork PM" September 30, 2020 5.0 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 [Insightly](https://www.capterra.com/p/130671/Insightly/) Insightly was difficult to use and took too much time. Review Source Response from Teamwork.com 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 MP Marla P. Manager, Project Management Office Information Technology and Services Used the software for: 1-2 years ### "User Friendly!" September 8, 2020 5.0 Pros The user interface and settings are very user-friendly, including the option to add custom fields so easily! Cons The integration with Teamwork Projects is lacking. All of our users primarily use Teamwork projects and the last of integration options, like contacts and orgs, is disappointing. Reason for choosing Teamwork CRM I was not at the company when this happened. Switched from [Basecamp](https://www.capterra.com/p/56808/Basecamp/) I was not at the company when this happened. Review Source Response from Teamwork.com February 10, 2021 Hi Marla, Thanks for an awesome review of Teamwork CRM! We are delighted to hear that our product is user-friendly for your team! Integration issues? I will pass this feedback onto the product team to investigate this further. 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. Have a great day, Karen at Teamwork RA Richard A. CEO Renewables & Environment Used the software for: 2+ years ### "Excellent integrated CRM/Project Management package" September 8, 2020 5.0 Both sales pursuit and investor prospect tracking has been effective. Pros Teamwork does not require an expert to set it up. It is flexible and functional enough to allow it to be customized by the people who will likely be using it, without having the CRM complexities drive the company processes. Cons I have found a few integration issues that may have fixes, but I can't take the time to deal with. For example integration between MS Outlook and the CRM Review Source Response from Teamwork.com February 11, 2021 Hi Richard, Thanks for taking the time to leave a review of Teamwork - we really appreciate it. We are sorry to hear that you are experiencing integration issues - could you contact us at support@teamwork.com so we can look into this further? Many thanks, Karen at Teamwork KK Kate K. Executive Assistant Executive Office Used the software for: 1-2 years ### "Teamwork CRM keeps us organized and allows everyone to always be in the loop" September 29, 2020 4.0 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/) Reason 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 Response from Teamwork.com 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 RP Robert P. CEO Computer Software Used the software for: 2+ years ### "Teamwork CRM" September 15, 2020 3.0 We just try because is still not ready for daily usage - too few funcions, very bad contacts management without relations etc... Pros On this moment is the Teamwork CRM by our opinion only some "demo" tool and is not possible to be daily used - we cannot specify the positives. We like very much Teamwork Project etc... Cons Very few funcionality in compare with other product. Low intergration with Teamwork project Alternatives considered [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) Reason for choosing Teamwork CRM No. We still use Daylite - this is right tool for CRM - Teamwork CRM is just some "pre-release". But we like to see inpovements this why we pay 10 USD / per month. Review Source Response from Teamwork.com February 9, 2021 Hi Robert, Thanks for taking the time to leave us a review of Teamwork CRM. We are sorry to hear about your issues with Teamwork CRM, could you contact us at support@teamwork.com so we can look into this further? Many thanks, Karen at Teamwork MC Mubrra C. Project Manager Information Technology and Services Used the software for: 6-12 months ### "Easy to Use CRM" September 8, 2020 5.0 Excellent experience, very much satisfied overall. Pros Yes very easy to use and user friendly. The integrations were easy as well. Overall, a very good product. Cons The customization of filters is a bit confusing. That can be refined. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Since we were already using teamwork for project management, we though it will be easier to use the CRM as well since it's integrated with our projects already Review Source Response from Teamwork.com February 11, 2021 Hi Mubrra, Thanks for your review of Teamwork CRM - it's great to hear that you've had an excellent experience with our products. Our product team have worked hard to ensure our product is user-friendly - they'll be delighted with your comments. I've noted your feedback on filters customization and will pass this onto the product team. Many thanks, Karen at Teamwork SA Seyar A. CEO Hospitality Used the software for: 1-2 years ### "Work life made easier" September 15, 2020 5.0 This