Teamwork.com's Client-Centric Features: PM Software for Agencies

Running an agency means juggling multiple client projects, tracking billable hours, managing resources, and keeping everyone happy while maintaining profitability. After managing dozens of client projects simultaneously, most agency owners realize that generic project management tools simply weren't built for the unique challenges of client work. That's where Teamwork.com enters the picture, offering a suite of features specifically engineered for agencies and professional services firms.

Understanding Teamwork.com's Agency-First Approach

Teamwork.com distinguishes itself from competitors like Asana or Monday.com by focusing squarely on the needs of client-facing businesses. While other platforms require workarounds and custom fields to handle client permissions and billing, Teamwork.com builds these capabilities directly into its core architecture.

The platform serves over 20,000 companies worldwide, with a particular strength among marketing agencies, creative studios, consulting firms, and professional services organizations. What sets it apart is the deep understanding that agency workflow isn't just about task management; it's about maintaining client relationships, protecting margins, and scaling operations efficiently.

Client Permission Settings That Actually Work

One of the most frustrating aspects of using general project management software for agency work is the all-or-nothing approach to client access. Teamwork.com solves this with granular client permission settings that let you control exactly what clients can see and do.

You can invite clients as free users who only see their specific projects, hiding internal discussions, time tracking details, or budget information as needed. The platform allows you to create custom permission levels, ensuring that clients stay informed without accessing sensitive agency information. For instance, you might allow clients to view task progress and add comments but restrict them from seeing team capacity planning or profitability metrics.

The client user experience is streamlined and professional, removing unnecessary complexity while maintaining transparency. Clients can approve deliverables, provide feedback, and track project progress without getting overwhelmed by internal project mechanics.

Project Profitability Tracking and Budget Management

Agencies live and die by their margins, and Teamwork.com's project profitability tracking features provides real-time visibility into financial performance. The system tracks both billable and non-billable time, comparing actual hours against estimates and budgets.

The profitability dashboard shows you at a glance which projects are profitable, which are eating into margins, and where scope creep is occurring. You can set up automatic alerts when projects approach budget limits, helping project managers have those difficult conversations with clients before it's too late.

Time tracking integrates seamlessly with project tasks, and team members can log time directly from their task views or using the mobile app. The platform even includes a timer feature that tracks time automatically, reducing the friction of accurate time capture.

Resource Scheduling and Capacity Planning

The Workload feature in Teamwork.com transforms resource scheduling from a spreadsheet nightmare into a visual, drag-and-drop experience. You can see team capacity across all projects, identify bottlenecks before they happen, and redistribute work to maintain balanced workloads.

The capacity planning tools account for different work schedules, time zones, and availability, making it particularly valuable for agencies with distributed teams. You can set individual capacity limits, track utilization rates, and forecast resource needs for upcoming projects.

What makes this especially powerful for agencies is the ability to plan resources across multiple client projects simultaneously. The system helps you avoid overcommitting team members while ensuring you're maximizing billable utilization.

White-Label Options and Brand Customization

Professional services firms often need to present a cohesive brand experience to clients, and Teamwork.com delivers with comprehensive white-label options. Available on higher-tier plans, these features let you customize the platform with your agency's branding.

You can add your logo, customize color schemes, and even use a custom domain for client access. This means when clients log in to review projects or approve deliverables, they're experiencing your brand, not Teamwork.com's. This attention to brand consistency helps reinforce your agency's professionalism and attention to detail.

Invoicing Integration and Time Billing Features

The connection between project management and billing is critical for agencies, and Teamwork.com handles this through both native features and integrations. The platform includes built-in invoicing capabilities that pull time tracking data directly into professional invoices.

You can set different billing rates for different team members or project types, apply markups, and generate detailed time reports for client billing. The system integrates with popular accounting software like QuickBooks and Xero, streamlining the entire billing workflow.

The time billing features include the ability to mark time entries as billable or non-billable, add descriptions for invoice line items, and batch approve time entries before invoicing. This reduces administrative overhead and helps ensure accurate, timely billing.

Client Collaboration Tools

Beyond basic project visibility, Teamwork.com includes sophisticated client collaboration tools that keep communication organized and productive. The platform's messaging system keeps all project communication in one place, eliminating the email chaos that often plagues agency-client relationships.

File proofing and approval workflows let clients review and approve creative work directly within the platform. They can leave contextual comments on designs, documents, or other deliverables, creating a clear approval trail. The notebook feature serves as a project wiki where you can document project requirements, brand guidelines, and other reference materials.

Pricing and Plans

Teamwork.com offers several pricing tiers designed to scale with your agency:

• Free Forever: Up to 5 users with basic features
• Deliver: $10 per user/month (billed annually) with unlimited client users
• Grow: $18 per user/month (billed annually) including workload and custom fields
• Scale: Custom pricing with advanced features like white-labeling and custom reporting

The inclusion of unlimited free client users across all paid plans is particularly valuable for agencies, as it removes the barrier to client collaboration without inflating costs.

Conclusion

For agencies and professional services firms tired of forcing generic project management tools to fit their needs, Teamwork.com offers a purpose-built solution that addresses the unique challenges of client work. From granular permission controls to integrated billing and white-label options, the platform demonstrates a deep understanding of agency workflow and client project management.

While it may not have the name recognition of some competitors, Teamwork.com's focus on professional services PM makes it a compelling choice for agencies serious about improving operational efficiency and client satisfaction. The platform's commitment to the agency market shows in every feature, making it worth serious consideration for any client-facing business looking to streamline their project management and improve profitability.

The combination of robust project management capabilities with agency-specific features like client permissions, profitability tracking, and white-labeling creates a comprehensive solution that can grow with your agency. Whether you're a small creative studio or a large consulting firm, Teamwork.com provides the tools needed to deliver exceptional client work while maintaining healthy margins.