Within Teamwork Projects, you can enable Teamwork CRM for your site.

Click your profile icon in the top right of your site and select Settings from the dropdown menu.


Note: Only owner company site administrators can access the site settings.

In the Settings area, go to the Integrations tab where you will see an option for Teamwork CRM.


Click Connect to enable Teamwork CRM for your site. Users in your owner company will then see Teamwork CRM appear as an option in the product switcher.

Automatic user sync

If you set up Teamwork CRM through an existing Teamwork Projects account, those Projects users and collaborators will be automatically synced to your CRM site.

By default, the user enabling Teamwork CRM plus all Teamwork Projects administrators will be the only ones enabled as active users on your CRM site.

Note: Your Teamwork CRM trial will begin immediately once enabled via Teamwork Projects.