product is amazing, i can see who does what and where we are with our clients. Pros Pipeline and contact form, this makes it easier for me to see where my team is at and where they are with our clients. from the moment we receive and inquiry to sales Cons Phone app, it does not have the same functionality and could be confusing from time to time Switched from [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) Teamwork is easier and user friendly Review Source Response from Teamwork.com February 3, 2021 Hi Seyar, Thanks for a great review of Teamwork CRM and a 10/10 rating! One of our main goals is making our customer's work life easier - so it's great to hear we achieved this with you. Many thanks, Karen at Teamwork RO Renier O. Urban Planner Program Development Used the software for: 2+ years ### "A functional concept with much to improve on" September 8, 2020 4.0 The fact that it is not integrated with my Outlook, I ofte forget to check progress on the CRM pipeline and to follow up on other team members activities. Pros That you can set up your own pipeline rationale. Cons That there are no automated email generation capability. Reason for choosing Teamwork CRM Because we had Teamwork prorjects. Review Source Response from Teamwork.com February 10, 2021 Hi Renier, Thanks for taking the time to leave a review of Teamwork CRM. We are sorry to hear you've had issues with our product, could you email us at support@teamwork.com so we can look into this further? Many thanks, Karen at Teamwork Peter G. Founder / Director Design Used the software for: 6-12 months ### "We use it every day, has become an integral part of our sales tracking process." September 9, 2020 5.0 Pros We are big fans of the Teamwork suite of products. Having a CRM that ties in with our other productivity tools is great. Cons While this is still a young product, the development team are continually adding new features. They talk to the users and find out what they need. Review Source Response from Teamwork.com February 9, 2021 Hi Peter, Thanks for your review of Teamwork CRM - we really appreciate it. It's great to hear Teamwork CRM has become an integral part of your company's sales tracking process. Our developers at Teamwork are constantly looking for ways to update and improve our product - so it's great to hear that there has been strong communication between your company and the team. Our main goal is to make our clients happy - if you ever need anything contact us at support@teamwork.com. Many thanks, Karen at Teamwork BH Brandon H. Director of Strategic Partnerships Consumer Services Used the software for: 6-12 months ### "I love Teamwork!" September 15, 2020 5.0 I began useing it many moths ago because it integrates sales and onboarding. As a team it was easy to work together and see where our bottlenecks where. Pros How easy it is to see where an item is in the work-flow. Cons Managing campaigns, and emails to groups Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce did work between sales and onboarding as easily. It was also not as easy to use. Review Source Response from Teamwork.com February 3, 2021 Hi Brandon, Wow, a 10/10 review - this is a big win for us! I'm delighted Teamwork CRM has helped make your workflows more efficient. I've passed your issues onto the product team to try improve this in the future. Many thanks, Karen at Teamwork WC William C. Owner Marketing and Advertising Used the software for: 6-12 months ### "Still young, but great integration with Teamwork" September 15, 2020 5.0 Teamwork's customer support has always been fantastic. Also, it's apparent they are putting good effort into making a clean User Interface and building smart features. I really appreciate that. I have a lot of confidence that as this software matures, it will become something powerful - especially while using their other products: Projects, Desk, and Spaces. Pros I love how well this integrates with the Teamwork ecosystem. As an agency owner, having these tools under one roof helps save time and money. I also appreciate the pricing - which is better than some other more popular CRM's out there Cons I would like an easier way to integrate with my email client so I don't have to remember to add a note in my CRM every time I email a lead. