Clientivity vs. Teamwork.com Comparison


Clientivity	Teamwork.com	+	+
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		Related Products Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 122 Ratings Visit Website Striven Striven is the all-in-one business management software that lowers your costs, improves your operations, and makes work easier. Make your company’s data coherent, connected, and relevant. With over two decades of expertise in Software Services, we’ve collaborated to help over 8,600 organizations in dozens of industries make their operations more secure, efficient, and valuable to their customers. Helping people accomplish more has always been our mission. Now, it’s the heart of our software. We offer simple, straightforward pricing plans and an unbeatable guarantee. You can even get started right now at absolutely no cost. There’s no trial, expiration date, or contractual obligation on any of our plans. 234 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,631 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,277 Ratings Visit Website Runn Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress. Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn. 37 Ratings Visit Website Planview AdaptiveWork Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 714 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website SuperOps SuperOps is the AI-native unified platform for modern MSPs and internal IT teams. It replaces the typical four-to-six-tool IT operations stack - PSA, RMM, helpdesk, MDM, asset tracking, network monitoring, patch management and IT documentation - with a single, built-as-one platform on a shared data layer. That architectural choice is what makes the rest of the platform work, particularly its agentic AI. Monica AI, SuperOps' intelligence layer, was designed alongside the platform from day one. It triages tickets, surfaces patch and CVE risks, drafts worklogs, suggests knowledge base articles, and increasingly handles fully autonomous workflows for routine work. SuperOps supports Windows, macOS, Linux, iOS, iPadOS and Android, integrates with the IT and MSP ecosystem (Slack, Teams, Azure AD, Okta, QuickBooks, Xero, Bitdefender, SentinelOne and more), and bundles Splashtop and ISL Online remote access free. Transparent pricing, fast deployment, founder-led product investment. 223 Ratings Visit Website Resource Guru Resource Guru offers a fast and simple way of scheduling, people, equipment, and other resources online. Designed to replace clunky, old scheduling spreadsheets, Resource Guru helps managers get organized fast. The platform covers resource planning, resource scheduling, resource management, staff leave management, reporting, and more. Resource Guru is available for as low as $4.16 per person/month. 1,043 Ratings Visit Website Canopy Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. 1,025 Ratings Visit Website
About A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.	About Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Freelancers, Independent professionals, Agencies, and Service-based businesses looking for an integrated platform to automate workflows, improve client communication, and streamline billing and project management	Audience Professional services firms, marketing agencies, IT services teams, software services companies, consultancies, accounting firms, finance teams, architecture and engineering firms, client delivery teams, project managers, operations leaders, resource managers, and businesses that need project management, resource planning, financial tracking, billable utilization, profitability reporting, client collaboration, AI productivity, templates, integrations, and professional services automation
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19/month Per month (Billed Yearly) Free Version Supported Free Trial Supported	Pricing $9.99/user/month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.7 / 5 features 4.7 / 5 design 4.7 / 5 support 4.6 / 5 Read all reviews
	Pros & Cons from Real Users Pros The due date driven nature ensures our team is focused on getting work done for clients. Having almost everything we need in one tool means we don't have to manage multiple platforms for things like time tracking or resource management. The resource and workload planning tools are key to ensuring we have the resources to support tour clients. There have been very few outages of the platform, which makes it reliable. Teamwork is built for agencies that value time. Time tracking is woven through the entire system allowing agencies to plan, use, and measure time. And for agencies time is $$. Budgeting tools are flexible and you can set budgets by time, all hours, billable hours, and retainers (and fixed budgets are coming soon). This feature is great for helping workers stay on track to budgets at a glance. Client collaboration is excellent. Adding clients is free and they can gain access to as much or as little information as you choose. The project management portions are intuitive with all the foundational elements you need to organize workloads, projects, and individual tasks. The mobile app is optimized for communications that allow project team members to keep information flowing no matter where they are. The company is very receptive to community feedback. Teamwork is nimble. It enables users of all types to visualize work in a number of different ways. From boards, to lists, to tables, to "My Work", users can structure what requires their focus in a way that suits them best. Every platform requires diligence to make its use, well, useful. Teamwork makes use... easy... intuitive... productive. The Teamwork user interface is very responsive. Although there is some learning curve and when you learn everything it performs superbly well. Its dashboard contains a detailed project overview. Switching between different projects is easy. Teamwork is for us a tool created with the exclusivity of fulfilling each commercial purpose in a transparent and responsible manner, promoting teamwork, and delicately drawing a route with which we have been able to work constantly as planned. One of the important things is time management, the evaluation of billable hours and that the time invested in work performance has real value. The assignment of tasks and the planning of these helps us to maintain an order on the delivery of projects in a timely manner, making successive progress, in addition, the creation of subtasks allows us to break down tasks and do things with much more detail. The ease of