Teamwork CRM

Teamwork CRM is a cloud-based customer relationship management application from Teamwork.com. It organizes companies, contacts, products, leads, opportunities and sales activities in one workspace.

The product separates leads from opportunities and supports different pipelines for each. Teams can configure stages, assign probability values, track activities and move qualified leads into opportunity workflows.

Teamwork CRM is designed for organizations that connect sales activity with client delivery. Users can create Teamwork.com projects or tasks from CRM deals, helping sales teams transfer information into project work.

Teamwork CRM supports board and list views for pipelines. Users can create custom pipelines and stages for leads and opportunities, then filter, sort, duplicate and bulk-edit records.

Sales teams can log calls, meetings, emails and other activities. Activity reminders, deal values, product associations and custom fields help maintain context around each opportunity.

The platform includes company, contact and product records. Products can contain multiple prices and currencies, and can be associated with leads or opportunities to calculate deal values.

Reporting includes company reports, forecast reports, probability-based forecasting, deal reports and activity reports. Email synchronization supports IMAP, Gmail through Google Workspace, and Exchange connections.

Integrations include Teamwork.com, Teamwork Desk, Teamwork Chat, Zapier, Easy Insight, Import2 and Gmail. API keys and webhooks support external connections and event-driven workflows.

Public pricing listings report a Pro plan at $15 per user monthly, or $12 per user monthly with annual billing. The reported Pro plan includes board and list views, custom pipelines and stages, separate leads and opportunities pipelines, custom fields, reporting and integrations.

An Enterprise plan is available with custom pricing. Enterprise adds features such as single sign-on, according to the published feature comparison.

Third-party software directories report a 30-day free trial and no permanent free plan. Buyers should confirm current prices, billing terms and trial availability during signup because Teamwork CRM pricing is managed through account subscription settings.

Pros

• Separate lead and opportunity pipelines support distinct qualification and sales processes.
• Custom stages, fields, filters and product records provide useful workflow flexibility.
• CRM deals can create linked Teamwork.com projects and tasks.
• API keys, webhooks and Zapier support external automation.
• Review platforms report strong ease-of-use and customer-support scores.

Cons

• Public pricing information is less centralized than many competing CRM products.
• Advanced enterprise capabilities such as single sign-on require the Enterprise plan.
• Some reviewers report limited customization and fewer advanced CRM features.
• Mobile access is responsive browser access rather than a clearly documented dedicated CRM mobile application.
• Users may need multiple Teamwork products for complete project, helpdesk and collaboration workflows.

Pipedrive is a sales-focused CRM with visual pipelines and broader sales automation options.

HubSpot Sales Hub is suitable for teams needing CRM, marketing, service and content tools within one ecosystem.

Freshsales provides contact management, sales pipelines, communication tools and automation for small and midsize teams.

Zoho CRM offers extensive customization, workflow automation and integrations across the wider Zoho product suite.

Capsule CRM is a simpler option for teams prioritizing contact management and straightforward sales tracking.

Does Teamwork CRM offer a free plan?

Available directory listings report a free trial, but they do not list a permanent free plan. The reported trial period is 30 days.

Does Teamwork CRM have an API?

Yes. Administrators can generate API keys, and the product supports webhooks for interacting with CRM data and building integrations.

Which platforms support Teamwork CRM?

Teamwork CRM is delivered through the web and is mobile responsive. Official support documentation describes access from Android and iOS mobile browsers.

Can Teamwork CRM create projects?

Yes. Users with suitable Teamwork.com permissions can create a Teamwork.com project from a lead or opportunity and link the resulting project to the deal.

Does Teamwork CRM integrate with email?

Yes. It supports IMAP, Gmail through Google Workspace, and Exchange email connections. Connected emails can appear in deal timelines.

Who owns Teamwork CRM?

Teamwork CRM is developed by Teamwork.com, an Irish software company founded in 2007 by Peter Coppinger and Daniel Mackey.