---
title: Teamwork CRM Reviews
meta_title: 'Teamwork CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 61 reviews by the users' company size, role or industry to
  find out how Teamwork CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 61
  scale: '5'
date_modified: '2026-09-25'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Teamwork CRM Reviews
**Vendor:** Teamwork  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 61  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About Teamwork CRM
Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.



## Teamwork CRM Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find Teamwork CRM's **ease of use** remarkable, enabling simple management of customer relationships and sales workflows. (7 reviews)
- Users commend the **easy setup** of Teamwork CRM, appreciating its intuitive interface and quick onboarding process. (3 reviews)
- Users praise the **intuitive and straightforward interface** of Teamwork CRM, enhancing productivity and ease of use. (3 reviews)
- Users appreciate the **intuitive interface** of Teamwork CRM, enjoying its simplicity and ease of use for daily tasks. (3 reviews)
- Users appreciate the **convenient lead tracking** in Teamwork CRM, enabling seamless collaboration and organizational efficiency. (3 reviews)
- Simplicity (3 reviews)
- Users value the **smooth team collaboration** in Teamwork CRM, enhancing organization and clarity in lead management. (2 reviews)
- Easy Tracking (2 reviews)
- Users value the **organization efficiency** of Teamwork CRM, enabling seamless collaboration and streamlined lead management. (2 reviews)
- Seamless Integration (2 reviews)

**What users dislike:**

- Users find the **limited customization** options in Teamwork CRM restrict their ability to tailor the system to their needs. (4 reviews)
- Users find the **missing features** in Teamwork CRM limiting, especially in email integration and advanced CRM functionalities. (3 reviews)
- Users experience **email integration issues** with threading and tracking, affecting the overall efficiency and usability. (2 reviews)
- Users report **feature issues** with email integration and the mobile app, finding them basic and inconsistent. (2 reviews)
- Users face **integration issues** with Teamwork CRM, struggling with limited email connectivity and reliance on third-party tools. (2 reviews)
- Not Intuitive (2 reviews)
- Not User-Friendly (2 reviews)
- Expensive (1 reviews)
- Learning Curve (1 reviews)
- Licensing Issues (1 reviews)

## Teamwork CRM Reviews
  ### 1. A Reliable Workspace for Projects, Tasks, and Ongoing Activities

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ishan S. | Manager and  Dietician at Chaitanya Homoeo  Clinic,  Medical Store Owner,  Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** June 09, 2026

**What do you like best about Teamwork CRM?**

It helps me keep projects, tasks, and ongoing activities organized without making things complicated. It gives me a clear view of what needs attention and what has already been completed. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. Because I handle patient follow ups, content planning, and different ongoing activities, having everything connected in one place makes daily work easier to manage.  After spending a little time with it, creating tasks, managing projects, updating activities, and tracking progress became quite straightforward. I use it regularly because it helps me stay on top of ongoing work and keeps important activities easier to follow. The task management and project management features are especially useful for my daily work. I can organize follow up activities, manage deadlines, and track progress across different projects. Time tracking is also helpful because it gives a better understanding of how time is being spent on different activities and ongoing work.

I also like that files, forms, milestones, messages, scheduling tools, and project-related information are available within the same system. This makes it easier to keep information organized and review previous work when needed. For my health education content work, it also helps me keep content planning and related activities more structured. The number of features feels practical without being overwhelming. Performance has been good during regular use, integration was straightforward, and the available support resources were useful whenever needed. Overall, Teamwork CRM helps me manage projects, activities, timelines, and follow-up work in a more organized way.

**What do you dislike about Teamwork CRM?**

When a project has many tasks, files, milestones, and updates, I sometimes need a little extra time to find a specific item. Everything is available and organized, but during busy days I occasionally go through a few sections before finding exactly what I am looking for. I also find the time tracking feature useful for monitoring work, but when there are many recorded activities, reviewing all time entries can sometimes take a few extra steps. It works well for regular tracking, although I feel the review process could be a little quicker.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM is helping me keep projects, tasks, follow-ups, and ongoing activities organized in one place. I can manage task lists, monitor project progress, keep related files together, and track important activities without switching between multiple sections too often. It makes it easier to see what work is completed, what is still pending, and what needs attention next. Having tasks, project information, files, milestones, and updates connected together helps keep work more structured and easier to follow.

The time tracking feature is also useful because it provides better visibility into how time is being spent across different activities and projects. This helps when reviewing ongoing work and planning future tasks more efficiently. As a result, I spend less time managing information manually and more time focusing on the work itself. Overall, it helps keep projects organized, improves visibility across activities, and makes day-to-day work easier to manage.

  ### 2. Effortless Deal-to-Project Handoff That Keeps Sales and Delivery in Sync

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Capital Markets | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 11, 2026

**What do you like best about Teamwork CRM?**

What stands out most about Teamwork CRM is how effortlessly it bridges the gap between closing a deal and actually delivering the work. In most standalone CRMs, winning a deal feels like passing a baton into a black hole you end up spending hours re-entering scope notes, re-uploading documents, and re-briefing the delivery team. With Teamwork CRM, converting a won deal into an active project takes seconds, keeping every piece of context and conversation history completely intact.

The drag-and-drop pipeline interface is clean and intuitive enough that our team actually enjoys using it. Being able to set up automated task triggers for specific deal stages ensures follow-ups happen on time without clogging up our reps' schedules with administrative busywork. An unexpected benefit has been how much it’s improved our forecasting accuracy the built-in reporting gives us a clear, honest look at our pipeline health without having to manually compile spreadsheets every Friday. It has cut our client onboarding time in half and finally brought our sales and operations teams onto the exact same page.

