G2

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

6/9/2026

"A Reliable Workspace for Projects, Tasks, and Ongoing Activities"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.