All Your Key Company
Data in One System

All business contacts centralized, with advanced segmentation options.

Opportunities tracked in Kanban or list view, showing next steps, deadlines, owners, and expected close dates.

Opportunity-based discussions available to relevant team members with proper access rights.

Full email communication with potential clients stored and accessible within each opportunity.

Monitor time and financial effort invested in each opportunity, and proactively set limits to keep everything on track.

Once won, an opportunity can be converted into an active project—literally with one click.

All tasks—individual and team—available in Kanban, Gantt, or list view.

Time tracking for tasks is simple and flexible, with multiple input options including a built-in stopwatch.

Create tasks individually or as recurring series, or use templates for standardized projects. Subtasks can be added as needed.

Tasks can be grouped into logical units like sprints or epics.

Advanced filtering helps you quickly find all relevant task information by using multiple criteria

Collaboration is seamless, with multiple communication options built right into the system (see Communication section for more).

Client invoices issued on time, easily and quickly—sent directly from Teamogy with just one click.

Effortless allocation of all supplier invoices to the appropriate projects or internal overheads.

Full control of outgoing payments—ensuring that no supplier gets paid more than what was ordered, with automated checks keeping your procurement process secure and transparent.

Automatic matching of payments and partial payments from bank statements to the correct invoices in the system.

With the Teamogy Public API, you can programmatically read, update, or create any data entity or view.

The Teamogy Flow integration platform lets you build complex automations and integrations through a visual interface—no coding required.

Benefit from ready-to-use integrations with accounting systems, BI tools, and data storage solutions.

Take advantage of advanced email integration, including smart processing of incoming messages based on customizable rules.