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Client management software

Name: Teamwork Project Management Software
Brand: Teamwork
Rating: 4.4 (1009 reviews)

Create a culture of collaboration with our client management software

Strengthen alignment, increase transparency, and build foundational relationships with Teamwork’s collaborative client management software.

Unlimited free access for your clients
Set team and client permissions on projects
One accessible CRM hub for client information

Try Teamwork.com for free

No credit card required

What is client management software?

Client management software brings your clients into your projects to help increase collaboration and build a stronger alignment from the start. It allows client services teams to build healthier and happier relationships by centralizing client information.

Key benefits

Client management software tailored to your needs

Client communication Client permissions Integrated CRM system Time tracking

Simplify the back-and-forth between clients

Centralize all of your client communications to ensure they never miss a thing. Run on the browser or mobile app (iOS and Android) to tag clients in comments or tasks when their feedback is needed so you reduce delays and increase accountability by creating a full trial of key decisions.

Use Teamwork for client work

Set client permissions to show only what they need

Allow access to where it’s the most helpful and keep clients from drowning in irrelevant notifications with Teamwork’s granular privacy settings. Ensure all your private information stays confidential by granting tailored permissions within Teamwork.

Use Teamwork for client work

House every client detail within your CRM system

Organize essential client information in one easy-to-access space with Teamwork’s in-depth CRM system. Store important notes, contacts, files, billing information, interactions, and more with a centralized and accessible hub for client details.

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Deliver on time and bill accurately

Provide details to every billable or non-billable minute used on projects and tasks through Teamwork’s time tracking feature. Easily log time spent on tasks and projects for easier invoicing, transparent project progression for clients, and improved profitability.

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Client management templates to save time

Templates to help your team improve processes, reduce repetitive work, and quickly on-board your clients so everyone gets more done.

New client onboarding checklist template

Deliver a better onboarding experience and build stronger client relationships from day one with our template.

Social media calendar template

Bring organization and collaboration to your social media calendar with our social media tempalte. Plan and easily track social posts and strategies for clients.

OKR template

Our OKR template lets you map out your team’s goals for individual projects and your entire workload at any given time.

Discover more templates

Start working together beautifully

Try Teamwork.com for free. No credit card needed. No catches.

Try Teamwork.com for free

Not convinced yet? Keep reading

Trusted by over 20,000 companies

Join teams all over the world increasing their productivity with Teamwork.com

"How D’Addario leveraged Teamwork.com to revolutionize their manufacturing process"

Learn how D’Addario leveraged one of the key elements of lean by introducing standardized Teamwork.com templates to their workflow.

Watch now Learn more

"I find the whole system so intuitive that onboarding was very easy for us."

Learn how Ella’s Kitchen has improved communication and helped their project teams track actions across their projects.

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"We wouldn’t hesitate to recommend Teamwork.com."

Discover how Impression has improved efficiency and productivity by using Teamwork.com to manage their projects and workflows.

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"Fundamentally, I think our success with Teamwork.com is because it stays true to the core principles of project management, but still lets us do things in a simple way."

Learn how Teamwork.com helped them to manage years of planning to deliver a large-scale, outstanding mega-event.

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"The onboarding experience with Teamwork.com was very smooth."

How Wales’ top digital agency used Teamwork.com to make project time accountable.

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"Between the productivity gains [and] monetary savings, Teamwork.com is a no-brainer."

Discover how Teamwork.com fuels Seafoam Media’s 92% client retention rate.

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"I can’t fathom how we used to get by without Teamwork.com."

Learn how digital marketing agency Convince & Convert scales 1,000% using Teamwork.com.

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Integrate with the tools you already use

And many more

More reasons to love Teamwork.com

Get the support you need to succeed

Teamwork.com mobile apps

Work from anywhere at any time with the Teamwork.com mobile app, the agency project management app that’s super easy to use.

Unrivaled customer support

Our customer support team is the best in the industry and are always there to help — no matter what the question. “The support is best I’ve ever had – that is absolutely critical to me.” – Luis Muniz, CEO at Funnel Wave

Run from North America, Europe, or Australia

Teamwork.com is the only project management software that allows all customers (not just enterprise) to choose where in the world their data is held and processed. We offer hosting in Europe, North America, and Australia. This means incredible speeds for you and peace of mind that your data is safe, secure and legally protected.

Transparent roadmap

Our roadmap is driven by customer needs — see what we’re working on at any time.

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Reliable and secure

To make sure your data is safe and secure, Teamwork.com is ISO/IEC 27001:2013 and SOC 2 Type 2 certified.

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What makes Teamwork different?

Easy-to-use with complex level features

Basic project management tools can’t meet your needs as you scale while others are expensive and too difficult to learn. Teamwork is the best of both worlds: easy-to-use, flexible, and feature-rich.

Customer support you’ll love

Our customer support team are always there to help — no matter what the question. “The support is best I’ve ever had – that is absolutely critical to me” – Luis Muniz, CEO at Funnel Wave

Got clients? Teamwork is for you

Unlimited free access for clients. Time tracking. Invoicing. We know what agencies need, we ran one before starting Teamwork.

Learn more about us

Scales into a full platform

Teamwork is at the core of managing your work and projects. But Teamwork with our other tools can manage your whole business. Unlock more value by using our chat, helpdesk, CRM, or content collaboration software and Teamwork as one integrated suite.

Run from North America, Europe or Australia

Teamwork is the only project management software that allows all customers (not just enterprise) to choose where in the world your data is held and processed. We offer hosting in Europe, North America and now Australia too.

This means incredible speeds for you and peace of mind that your data is safe, secure and legally protected. We'd love to tell you all about it and we can help you move any existing data to Teamwork.

Get in touch to learn more

Get started with Teamwork.com

Start working together beautifully. See how Teamwork.com can help your team with our 30-day free trial.

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