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IN THE FIELD GUIDE

Teamwork.com

teamwork.com

Teamwork.com is a professional services automation platform that uses AI to manage projects, optimize resources, forecast capacity, and provide real-time visibility into performance and profitability. It integrates project management, client management, forms, and AI-powered automation to help agencies, consultancies, IT services, and implementation teams deliver client work efficiently.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Sep 23, 2026

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A good fit for

  • Agencies and consultancies needing to track project costs, scope creep, and profitability
  • Implementation teams requiring true cost-to-serve visibility and capacity planning

Know the limitations

  • Conditional logic and advanced form styling features are only available on Grow and Scale subscriptions
  • Usage-based AI credits will launch in September 2026; AI is included in paid plans only for an introductory period

What you can do

  • Managing client projects and profitability for agencies, consultancies, IT services, and implementation teams

Features

  • Real-time margin and profitability tracking on projects
  • AI-powered agents for report drafting, pricing, risk flagging, and workflow automation
  • Forms that convert submissions into trackable tasks automatically
  • Conditional logic in forms to show or hide questions based on previous answers
  • Customizable form appearance including logos, colors, and button text

Integrations

  • Native integrations with HubSpot, Salesforce, Xero, QuickBooks, and compatibility with MCP-compatible AI tools

Platforms & data export

  • Web platform with desktop and mobile apps
  • Export form responses for data management and analysis

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

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Sources & research

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