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Teamwork CRM It has a better price, and also integrates with the other products in the Teamwork Ecosystem. Review Source Response from Teamwork.com February 8, 2021 Hi William, Thanks for your review of Teamwork CRM. We are delighted to hear that Teamwork has helped your company save time and money! I've passed your email requests onto the product team to look into this further. Our product team love receiving feedback as it helps us constantly improve our product! If you ever have any issues or wish to submit another feature request - contact us at support@teamwork.com. Many thanks, Karen at Teamwork FB Freo B. Founder Information Technology and Services Used the software for: Less than 6 months ### "Great Product but still needs some improvement." September 9, 2020 4.0 Great. We would definitely use this in long term but I am assuming that there will be more features to be added soon. Pros Project management and task assignments. Cons Some integration doesn't work or depends on the purchased plan. We don't like the Gantt Chart interface as well, it is really hard to navigate. We prefer clear interface and can be printed in one page only, unlike now it prints multiple pages depending how long the project is, i think it's nice to have it in one page for preview and reports. Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Notion](https://www.capterra.com/p/186596/Notion/) Reason for choosing Teamwork CRM Project management is perfect on what what we need and product is not that expensive compared to others. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Handling projects are more detailed and manageable. Review Source Response from Teamwork.com February 10, 2021 Hi Freo, Thanks for your review of Teamwork CRM - we really appreciate it. I've noted your issues with our product and passed them onto the support team. 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 CZ Chrissy Z. Director of Operations Information Technology and Services Used the software for: 6-12 months ### "Great System!" December 9, 2019 5.0 Our overall experience with Teamwork CRM has been very beneficial. It has helped to streamline many workflows which in turn is helping our sales and implementation teams become more efficient. Pros What we liked most about this software was the simplicity of it. Less is more! Cons What we liked least about this software is the lack of Teamwork Project integration and embedded email capability, however, we have heard that Teamwork CRM is working on those development items which is great to hear! Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) We switched to a system that was more simplistic in design. Review Source Response from Teamwork.com December 17, 2019 Hey Chrissy, Thank you for leaving a review of Teamwork CRM! Simplicity is key for any sales process, so we couldn't agree more than it is a "Great System!". I'll just leave this here for you to maybe have a look at number 13 and 14 on the list... \*cough\* https://www.teamwork.com/roadmap?product=crm \*cough\* ;) We are delighted that the software has helped you improve your internal processes. This was our main goal for all our customers - mission accomplished with lots more to come! Hope you have a great day, Nancy at Teamwork :) BB Beth B. Director of Business Development Accounting Used the software for: 6-12 months ### "I would not recommend TW for CRM." September 8, 2020 1.0 I hated it. Everything was manual. Importing any lead was done one line item at a time. Nothing was a data base transfer. It was like typing class back in the nineties again. As for the promises that were made when we took on the software program several months ago. None of those came to fruition. So we moved on to a new software system that links with all of the social media, all email platforms, it integrates with all pre existing crms and converts voicemails into texts. Could not be happier. Pros The Chat feature is nice. Cons It integrates with literally no other software. Literally no other software: not linkedin, crunchbase, constant contact, facebook, quickbooks, twitter, and forget about linking with an email account. Absolutely awful. Review Source Response from Teamwork.com February 10, 2021 Hi Beth, Thanks for taking the time to leave a review of Teamwork CRM - we really appreciate it. We are sorry to hear you've had a bad experience with Teamwork CRM. Could you contact us at support@teamwork.com so we can look into this further? I've passed your feedback onto the support team to investigate these issues further. Many thanks, Karen at Teamwork DL Donal L. Owner Information Technology and Services Used the software for: Less than 6 months ### "Poor Ability To Track Leads" September 15, 2020 3.0 Frustrating trying to find the key information of... - Show me my leads - Show me my opportunities - Show me my wins - Show me my "at risk" - Show me my losses Pros Easy to set up sales funnels that mark milestones for individual leads Cons The transfer from Leads to Opportunities is okay, but when an opportunity is won or lost it just disappears from the screen. Opportunities that are won/lost can only be viewed by filtering the view using a small icon in the top right corner. Also, the reports screen does not display which opportunities were won/lost, just who the user was and the value. When I clicked on "Reports >> 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. I'm using