Teamwork is one of the most comprehensive project management and CRM solution that will make the entire process of managing projects, teams, and sales pipelines easier for businesses.
Here are some of the highlights of Teamwork.
Working with clients often poses many challenges, and Teamwork helps you to see these challenges before they cause a problem.
For instance, you can use the kanban board view of Teamwork for task visualization, which helps identify bottlenecks.
Similarly, Teamwork’s portfolio helps you see the bigger picture of a project by giving you a glance of:
- Start/end dates of projects
- Project health
- Latest project updates
Finally, the project time budget helps you to calculate the remaining time of the time budget based on your logged time.
2. Visibility On Performance and Profitability
You can use the Burndown reporting of Teamwork to see the trend of task completion rate. Subsequently, it helps you to track the progress of the project.
The Teamwork utilization report is handy for seeing the time distribution of the team members. This report is created by comparing estimated and actual time utilization. Hence, the utilization report helps you to analyze the team’s efficiency.
It provides a workload resource management feature too.
3. Automation Features
You can easily streamline your projects on Teamwork with automation to offload manual and repetitive work.
Teamwork houses automation templates that are handy for quickly getting started with the automation process. You also have the option to create a customized workflow.
4. Efficient Collaboration
Teamwork provides one central workspace from which you can keep a tab on multiple projects. In addition, you can take control of the privacy of these projects depending upon the confidentiality demand.
Further, you can visualize your projects through the following:
- Board View
- Gantt Charts
Other helpful features of Teamwork which make collaboration easy are:
- Real-time project status updates
- Prioritization through milestones
- Chatting and messaging options
- Files and notebooks
Hence, Teamwork has all the basic and advanced tools for easy collaboration between the team members.
5. Powerful Reports
Teamwork supports the following seven types of reports:
- Project Health Report
- Planned vs Actual Report
- Utilization Report
- Time Report
- Profitability Report
- Custom Report
- Recurring Reports
You can focus on meaningful insights in these reports to improve and increase your overall profitability and productivity.
6. Teamwork CRM
Along with project management, Teamwork offers a comprehensive CRM solution that you can use to manage your leads, close sales, and manage the entire sales process smoothly.
It offers you a very handy dashboard where you can manage your leads and map your sales process.
The pipeline management dashboard makes it easier to prioritize deals and close sales a lot quicker.