CLIENT MANAGEMENT

Keep your clients at the heart of your operations

Get complete oversight of all client projects from one central hub. Stay organized and deliver exceptional client satisfaction.

Understand the state-of-play for each client across all projects

See rolled up project totals of the most important metrics for each client to better understand the big picture.

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Spot the trends

Get a high-level overview for the client so you know if projects generally are tracking up (or down) at a moment’s glance.

Save time

No more cobbling together metrics from separate projects manually — totals across all projects are automatically calculated.

Take note

Jot down ad-hoc notes at the client-level so one-off callouts (like next meeting dates or agenda items) are always documented.

Deep dive "must-have" metrics for healthy and profitable projects

Pinpoint action items and make proactive adjustments to keep client projects and relationships trending in the right direction

  • Profit and budget

    Keep track of all projects' profitability and how much of the budget has been used to foresee budgeting issues before they arise.

Turn clients into true team players with Client Users

You can add unlimited clients to your Teamwork.com projects for better collaboration, and at no extra cost — all while customizing what they can see, so that you're still in the driving seat.

Collaborate like never before

Tailor access based on clients' needs and involvement, ensuring seamless collaboration without losing control.

Empower clients to contribute

Let clients add comments, tasks, milestones, and log time, making them active participants in your project.

Never miss a deadline

Enhance collaboration and alignment, fostering deeper relationships that boost customer retention and drive better results.

Stop getting bogged down in endless feedback loops with proofs

Wasting time chasing down clients to get approval? Proofs in Teamwork.com makes the process a snap, so you can start focusing on the work that really matters.

Everything in one place

With a centralized proofs hub, you'll never have to go far to see each proof's current status.

See feedback in context

Get a historical log of all feedback so you can always see how a file has progressed, from inception to completion.

Keep everyone aligned

Monitor and review both internal and external feedback, whether it's coming from your clients or your team.

Always hit your targets with milestones

Say goodbye to missed deadlines and lost timelines. Track progress and achieve goals with clear, visual milestones in your client projects.

Set clear goals

Define precise targets for your team to keep everyone focused and aligned.

Balance your workload

Easily see milestones on your timeline to manage workload and avoid critical bottlenecks.

Make milestones pop

Bold icons and colors highlight milestones, making them stand out against ongoing tasks.

Get started with Teamwork.com

Start working together beautifully. See how Teamwork.com can help your team with our 30-day free trial.