**What do you dislike about Teamwork CRM?**

While Teamwork CRM covers the essentials well, the built-in reporting features feel a bit basic if you need deep, custom analytics without exporting raw data. Additionally, the mobile app lacks full feature parity with the web desktop version, making quick updates on the go feel slightly clunky. Expanding native third-party integrations outside the core Teamwork ecosystem would also be a huge improvement.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Before using Teamwork CRM, we struggled with disjointed lead tracking across spreadsheets and poor communication during sales-to-project handoffs. Centralizing our pipelines and automating deal transitions directly into Teamwork's project management tool has drastically cut down handoff time, eliminated missed follow-ups, and given us clear visibility into team capacity and deal profitability.

  ### 3. Seamless Lead Management and Team Collaboration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Khushbu B. | HR Operations, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 09, 2026

**What do you like best about Teamwork CRM?**

I really like Teamwork CRM's easy-to-use interface, which makes it simple for daily use. It helps manage leads and customer communication effectively, keeping our team organized and enabling us to respond faster. The lead tracking and customer communication features are valuable for improving our team coordination during the sales process. I switched to Teamwork CRM from a basic CRM because of its simpler interface, better lead tracking, and easier team collaboration. The initial setup was easy, and our team was able to get started quickly without much difficulty. I would rate Teamwork CRM a 9.5 out of 10 because it helps manage leads efficiently and supports team collaboration well.

**What do you dislike about Teamwork CRM?**

Some advanced features take time to understand, and a few integrations could be smoother. Some third party integrations can take extra setup time, so making the connection process simpler and more seamless would improve the overall experience.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM to manage leads, track interactions, and improve coordination. It helps us stay organized and respond quickly with its user-friendly interface.

  ### 4. Streamlines Workflow but Needs Better Customization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** August 18, 2026

**What do you like best about Teamwork CRM?**

I like Teamwork CRM's natural integration with Teamwork’s project management ecosystem, which fits our hybrid workflow of business development and preclinical research coordination perfectly. Many standalone CRM tools only focus on deal tracking without easy links to ongoing projects. With Teamwork CRM, I can quickly connect a deal to a dedicated project workspace, attaching meeting transcripts, proposed study timelines, and preliminary lab data summaries. The simple, collaborative activity feed is another standout feature. After virtual discussions with university researchers over Whereby Meetings, any team member can log call notes, flag open questions, and assign follow-up tasks directly on contact profiles. Early on, one member of our business development team took unexpected leave, and all context for a critical collaboration with a Houston medical research institute was fully recorded within the activity feed. We avoided major miscommunication and did not need to restart negotiations from scratch. I appreciate how intuitive the pipeline visualization is, allowing customization of deal stages to match biotech partnership workflows. I can see which potential partners need immediate outreach and which proposals are waiting for external feedback at a glance. The built-in reminder system helps keep our outreach schedule consistent, preventing long gaps in communication with research institutions and investors. These strengths make Teamwork CRM far more practical than disjointed spreadsheets we relied on previously. It keeps our lead tracking and project execution aligned while offering full transparency for our lean team without extensive technical training.

**What do you dislike about Teamwork CRM?**

The platform's customization options are quite restricted. We need dedicated fields to track biotech-specific details such as preclinical study timelines and compliance requirements, but the available custom fields do not support the structured formatting we need. During negotiations with a local Texas research center, we could not neatly document compliance milestones inside deal records, forcing us to store key information in separate files. Relatedly, we cannot embed live document links in Teamwork CRM, which creates serious workflow inefficiencies. We store confidential NDAs and research proposals inside Tresorit, yet there is no direct integration. Our team only can copy static links, and on one occasion, we nearly shared an outdated draft proposal to a prospective partner by mistake. The reporting module isn’t well-suited for our lengthy partnership cycles, as most templates are built for fast commercial sales. Every quarter, I have to export raw CSV data manually and spend hours building custom charts for leadership reviews. Lastly, the CSV import tool has rigid formatting requirements, and there was no simple way to transfer historical activity logs from Capsule CRM. During migration, hundreds of old call notes and discussion records could not be imported in bulk, so staff spent weeks manually copying valuable context, which significantly stretched out our onboarding timeline.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Before adopting Teamwork CRM and migrating away from Capsule CRM, our partnership leads, meeting notes and follow-up plans were scattered and hard to coordinate. We once nearly missed an important technical review meeting with a Houston biotech research group because lead information was isolated within individual staff records. Teamwork CRM centralizes all partnership leads and organizes follow-up tasks, greatly lowering the risk of overlooking high-value research collaboration opportunities. The connection between CRM deals and internal project workspaces lets our team align business development outreach with preclinical research planning. Every team member can check the latest negotiation status without chasing colleagues for updates. Even so, we still face persistent obstacles. Limited custom fields make it hard to log specialized biotech compliance data, and the lack of Tresorit integration forces us to rely on error-prone manual link sharing. We continue spending extra time on data exports and manual content entry as workarounds. Overall, Teamwork CRM eliminates the chaos caused by fragmented contact management systems, bringing much-needed visibility to our long-cycle partnership pipeline, though many industry-specific pain points still remain unaddressed.

  ### 5. Clean, Intuitive Board View That Makes Pipeline Management Effortless

**Rating:** 4.0/5.0 stars

**Reviewed by:** Vidur S. | Senior Client Services Manager, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** May 07, 2026

**What do you like best about Teamwork CRM?**

I really love the visual board view for managing our pipelines. It’s incredibly clean and intuitive without feeling bloated like some of the massive enterprise CRMs. I can drag and drop deals between stages, see exactly what my pipeline value is at a glance, and quickly add tasks or notes without having to click through five different menus.

