Overview
Teamogy unifies CRM, job tracking, and financial oversight in a single cloud-based system. Built for service-driven companies, it simplifies quoting, time tracking, and margin control. While it may not suit teams needing heavy customization, it’s a great fit if you want fewer tools and more business insight.
Overall Rating
Based on 8 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Teamogy Specifications
Contact Management
Opportunity Management
Customer Communication Tracking
Analytics and Reporting
What Is Teamogy?
Teamogy is an all-in-one, cloud-based business management system designed for service-oriented companies seeking to replace scattered tools with a single, integrated solution. It moves beyond traditional CRM by unifying contacts and opportunities with comprehensive project management and financial oversight.
This allows businesses to track job profitability in real-time, from the initial quote to the final invoice. The platform streamlines operations and reduces administrative work, empowering teams to focus on delivering profitable client work.
Teamogy Pricing
Businesses can choose from the following Teamogy price plans:
- Basic - €22/user/month
- Business - €27/user/month
- Enterprise - €36/user/month
Disclaimer: The pricing is subject to change.
Teamogy Integrations
The software supports integration with multiple systems and platforms, such as:
- Make.com
- Google Drive
- Microsoft OneDrive
- Microsoft Power Automate
- Zapier
Who Is Teamogy For?
Teamogy is ideal for a wide range of industries and sectors, including:
- Marketing and advertising
- Design and branding
- Architecture
- IT
- Professional services
Is Teamogy Right For You?
If your business struggles to connect project operations with financial outcomes, Teamogy presents a compelling solution. Its standout capability is creating a single source of truth that links every task and timesheet directly to a project’s budget and profitability. This gives users real-time clarity on where time and money are going—without jumping between tools.
Still doubtful if Teamogy is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Teamogy Features
Teamogy centralizes all business partner information, including clients, suppliers, and prospects. You can organize contacts with custom tags for quick filtering and certify key supplier records to lock financial data, preventing unauthorized edits and ensuring invoicing accuracy and control.
This feature creates a single source of truth for all project-related documents, from contracts to meeting notes. Users can utilize existing templates or create custom print layouts for consistent branding and use advanced search functions to locate any file within seconds.
Teamogy helps businesses protect their profit margins by creating detailed client quotations with full control over content and design. The platform enables users to establish an internal approval workflow, ensuring budgets are realistic and financially sound before a proposal is sent to a client.
The software provides a continuous, 360-degree overview of project progress, resource allocation, and financial health, allowing for real-time monitoring of your profit margin.
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