The agency operations platform from won deal to profitable delivery.

Resource new work before the deal closes, keep utilization on target while campaigns run, and see retainer margin before month-end.

14 DAY FREE TRIAL
NO CREDIT CARD REQUIRED

22% more billable time

Customers raise billable utilization by 21.8% on average in their first year, by seeing who's over- or under-booked across every client.

24% higher margin

Firms that run resourcing, time and financials in one connected platform earn 24% higher margin than those on spreadsheets or task tools.

Live in weeks, not months

Fits the CRM and accounting tools you already run, with a named implementation lead and a phased plan from day one.

Get ahead of the chaos, before it costs you.

Staff the deal before you win it.

No re-keying won deals, no rebuilding projects by hand. Quotes and resource plans come from the same live data your team delivers on, so sales and delivery trust them, and new work starts on target for utilization and margin.

  • Pull HubSpot and Salesforce deals into tentative and live projects

  • Quote from live cost and availability data

  • Reserve capacity with soft allocations

Keep billable utilization on target.

Stop guessing who's free. With every client and campaign in one live view, billable utilization stays where it should be, your best people avoid burnout, and launch dates land without last-minute firefighting.

  • See who's over- or under-utilized, in real time

  • Balance workloads across overlapping campaigns

  • Forecast capacity months ahead, not just next week

See retainer margin while the campaign is still live.

No more Friday surprises. Margin updates in real time from the hours and budgets your team already logs, so finance trusts the numbers, account teams raise scope early, and retainers stay profitable, not just busy.

  • See planned vs actual margin by client, retainer and campaign

  • Catch over-servicing and scope creep before they eat the invoice

  • Forecast profitability by project, client or across the agency

Agentic AI that catches over-servicing and protects margin.

Status reports and client updates eat into billable hours. TeamworkAI takes on the admin, so creative and account teams get billable time back. It also flags margin and utilization risk early, so ops can act before a retainer slips.

  • Draft client reports, summarize threads and get answers fast

  • Auto-assign work to the best person, by skill and availability

  • Flag utilization and margin risks early with agents

  • Build custom agents that do the work, like a client SEO report

Teamwork.com AI smart assign notification shows available profiles matching task requirements, highlighting Karolina Grabowska's underutilized hours.

The answers agencies need to deliver profitably.

What is agency management software?

Agency management software connects resourcing, client project delivery, time tracking and retainer and campaign financials in one platform. Unlike a task tool, it shows who's available, how utilization is tracking and whether each client is profitable while the work is live. Teamwork.com is the agency operations platform with the depth of a PSA, built for agencies of 50+ people running retainers, campaigns and fixed-fee projects.

How do agencies turn won deals into resourced project plans?

The fastest way is to connect the CRM to resourcing, so deals become tentative projects before they close. Ops leaders can then see the capacity a new retainer or campaign needs, spot gaps early and start delivery without re-keying the brief. Teamwork.com links HubSpot and Salesforce deals to projects, so pipeline demand shows up in the workload planner alongside confirmed work.

How do agencies track retainer profitability in real time?

By tracking time, rates and budgets in the same place client projects are delivered. Planned vs actual margin then updates as hours are logged, not after month-end reconciliation, so retainer margin is never a surprise. Teamwork.com tracks recurring retainer budgets, rolls over or flags overspend, and shows margin by project, client and portfolio from one source of truth.

How can an agency stop over-servicing clients?

Over-servicing is hard to stop when budget burn is only visible at invoicing. Agencies prevent it by setting budgets per retainer or campaign, logging time against them daily and getting alerts before thresholds are crossed. Teamwork.com's budget alerts and live profitability reports let account and ops teams have the scope conversation while it's still easy.

What should a 50+ person agency look for in agency software?

Look for live resource and utilization visibility, native time tracking tied to budgets, retainer and campaign profitability, client portals and approvals, and integrations with the CRM and accounting tools you already use. Ease of use matters too: the numbers are only as good as the time your team actually logs. Teamwork.com covers all of this in one platform creative, account and ops teams use every day.

