Features

Teamwork CRM offers features that takes care of the logistics, so you can focus on closing deals.

Teamwork CRM gave us better alignment and more visibility, and now we’re in control every day. I didn’t anticipate that one platform could make this much improvement in just a few months.
– Monica Perez, Director of Operations at A Simple Office Solution

Sales Pipeline Management

Bring clarity to a chaotic sales pipeline. Streamline your sales process by organizing and managing your deals so you and your team can focus on making the sale.

Multiple Pipelines

Create and manage custom pipelines for processes, sales teams, or markets for a highly tailored sales cycle.

Pipeline Board View

Get a clear overview of every stage of your pipeline and help your team identify blockages, bottlenecks — and opportunities.

Customizable Pipeline Stages

Customize your pipeline with your own clearly-defined sales stages and segments to suit your needs.

Leads and Opportunities

Separate your deals into leads and opportunities to create a results-focused pipeline, giving you greater accuracy on your forecasting and projected revenue.

Sort and Filter Deals

Sort and filter your leads and opportunities to instantly see your pipeline from any angle and get a better understanding of where to allocate your resources.

Deal Auto-Prioritization

Know who you need to follow up with next by automatically sorting the deals in your pipeline in order of importance to you.

Activities

Get results by focusing on the things you can control. Set up activities such as calls, tasks, meetings, or emails to help you progress your deals.

Product Library

Get an accurate quote for a potential deal in an instant by building out a custom library of your products and pricing.

Rotting Solution

Increase revenue by ensuring your team is working every deal by easily identifying any deals that are being left unattended for a set period of time.

Teamwork CRM Email Solution

Sync Teamwork CRM with your email client and send and receive emails from within your leads and opportunities.

Reporting and Forecasting

Monitor key metrics to get a better understanding of how you and your sales team are performing, so you can pinpoint areas for improvement and forecast results with greater accuracy.

Sales Reporting

See the bigger picture of how your team is performing using visual reports. Quickly gauge how you track against your targets and measure results to ensure you are growing the bottom line.

Forecasting

Accurately predict future sales for a period of time to help guide your pipeline and focus your sales team.

Stage Probability

Set the probability score for each stage of your pipeline so you can quantify the likelihood of closing a deal — helping you to forecast future revenues.

Velocity Reports

Improve your sales process by easily tracking the average amount of time it takes for closed deals to go through all the stages of your pipeline.

Contact Management

Your ultimate network: one place to store and organize all of your prospect and customer contact information. Teamwork CRM can help you build your network for better, longer-lasting customer relationships.

Contacts

Capture important details for your points of contact in every company, and collect and organize all of your contacts in one place so you can focus on building better relationships.

Companies

Store company information for a deal you’re working on and link it to the contacts you’re interacting with, to have a greater understanding of their business.

Customization

Capture specific customer information that can uniquely help your business by adding custom fields to your Contact and Company forms.

Integrations

Free your team to achieve more and focus on what they do best by using tools that work together, beautifully.

Teamwork

Streamline your workflow and save time by creating a project in Teamwork directly from a won opportunity in Teamwork CRM.

Teamwork Desk

Quickly create a lead, opportunity, or contact from a Teamwork Desk ticket or get visibility over the status of people contacting you in Teamwork Desk and check if there are any open leads or opportunities associated with them.

Teamwork Chat

Build communication into your workflow. Use Embedded Chat to kick off a conversation with your teammates from anywhere within Teamwork CRM.

Gmail add-on

Streamline your communication by creating a lead or opportunity directly from an email in your Gmail inbox.

Import2

Save time and keep all your existing data by importing your data into Teamwork CRM with our Import2 integration.

Zapier

Use Zapier to connect Teamwork CRM to other applications so you can operate your business to its optimum.

Other

Data import

Getting your data into Teamwork CRM is as easy as uploading a CSV - so you can get up and running in no time.

Mobile

Win the deal wherever you are. With a fully responsive design, you can manage your deals on the go from any device.

API & Webhooks

Build custom features, reports, automate processes, and connect Teamwork CRM to other software using our open API.