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.
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Get the full picture for better client management
Keep your growing client portfolio updated and organized with a complete view of all of your clients, so you can focus on delivering quality work.
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Surface the details
Assign teammates as the owner for accountability and add client-level tags for helpful context.
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Customize your view
Add or remove columns to surface the information that’s important to your workflows.
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Stay organized
Edit records so your client list is always up to date and, apply filters to work from a subset of clients.
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.
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.
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Time split and health
See the overall billable/unbillable time split for good margins, and explore the health of all projects to know which ones need attention.
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Team activity
Get full transparency over the day-to-day details at the task and user level to know what to bring back to your team.
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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.
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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.
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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.
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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.