a 22 inch screen and I had to view the page source to find out that it says "All Opportunity Pipelines" Review Source Response from Teamwork.com February 3, 2021 Hi Donal, We are sorry to hear that you were disappointed with Teamwork CRM - could you contact us at support@teamwork.com so we can look into these issues further for you? Kind regards, Karen at Teamwork PT Phil T. Creative Director Design Used the software for: 2+ years ### "Good UI" September 15, 2020 4.0 Pros Great Interface, makes me want to come back Cons None yet, just starting out with the service and learning Review Source Response from Teamwork.com February 3, 2021 Hi Phil, Thanks for your review of Teamwork CRM, we really appreciate the feedback. Don't forget to stay in touch with us at support@teamwork.com if you need help with anything! Have a great day, Karen at Teamwork LT Louise T. MD Marketing and Advertising Used the software for: 6-12 months ### "Teamwork CRM" September 16, 2020 4.0 This makes it a lot easier for me to manage our sales pipeline Pros I like how we have been able to customise this for our sales process and then how easy this is to add new leads and manage their progress. Cons It could be improved with tighter integration with contacts and companies in the other Teamwork products Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Because this we use Teamwork for project management and our helpdesk Review Source Response from Teamwork.com February 8, 2021 Hi Louise, Thanks for your review of Teamwork CRM - it's great to hear that our product has helped with your company's lead management. I've passed your request for improved integration onto the product team to look into this further. Have a great day, Karen at Teamwork GM Gladys M. Support Specialist Accounting Used the software for: 2+ years ### "Intuitive" September 15, 2020 5.0 I use this to verify the exact names of the company in order to create folders. Pros I love how easy it is to use! It organizes it according to company and that makes it easy to find. Cons Some of the words I search need to show more. I need to open up the results in order to see them all. Review Source Response from Teamwork.com February 9, 2021 Hi Gladys, Thanks for your review of Teamwork CRM - our team will be delighted to see a 10/10 score! I've passed your feedback onto the design team to investigate this further. Many thanks, Karen at Teamwork JB Jamie B. Director Construction Used the software for: 1-2 years ### "Good simple CRM" September 8, 2020 4.0 We are new to CRM but knew we needed it so jumped on the product when launched as we were already suing the project system from teamwork. Overall the product entirely meets our needs and has improved our processes for new clients and work. Would recommend! Pros Is easy to get to grips with, good tutorials for those new to CRM, good integration with other teamwork products. Cons New software to features are still developing. May be too simple for some. Review Source Response from Teamwork.com February 11, 2021 Hi Jamie, Thanks for your review of Teamwork CRM - it's great to hear you've found our platform user-friendly and you are enjoying the integration with our other products. 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! Have a great day, Karen at Teamwork Robb H. Director of Marketing Operations Marketing and Advertising Used the software for: 2+ years ### "Great starter CRM" September 15, 2020 5.0 Pros Easy to use, basic feature set but all you really need to manage lead tracking. Cons For my use case which was tracking inbound leads from a small marketing campaign, it was fine, no complaints. Review Source Response from Teamwork.com February 9, 2021 Hi Robb, Thanks for taking the time to leave us a review - we really appreciate it. If you think we can improve on anything, don't hesitate to contact us at support@teamwork.com to let us know. Have a great day, Karen at Teamwork GB Geoff B. null Marketing and Advertising Used the software for: 1-2 years ### "REVIEW: Project pipeline use; not typical CRM use. " June 16, 2020 4.0 Pros Teamwork CRM is very easy to use. With 30+ projects going on at one time, we use it to track how far along projects are in the pipeline. This helps ensures that no project is forgotten about and that the whole team knows how far along each project is. Cons You can link 'Opportunity' to a task. However, I wish that when you move an 'Opportunity' in Teamwork CRM to a new 'Stage', it would check off that the task is done in Teamwork Projects. Review Source Response from Teamwork.com February 11, 2021 Hi Geoff, Thanks for your review of Teamwork CRM - we really appreciate it. It's great to hear Teamwork CRM has helped with your company's projects! I've noted your issues with the 'opportunity' feature and will pass this onto the product team. 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