Do agencies need a PSA or a project management tool?

Project management tools track tasks and deadlines, but not utilization, budgets or margin, so agencies end up rebuilding the numbers in spreadsheets. A traditional PSA covers the money side but can be slow to adopt. Most growing agencies need the depth of a PSA without the weight: real operational and financial control in a tool their creative teams will actually use. That's what Teamwork.com, a modern agentic PSA, is built for.

Fits the stack your agency already runs.

No rip-and-replace. Teamwork.com connects to the tools your sales, finance and creative teams already use, so data flows in once and stays right.

Agencies that run on Teamwork.com.

Invanity

“Without Teamwork.com, we wouldn’t have the insights we need to track profitability and utilization. It’s the operational backbone of our agency.”

Luke Powell

Head of Operations, Invanity

80%
Less time spent on weekly workload management
20%
Increase in delivering projects on time
Read the story

“One of the best parts about Teamwork.com is how everything comes together and you can really see everything.”

Kara Pitre

Director of Operations

Read the story

“With Teamwork, I’ve been able to let my experts work the way they want.”

Kfir Pravda

CEO, Pravda Media Group

Read the story

"What I appreciate most about Teamwork.com is how it has changed my business."

Susan Fennema

Founder and CEO

+1000%
ROI
4x
Revenue
6x
Headcount
Read the story

Transcript for the video 'Invanity Marketing':

Before switching to teamwork dot com, Invanity Marketing's team were drowning in sixteen hour task days. In our previous tool, any time that hadn't been marked as completed in the past was automatically pushed into your current day. Every day you'd wake up, people's tasks would be at, like, sixteen hours because everything's just getting pushed forward and it used to take a long time to to clean out. So another bonus point for the the scheduling tool in in Teamwork, we've just been able to drag and drop and move things around. It's computer. Most agencies talk about efficiency. Few actually know if the work's profitable. We need to make sure we're delivering on time. The projects are moving through the agency efficiently. We've got, you know, creative copywriters, web developers, and we need to make sure that everyone's workloads are set up to help deliver on all the different variant projects that we've got. All those sorts of metrics that you can probably expect from an operation side of the business, I can pull from Teamwork, and it can also support the the client services side of things whereas how quickly are we delivering work to what standard and and how are people's workloads being scheduled. Rolling out a new tool in an agency can feel like pulling teeth. It was a lot easier than I thought. And part of that, I think, was the Teamwork's kind of UI and usability, but also the fact that the team here were just so happy to be moving away from the current solution. They were just really keen to get into something different, and they wanted to make sure that it worked for us as a business. So they were doing everything they could to to demonstrate that this was something that we wanted to keep. No insight, no control. That's why teamwork dot com became mission critical for Infanity Marketing. Without Teamwork, I would not know a lot in terms of profitability, reconciliation. I would not know that information. It is like the main source of of that insight in how we're working.

Thumbnail image for the video: Invanity Marketing

Transcript for the video 'ThreeSixtyEight Testimonial 4K':

