The world didn’t need another CRM. So why did we build one?

Posted by: Peter Coppinger /

We’ve just launched our fifth product, Teamwork CRM! We’ve been working hard on it behind the scenes for quite some time now, and we’re really excited about this next move.

There are two big reasons that we knew a CRM was the next big step for us.

Firstly: we were using other CRMs internally to manage our sales process, and finding flaws that meant they didn’t fit our workflow. We knew that we could make a great CRM that would address our — and other teams’ — pain points and add something unique.

And secondly: it was the product we needed to close the loop and make Teamwork the one platform your team needs to run your business.

CRM, simplified

Over the last few years, we noticed that our customers were consistently requesting a CRM.

What’s more, we could relate to their frustrations with their existing CRMs. From using the market leaders ourselves, we found them clunky and cumbersome, difficult to use, and not nearly detailed enough in their reporting. Not only that, but configuring and managing the tool itself was taking up more time than the daily requirements of configuring reports and managing deals.

We believe that your sales CRM software should make it easy for you to see the big picture of your pipeline, so that your whole team can get the insights that matter, quickly. And you shouldn’t need to dedicate a full-time member of staff to the rollout and upkeep.  

We took all of this into account when we were speccing out and creating Teamwork CRM. We built it with customer feedback in mind, and with heavy involvement from our own Sales team.

To start with, we wanted something simple and easy-to-use, with a clean, beautiful interface. Something that anyone on the team could dive right into and intuitively know where to go and what to do next.

Another key priority was a strong focus on reporting. We know how important it is for growing companies to get detailed reports on sales so they can better forecast revenue and quickly pinpoint areas for improvement.

With that in mind, we added the ability to split leads and opportunities, to give your Sales team a better vantage point over their pipeline and to let them get even more granular on reports.

And of course it had to work together beautifully with everything else in the Teamwork suite (more on that here).

In essence, we wanted to make the kind of sales CRM software that can help growing businesses scale without needing to invest a lot of time or money in new hires or training; something that lets you hit the ground running, straight away; and something that can help you to formalize your sales process and iterate on your successes.

We think it’s going to be a great fit for teams who are ready to take the next step in growing their bottom line, as well as for Teamwork users who want to close the loop and keep all of their data flowing on the same system.

Learn the benefits of Teamwork CRM here:

The suite spot

But here’s the thing: we know that the CRM market is crowded. Or, to put it more bluntly: the world didn’t need another CRM.

So why did we decide to build one anyway?

For us, Teamwork CRM wasn’t just about creating another CRM (although like we say, we have big plans for ours). It was also about putting the final piece of the puzzle in place so we could accomplish our bigger vision: a full product suite that supports you from beginning to end.

With this latest addition to our products, we can do just that.

From that first initial contact with a prospect or lead in Teamwork CRM, the Teamwork suite will enable you to have one continuous, integrated flow of progress, throughout every stage of your (and your customer’s) journey.

Now, you can manage your ongoing work for that client in Teamwork Projects, support them via Teamwork Desk, keep your team’s essential information consolidated in Teamwork Spaces, and communicate throughout the process using Teamwork Chat — without breaking your workflow or slowing down your progress.

No more replicating (and losing) information across disparate, disconnected tools. No more fumbling with 18 different passwords for 18 different apps. Our vision is to make a seamless, connected, integrated platform that gets out of your way and complements the way you work.

It’s a huge milestone in realizing our ambition of being the only platform your business needs, period. But we’re only just getting started.

Like I say, we have an ambitious roadmap for Teamwork CRM. We’re going to be rolling out some amazing features, tightening up our integrations even more, and adding some serious reporting functionality. So even if we’re not right for you just yet, I’m confident that we will be in the not-so-distant future.

In the meantime, check out our on-demand webinar to see Teamwork CRM in action. You can also learn more about the product, check out our other blog posts, and start your free 30-day trial.

Already a Teamwork customer? Enable your free trial of Teamwork CRM directly from your Teamwork Projects or Teamwork Desk account.

Teamwork CRM

Your CRM software doesn’t close the deal. You do.

One account works for all Teamwork apps. Have an account? Sign in here.
    

Peter Coppinger
Co-founder and CEO at Teamwork

26 Comments

Sascha Picchiantano

Wow. You guys are really pumping it. Good stuff and congratulations on the launch!

Reply
Emma Ross

Thank you Sascha, we’re really excited about Teamwork CRM 🙂

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Mickey Mellen

This looks great! Any timing on API stuff for it? In particular, I’m looking for PieSync support for contacts, which your other products have.

Reply
Emma Ross

Hi Mickey,

Glad to hear you like Teamwork CRM! You can find the API docs here. I’ve passed on your request for an integration with PieSync to the product team 🙂

Thanks again,
Emma

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Brandon

This looks very interesting – I am most interested in the ability to use the CRM as a customer database than as a tool to manage our sales process. Do you have a roadmap available? I saw the list of planned Teamwork integrations on another blog post, I was hoping you might have some info available about features / enhancements planned for the core CRM product?

Reply
Emma Ross

Hi Brandon,

We will be sharing our roadmap in the coming weeks. I’ll comment back here once I’ve got more information for you 🙂

Emma

Reply
Emma Ross

Hi Brandon,

We have an introductory price at $8 per user – check out our pricing page for more info on what’s included in the plan 🙂

Thanks,
Emma

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Aaron Hemmelgarn

nice, does it integrate with Teamwork and projects? Useful would be that CRM knows what contact/company has what projects in TM and I can move from TM to CRM and CRM to TM seamlessly?

