Teams | Collaboration | Customer Service | Project Management

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.

Introducing Teamwork's Utilization Report - An easier way to view and manage your team's resources

Over the last two months, we’ve put significant focus on building out the reporting functionality in Teamwork. And we’re thrilled to say this is the first of many new reports that will launch this quarter.

Client Management: How to covert and keep your customers in 2021

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?

Client Management: How To Convert & Keep Clients in 2021 | Teamwork

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?

The Ultimate Guide to Project Collaboration

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.

Introducing the Trash Can to Teamwork CRM

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.

Introducing Business Hours to Teamwork Desk: Increase revenue and enhance customer support

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.