Teamwork.com is a PSA (Professional Services Automation) platform for the professional services industry. It is officially positioned as an "agentic PSA," helping teams win projects, plan projects, and deliver projects, with real-time visibility into profit margins at every step.
In terms of purpose, Teamwork is aimed at service-based teams that need to manage client projects, track time, control budgets, and focus on profitability. The official description says its main users include agencies, consultancies, IT services teams, and implementation teams. It is officially stated that more than 20,000 companies worldwide use it.
In terms of main capabilities:
- Resources, financial control, and forecasting are centralized on one platform, covering the entire process from quoting to invoicing, so nothing falls out of sight.
- Real-time understanding of the true profit margin and cost of each project, including tracking by project, client, or long-term retainer, to identify overspending in advance.
- Utilization control: view real availability and cost before committing to delivery dates, plan current and future work by skill or role, and see in real time who is underutilized or overloaded.
- Reporting and forecasting: forecast based on the work actually recorded by the team, identify budget, time, or delivery risks as early as possible, and report in real time rather than relying on last month's exported data.
- AI capabilities: native AI agents can write reports, price work, and issue warnings before risks cause losses; the official statement says these recommendations are based on the user's real rates, capacity, and historical data, rather than generic benchmarks; agents can automate tracking, workflows, and follow-ups, and each agent has cost accounting, is supervised, and has ownership, with its hours counted together with the human team's time in project profit margins.
- AI integration: can connect to Claude and ChatGPT, and is compatible with any tool that supports MCP.
- Integrations: natively syncs with HubSpot, Salesforce, Xero, and QuickBooks, and can connect to any MCP-compatible AI tool; the official statement says there is no need to replace existing systems.
In terms of how to use it, the official offering includes a 14-day trial with no credit card required. The information provided in the materials indicates that users can sign up and use it via the web, and within the platform carry out project management, resource allocation, financial tracking, and reporting; they can also connect existing CRM, financial systems, and AI tools. Specific operating steps and interface details are not yet provided in the materials.
In terms of applicable scenarios, the official materials list agencies, consultancies, IT services teams, and implementation teams and other different business types, and describe the problems that can be solved for each type of business, for example: agencies can view true cost rates, and identify and track profit margins for accounts/projects/long-term contracts before scope creep erodes profits; consultancies can track billable value against target rates, bill by role and level, and identify write-offs before month-end; implementation teams can view true delivery costs, identify go-live risks before they occur, and plan people and AI agents as one team. In addition, the official statement says the platform runs the entire customer lifecycle, from onboarding to renewal, and can also be used in parallel with existing financial systems.
In terms of limitations, the materials lack specific pricing amounts, feature details for each version, specific implementation and configuration steps, specific usage limits of AI agents, and differences between free and paid versions, which are not yet provided. On security, the official claim is that it runs on infrastructure meeting GDPR, SOC 2, ISO 27001, and SSO standards, but no further technical details are provided.