Reply
Emma Ross

Hi Aaron,

Yes! We have an integration with Teamwork Projects, Desk and Chat. You can read about the Teamwork CRM and Teamwork suite integrations in our post here. We have big plans for how Teamwork CRM will integrate with our other products and would appreciate all feedback on what you’d like to see included and how it would help you day to day.

We are currently working on a contact and company sync across our products but I will pass your feedback onto our product team.

Thanks,
Emma

Reply
Emma Ross

Hi Gregory,

Right now you can’t create tasks in Teamwork Projects from Teamwork CRM but this is something we will be adding in the near future. Check out this post on how Teamwork CRM integrates with the Teamwork suite and what the future of the integrations looks like!

Thanks,
Emma

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Lane Scheiblauer

Great to see this! We’ve been using Teamwork Projects since 2015 and love how it helps connect our team. Looking forward to the possibility of simplifying our programs further with Teamwork CRM.

Curious what integration Teamwork CRM will have with email (currently using GSuite for our office). Will you have email templates and automation. I’ve used Base CRM and am currently using HubSpot because of the sequence automation feature.

A map plug-in is also very important so we can visualize our customers across the country and plan travel, is there anything in the works for that?

Reply
Emma Ross

Hi Lane,

Thanks for your kind feedback on Teamwork Projects. We’re really excited about the future of Teamwork CRM and would love to hear how it would simplofy your programs even more!

We do currently have an integration with Gmail, you can get it from the G Suite Marketplace here. With this, you can create leads, opportunities, contacts, and companies in Teamwork CRM directly for your Gmail inbox. Email templates and automation are something we will build out in the future but it would be great if you could provide some more detail on how you’d like to see this work. A map plugin isn’t on the roadmap currently but I will pass this request to the product team. Customer feedback and suggestions are what drives our roadmap 🙂

Thanks,
Emma

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Brian Everett

I’m sure it will be good. But to state that other platforms lack in data points is off base. As well as the fact that I have complained for two years about reporting in Teamwork and none of my requests have been rolled in.

Reply
Emma Ross

Hi Brian,

We’re always taking onboard feedback and suggestions from customers. While we can’t implement every feature that is requested, we do our best to create a product that fits everyone’s needs. Check out our 2019 roadmap for Teamwork Projects to see what’s coming up!

Thanks,
Emma

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Sotirios Filippidis

I signed up for a trial but it wouldn’t let me use my existing url for Teamwork Projects, so I created a new url just for the trial. I believe this will be resolved in the near future.

Apart from that, is there any plan for integrating gmail messages into the CRM platform, meaning that users will be able to link / copy messages relevant to a lead directly to the CRM platform so they can reference them from inside Teamwork CRM? Just for measure, this feature is available on Streak and Salesflare (at least those are the two I know).

Reply
Emma Ross

Hi Sotirios,

Glad to hear you signed up for a trial! In order to connect CRM to your current Projects account you will need to enable it from within the product. This help doc will show you how!

We have a Gmail add-on for Teamwork CRM which can be installed from here. This allows you to create leads, opportunities, contacts and companies in Teamwork CRM directly from an email in your Gmail inbox. 🙂

Hope that helps,
Emma

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Sotirios Filippidis

Thanks Emma,

I was talking more about an email tracking integration – where relevant to the lead/opportunity etc. emails exchanged could be listed and viewed from within the app without having to go back to the email client/web interface. I’m aware of the add-on, but that doesn’t bring the actual emails in.

Reply
Emma Ross

Hi Sotirios,

Sorry for the confusion! We are in the process of speccing out our email integration so this kind of feedback is really valuable at this point. I will pass on your feedback to the team to be taken into account.

Thanks,
Emma

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Natalie Bramble

I love this!! Congratulations. I have to say though the $8 per user USD at the moment seems expensive when compared to a free CRM that seems to have the same features – e.g. HubSpot CRM which is what we use. How does it compare to their version?

Reply
Emma Ross

Hi Natalie,

Glad to hear you like it! Aside from Teamwork CRM having a beautiful UI and is simple to use, a key difference is that it natively integrates with Teamwork Projects, Desk and Chat – helping you to streamline your workflow even further on one suite, with one login. You can read more on there here.

Aside from the integration, Teamwork CRM requires little training and in comparison to HubSpot CRM, you can get up and running pretty quickly. While HubSpot is free, there are a number of features and functionality that are gated to price plans. With Teamwork CRM, all features are available on our pro plan at an incredibly low cost! If you want to avail of gated features on HubSpot, you will need to pay 6x more than the per-user cost for Teamwork CRM. This is only the beginning for Teamwork CRM, we have big plans for the future and will be continuously adding features to the pro plan.

Thanks,
Emma

Reply
Angel B

Will users be able to attach emails and documents on a client record? Can we send bulk emails to certain groups/tags? Is there an API available so we can do automatic attachments and data updates?

Reply
Emma Ross

Hi Angel,

We are currently speccing the email integration and attaching emails and documents to deals is something we are looking into. If you could give us a more detailed overview on what you would like to see in terms of functionality, I can pass this to the product team to take into account when building out these features. You can find the API documentation here.

Hope that helps,

Emma

Reply

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