**What do you dislike about Teamwork CRM?**

While the platform is very intuitive, it lacks the deep customisation options you might find in larger enterprise CRMs. Setting up highly specific custom fields or trying to build out complex, flexible deal stages for unique sales workflows can feel limiting. It works great for standard processes, but if your sales cycle is highly customised, you might feel a bit boxed in.

**What problems is Teamwork CRM solving and how is that benefiting you?**

We struggled with overly complex CRMs that our team simply refused to use because they were too heavy. Teamwork CRM solves the problem of platform fatigue by offering a visual, intuitive interface that covers 90% of the functionality we actually need without the fluff. The main benefit is high user adoption, because it’s easy to log activities and move deals through the pipeline, our data is finally accurate, and my forecasting is actually reliable for the first time.

  ### 6. Highly Organized CRM with Easy Setup

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany S. | Property Manager, Commercial Real Estate, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 30, 2026

**What do you like best about Teamwork CRM?**

I love the reports feature in Teamwork CRM. We are able to track conversions and activity, which helps us actively see what's working and what's not. The ability to generate reports for decision-making allows us to better train our associates and strategize effectively. Additionally, the setup was super easy, which made getting started with Teamwork CRM seamless. I also appreciate how the pipeline feature helps my team stay organized and ensures we don't lose potential deals. The automating sales tasks feature is fantastic for setting reminders and follow-ups automatically, keeping my team consistent.

**What do you dislike about Teamwork CRM?**

I don't like the email integration. Email threading can break or be inconsistent. It's not seamless. We want CRM + Email to feel like one system, but it feels disconnected.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM helps my team stay organized and not lose potential deals with the pipeline feature, and keeps us consistent with automating sales tasks by setting reminders and follow-ups automatically. It also allows us to track conversions and generate reports for better decision-making and training.

  ### 7. Effective CRM for Unified Team Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chaz P. | Regional Manager Asia Pacific, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 29, 2026

**What do you like best about Teamwork CRM?**

I like that Teamwork CRM really allows everything to be under one roof, making it easy to navigate. It looks nice, and I appreciate the ability to find information historically. The navigation is great, and I love the 'jump to' function for quickly accessing projects. The navigation within each project is consistent, so there's no need to learn something over again. Also, setting it up was super easy, although a bit time-consuming with lots of info.

**What do you dislike about Teamwork CRM?**

I think searching for particular files within a project is a bit tricky. It ends up pulling in projects from every project that may have a similar file, which makes it hard to navigate and understand. Notifying team members has also always been difficult.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM to manage clients and projects, keeping everything under one roof. It helps us deliver on marketing initiatives and content for websites. The navigation is user-friendly, allowing quick access to projects and historical information.

  ### 8. User-Friendly CRM Streamlines Real Estate Collaboration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 16, 2026

**What do you like best about Teamwork CRM?**

I like that Teamwork CRM is very user-friendly, which makes it easy to use. I also appreciate the collaboration features that allow me to share with other users in real-time, even when we're not all in the same place. This flexibility means my team can access the information in their own time, which is really helpful. Additionally, the initial setup was really easy, which made the transition smooth for us.

**What do you dislike about Teamwork CRM?**

Na

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM to keep everything together and collaborate with others easily, even when we're not all in the same place.

  ### 9. Clean Interface, Reliable CRM With Room to Grow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brant D. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** February 25, 2026

**What do you like best about Teamwork CRM?**

I like how intuitive and straightforward Teamwork CRM is to use while still covering everything our sales team actually needs. The pipeline view is clean and visual, so we can instantly see where every deal stands without digging through menus. It’s really easy to log calls, schedule follow-ups, and update contact details—our team actually uses it consistently, instead of ignoring it like we did with more complicated CRMs in the past. I also appreciate how well it organizes all client communication in one place, so anyone on the team can pick up a conversation without missing context. It’s simple, reliable, and doesn’t overload us with unnecessary features—just solid, practical tools that make our sales workflow smoother every day. The initial setup was really straightforward and simple. The interface is clean and intuitive, so our team didn’t need long training to understand how to log activities, update deals, and navigate the dashboard.

**What do you dislike about Teamwork CRM?**

The email integration is functional but can be inconsistent with threading and tracking, and the mobile app covers basics but lacks many of the desktop features. Customer support is responsive but there’s no live chat for urgent issues, and onboarding is more self-guided than hands-on. For email integration, it often struggles with proper conversation threading—emails can appear out of order or disconnected from the correct contact timeline. We'd love to see native two-way email sync that automatically captures all inbound and outbound messages without manual forwarding or BCC-ing, plus reliable open and click tracking. Being able to schedule send times, create email templates with merge fields, and automate follow-up sequences directly from the CRM would be great. On mobile, we can’t edit or update custom deal fields, and the pipeline view is basic and hard to navigate—we can’t drag and drop deals between stages.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM centralizes all contacts, communication history, sales activities, and pipeline stages, saving time and eliminating messy data management. It ensures consistent follow-ups with tasks and reminders, boosting conversion rates and client retention.

  ### 10. Streamlined CRM with User-Friendly Sales Pipeline

**Rating:** 4.0/5.0 stars

**Reviewed by:** Payal P.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 10, 2026

**What do you like best about Teamwork CRM?**

I like how simple Teamwork CRM makes managing customer relationships and sales. The visual sales pipeline is very helpful because it clearly shows which deals are in progress and which ones need attention. It gives a clear step-by-step view of where each deal stands instead of checking different emails or contacts. I appreciate the easy account creation and guided setup, which helps improve data. The salesperson pipeline is also easy to set up, making it great for small to medium teams.

