if.team
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Overview
if.team connects tasks, logged hours, and expenses to individual projects, so teams can compare costs with budgets. Financial reports depend on accurate entries, but linking staff hours to project costs helps teams assess profitability. It suits agencies and service businesses managing multiple client projects.
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Starting Price
$30
per company per month
if.team Specifications
- Time Tracking
- Task Management
- Reporting
- Budget Management
What Is if.team?
if.team is project management software for service businesses managing client work, staffing, and company finances. It brings project records, staff hours, and financial data together for reviewing delivery and business performance. Its MCP connection lets teams use ChatGPT, Claude, or Gemini to ask questions about that data, such as which projects lost money or who is overloaded next week. This helps managers investigate specific concerns without first sorting through individual records.
What Is if.team Best For?
if.team stands out for its 'Budget Burn Chart', which displays actual and forecast financial figures across a project’s timeline. Its ‘Today’ marker separates recorded data from forecasts, with solid lines for actual values and dashed lines for planned values. Managers can review the whole project or at a specific stage and hover over a date for a detailed breakdown. This capability can help them identify when spending departs from the plan and assess whether the project is staying within budget.
How Much Does if.team Cost?
if.team pricing starts at $30/company/month for the Start plan. It includes three team members, 5 GB of storage, up to 10 active projects, and connections to ChatGPT, Claude, and Gemini through MCP. Other monthly plans are:
- Basic: $70/company/month for 10 team members
- Standard: $175/company/month for 25 team members
- Pro: $350/company/month for 50 team members
- Business: $525/company/month for 75 team members
- Premium: $875/company/month for 125 team members
- Enterprise: Custom pricing for 126+ team members
Additionally, the vendor offers a 7-day free trial with each plan.
Businesses should also account for any paid add-on modules they need when estimating the total cost:
- Recruiting: $49/month
- Quotes: $19/month
- Automations: $19/month
- Messenger and social chats: $18.99/month
Disclaimer: The pricing is subject to change.
if.team Integrations
The if.team software supports integration with several third-party systems, including:
- Google Calendar
- ClickUp software
- Trello software
- Slack software
- Ringostat
- Jira software
- Dropbox
How Does if.team Work?
Log in to if.team and follow these steps to set up and manage a client project:
- Create a company workspace and invite employees with appropriate roles and permissions
- Set up a project with its client, billing model, budget, and start and end dates
- Create tasks and assign employees, deadlines, and planned hours
- Log time against tasks and update their statuses as work progresses
- Record income and expenses against the project to track its financial activity
- Review reports to assess project costs, time spent, and team performance
Who Is if.team For?
if.team serves project-based businesses and organizations across these industries and sectors:
- Architecture and interior design
- Creative and marketing services
- Digital and technology
- Professional services
- Nonprofit
if.team Use Cases
Based on our analysis of documented if.team features and case studies, we have identified following scenarios where this software can be a good fit:
Architecture Firms Preparing Similar Design Projects
Planning each interior design commission from scratch can leave routine stages out of the schedule. if.team supports reusable templates with preset stages, task statuses, and assigned specialists. Firms can establish a sequence from site measurements to design supervision that junior architects can follow when preparing similar projects.
Event Agencies Managing Dependent Setup Tasks
if.team supports event agencies coordinating installation tasks that must happen in sequence. Its Gantt chart shows dependencies, such as screen installation waiting for equipment approval. When approval is delayed, managers can trace the affected activities and reconsider the preparation schedule before the event.
Outstaffing Firms Separating Billable And Internal Work
Outstaffing firms can use if.team to separate client charges from staff compensation. It supports commercial rates by performer or task, internal employee rates, and non-billable rates for excluded work. This helps account managers check which work contributes to client charges during each payment period.
Nonprofits Checking Grant Expense Allocations
if.team can be used by nonprofits that need to track how grant funds are allocated. It supports expense planning by project category, such as advertising, so teams can compare recorded spending with the planned allocation. This provides a basis for explaining budget differences to donors.
Is if.team Right For You?
if.team may suit service businesses that need shared project oversight without every department working with the same information. Its custom fields can capture business-specific details across project, client, and employee records as the team grows. This supports companies whose reporting needs extend beyond standard task fields. Atlas Festival, YOD Group, and Yellow Duck Coders are among its clients.
When teams share sensitive records, the platform’s role-based controls help administrators match access to each employee’s responsibilities.
Beyond managing existing projects, the platform supports businesses with different sales processes. Its October 2026 update introduced independent CRM pipelines, each with its own statuses for a service, product, team, or business line. Teams can track inquiries through the relevant stages without mixing different sales processes in one pipeline.
if.team Features
Recurring Tasks
if.team automatically creates tasks on a daily, weekly, or monthly schedule for routine work such as reports and regular checks. Teams can specify assignees, planned hours, creation times, and completion periods. Each generated task can then be edited and used to track time. This helps staff manage recurring work without recreating the task details each cycle.
Document And Files
The platform stores project briefs, specifications, and other supporting files in folders linked to projects. Teams can also create text documents directly in if.team for internal instructions, onboarding materials, or a company Wiki. Access settings apply to individual files or entire folders, so staff can share relevant material with selected colleagues.
Recruiting
Using if.team, recruiters can search and group candidate records, then link them to relevant vacancies. Each vacancy has its own Kanban board to track applicants through the hiring stages. A candidate can be considered for several vacancies at once. Their profile keeps notes, past interactions, and status updates for the team to check before deciding what to do next.
Quotes
This feature turns quote records into client-facing DOCX or PDF documents using company-designed templates. It draws on stored client details, service items, prices, and discounts, so staff do not have to assemble proposals from separate tables. Administrators can use if.teams to maintain different templates for languages, services, or business units.
Automations
if.team performs routine actions according to rules set by the team. It runs these rules when records are created or updated. Its optional conditions target specific records, such as website leads that need a designated manager. This saves teams from repeating the same updates for every matching record.
Pros And Cons of if.team
Pros
Creates recurring assignments on a set schedule
Restricts sensitive records by employee role
Keeps client billing rates separate from staff pay rates
Provides mobile access for managing work away from a desk
Cons
Transaction import files are limited to 10 MB
AI connections require API-key and access configuration
if.team Pricing
Start | Basic | Standard | Pro | Business | Premium | Enterprise |
|---|---|---|---|---|---|---|
$30 per company per month | $70 per company per month | $175 per company per month | $350 per company per month | $525 per company per month | $875 per company per month | Custom Pricing |
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Disclaimer: The pricing details were last updated on Oct 09, 2026 from the vendor's website. Please contact us for a tailored pricing list.
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Frequently Asked Questions
Does adding a client contact give that person access to if.team?
No. A contact is a database record and does not receive system access. Clients who need access must be invited as users with appropriate permissions.
Can one if.team account access multiple companies?
Yes. One account can access several company workspaces. Users can open the Companies tab in their profile to switch between them.
Which currencies does if.team support during company setup?
if.team supports USD, EUR, GBP, UAH, CAD, PLN, CZK, and other currencies. The selected base currency is used for financial metrics, employee rates, and project budgets.
Is the company’s base currency changeable in if.team?
No. The base currency cannot be changed after the company workspace is created.
Where does if.team store several contact people from the same client organization?
if.team can store multiple contacts in the ‘Individuals’ section of a company’s contact card, with each person linked to that organization.
Where can managers identify manually entered hours in if.team?
Managers can identify manually entered hours in the Time breakdown of the Reports section, where a pencil icon appears beside the task name for each manual entry.