Map your sales pipeline to a solid project plan

Teamwork.com connects the moment a deal is won to the moment work begins — not data re-entry, no handoff gaps. The deal-to-delivery transition runs through one connected flow without disruption. You build quotes with capacity, timelines, costs, and profit margins already baked in, so before work is won you know whether your team can deliver it profitably. When the deal is ready, you use Teamwork.com’s quote-to-project conversion to convert the quote into a project in just a few clicks — with tasks, financials, and resources already predefined. This keeps resourcing, revenue, and execution aligned from the first conversation through to live work.

Delivery teams are only notified once a project is fully confirmed and prepped — not during planning. You keep the project tentative while you fine-tune the plan — checking capacity, reserving resources, modeling scenarios, and forecasting revenue before the work hits your live delivery team. When everything is ready, you set the project to confirmed and your team is notified of their tasks. This means your delivery team isn't disrupted by speculative work and only sees confirmed, fully prepped projects.

When you convert a quote to a project in Teamwork.com, line items, resources, rates, and financials carry across automatically — no re-entry required. Your line items automatically become tasks, allocations, or expenses with the right resources and rates carried across — no manual rework. You launch delivery-ready projects with tasks, financials, and resources already predefined.

Yes. With the HubSpot integration, tentative projects can be created and updated automatically as deals move through your pipeline, and your project status updates based on deal stage — from Negotiating to Closed Won — keeping your CRM in lockstep with your plans.

Yes. Tentative Projects in Teamwork.com let you reserve capacity, model resourcing, and forecast revenue against deals that haven’t yet closed — without affecting your live delivery schedule. You can model different scenarios safely and create resource plans based on deal probability, all without impacting live work.

Yes. Profitability is available before you commit. Scope projects with resourcing needs, rates, expected costs, timelines, discounts, and tax — ensuring every quote is realistic, execution-ready, and provably profitable. Before work is won, you know whether your team can actually deliver it profitably. No more discovering a project ran at a loss after the fact.

While a project is tentative, you can reserve resources, check capacity, and model staffing scenarios with both placeholders or named resources. So when the deal closes, the right people are already lined up and you can go live immediately.

Teamwork.com does. It connects pipeline, resources, revenue, and execution in one platform turning won deals into ready-to-run projects without manual re-entry, surprise bookings, or reactive planning.