**What do you dislike about Teamwork CRM?**

One thing that could be improved in Teamwork CRM is the inbox and email integration feature, particularly in terms of better email organization and filtering. I think advanced filtering options, better conversation threading, a smart search function, smart follow-up suggestions, and customizable notifications would be beneficial.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM to manage customer relationships and sales activities. It organizes customer details and tracks sales deal stages. It solves disorganization issues, preventing lost notes and emails. I find the visual sales pipeline incredibly helpful for seeing where each deal stands.

  ### 11. Intuitive Yet Glitchy CRM with Easy Setup

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sai N. | Supply Chain Engineer Co-op, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 30, 2026

**What do you like best about Teamwork CRM?**

I like Teamwork CRM for its interface and how easy it is to get connected with different people. It reduces my time, allowing me to concentrate on other tasks instead of doing everything in Excel or other software. The initial setup was really easy; I'd give it a 10 out of an easy scale.

**What do you dislike about Teamwork CRM?**

I think they could improve on their interface. Sometimes it's glitchy, and sometimes I need to shut it down and switch it on again.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I find Teamwork CRM makes it much easier to reach out and follow up with people, reducing my time on these tasks so I can focus on other things.

  ### 12. Streamlined CRM with Easy Setup and Collaborative Features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Venkatesh B. | Chairman and Managing Director, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 28, 2025

**What do you like best about Teamwork CRM?**

I like Teamwork CRM for its simple interface and clear pipeline visibility, which makes lead and deal management easy for the whole team. I enjoy how it really works well for team collaboration and keeps everything organized. The way tasks, notes, and customer details are connected is great, making it easy for everyone to stay on the same page and avoid confusion. The integration with Google Workspace and Slack is smooth and fits right into our workflow. Also, setup was very easy, quick, and straightforward.

**What do you dislike about Teamwork CRM?**

More customization and deeper integrations would be helpful, though it already meets our core needs well. Additional custom fields, more flexible deal stages, and deeper integrations with email and calendar tools would be beneficial.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM to manage leads and track deals. It centralizes communication, eliminating scattered data and missed follow-ups. It organizes sales activities and client information, making collaboration and pipeline management easier for our team.

  ### 13. Great Task Management, Needs Better Integration

**Rating:** 3.5/5.0 stars

**Reviewed by:** Alex D. | Operations & Project Manager, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 28, 2026

**What do you like best about Teamwork CRM?**

I like Teamwork CRM for its ability to categorize tasks and label their importance, which helps the team prioritize more efficiently. The initial setup was very easy, allowing me to establish users and basic task lists quickly.

**What do you dislike about Teamwork CRM?**

It doesn't integrate with email and it has very limited customization. I have tried using it with Zapier but the functionality is low.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I use Teamwork CRM for delegating tasks instantly to a team in different locations.

  ### 14. Maintence of all deal in one go

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tejasav G. | Engineer, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 05, 2026

**What do you like best about Teamwork CRM?**

I like Teamwork Crm for tracking the pipeline in an easy way, without having to go too deep into it. The drag-and-drop feature glides like butter on the dashboard and makes the interface feel smooth. It’s also great because tasks, notes, and customer details are connected, which makes it easy for any user to understand and stay on a single page.

**What do you dislike about Teamwork CRM?**

I feel the pricing is a little high compared to other CRM tools.

**What problems is Teamwork CRM solving and how is that benefiting you?**

It helps me manage leads and track deals in the pipeline. The drag-and-drop option, along with the calendar view and Kanban view, makes the interface easy to use and navigate.

  ### 15. All Customer Data in One Place for Easy Lead and Sales Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tejasav g. | IT Infra engineer, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** February 19, 2026

**What do you like best about Teamwork CRM?**

All customer data in one place, which makes it easy to track leads and sales. Team members can share updates and work together smoothly on tasks and deals.

**What do you dislike about Teamwork CRM?**

It doesn’t have many advanced tools compared with other CRM software. Also, changing settings or creating custom options can be confusing at times.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM keeps all my data and work information in one place. It helps the team communicate better, track tasks more easily, and avoid missing follow-ups or leads. This saves time, reduces manual work, and helps us work faster and more efficiently.

  ### 16. For the comprehensive results in one place

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 13, 2026

**What do you like best about Teamwork CRM?**

Its tools use for the project management purpose for the all type of project like tech, construction and medicine industry

**What do you dislike about Teamwork CRM?**

Its standalone we need to make more integration this module and user friendly

**What problems is Teamwork CRM solving and how is that benefiting you?**

Its use to store your task orders and remind for as planned

  ### 17. Drag-and-Drop Sticky Notes View That Makes Deal Management Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tripti k. | Software Developer, Information Technology and Services, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** February 03, 2026

**What do you like best about Teamwork CRM?**

It uses drag and drop like a sticky notes  which  shows all the deals in one goes and manage every  work.

**What do you dislike about Teamwork CRM?**

The interface feels so messy some times there is a lot of menu and

**What problems is Teamwork CRM solving and how is that benefiting you?**

It has multiple benefits like drag and  drop option for tracking of dashboard, helps to take follow up with customer.

  ### 18. top service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aida P. | Directora de ventas, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** April 23, 2025

**What do you like best about Teamwork CRM?**

What I like most about Teamwork CRM is its simplicity without sacrificing functionality. The platform is designed so that any user, even without prior CRM experience, can start using it almost immediately.

**What do you dislike about Teamwork CRM?**

What I like least about Teamwork CRM is that, although its simplicity is an advantage, it can fall short in advanced features if your team needs complex automations, in-depth analysis, or very specific customizations.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM solves several key problems faced by sales teams and customer relationship management:

Disorganization in tracking opportunities: Before using it, it was easy to lose track of contacts, negotiations, or what stage of the funnel each client was in. With Teamwork CRM, everything is centralized and visually organized in customizable pipelines, allowing you to see at a glance where each opportunity is and what steps to follow.

