Teamwork CRM offers features that takes care of the logistics, so you can focus on closing deals.Get started View pricing
Sales Pipeline Management
Bring clarity to a chaotic sales pipeline. Streamline your sales process by organizing and managing your deals so you and your team can focus on making the sale.
Create and manage custom pipelines for processes, sales teams, or markets for a highly tailored sales cycle.
Pipeline Board View
Get a clear overview of every stage of your pipeline and help your team identify blockages, bottlenecks — and opportunities.
Customizable Pipeline Stages
Customize your pipeline with your own clearly-defined sales stages and segments to suit your needs.
Leads and Opportunities
Separate your deals into leads and opportunities to create a results-focused pipeline, giving you greater accuracy on your forecasting and projected revenue.
Sort and Filter Deals
Sort and filter your leads and opportunities to instantly see your pipeline from any angle and get a better understanding of where to allocate your resources.
Know who you need to follow up with next by automatically sorting the deals in your pipeline in order of importance to you.
Get results by focusing on the things you can control. Set up activities such as calls, tasks, meetings, or emails to help you progress your deals.
Get an accurate quote for a potential deal in an instant by building out a custom library of your products and pricing.
Increase revenue by ensuring your team is working every deal by easily identifying any deals that are being left unattended for a set period of time.
Reporting and Forecasting
Monitor key metrics to get a better understanding of how you and your sales team are performing, so you can pinpoint areas for improvement and forecast results with greater accuracy.
See the bigger picture of how your team is performing using visual reports. Quickly gauge how you track against your targets and measure results to ensure you are growing the bottom line.
Accurately predict future sales for a period of time to help guide your pipeline and focus your sales team.
Set the probability score for each stage of your pipeline so you can quantify the likelihood of closing a deal — helping you to forecast future revenues.
Your ultimate network: one place to store and organize all of your prospect and customer contact information. Teamwork CRM can help you build your network for better, longer-lasting customer relationships.
Capture important details for your points of contact in every company, and collect and organize all of your contacts in one place so you can focus on building better relationships.
Store company information for a deal you’re working on and link it to the contacts you’re interacting with, to have a greater understanding of their business.
Free your team to achieve more and focus on what they do best by using tools that work together, beautifully.
Streamline your workflow and save time by creating a project in Teamwork directly from a won opportunity in Teamwork CRM.
Quickly create a lead, opportunity, or contact from a Teamwork Desk ticket or get visibility over the status of people contacting you in Teamwork Desk and check if there are any open leads or opportunities associated with them.
Build communication into your workflow. Use Embedded Chat to kick off a conversation with your teammates from anywhere within Teamwork CRM.
Streamline your communication by creating a lead or opportunity directly from an email in your Gmail inbox.
Save time and keep all your existing data by importing your data into Teamwork CRM with our Import2 integration.
Getting your data into Teamwork CRM is as easy as uploading a CSV - so you can get up and running in no time.
Win the deal wherever you are. With a fully responsive design, you can manage your deals on the go from any device.