Teamwork

The product is an AI-powered professional services automation platform that manages projects, resources, and financials in one place to address lack of visibility into performance, capacity, and profitability. It sells to operations, service delivery, project management and marketing teams and executives in agencies, IT services, consulting, accounting and professional services firms, primarily B2B mid-market and enterprise organizations. It is delivered as a SaaS platform with a free tier and enterprise plans, integrating with 150+ CRM, accounting, productivity and reporting apps.

Key features

• Manage client projects
• Intake forms for requests
• Unify projects and tickets
• Automations for repetitive work
• Client feedback with Proofs
• Short and long term resource planning
• Capacity management
• Resource forecasting
• Real-time performance reports
• My Calendar planning
• Utilization tracking
• Cost management
• Billable time tracking
• Real-time budgets and profitability
• Recurring budget management
• Rates quotes and currencies setup
• Accounting app integrations
• CRM sales and marketing integrations
• 150+ app integrations