Lack of collaboration between teams: By integrating with other tools like Teamwork Projects, communication between sales, marketing, and operations improves significantly.

  ### 19. Excellent

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Reviewed Date:** February 19, 2026

**What do you like best about Teamwork CRM?**

Overall workflow is good and easy to understand for beginners.

**What do you dislike about Teamwork CRM?**

Needs improvement in terms of UI/UX and requires more intuitive designs

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM solves disorganized lead and pipeline tracking by centralizing all customer interactions and sales data, giving you a clear view of deals at every stage. It also automates repetitive tasks and follow-ups, letting you focus more time on closing business and improving conversion rates.

  ### 20. A clear tool, designed for teams that move quickly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alberto P. | Responsable de contenidos comerciales, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

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**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** April 23, 2025

**What do you like best about Teamwork CRM?**

What we like most about Teamwork CRM is its ability to adapt to the dynamic and collaborative pace demanded by the media environment. It allows us to have an orderly and visual control of our business opportunities—whether with advertisers, sponsors, or strategic partners—and makes it easy for the whole team to stay aligned without wasting time on unnecessary emails or meetings. Its clear interface, along with the ability to integrate other management tools like Teamwork Projects, helps us stay focused on what matters: creating value and strengthening key relationships.

**What do you dislike about Teamwork CRM?**

While Teamwork CRM offers a fairly smooth and functional experience, especially for teams that value collaboration and visibility of business processes, there are certain aspects that could be refined a bit more. For example, some advanced customizations require additional steps or are not as intuitive as the rest of the platform. It's not a major obstacle, but in an environment like the media, where every second counts, an even faster learning curve for certain functions would be appreciated. Even so, it is a solid tool that is heading in the right direction.

**What problems is Teamwork CRM solving and how is that benefiting you?**

One of the challenges presented by Teamwork CRM is that, by focusing so much on simplicity, some more advanced features may be somewhat limited compared to other more robust solutions. However, this is also part of its strength: by not overwhelming you with unnecessary options, it allows you to focus on the essentials and be more agile in tracking opportunities. For a media outlet, where time and clarity are key, this simplicity translates into real efficiency and better coordination between teams.

  ### 21. Experience with Teamwork

**Rating:** 5.0/5.0 stars

**Reviewed by:** William L. | Jefe regional de ventas segmentados, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

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**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** October 19, 2025

**What do you like best about Teamwork CRM?**

I highlight the ease of use of its interface, as well as the connectivity it offers with clients.

**What do you dislike about Teamwork CRM?**

The lack of tutorials on the web represents a disadvantage, as having them would offer a greater advantage to users.

**What problems is Teamwork CRM solving and how is that benefiting you?**

It helps me maintain order, and I consider that to be the first step towards success.

  ### 22. Awesome CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Md S. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 10, 2024

**What do you like best about Teamwork CRM?**

Easyness to use. Wonderful UI and analytics.

**What do you dislike about Teamwork CRM?**

There is nothing to dislike. The entire CRM is very well developed.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Offering many features that are absent in others. It has break the problem down into digestible portions. Build on each other's ideas. Share encouragement and support

  ### 23. CRM AND THE TEAM MANAGEMENT

**Rating:** 4.0/5.0 stars

**Reviewed by:** Syed A. | AR team, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

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**Reviewed Date:** January 30, 2024

**What do you like best about Teamwork CRM?**

The should be the understand the work follow and support each and every employe in the team that make the stronge work and a strong team.

**What do you dislike about Teamwork CRM?**

CRM is the tool which is used by many of the companies that helps the customer raising a complent of the product and helps the employees and go drop the email and rais a complaint to the consern team.

**What problems is Teamwork CRM solving and how is that benefiting you?**

The problem which arises due to the wrong tags of the CRM which done my the employe.

  ### 24. GET Your Team Closer

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Reviewed Date:** January 13, 2024

**What do you like best about Teamwork CRM?**

The best part is that calendar where we can view everything of our to-do list and organise our work accordingly

**What do you dislike about Teamwork CRM?**

The website could be different or more similar to which we generally used, it's more of convenienet

**What problems is Teamwork CRM solving and how is that benefiting you?**

The ease of handling leads on a different dashboard eachtime helps me get full data of a particular leads instead of droopdown.

  ### 25. A complete system for team management

**Rating:** 4.0/5.0 stars

**Reviewed by:** AMER K. | Assistant Vice President Information Technology, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

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**Reviewed Date:** January 10, 2024

**What do you like best about Teamwork CRM?**

The Teamwork CRM has come a long way in adding features and simplifying the solutions for the users. The turnaround time of the support team is great as well.

**What do you dislike about Teamwork CRM?**

The pricing can be a bit more competitive.

**What problems is Teamwork CRM solving and how is that benefiting you?**

The overall tracking of the project and the tasks handled by the development team as an individual or as a combined effort.

  ### 26. Lead - Account Executive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kaushik M. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

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**Reviewed Date:** January 31, 2024

**What do you like best about Teamwork CRM?**

Intuitive Interface
Comprehensive Collaboration
Customizable Workflows
Powerful Features
Integration Capabilities
Customer Support

**What do you dislike about Teamwork CRM?**

Enhanced Mobile App, Advanced Reporting and Analytics, More Integrations and a automation Customization

**What problems is Teamwork CRM solving and how is that benefiting you?**

Streamlining all information in a single platform.