It's allowed us to take in more work, which is higher revenue for us and overall benefits the company and the team based in Baton rouge, Louisiana. 368 is a small but mighty agency with award winning work. They've been using teamwork ever since they started to manage projects, but not to its full potential. I would literally handwrite everyone's schedules and take a picture of it and send it out on Slack. You did what? So what changed? There was a pivotal moment at the agency where we brought on an account that really required us to hire staff. We essentially doubled in size almost overnight, and we realized that onboarding had to change, processes had to change. So now you're really cooking with teamwork. I think the smartest way we use it is in how we project out how much work we're going to have, not just in the next week, but for months to come. As soon as we start to look at bandwidth and we make those decisions based on people's future utilization, we know when people are going to be going through a really busy couple of weeks or a really busy couple of months, and we're able to scale back on some of those other initiatives that we're able to prioritize because we're able to make people happier at work when we know what's going to hit them all at the same time. You know what they say? Happy team, happy life. So everyone gets a general overview of teamwork when they join. Logging time is one of those big ones we like to talk about immediately. One of the first things that they are introduced to is teamwork. It's how we use all of our time logging capabilities. So just getting comfortable in it for the first couple of weeks is really important. Every month I'm looking back at reports to say, here's how much time we actually had available to use. Here's what we estimated and here's how much time we actually leverage. It allows us to be able to make adjustments to how we structure our billing, how we structure our contracts. So you're getting all those awkward conversations out of the way real quick. Bringing clients in to teamwork is typically a very streamlined process. We do it for all of our QC. It's really allowed us to create those trusting relationships and continue to give them the clarity that they need for their business to be able to move forward with us as their agency. I spend all day, every day in teamwork, whether that is checking off tasks and making sure tattoos are done, running reports, looking at time logs, resource management really holistically, being able to dive deeper into project budgets and make forecasting make smarter decisions for the projects. It has gone from a task management tool to truly our holistic project management software. The mission statement of our project managers is to create clarity out of chaos, and I don't know. That would be possible without something like teamwork to really take the dozens of ongoing projects that we have at any given time and be able to put them all in the right place. And how they work together. I don't think you can beat that. To help us report. Better leave it to Jeremy. I told you. I love you, Jeremy. I love you. Your allergies, your. Your cramping, my style.

Thumbnail image for the video: ThreeSixtyEight Testimonial 4K

Transcript for the video 'Pravda Media Group - Micro':

I'm treating Teamwork as the OS of my company. K. We're a service company. Right? And you are providing a service and there is there are cases that the client comes and say, hey. You didn't provide me what you should have provided. And I realized that my team members are wasting hours in trying to track it down. What exactly happened? Because it was all back and forth emails. A friend told me about teamwork. I've loved the fact that we could just like, you're on base camp. Click here. You're on teamwork. Like five minutes later, we are all on boarded. It was amazing experience. So if I'm talking with an executive, I'm telling them, hey. We've created for you a dashboard here that enables you to see with a click what's going on with this project. If you have anything that you're concerned about here, click on history. You can see everything that happened with this task. You don't need to go to diff four different screens. You have one place to find all the documents related to the project. But with employees, we're telling them all of that, but also the following. If it's not in Teamwork, it does not exist. It didn't really happen. We have like a single source of truth. As a manager, with a click, can see exactly what's going on with the business. My lack of time waste in knowing what's going on is huge. Teamwork enables us to quickly innovate. Let's say we sign up with a new vendor and then we build a service offering, and then we run three demand generation programs with them, and then we have the first client, and that's what we need to do with the first client. And then we need to have a case study. So all of this business process is happening much faster in a much more organized way, thanks to teamwork, and that increases our ability to to innovate and shortens shortens our time to revenue.

Thumbnail image for the video: Pravda Media Group - Micro

Transcript for the video 'Susan Fennema - Beyond the Chaos':

What I appreciate most about Teamwork is how it has changed my business. Being able to repeat your process over and over is what makes a business successful. It's what can make or break you as you're scaling. You can't scale if you can't repeat. I'm Susan Fenema. I'm the chaos eradicating officer, that's CEO, for beyond the chaos. We were looking for a tool that could do more, that could bring more to our clients for their success. I needed to be able to manage budgets. I needed to be able to identify who's working on what and when and get big overview dashboards, and those were not available in most other tools that we looked at. That was the pain point, and it wasn't only for my team. It was for my clients as well. So we started digging in. Up came teamwork, and I'm like, this does all the things. All of the things. It was one of the only tools that you could easily build templates in. I can quickly see what is my whole team's billable versus non billable hours at a glance every day when I log in. I can also see tasks assigned to me and with a click of a button flip over and see how late or on time are we across the board. Knowing those numbers helps me make decisions on how to run the business. And without that quick reporting dashboard, it makes it so much harder to run the business. Today, we have two full time people, four, five part time people, and a couple of assistants and me working in it. It would have been so hard to train up all those people that I don't see how we would have gotten to that point this fast. I would say our ROI is a thousand or more percent. I mean, it's easy to say that when you look at the low cost of the tool, we've quadrupled our revenue. Being able to add team members quickly also helps us serve more clients. Initially, we could probably serve a handful. Over the years, we've gotten over two hundred under our belt. That made it almost instantaneous that this is our tool.

