Every project starts with a proposal. It's your pitch to a client that not only can deliver the project for them, but you can do so in a specific timeframe, budget, and most importantly—get them the results they want. Creating successful and detailed project proposals is also crucial for your agency not just to boost your bottom line, but so your agency and your clients are on the same page from day 1.
Collaborating on a project means getting your entire team to work together to make sure it gets delivered. Sounds pretty simple, right? Not so fast—because it’s easier said than done. Project collaboration takes work. You need to get your team on the same page, and you must also make sure that everybody working on the project has the capacity, skillset, and tools to work together and deliver the project.
Although many of us are still in lockdown around the world, the first month of the year has passed by quickly in Teamwork as we've been focused on delivering valuable features across our platform.
Time for the first CRM release of 2021 and it’s one that a lot of our customers have been requesting over the last few months. Up until now, Teamwork CRM has not included a way for our users to recover or restore CRM deals (leads, opportunities, activities and notes) that were deleted, whether by design or accident. Once a user deleted these CRM artifacts, they were permanently removed, which is not an ideal user experience and has been the cause of some anxiety for some of our customers.
Do you have customers that contact you during out of hours and although your team immediately responds once they clock in, your first response times and resolution times are simply inaccurate and your customers are dissatisfied? Or, do you offer multiple levels of support but you can't effectively track or bill for the additional service? Well, now you can.
Executing projects accurately and on time is no easy feat—especially if you’re juggling tons of tasks (and/or an entire team) at once. Luckily, project scheduling software can give you the tools you need to streamline your operations, ultimately saving you tons of time and giving you full flexibility and confidence in your workflows.
As we raise a glass to getting through 2020, many of us are setting personal goals and resolutions to kick-off 2021 with intention. One resolution we see time and time again is to be more organized, and our latest feature in Teamwork will help you do just that. The newly released Personal Tasks in Teamwork lets you create and manage a private to-do list that’s only visible to you and not linked to a project.
Here at Teamwork, we’re always on the lookout for innovative ways to improve your experience on our platform - whether it is through our wide range of strategic partnerships or by building our very own arsenal of tools. We recognized that our existing Document Editor wasn’t up to scratch when editing and organizing a large number of files, so we decided to get our hands dirty and rebuild it from the ground up.
Happy New Year! It's that time of the year when we all want to get ourselves and our businesses organized for the year ahead. Whether you're brand new to Teamwork or leveling up, this blog post will help you get the new year off to a flying start.