  ### 27. CRM tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christine E. | Human Resources Specialist, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 23, 2023

**What do you like best about Teamwork CRM?**

It's the software where it makes our jobs easy to upload our worksheets and our numbers, it makes our sales pipeline and building customer details intact so that

**What do you dislike about Teamwork CRM?**

There are lot employees details paid which is a too much information to secure you should limit the employee details. Which will make it more secure for employees

**What problems is Teamwork CRM solving and how is that benefiting you?**

It's helps in uploading the worksheets and the work we have done and also it's helps in updating our pipeline and sales flow. It educates and gain information and knowledge

  ### 28. exploring CRM for our company, overall had good experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** Dharmesh H. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** January 11, 2024

**What do you like best about Teamwork CRM?**

user friendly, easy to implimentation,numbers of features

**What do you dislike about Teamwork CRM?**

didnt really find anything which i did not like

**What problems is Teamwork CRM solving and how is that benefiting you?**

for me it was productivity

  ### 29. Single portal for sales and leads in a streamlined structure

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abhishek J. | Business Analyst, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 20, 2023

**What do you like best about Teamwork CRM?**

The best part about CRM is the ease of usage. It is not complicated and assigning tasks and tracking progress is done in a very simplistic way, and also communication with the rest of the team.

**What do you dislike about Teamwork CRM?**

The main problem or cons of this application is the pricing and sometimes it gets stranded due to bugs. In my opinion, it's very counterintuitive. Invoice adding gets difficult sometimes.

**What problems is Teamwork CRM solving and how is that benefiting you?**

It's helpful for me to share the project plan with clients and also for invoicing. It has good notification add-ons which help in assigning tasks, tracking progress, and alerting. It helps us to prioritize important projects.

  ### 30. Products to advertised

**Rating:** 4.0/5.0 stars

**Reviewed by:** gasiram a. | Sr Analyst, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** November 02, 2023

**What do you like best about Teamwork CRM?**

Team is a best work we all gathering from each of one and getting knowledge

**What do you dislike about Teamwork CRM?**

It takes to time coordinate the team while gathering information

**What problems is Teamwork CRM solving and how is that benefiting you?**

Easy to solve any kind of problems by working with teams

  ### 31. Teamwork CRM Meets The Way Of Business Mark

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fahim H. | Software Engineer, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 09, 2023

**What do you like best about Teamwork CRM?**

Teamwork Cloud-based CRM software integrates sales, marketing, business operations, and more to create workflows, manage clients, and finish projects faster. It includes client and team collaboration tools, real-time visibility, and templates to automate email follow-ups and content strategies. Teamwork CRM tracks assignment and task completion time to help set realistic client deadlines, campaigns, results, and other expectations and lets clients collaborate.

**What do you dislike about Teamwork CRM?**

Teamwork CRM needs more graphics and customized charts to show top management activity and results. It does not integrate with email or mobile phone numbers, so more graphs and statistics are needed.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM is user-friendly and adaptable, with fast responses from customer service and the ability to tailor data views and organization to specific needs. It integrates with Zapier and others, allowing users to manage complex projects and track every minute of productivity with board views and time tracking.

  ### 32. Teamwork CRM is very Useful to Reviewing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Validated Reviewer:** Validated through LinkedIn

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**Reviewed Date:** July 27, 2023

**What do you like best about Teamwork CRM?**

Reviewing the team Measurement / Performance It is very helpful and saves time consuming this is the best in the market

**What do you dislike about Teamwork CRM?**

Nothing to dislike because it is a very necessary tool to use in the current market

**What problems is Teamwork CRM solving and how is that benefiting you?**

A lot of problem solving like managing the data in a conserving manner and very useful to tackle the same in the current market

  ### 33. Product Review of CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anand C. | Acting CEO, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 14, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Teamwork CRM?**

Teamwork is a great tool to collaborate and work on projects in organizations with ease

**What do you dislike about Teamwork CRM?**

It should be more capable of doing tickets resolutions by implementing bot instead of manpower

**What problems is Teamwork CRM solving and how is that benefiting you?**

It has great capacity to provide a unique platform to work as a team and track day to day activity to get better productivity at the end

  ### 34. simple CRM for better workflow

**Rating:** 4.0/5.0 stars

**Reviewed by:** TARUN S. | SOCIAL MEDIA EXECUTIVE, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 25, 2021

**What do you like best about Teamwork CRM?**

This is a great software for organizations just getting started with CRM software. Its simple and intuitive interface will make it easy for your organization to understand. It is easy to check the progress of the lead that was handed over to another team, and it is simple to divide the profits between teams.

**What do you dislike about Teamwork CRM?**

As our business growth reaches a certain level, a feature that is simple at the start may be useful, but when your operation reaches a certain level, the feature isn't as useful anymore. A more comprehensive analysis is needed.

**Recommendations to others considering Teamwork CRM:**

If you are a small organization, Teamwork CRM is a great tool to manage sales and operations. It assists you in setting up sales pipelines that are smooth and efficient. It would be better if it also integrated mobile numbers.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork helps us to keep track of leads and give a birds-eye view of the overall operation. we were able to focus our efforts on the more efficient workflow and which end up helping us to reach our target.

  ### 35. Awesome..liked it for the wonderful service

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.)

