CLIENT MANAGEMENT

Keep your clients at the heart of all operations

The go-to spot to manage your clients and get oversight across all of their projects.

Surface the details

Assign teammates as the owner for accountability and add client-level tags for helpful context.

Customize your view

Add or remove columns to surface the information that’s important to your workflows.

Stay organized

Edit records so your client list is always up to date and apply filters to work from a subset of clients.

Spot the trends

Have a high level overview for the client so you know if things generally are tracking up (or down) at a moment’s glance.

Save time

No more cobbling together metrics from separate projects manually —totals across all projects are automatically calculated.

Take note

Jot down ad-hoc notes at the client-level so one-off callouts (like next meeting date or agenda items) are always documented.

Deep dive "must have" metrics for healthy and profitable projects

Pinpoint action items and make proactive adjustments to keep client projects and relationships trending in the right direction

Profit and budget

Keep track of all projects profitability and how much of the budget has been used to foresee budgeting issues before they arise.
Time split and health

See the overall billable/unbillable time split for good margins & explore the health of all projects to know which need attention.
Team activity

Have full transparency over the day-to-day details at the task and user level to know what to bring back to your team.

Get started with Teamwork

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