Optivation vs. Teamwork.com Comparison


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		Related Products Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,889 Ratings Visit Website UENI UENI is the done-for-you website builder for small businesses. Instead of dragging blocks around a DIY editor, a real human team designs, writes, and launches your professional website in about 7 days. Best for local service businesses: tradespeople, contractors, salons, barbers, clinics, cleaners, restaurants, photographers, and consultants who need a small business website fast and do not want to build it themselves. 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Growth is $124.99/month and adds a dedicated growth team, a marketing plan, and monthly 1:1 marketing sessions. Every plan carries a 30-day money-back guarantee. Choose your platform: UENI CMS, Wix, or WordPress. You get the technology you want with the done-for-you service DIY builders do not offer. Since 2014 UENI has built websites for over 700,000 small businesses worldwide, and is rated 4.8 out of 5 on Trustpilot from more than 9,000 reviews. Choose UENI if you want a professionally built website, local SEO, hosting, domain, business email, bookings, and payments for one low monthly price. Choose a DIY website builder instead if you want to design every page yourself. 9,549 Ratings Visit Website AestheticsPro AestheticsPro is an all-in-one, cloud-based medical spa software platform built for medspas, wellness clinics, and aesthetic practices. With AI-powered tools, scheduling, EMR, CRM, marketing, payments, client engagement, reporting, and more in one easy-to-use system, AestheticsPro helps practices simplify workflows, reduce administrative work, and grow with confidence. Built-in AI makes everyday work easier. Ask Kai provides instant in-software assistance, Kai Content Assistant helps create notes and communications, and Kai Form Builder simplifies creating and updating electronic forms. AI-powered marketing tools help craft emails, eBlasts, and other client communications, while AI receptionist tools help engage clients across phone, text, and website chat. Manage the client journey from booking and intake through treatment, checkout, follow-up, and retention. Customizable forms, SOAP notes, consent documents, client records, and before-and-after photos are securely managed within the EMR to support HIPAA compliance. An intuitive drag-and-drop calendar helps manage appointments, providers, services, rooms, and availability, while automated reminders help reduce missed appointments. Built-in CRM and marketing tools help manage leads, segment clients, send targeted emails and texts, personalize communications, and create campaigns. Memberships, gift cards, packages, rewards, and other retention tools help drive repeat visits and recurring revenue. Integrated payments and POS connect checkout with client profiles, services, memberships, gift cards, and retail products. Manage inventory, taxes, commissions, refunds, receipts, and recurring payments in one system. A secure client portal lets clients complete forms, manage appointments, access information, and communicate with your team. Team management tools support permissions, credentials, time clocks, and role-based access, while reporting provides real-time visibility into revenue, staff performance, marketing, services, and client activity. Integrated telemedicine supports virtual consultations, screenings, and follow-ups. Whether you're a solo provider, growing medspa, or multi-location organization, AestheticsPro scales with your practice. With nearly 20 years of serving the aesthetics industry and thousands of providers onboard, AestheticsPro brings essential practice management and AI-powered tools together in one streamlined, easy-to-use platform. 733 Ratings Visit Website LeaseAccounting.app LeaseAccounting.app is the self-serve IFRS 16 and FRS 102 lease accounting platform for finance teams that want audit-ready compliance without spreadsheets, consultants, or six-figure implementations. Built by ZenTreasury Oy in Helsinki (EU data hosting), it generates lease schedules, journal entries, modifications, remeasurements, and one-click audit evidence packs from any lease contract. AI-assisted contract extraction reads PDFs and proposes lease terms with confidence scoring; you approve, and the deterministic engine handles the math. Same inputs, same outputs, every time. Includes a Discount Rate Advisor that pulls reference rates from central bank sources, plus continuous compliance monitoring for indexations and reassessments. Journal export to SAP, Oracle, Dynamics, and NetSuite. Free tier covers 2 leases, no card required; paid plans from €149 per month with no per-seat pricing. Visit Website DbVisualizer DbVisualizer is a universal database client for anyone who works with data, from solo developers and startups to professional teams managing complex environments, including developers, DBAs, analysts, and data engineers working with relational and NoSQL databases. It offers a graphical interface for database development, SQL querying, and data exploration. Key features: - SQL editor with autocomplete, visual query builders, variables, and execution tools - AI Assistant for questions, error explanations, and code analysis - Built-in Git integration for SQL scripts and collaboration - Customizable layouts, key bindings, and UI themes - Favorite scripts and database objects for quick access - Configurable security settings for organizations Connects to popular databases via JDBC, including MySQL, PostgreSQL, SQL Server, Oracle, Snowflake, SQLite, Cassandra, and BigQuery. Runs on Windows, macOS, and Linux. 7 million downloads, Pro users in 150 countries. 585 Ratings Visit Website Aesthetic Insight Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption. 10 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 376 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 Lawmatics Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. 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Bravo Store Systems — built by pawnbrokers, for pawnbrokers. 92 Ratings Visit Website
About Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools. A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record. It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.	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 Supported iPad Not Supported Android 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 Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.	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 Not Supported 24/7 Live Support Not 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 Optivation uses flat pricing — no per-seat cost for solo operators. Forms Free — $0 Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support. Solo — $19/month ($190/year, two months free) Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support. Studio — $49/month ($490/year, two months free) Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support. Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio. 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 Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Optivation New Zealand www.optivation.io	Company Information Teamwork.com Founded: 2007 Ireland www.teamwork.com
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Categories Project Management 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
Project Management Features Agile Methodologies Supported Budget Management Not Supported Client Portal Supported Collaboration Tools Not Supported Cost-to-Completion Tracking Not Supported Customizable Templates Supported Gantt Charts Not Supported Idea Management Not Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Not Supported Time & Expense Tracking Supported Traditional Methodologies Not 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 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 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 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 Gmail Supported Asana Not Supported Atarim Not Supported CA Flowdock Not Supported ChurnZero Not Supported Cognito Forms Not Supported HubSpot Marketing Hub Not Supported ProdPad Not Supported QuickBooks Online Not Supported Rambox Not Supported Resource Guru Not Supported Teamwork CRM Not Supported TestMu AI Not Supported Time Doctor Not Supported TimeCamp Not Supported Track.ly Not Supported Trainual Not Supported Twilio Not Supported Usersnap Not Supported Zendesk Not Supported Show More Integrations View All 3 Integrations	Integrations Gmail Supported Asana Supported Atarim Supported CA Flowdock Supported ChurnZero Supported Cognito Forms Supported HubSpot Marketing Hub Supported ProdPad Supported QuickBooks Online Supported Rambox Supported Resource Guru Supported Teamwork CRM Supported TestMu AI Supported Time Doctor Supported TimeCamp Supported Track.ly Supported Trainual Supported Twilio Supported Usersnap Supported Zendesk Supported Show More Integrations View All 136 Integrations
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