How to Migrate from Teamwork.com to Agiled (2026 Step-by-Step Guide)

Teamwork.com is a genuinely good project management tool built for client-services teams: strong time tracking, billing, a client portal, and (on higher tiers) retainers and profitability reporting. So this is not a "Teamwork is weak" switch. People move to Agiled because Teamwork is project-management-first: you still run a separate sales CRM, proposals, and e-signed contracts alongside it, and the features many agencies want (profitability, retainers) sit on the quote-based top tiers, with user minimums on every paid plan. Teamwork exports projects, tasks, and contacts to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Teamwork is still the right call.

Teamwork.com is excellent at managing and billing client project work. Agiled covers the same delivery and billing, then adds the front office, CRM pipeline, proposals, and contracts, that Teamwork leaves to other tools. If you like Teamwork's delivery but are tired of bolting a sales stack onto it, this guide is for you.

Comparing first? See Agiled vs Teamwork and the best Teamwork alternatives.

Why teams move off Teamwork.com

• It's PM-first, not front-to-back. Teamwork manages delivery well but has no full sales CRM pipeline, no interactive proposal builder, and no e-signed contract suite, so you run those elsewhere.
• User minimums on every paid plan. The entry plan needs a 3-user minimum and higher plans a 5-user minimum, so small teams pay for seats they do not fill.
• Profitability and retainers are gated. Retainer management and profitability reporting live on the higher and quote-based tiers, so agency essentials can require an upgrade.
• Per-seat cost adds up once you layer a CRM and proposal tool on top.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal in one place.

The honest part: when Teamwork wins

Teamwork.com is purpose-built for client-services project delivery, with mature time tracking, billing, workload/capacity views, and a client portal, and on its top tiers, real profitability reporting and retainer management. If your priority is best-in-class project delivery and you are happy running a separate CRM and proposal stack, Teamwork is a strong, focused choice. This guide is for teams that want delivery plus the front office in one tool.

What exports from Teamwork.com

Data in Teamwork	Can you take it?	How
Projects / tasks	Yes	Export to CSV / Excel
Contacts / clients	Yes	Export to CSV
Time entries	Yes	Export to CSV
Invoices / billing	Partial	Export where available
Files / documents	Yes	Download from storage
Automations	No	Rebuild in the workflow builder

The takeaway: projects, tasks, contacts, and time entries export to CSV and files download directly, so your delivery data moves cleanly. Automations are rebuilt in Agiled.

How Teamwork.com maps to Agiled

Teamwork	Agiled equivalent	Notes
Projects / tasks	Projects	Kanban, Gantt, dependencies
Time tracking	Time tracking	Timer to invoice
Billing / invoices	Finance	Invoices, recurring billing, payments
Client portal	Client portal	Branded, custom domain
Contacts	CRM	Full client records and pipeline
(none) Sales pipeline	CRM	Deals and stages
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
Automations	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import delivery data (Day 2-5)

1. Export projects, tasks, contacts, and time entries from Teamwork to CSV.
2. Import them into Agiled's Projects, CRM, and Time tracking.
3. Download files and re-upload to the relevant clients and projects.

Phase 3 - Add the front office and billing (Day 5-8)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up your CRM pipeline stages and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Invite active clients to the client portal.
2. Run one full client cycle end to end (proposal, project, time, invoice, payment).
3. Cancel Teamwork and any separate CRM/proposal tools you have replaced.

What it costs after you switch

Teamwork.com has a free plan (up to 5 users, 5 projects). Paid plans start around $10.99/user/month (annual, entry plan, 3-user minimum) and the mid plan is about $19.99/user/month (annual, 5-user minimum), with profitability and retainer features on the quote-based Scale/Optimize tiers; monthly billing is higher. On top of Teamwork, most agencies pay for a separate CRM and proposal tool. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the PM price. Add the CRM and proposal tools you run alongside Teamwork before comparing.
• Forgetting the user minimums. Teamwork's 3- and 5-user minimums change the real cost for small teams.
• Skipping the file download. Pull your files before cancelling.
• Skipping the end-to-end test.

When you should stay on Teamwork.com

• Best-in-class project delivery is your top priority and your CRM/proposal stack is settled.
• You need Teamwork's specific profitability and retainer reporting and are on the higher tiers.
• Your team is already at or above the 5-user minimum and the per-seat cost works for you.

If you are juggling Teamwork plus a CRM and proposal tool, Agiled consolidates it. See the Agiled vs Teamwork comparison.

Frequently Asked Questions

Does Teamwork.com have a CRM?

Not a full sales CRM. Teamwork.com manages projects, time, and billing for client work, but it does not include a sales pipeline, an interactive proposal builder, or e-signed contracts, so teams run those in separate tools. Agiled includes a CRM pipeline, proposals, and contracts alongside project delivery.

How do I move my Teamwork data into Agiled?

Export your projects, tasks, contacts, and time entries to CSV and import them into Agiled's Projects, CRM, and Time tracking. Download your files and re-upload them. Automations are rebuilt in Agiled. There is no live one-click sync between the two.

Is Agiled cheaper than Teamwork.com?

Often, yes, once you count the full stack. Teamwork is ~$10.99-19.99/user/month (annual) with user minimums, and most agencies add a separate CRM and proposal tool. Agiled bundles CRM, proposals, contracts, projects, time, and invoicing into one plan, so consolidating typically lowers total cost.

Does Teamwork have user minimums?

Yes. The entry paid plan requires a minimum of 3 users and the higher plans require 5, so a solo operator or 2-person team pays for unused seats. Agiled has no seat minimum.

Will I lose data if I leave Teamwork?

Not if you export first. Export projects, tasks, contacts, and time entries to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Teamwork: full comparison
• Best Teamwork alternatives
• Migrate from Avaza to Agiled
• Migrate from Productive to Agiled
• Migrate from Monday.com to Agiled

Ready to start? Create your free Agiled account and import your contacts today.