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**Reviewed Date:** July 26, 2022

**What do you like best about Teamwork CRM?**

About handling issues and delivering on time and solving the area of concern in stipulated time period and focusing on product quality and service. Satisfying

**What do you dislike about Teamwork CRM?**

Nothing...everything is good. I like jt. I hope they improved their ability to reach out to local level of establishments and provide the same service to them as

**What problems is Teamwork CRM solving and how is that benefiting you?**

The CRM software can be used by unlimited users of a company with zero implementation cost. Unlimited users for your company with zero implementation. It's so beautiful

  ### 36. Basic and lack some simple features that are in similar products

**Rating:** 1.5/5.0 stars

**Reviewed by:** Dave S. | Senior Intelligence Analyst, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** November 09, 2021

**What do you like best about Teamwork CRM?**

Easily switch between the CRM and other Teamwork products. Reports function is simple Email integration is helpful and allows simple conversations with clients

**What do you dislike about Teamwork CRM?**

Lacks features The frustrating way that you create products No way of limiting the volume of emails being sent in a batch Too basic for any serious business

**Recommendations to others considering Teamwork CRM:**

Look at other options such a Zoho, Hubspot or Salesforce.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Honestly, we stopped using it as it was too frustrating and lacked features. It caused more problems than it solved. We wanted to track sales flow but it fell short of what we wanted.

  ### 37. The best and efficient platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** April 22, 2022

**What do you like best about Teamwork CRM?**

Teamwork is one of the best platforms for managing projects and it shows a great report of what you have been doing.

**What do you dislike about Teamwork CRM?**

There isn't anything to dislike about teamwork.

**What problems is Teamwork CRM solving and how is that benefiting you?**

I am completing my content writing projects using teamwork CRM. Teamwork has helped me reaching deadlines and completing my work properly.

  ### 38. All-in-one CRM for Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

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**Reviewed Date:** July 04, 2022

**What do you like best about Teamwork CRM?**

Easy to use and gives better control over the sales process

**What do you dislike about Teamwork CRM?**

The platform is a bit slow and that should be improved

**What problems is Teamwork CRM solving and how is that benefiting you?**

Tracking milestones, time, and progress have helped to get a complete perspective of the sales process.

  ### 39. CRM For Teams working together

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Reviewed Date:** April 19, 2022

**What do you like best about Teamwork CRM?**

Interactivity between windows/programs and teams

**What do you dislike about Teamwork CRM?**

Slow loading of different tabs/projects.

**Recommendations to others considering Teamwork CRM:**

at this time none

**What problems is Teamwork CRM solving and how is that benefiting you?**

Solving the problem of seeing everyone working on the projects while working from home. That people will work more efficiently at home and earlier or later if needed.

  ### 40. Best CRM tool for small companies!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.)

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**Reviewed Date:** April 25, 2022

**What do you like best about Teamwork CRM?**

The interface is very user friendly and can be easily accessed and worked upon by the team.

**What do you dislike about Teamwork CRM?**

There is no feature for linking your mobile number.

**What problems is Teamwork CRM solving and how is that benefiting you?**

It helps easily to split the leads for cross team collaboration.

  ### 41. CRM to Improve the sales processes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

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**Reviewed Date:** February 17, 2022

**What do you like best about Teamwork CRM?**

adding lead and tracking the opportunities is great, it was an enhancement for pipeline activity and added more efficient way to map the KPI to the sales achievement.

**What do you dislike about Teamwork CRM?**

need to have more graphics and customized charts as presenting the data into interactive charts is feature all need to present the activity and the outcome to top management

**What problems is Teamwork CRM solving and how is that benefiting you?**

tracking the salesman daily activity

  ### 42. Easy to use but a basic CRM

**Rating:** 3.0/5.0 stars

**Reviewed by:** Tarun K. | Inside Sales Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** August 13, 2021

**What do you like best about Teamwork CRM?**

The user interface is very clean and simple, very easy to understand, has many features for small companies.

**What do you dislike about Teamwork CRM?**

It is very basic CRM. No feature to integrate with your mobile number,

**Recommendations to others considering Teamwork CRM:**

I would recommend this CRM to small companies only. It is best for them.

**What problems is Teamwork CRM solving and how is that benefiting you?**

We were looking for a CRM to Save Cost but efficient. One benefit of this CRM is that anyone can understand own their own.

  ### 43. Perfect and Simple CRM tool to lead your Work in your Organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pooja  M. | Senior Executive Human Resources /Talent Expert , Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

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**Reviewed Date:** May 12, 2021

**What do you like best about Teamwork CRM?**

Teamwork CRM is a great tool and you can also integrate with Teamwork Project Management to solve your organization problems. It helps in storing data in one place. The customer support service is also very supportive. It is user friendly to use. It also keeps track of your task and open Projects and easy to allocate.

**What do you dislike about Teamwork CRM?**

There is no such feature to integrate this CRM with your email or Mobile phone Number

**Recommendations to others considering Teamwork CRM:**

I would recommend small organization that are facing problems to manage teamwork and projects, use this CRM Once.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Helps in integrating with our Project Management tool. Ease of use Saves time and cost

  ### 44. Consistent CRM Program for Sales

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lynn J. | Marketing Specialist, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Reviewed Date:** January 13, 2021

**What do you like best about Teamwork CRM?**

Teamwork CRM is a remarkable solution for managing many business processes. Furthermore, Teamwork CRM creates a unique opportunity for businesses to discuss with clients. Also, there is huge sales as a result of business development.

**What do you dislike about Teamwork CRM?**

Teamwork CRM is a transformational tool, equipped with serious CRM features, giving it a huge impact to our clients. There is full assurance from the developer on swift performance.

**Recommendations to others considering Teamwork CRM:**

Teamwork CRM is a choice to make, When one want high business operations. Also, Teamwork CRM creates a storage space for information about clients.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM is a tool which guarantees customer intelligence and experience. Also, there is satisfaction in terms of service issuance. Finally, Teamwork CRM benefits us through increasing our sales.

