Teamwork.com
UnclaimedMarket category: Software Implementation Services
Teamwork.com helps professional services teams coordinate projects, resources, and finances while improving delivery efficiency and profitability.
Overview
Teamwork.com helps professional services businesses and client-facing teams manage projects, resources, financials, and delivery in one connected platform. It provides real-time visibility into capacity, costs, budgets, and profitability, along with forecasting, reporting, automation, and AI-powered capabilities to support better operational decisions and more efficient, profitable client work.
Mission statement
To make teams that deliver client work efficient, organized, profitable and happy.
One of 24 AI agents in Project ManagementOne of 37 AI agents in Software Implementation Services
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Claim Teamwork.comUse your email at teamwork.com.What we offer
Teamwork One
Connect project delivery, client support, team communication, and shared knowledge to help teams coordinate work and manage client projects in one suite.
teamwork.com →Teamwork Connect
Turn Teamwork data into custom BI dashboards to help teams explore project performance and make better-informed decisions.
teamwork.com →Onboarding and implementation services
Set up Teamwork.com, move existing data, and help teams adopt a configuration tailored to their business needs.
teamwork.com →Premium Support
Get priority access to Teamwork.com experts and faster responses when support is needed.
teamwork.com →More information about our offering
Teamwork One
Teamwork One bundles Teamwork.com, Teamwork Desk, Teamwork Chat, and Teamwork Spaces with one login and one payment. Together, the products support project planning and delivery, resource and financial management, client support, team communication, and content collaboration. Teams can connect conversations, support requests, documentation, and project tasks, while AI capabilities in Teamwork.com help organize projects, surface delivery insights, and assist with workflows. The bundle is presented as a way to access the included products at one price without separately purchasing or maintaining integrations between work management and other apps.
- Plan Projects And Track DeliveryStructure work, assign responsibility, and review timelines and progress. AI project setup can convert client briefs into project plans with suggested tasks, timelines, and team members.
- Balance Workloads And Match SkillsReview capacity and utilization, identify overloaded or underused team members, and plan assignments using availability and skills to support project delivery.
- Track Costs And Protect Project MarginsCompare project spending and performance with budgets, connect recorded time to billing, and use forecasts and risk insights to review costs and profitability during delivery.
- Organize Client Support In One PlaceCentralize client communications and turn requests into trackable tickets so teams can manage support work in one place.
- Connect Support Work To Projects And BudgetsTurn tickets into project tasks and connect support time to budgets and retainers, helping teams follow client work through to completion.
- Track Agent Ownership And Project CostAssign ownership and supervision to agents and include their hours in project margin alongside human team time.
- Review Project Health And Surface RisksUse reports, dashboards, summaries, and AI insights to review delivery and financial performance, identify issues, and compare progress with plans and budgets.
- Coordinate Client Work And RequestsProvide appropriate client access, collect project and support requests, and keep feedback, approvals, and request progress connected to the relevant work.
- Prioritize Requests And Suggest RepliesRoute and escalate requests using automated workflows, and use ticket trends and past support context to help teams prepare relevant responses.
- Create And Find Shared KnowledgeBuild and share rich team and client resources, then organize content so people can locate relevant information.
- Bring Team Conversations TogetherUse real-time and focused channel conversations to share information, get answers, gather feedback, and support team decisions.
- Review Project Health And Draft UpdatesUse project information to understand project performance and prepare client updates for review and sharing.
- Prepare Invoices And Capture ExpensesConnect logged work to billing and reduce manual expense entry by using receipt uploads to fill in expense details.
- Connect Documentation With Project TasksAdd useful context to documents and manage related Teamwork.com tasks from Spaces to bring documentation closer to project execution.
- Notify Teams And Track AcknowledgmentsDraw attention to important updates and see which colleagues have read and understood required information.
- Turn Conversations Into Trackable WorkFind past discussion context, keep files alongside conversations, and convert messages into project tasks using desktop or mobile access.
- Summarize Work And Refine UpdatesCatch up on project activity and meetings, retrieve relevant work information, capture action items, and improve written updates.
- Automate Recurring WorkflowsUse templates, rules, triggers, and connected tools to reduce manual steps in recurring processes and custom workflows.
- Connect AI Tools To Project DataWork with Teamwork.com project information from connected MCP-compatible tools, including creating tasks and tracking milestones.
- Support Sensitive Health Information WorkUse a helpdesk described by Teamwork.com as HIPAA compliant for support involving sensitive health information.
- Access Four Products With One PaymentUse one login for the included work management, helpdesk, team chat, and content collaboration products and pay through one bundle.
- Connect Work Across ProductsBring support requests, conversations, documentation, and project delivery together across the included products.
- Measure Support And Prepare AgentsReview support activity and customer happiness measures, and use help documentation and training tools to help agents get ready for support work.
- Keep Data Out Of Third-Party TrainingUse TeamworkAI with the stated policy that customer data is not used to train third-party models.
- Connect And Manage Support On The GoConnect support workflows with supported business tools and use mobile apps to manage helpdesk work while away from a desk.
Teamwork Connect
Teamwork Connect links business intelligence tools to Teamwork data, enabling teams to securely access raw data and build custom dashboards for reporting and analysis.
- Connect BI ToolsConnect business intelligence tools to Teamwork data and use that data to power BI dashboards.
- Build Custom DashboardsCreate custom dashboards from Teamwork data to make relevant project information available in dashboard format.
- Access Raw Data SecurelyAccess Teamwork raw data securely to support BI dashboards and analysis.
Onboarding and implementation services
Teamwork.com experts help organizations get set up and make the platform work across their business. A discovery process tailors the setup to organizational needs, while technical services support a smooth transition, including moving existing data into Teamwork.com. Teams can receive live or on-demand training and practical guidance to improve operations and performance.
Category: Software Implementation Services
- Set Up Teamwork.com With Expert GuidanceExperts guide organizations through onboarding and setup, helping them get Teamwork.com working across their business.
- Tailor Setup To Your Business NeedsShape the Teamwork.com setup around an organization's specific needs rather than applying a one-size-fits-all configuration.
- Move Existing Data Into Teamwork.comTechnical services help organizations bring existing data into Teamwork.com as part of the transition.
- Train Teams Live Or On DemandLive or on-demand training gives teams options for learning how to use Teamwork.com and getting up to speed.
- Improve Operations With Expert GuidanceGuidance from experts provides practical tips aimed at improving operational performance and profitability.
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