using the platform has allowed us to integrate the entire work team very well, we adapt quickly and appropriate Teamwork in our daily work without problems. The methodology to keep the team connected and active by working collaboratively that Teamwork offers is totally innovative, through comments and exchanges of ideas it has allowed us to advance by improving aspects, doing things in an integral way. Cons Reporting is improving but still limited. Customer support can be inconsistent in resolving issues. It can be cumbersome for end-users. Reporting in general is lacking but I am hearing this is getting a lot of attention right now. Data views are great but need a little more finesse with sorting and collapsing abilities. I also wish 3rd party chat systems could integrate better. Their own chat system seems to work great and we would use that with clients if it was free and included in the base cost. Spaces should be a part of projects and not and independent product. There isn't anything to dislike. Are there areas that can be improved? Sure. I would love some configurability to the project dashboard. There is some learning curve on Teamwork platform. Although Teamwork undoubtedly presents great characteristics that have allowed us to perform within the commercial management in the realization of different projects for the correct fulfillment of these, but, on the other hand, it presents gaps where I think more development is needed to exploit its potential to the maximum. , the updates have been more specific in improving different aspects of interface and quality in their reports, where the interface has aspects that are not very precise or intuitive, on the other hand, the reports, on the other hand, need more detail in the presentation of the data, That the reports have an optimal presentation is vital so that our work can be updated and maintain an adequate performance analysis. We agree that the updates would allow us to focus on appropriate improvements, however, adapting a suitable schedule for this would allow us to prevent our work within the platform so as not to lose our progress due to these updates that appear out of nowhere, a simple notice would give us more convenience in our workflow.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Clientivity Founded: 2024 United States clientivity.io	Company Information Teamwork.com Founded: 2007 Ireland www.teamwork.com
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Categories Professional Services Automation Supported	Categories AI Employees Supported AI Project Management Supported AI PSA Supported Gantt Chart Supported Kanban Supported Marketing Calendar Supported Marketing Planning Supported MRM Supported OKR Supported Product Management Supported Professional Services Automation Supported Project Management Supported Project Planning Supported Resource Management Supported Task Management Supported Time Tracking Supported Work Management Supported Workflow Management Supported
Professional Services Automation Features Billing & Invoicing Supported Client Portal Supported Collaboration Tools Supported CRM Supported Document Management Supported Portfolio Management Supported Project Management Supported Proposal Generation Supported Quote Management Supported Resource Management Supported Time & Expense Tracking Supported	Professional Services Automation Features Billing & Invoicing Supported Client Portal Supported Collaboration Tools Supported CRM Supported Document Management Supported Portfolio Management Supported Project Management Supported Proposal Generation Not Supported Quote Management Not Supported Resource Management Supported Time & Expense Tracking Supported Show More Features Gantt Chart Features Alerts/Notifications Supported Capacity Monitoring Not Supported Color Coding Not Supported Dependency Tracking Supported Drag & Drop Supported Milestone Tracking Supported Progress Tracking Supported Task Management Supported Templates Supported Kanban Features Collaboration Tools Supported Dependency Tracking Supported KPI Monitoring Not Supported Milestone Tracking Supported Multi-Board Not Supported Prioritization Supported Project Planning Supported Roadmapping Not Supported Supports Scrum Not Supported Task Management Supported Time Tracking Supported Marketing Planning Features Budgeting & Forecasting Supported Collaboration Supported Flowchart Supported Goal Setting / Tracking Supported Marketing Calendar Supported Media Planning Supported Predictive Analytics Not Supported Presentation Tools Not Supported Project Tracking Supported Spend Management Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Resource Management Features Capacity Management Supported Data Visualization Supported Demand Forecasting Not Supported Drag & Drop Supported Employee Scheduling Supported Filtered Search Supported Resource Allocation Supported Skills Tracking Not Supported Utilization Management Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Work Management Features Access Roles / Permissions Supported Calendar Management Supported Collaboration Tools Supported CRM Not Supported File Storage / File Sharing Supported Kanban Supported Messaging / Discussion Supported Performance Metrics Supported Project Management Supported Reporting / Analytics Supported Resource Management Supported Strategic Planning Supported Task Management Supported Time Tracking Supported Version Control Supported Workflow Management Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations CA Flowdock Not Supported Constant Contact Not Supported Cyfe Not Supported Evernote Not Supported HubSpot Marketing Hub Not Supported Jira Not Supported Kayako Not Supported Keap Not Supported Memtime Not Supported OpenAI Not Supported PayPal Not Supported Rambox Not Supported Replyify Not Supported SSIS Integration Toolkit Not Supported Teamwork Spaces Not Supported TestMu AI Not Supported Tonkean Not Supported Vibe Interactive Whiteboard Not Supported Zapier Not Supported Zendesk Not Supported Show More Integrations	Integrations CA Flowdock Supported Constant Contact Supported Cyfe Supported Evernote Supported HubSpot Marketing Hub Supported Jira Supported Kayako Supported Keap Supported Memtime Supported OpenAI Supported PayPal Supported Rambox Supported Replyify Supported SSIS Integration Toolkit Supported Teamwork Spaces Supported TestMu AI Supported Tonkean Supported Vibe Interactive Whiteboard Supported Zapier Supported Zendesk Supported Show More Integrations View All 136 Integrations
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