Thumbnail image for the video: Susan Fennema - Beyond the Chaos

Frequently asked questions

How is Teamwork.com different from Productive?

Both are built for agencies, so the difference is in how the work reaches the client and how far the numbers go. Teamwork.com includes branded client portals with unlimited free client users, Proofs for creative approvals and a connected help desk, alongside resourcing, time tracking and retainer profitability. Your clients see their client projects; your team sees the retainer margin behind them, from one source of truth.

How does Teamwork.com compare to Monday.com, Asana and ClickUp for agencies?

Monday.com, Asana and ClickUp are good at tracking tasks, but they have no retainer or margin layer, so over-servicing and budget burn stay hidden until month-end. They help you track the work; Teamwork.com helps you make money on it. Retainer budgets, billable time, utilization and client profitability are built in, so you don't need spreadsheets or add-ons to see whether a client is profitable.

We're not looking for a PSA. Why would an agency need one?

If you want one platform for client projects, resourcing and financials, that's what a PSA, or professional services automation, does. Agencies often avoid the label because traditional PSAs were built for finance first, with heavy setup and screens creative teams won't use. Teamwork.com is a modern, agentic PSA: the same control over capacity and margin, in a platform your whole agency uses every day.

We run on spreadsheets, Float and Harvest, or Accelo. How hard is it to switch?

For most agencies the real incumbent is a fragile spreadsheet capacity planner, not another vendor. Teams usually move in stages, starting with one team or client and expanding from there. You'll have a named implementation lead and a phased plan, and Teamwork.com connects to the accounting and CRM tools you already use, so nothing breaks while you switch. Invanity found it "a lot easier than I thought."

Does Teamwork.com support retainers, fixed-fee and campaign work?

It should. Agencies sell retainers, fixed-fee campaigns and time and materials, and budgets must match each model. Set the budget type per client project, track burn against it, roll retainer overspend or underspend into the next period and get alerts before a campaign runs over. Teamwork.com supports all three with thresholds and retainer controls, so margin is tracked the way you sold the work.

How do client portals and approvals work?

Clients get their own branded view of their projects, updates and approvals, without ever seeing your internal workspace or margins. Proofs lets them comment directly on creative, so feedback rounds are faster and nothing gets lost in email threads. Client users are free, so you can bring every stakeholder in without adding to your cost base. Every approval stays on the project record.

How long does it take to go live?

Weeks, not months. A named implementation lead works through a phased plan with you, starting with one team or client and expanding from there, so delivery never stops while you switch. Onboarding webinars and Teamwork Academy help creative, account and ops teams get comfortable fast. The Bigger Boat says no new starter has ever needed a day of hand-holding to learn it.

Are resource management and profitability included, or add-ons?

They're built into the plans, not sold as bolt-ons. Accelerate includes workload planning, live capacity, time budgets, retainers and invoicing from logged time. Optimize, built for services businesses managing resources and profitability, adds quotes, CRM pipeline to tentative projects, skill-based scheduling, and revenue, cost and profitability insights. TeamworkAI is included in every paid plan for an introductory period.

How does TeamworkAI handle our data and our clients?

Unlike a stitched-together AI workflow, AI Teammates work on your own delivery and financial data inside Teamwork.com, with a person approving what they do. Each one is costed and supervised, so AI work stays measurable, and you decide where it's used, including on clients whose contracts restrict AI. Nothing goes to a client without a person signing it off, and AI time shows up in the same utilization and margin reports as your team's.

How do agencies measure ROI from Teamwork.com?

Start with billable utilization, retainer margin, on-time delivery and the time spent managing workloads, measured before and after you switch. Customers raise billable utilization by 21.8% on average in their first year, and Invanity cut weekly workload-management time by 80%. Use the utilization and revenue gain calculators to model it on your own numbers before you start.