TrustRadius: an HG Insights company

What is Teamogy?

Teamogy is a cloud-based all-in-one business management platform designed for professional services companies such as marcom companies, consultancies, architects, and law firms. It unifies new business, CRM, project management, financial control, collaboration, reporting, and document management into a single scalable solution.

  • New business and CRM - Track opportunities from first client contact through quotations and proposals. Use customizable pipelines to manage the sales cycle and forecast revenue with accuracy.
  • Project and task management - Teamogy goes beyond task tracking. Companies can plan and manage projects with Kanban boards, Gantt charts, reusable templates, and detailed capacity planning. Every task and hour worked is directly connected to project budgets and financial data, so managers can see real-time profitability, margins, and deviations from the approved budget. This ensures projects are delivered not only on time, but also with healthy profit.
  • Financial and operational control - Handle project costs, invoicing, and internal overhead budgets in one place. Forecast margins, analyze profitability with the Effective Hourly Rate (EHO), and reconcile bank statements automatically.
  • Reporting and analytics - Interactive dashboards and group-level reporting provide full visibility across clients, teams, and entities. Automated alerts and scheduled reports highlight risks before they impact results.
  • Collaboration and communication - Built-in chat, threaded discussions, file sharing, meeting notes, and AI-powered summaries keep teams aligned, whether working in the office or remotely.
  • Document management and approval workflows - Centralized repository with access rights, approval workflows, and full audit trail. Ensure compliance, reduce errors, and speed up document-related processes.
  • Integrations, automations and security - With open API and the Teamogy Flow automation platform, companies can connect to accounting, HR, ERP, and BI tools. Role-based permissions, end-to-end encryption, GDPR compliance, and reliable hosting ensure enterprise-grade security.

Teamogy helps companies gain transparency across the entire business lifecycle, from new business and CRM to project delivery and financial reporting, reducing reliance on disconnected tools and enabling profitable growth at scale.

Screenshots

Screenshot of the Teamogy dashboard, which offers a complete real-time overview of company performance  -tracking revenues, costs, profit, client profitability, and billed hours. Its interactive charts help managers make faster, data-driven business decisions.
Screenshot of Teamogy's new business pipeline, which gives a clear view of all sales opportunities in one place. Viewers can track deal stages, expected closing dates, values, and next steps - from potential leads to signed contracts. Helps teams prioritize, forecast revenue, and close deals faster.
Screenshot of the Teamogy project view that combines project details, sales quotations, real sales, costs, and margins in one place. Viewers gain full financial insight into every project - from quoted budgets to real-time costs, labor, and profitability. Helps managers keep projects on track.
Screenshot of the Teamogy task overview that connects task management with real-time capacity planning. Assign, track, and prioritize work while monitoring team workload to ensure deadlines are met and resources used efficiently.
Screenshot of the Teamogy company dashboard that provides a clear overview of revenues, costs, profit, client profitability and billed hours in real time. A complete financial snapshot that helps managers steer the company with confidence.
Screenshot of integrated chat, mobile app, and Teamogy Meet for seamless company communication and collaboration linked directly to projects and tasks.

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Screenshot of the Teamogy dashboard, which offers a complete real-time overview of company performance -tracking revenues, costs, profit, client profitability, and billed hours. Its interactive charts help managers make faster, data-driven business decisions.

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesGlobal, Europe, Middle East
Supported LanguagesEnglish, Spanish, German, French, Polish, Czech, Romanian

FAQs

How much does Teamogy cost?
Teamogy starts at $22.
What are Teamogy's top competitors?
Asana, Scoro, and ClickUp are common alternatives for Teamogy.