Teams | Collaboration | Customer Service | Project Management

Latest Posts

Introducing Teamwork CRM's Email Sync Solution

Teamwork CRM customers can rejoice in the addition of our new email solution for all GSuite Outlook users. Since we launched Teamwork CRM, we’ve worked hard to bring additional value to all of our customers. At Teamwork, we always listen to our customers for feedback as they use our products each day. A request that we’ve frequently heard for Teamwork CRM is the need for an email solution. Our customers explained how most of their sales conversations took place over email.

The ultimate guide to creating a web design workflow

Beautiful website design doesn’t just happen. While your clients might think their slick, high-functioning website popped out of nowhere, you know that a lot of blood, sweat, and tears went into it. Most of your clients have never been through the web design process before. This will be their very first experience, which is why it’s so important to make it as straightforward as possible. Doing so will alleviate any stress, confusion, and ultimately, any unhappy customers.

The ultimate guide to accounting project management

Managing a project is more than just completing tasks and meeting deadlines. You need to stick to a budget for it to be successful too. That's why more organizations are investing in accounting project management to better monitor expenditures for every project. Think about it. If you can’t estimate project costs accurately and control spending once a project kicks off—what will you tell your client?

The ultimate guide to creating a successful marketing workflow

How do marketing teams stay organized and manage a range of different activities under one umbrella? With email, content, public relations, advertising campaigns, demand generation and everything in between–how do you create a marketing workflow that can handle the minutiae of every project? It can be a headache trying to remember what needs to happen and when–especially when you get into the small details or the overarching goals of each activity.

Synchronize Jira to Teamwork with our latest integration, SoftSync!

Complete and up-to-date visibility of tasks and processes is key, especially when it comes to driving seamless collaboration across multiple teams and projects. However, ensuring that your team achieves a high level of synchronicity manually can be a tall order, even for the most seasoned of project managers. Our latest integration is taking the manual work out of bridging the gap between siloes by syncing Teamwork with Jira, offering a real-time view of all of your processes and activities.

Introducing Planned vs Actual Milestones Report to Teamwork

As we continue our focus on enhancing the reporting functionality throughout Teamwork this quarter, we’re delighted to introduce the first of three Planned vs Actual Reports — the Planned vs Actual Milestones Report. The aim of this new report is to give you an understanding of the actual status of your Milestones by comparing the original due dates with your current due or completed dates. With this view, you can quickly identify how a project is performing against your plan.

Introducing the Teamwork Success Planner: A report to help your team maximize their use of Teamwork

Whether you’re onboarding a new tool within an organization or using an existing tool, it’s critical for your team to get the maximum use out of it. However, it’s just as important to ensure your team is using it as effectively and efficiently as possible. We know that many project management tools can be limited in their functionality and others may be too feature-heavy and it can be a little unclear on where to focus within the product to gain the most value.

Introducing Email Notifications and Activity Reminders to Teamwork CRM

We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.

Quickly set Task Reminders to ensure your team gets notified

Your team now has the capability to quickly set task reminders for any task in their task list. This new feature allows you to stay up-to-date on your latest tasks from start to completion — allowing for the timely execution of your project. We know in today's remote world teams are busy. Whether it’s balancing work lives with homeschooling or work commitments with personal lives, everyone is multitasking.

Introducing customizable project navigation tabs in Teamwork

At Teamwork we understand that not all our customers want the exact same project navigation tab. This is especially true when you take into account the hundreds of thousands of users from varying industries that are within Teamwork everyday. But it’s clear to us that the ideal project setup–not only for each customer but each unique project–could be very different.