Overview

Teamwork stands out in the crowded project management space by focusing specifically on agencies, consultancies, and professional services firms. It combines project management with business operations, enabling teams to track not just progress but profitability.

Client Work Focus

Built for Services

Features designed for billable work:

Project budgets
Time tracking
Billable rates
Retainer tracking
Profitability reports
Client portals

Client Management

Keep clients happy:

Branded experiences
Limited access views
Progress sharing
File collaboration
Approval workflows

Core Features

Project Management

Task Management

Task lists and subtasks
Dependencies
Recurring tasks
Custom fields
Task templates
Board view

Gantt Charts

Drag-and-drop scheduling
Dependencies visualization
Critical path
Baseline comparison
Resource allocation
Export options

Time Tracking

Built-in timer with:

Desktop/mobile apps
Billable/non-billable
Timer or manual entry
Timesheet approval
Bulk time entry
Detailed reports

Resource Management

Workload Planner

Team capacity views
Availability management
Skill-based allocation
What-if scenarios
Utilization reports

Schedule Management

Project timelines
Team calendars
Leave management
Resource conflicts
Capacity planning

Financial Features

Budgets & Invoicing

Project budgets
Expense tracking
Invoice creation
Payment tracking
Profitability analysis

Rates & Billing

User rates
Project rates
Rate cards
Billable targets
Revenue forecasting

Teamwork Ecosystem

Core Products:

Teamwork.com: Project management
Teamwork Desk: Help desk
Teamwork CRM: Sales pipeline
Teamwork Spaces: Content collaboration
Teamwork Chat: Team messaging

Integration Benefits:

Unified client data
Seamless handoffs
Shared reporting
Single login
Bundled pricing

Templates

Agency Templates:

Website projects
Marketing campaigns
Brand development
Content production
Event management

Professional Services:

Consulting projects
Implementation plans
Audit workflows
Training programs
Support projects

Custom Templates:

Save any project
Include tasks/milestones
Set dependencies
Assign roles
Copy budgets

Client Collaboration

Client Users

Free access with:

Project visibility
File access
Comment ability
Limited editing
No seat cost

Branded Experience

Custom domains
Logo placement
Color schemes
Welcome messages
Client-specific views

Controlled Access

Project-level permissions
Hide sensitive data
Approval-only access
Read-only options
Time tracking visibility

Reporting & Insights

Project Reports:

Progress tracking
Budget vs actual
Time analysis
Profitability
Milestone status

Business Reports:

Utilization rates
Revenue analysis
Client profitability
Team performance
Portfolio health

Custom Reports:

Report builder
Saved filters
Scheduled delivery
Export options
Dashboard creation

Automation

Workflow Automation:

Task creation rules
Assignment logic
Status updates
Notification triggers
Recurring tasks

Integration Automation:

Zapier workflows
API webhooks
Email parsing
Form submissions
Calendar sync

Mobile Experience

Full-Featured Apps:

Task management
Time tracking
File access
Messaging
Offline mode

Mobile-Specific:

Quick timer
Voice notes
Photo attachments
Location tracking
Push notifications

Integrations

Native Integrations:

Google Workspace
Microsoft 365
Slack
QuickBooks
Xero
HubSpot

Accounting:

QuickBooks Online
Xero
FreshBooks
Sage
Wave

Communication:

Slack
Microsoft Teams
Email (2-way)
Zoom
Calendars

Pricing Analysis

Free Plan (5 users):

2 projects
100MB storage
Core features
No time tracking
Basic support

Deliver Plan ($10.99):

Unlimited projects
100GB storage
Time tracking
Gantt charts
Templates

Grow Plan ($22.50):

Adds:

Workload planner
Custom fields
Budgets
Invoicing
Advanced permissions

Scale Plan (Custom):

Adds:

Unlimited storage
SSO
Dedicated support
Custom training
SLA

Implementation

Week 1: Setup

Import existing projects
Set up teams
Configure permissions
Create templates
Install apps

Week 2: Process

Define workflows
Set up time tracking
Configure billing
Create reports
Train team

Week 3: Clients

Set up portals
Brand experience
Invite clients
Share projects
Gather feedback

Week 4: Optimize

Review usage
Refine processes
Automate tasks
Advanced training
Scale up

Best Practices

Project Setup:

Use consistent naming
Set clear budgets
Define milestones
Assign owners
Create templates

Time Management:

Daily time entry
Accurate categorization
Regular reviews
Client transparency
Utilization targets

Client Success:

Regular updates
Clear communication
Managed expectations
Proactive sharing
Feedback loops

Common Challenges

Adoption Issues:

Feature overwhelm
Time tracking resistance
Process changes
Client onboarding

Solutions:

Phased rollout
Champion program
Clear benefits
Regular training
Success metrics

Teamwork vs Competitors

vs Monday.com

Teamwork: Better for agencies, time tracking included
Monday: More visual, broader use cases

vs ClickUp

Teamwork: Focused on services, cleaner interface
ClickUp: More features, overwhelming for clients

vs Harvest + Asana

Teamwork: All-in-one solution, better integration
Harvest + Asana: Best-of-breed, higher cost

Advanced Features

API & Webhooks:

RESTful API
Real-time webhooks
Custom integrations
Bulk operations
Rate limits

White Labeling:

Custom domains
Remove branding
Custom emails
Branded apps
API white label

Enterprise Security:

SSO/SAML
2FA enforcement
IP restrictions
Audit logs
Data encryption

Success Metrics

Track These KPIs:

Project profitability
Team utilization
On-time delivery
Budget accuracy
Client satisfaction

Reporting Cadence:

Daily: Time tracking
Weekly: Project status
Monthly: Profitability
Quarterly: Business review

Tips for Agencies

Winning Features:

Retainer Tracking: Monitor monthly budgets
Rate Cards: Different rates per client
Approval Flows: Client sign-offs
Portfolio View: All projects at a glance
Profitability: Know your margins

Verdict

Teamwork excels for agencies and professional services firms needing more than just task management. Its focus on profitability, resource management, and client collaboration makes it invaluable for billable work. While it may be overkill for simple projects, service businesses will find it pays for itself through better project margins and resource utilization. The learning curve is justified by the business insights it provides.

Feature	Teamwork	Asana	ClickUp
Starting Price	Free (5 users)	Free (10 users)	Free Forever
Platforms	4+ platforms	4+ platforms	6+ platforms
Key Strength	Excellent for client work	Excellent task dependency management	Comprehensive feature set
Best For	Agencies and professional services (5-200+ people)	Small to enterprise teams (2-200+), particularly marketing and creative teams	Teams and individuals who want a single tool for all productivity needs and are willing to invest time in setup.

Pros

Cons

Key Features