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Teamwork Review: Project and Resource Management Software

Teamwork helps agencies and consulting firms manage client projects, resource allocation, and project profitability. It is designed for teams that track billable hours and forecast team capacity.

At a glance

Best for
Marketing agencies, IT services providers, Consulting firms, Professional services businesses, Service delivery teams
Pricing
Pricing starts at $9.99 per user/month for the Basics plan, billed yearly. A free version is available for teams up to 5 users. Additional tiers include Accelerate ($24.99/user/month) and Optimize/Enterprise (contact sales).
Key use cases
Client Project Delivery, Capacity Planning, Billable Hour Management, Budget Monitoring
Integrations
HubSpot, QuickBooks, Salesforce, NetSuite, Xero
Visit team workteam work software interface screenshot

Teamwork is a management platform that combines project delivery with resource forecasting and financial tracking. It is designed for professional services businesses, such as agencies and IT firms, that coordinate team workloads across multiple client accounts.

The software supports operational tasks, from project setup using templates to monitoring project health through dashboards. It includes AI-assisted tools for scheduling and profitability forecasting to help managers make decisions about staffing and budgets.

Buyers should confirm which plan fits their needs, as financial features like profitability insights and multi-currency budgets are available on higher-tier plans. Teams should also verify that the tools for time tracking and cost control align with their accounting workflows.

Key Features

  • Resource Forecasting

    Helps managers plan short and long-term staffing needs and view team capacity to help prevent overbooking.

  • Profitability Reporting

    Provides insights into revenue, costs, and project margins to help identify unprofitable work.

  • Time Tracking

    Includes a built-in timer and timesheets to track billable vs non-billable hours.

  • AI Project Wizard

    Supports the process of turning project briefs into project plans with tasks.

  • AI Smart Scheduler

    Supports assigning work based on team member roles and availability.

  • Cost Control

    Allows teams to set billable and cost rates and track spending against project budgets.

Use Cases

  • Client Project Delivery

    Managing the lifecycle of client work, including intake forms and client feedback via Proofs.

  • Capacity Planning

    Using workload planners to check team availability and reassign tasks as projects evolve.

  • Billable Hour Management

    Tracking time spent on specific tasks for invoicing and utilization reporting.

  • Budget Monitoring

    Setting project budgets and using alerts to help prevent overspending.

Best For

  • Marketing agencies
  • IT services providers
  • Consulting firms
  • Professional services businesses
  • Service delivery teams

Integrations

  • HubSpot
  • QuickBooks
  • Salesforce
  • NetSuite
  • Xero
  • Slack
  • Google Drive
  • Microsoft Teams
  • Zapier

Pricing

Pricing starts at $9.99 per user/month for the Basics plan, billed yearly. A free version is available for teams up to 5 users. Additional tiers include Accelerate ($24.99/user/month) and Optimize/Enterprise (contact sales).

FAQ

Who is Teamwork.com designed for?

It is designed for teams that deliver client work, such as marketing agencies, IT services, consultants, and other professional services firms.

Does Teamwork.com offer a free trial?

Yes, it offers a 30-day free trial that does not require a credit card to start.

What are the differences between the pricing plans?

The Free plan is for small teams; Basics supports project and time tracking; Accelerate adds capacity and utilization tools; and Optimize/Enterprise provide financial and profitability insights.

Source category: Operations

Source subcategory: Project Management

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Categories

Software Type

How AI is used

Teamwork includes AI-powered tools for project and resource management. It supports workflows for capacity planning, billable time tracking, and profitability forecasting. Advanced financial AI features are primarily available in higher-tier plans.

Pros & Cons

Pros

  • Combines project, resource, and financial data in one platform
  • Offers a free tier for small teams
  • SOC 2 Type 2 certified
  • Includes pre-made templates for common project types

Cons

  • Financial and profitability tools are limited to the Optimize and Enterprise plans
  • The Free plan is limited to 5 users and 5 projects
  • Single Sign-On requires the Enterprise plan