  ### 45. TEAMWORK ORGANIZATION

**Rating:** 4.0/5.0 stars

**Reviewed by:** erica f. | B, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** May 27, 2021

**What do you like best about Teamwork CRM?**

Working as a team helps us all not just keep track and gauge each other but also makes it fun where we can compete with each other to make it friendly and fun to meet our team quota.

**What do you dislike about Teamwork CRM?**

There's nothing much to say as far as what I dislike. Things can only improve. I would like more detailed charts and analytics available.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Where we are as a team and what we can work on to achieve our quota.

  ### 46. Reputable and Secure CRM Platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Martin L. | Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 12, 2020

**What do you like best about Teamwork CRM?**

Teamwork CRM is a program for lead management, and this increases the way we have clients and give them more satisfaction. Also, there is safety of the clients contact details and this gives us an easy way to communicate. Finally, Teamwork CRM has great themes.

**What do you dislike about Teamwork CRM?**

Teamwork CRM is a free software, which means, it is an easy toll tk access and run. And companies no matter the size can have the same program.

**Recommendations to others considering Teamwork CRM:**

Affordable and convenient software for CRM. There is easy way to listen to clients.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM is a software that allows us to create a communication system with our customers and increase the way we handle information.. There is sales improvement from the software too. Amazing help and support

  ### 47. Works well as an option

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dan B. | Team Manager, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** August 17, 2021

**What do you like best about Teamwork CRM?**

Super easy to use and UI is quite simple

**What do you dislike about Teamwork CRM?**

Reporting features leave a lot to be desired.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Ticket management tool

  ### 48. Rational CRM with Advanced Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** James O. | Software Developer, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 09, 2021

**What do you like best about Teamwork CRM?**

Teamwork CRM provides sales and marketing with a frontline, aiding in the enhancement of market share. Additionally, Teamwork CRM focuses on the interests of all consumers. The application challenges companies to deliver sustainable business development in sales.

**What do you dislike about Teamwork CRM?**

Teamwork CRM has a strict strategy that requires considerable effort to enhance experiences. All other features support CRM.

**Recommendations to others considering Teamwork CRM:**

Teamwork CRM supports continuous improvement in CRM and marketing. Also, the price rate for Teamwork CRM package is fair.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM guarantees maximum CRM considerations, as sales end up increasing. Also, Teamwork CRM gives marketing a wide range in terms of delivery, which perfects productivity.

  ### 49. Teamwork CRM is a Software for Lead Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stephen  L. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 16, 2020

**What do you like best about Teamwork CRM?**

Teamwork CRM is a lead management, and it helps in increasing the customers base. Again, Teamwork CRM is affordable and convenient bringing more merits. Lastly, Teamwork CRM is less expensive.

**What do you dislike about Teamwork CRM?**

Teamwork CRM should have the features of a sales automation, and this can increase the efficiency and level of sales.

**Recommendations to others considering Teamwork CRM:**

This is a software which is attributed to excellent lead management. So much sales from the program.

**What problems is Teamwork CRM solving and how is that benefiting you?**

Teamwork CRM is a software that allows companies to increase sales. Also, Teamwork CRM supports the proper contact management of the customers' contacts.

  ### 50. An application for organizing business and teams.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hanna S. | Senior Branch Manager, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** August 05, 2020

**What do you like best about Teamwork CRM?**

Teamwork CRM application is a customer relationship management and enterprise resource management application for business management. It provides all the management services to its users like billing, invoicing, database, contact lists, lead management (lead management is a management process that helps the users to collect the data of the customers for the future problem if any happen), electronic signature, inventory management, online time clock, quotes, and estimates. It is a multi-application that provides both CRM and ERP relationships. It is the best application for short term business and long term business. It is user-friendly and it provides customer services 24/7. It is also used for business development.

**What do you dislike about Teamwork CRM?**

Teamwork CRM applications have some disadvantages, it does not provide services on mobile and desktop devices. It also does not provide online webinars and documentations. It also does not provide tutorials to its users.

**What problems is Teamwork CRM solving and how is that benefiting you?**

The overall experience with this application is too good because it provides main services for customer satisfaction which is best for business growth. It is the best application for customer relationship management and resource management. It helps me to schedule meetings with customers and employees and also enables me to use electronic signatures that can help users in professionals.


## Teamwork CRM Discussions
  - [Do I pay monthly or annually?](https://www.g2.com/discussions/do-i-pay-monthly-or-annually-dad69c13-b50d-43ec-8d7e-05b737e07e93) - 1 comment, 1 upvote
  - [When do I pay?](https://www.g2.com/discussions/when-do-i-pay-f4fe0edb-fcd4-4cfd-b610-e62f9f2fe0b7) - 1 comment, 1 upvote
  - [Why are you giving us 30 days free?](https://www.g2.com/discussions/why-are-you-giving-us-30-days-free) - 1 comment, 1 upvote
  - [Which methods of payment do you accept?](https://www.g2.com/discussions/which-methods-of-payment-do-you-accept-14e96e6d-783a-4758-8afe-4f6d3fe469d1) - 1 comment, 1 upvote
  - [Can I cancel, upgrade, or downgrade later?](https://www.g2.com/discussions/can-i-cancel-upgrade-or-downgrade-later-94342d0a-1853-4759-a2a8-b0ed8647bf8e) - 1 comment, 1 upvote

- [View Teamwork CRM pricing details and edition comparison](https://www.g2.com/products/teamwork-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+06%3A52%3A23+-0500&secure%5Bsession_id%5D=8dae1391-e2d6-4674-949b-9515030dbfc6&secure%5Btoken%5D=c6dbe006c14b8e4bbe3bec895a40fa8614d6d046692e1b5f41d6a9ba03055777&format=llm_user)

## Teamwork CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Teamwork CRM Alternatives
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,702 reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,131 reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,845 reviews)