TeamGrid
The operating system for AI-native work
About TeamGrid
TeamGrid is a work operating system for agencies and service teams that combines projects, tasks, CRM, time tracking, billing, email and team chat in 17 native apps on one shared data layer. Founded in 2015 as agency project management software, it was rebuilt from scratch as TeamGrid OS, a desktop-style workspace with multiple windows, a dock and a built-in AI assistant. It runs as a native app on macOS and Windows and in the browser.
Pros & Cons
Pros
- Covers projects, CRM, time tracking, invoicing, email and chat in one data model, so agencies can drop several separate subscriptions
- Modular pricing: a low $10/user base and you pay only for the add-on apps you turn on
- Agency-specific project billing with retainer, fixed price and time-and-materials models plus budget tracking
- AI assistant with a monthly credit allowance included in every seat
- Native desktop apps for macOS and Windows as well as a browser version
- Long track record: in the market since 2015 with over 1,000 customer companies
Cons
- The rebuilt TeamGrid OS is in early access, so new teams must request a seat rather than sign up instantly
- Costs add up quickly once you add Email, Workflows and other per-user add-ons
- iOS and Android apps are not available yet
- Very few independent user reviews on directories like Capterra and G2
- The desktop-OS style interface is a departure from typical web apps and may take adjustment
Key Features
Tasks and Kanban
Dashboard, Kanban and table views of the same tasks, with per-task time tracking, AI-generated checklists, dependency chains and automations.
Projects and budgets
Seven views per project, four billing models (time and materials, fixed price, retainer, non-billable), milestone invoicing and real-time budget tracking.
Built-in CRM
Contacts, companies, documents and dynamic segments, with an optional deal pipeline whose deals flow into billing.
Time tracking and attendance
Track time on tasks and projects down to the second, plus clock-in, break and overtime tracking as separate add-on apps.
Resource planning
Capacity and resource planning with interactive Gantt charts through the Planning app.
Billing and invoicing
Create invoices, quotes and credit notes with automatic tax calculation, a PDF designer and payment status tracking.
Email and team chat
Full email client with Google and Microsoft sync and CRM auto-linking, plus real-time team messaging with threads and file sharing.
AI Assistant
Chat, real-time voice and specialized agents with workspace-wide semantic search; every seat includes 250 AI credits per month.
Desktop-style workspace
Multi-window interface with snap zones, a dock and Cmd+K universal search across contacts, tasks, files, appointments and emails.
Developer platform
API, webhooks, an MCP server and a visual workflow builder for automating triggers and actions without code.
Pricing
- Tasks, Projects, Contacts, Calendar, Notes and Files apps
- AI Assistant with 250 AI credits per user per month
- 20% discount on yearly billing
- Add-ons: Time Tracking +$2.50/user/mo, Attendance +$5/user/mo, Planning +$5/user/mo
- Add-ons: Email +$13/user/mo, Workflows +$18/user/mo
- Flat add-ons: Deal Pipeline $18/mo, Billing $18/mo, Forms $6/mo
- Add-on apps can be trialed for 14 days
- For organizations with 100+ seats
- SSO (SAML/OIDC)
- Audit logs and IP whitelisting
- 99.9% SLA with financial backing
- Dedicated support
Best For
Agency project delivery
Plan client projects, assign tasks, track time and monitor budgets across retainers and fixed-price work in one place.
Billing from tracked time
Turn tracked hours and project milestones into invoices and quotes without exporting data to separate accounting tools.
Consolidating the tool stack
Replace separate task, CRM, chat and email tools with one workspace where every record is linked.
Running multiple companies
Keep several businesses or client accounts in isolated workspaces with their own data, apps and teams under one login.
AI-assisted operations
Ask the AI assistant questions about projects, contacts and notes, summarize email and generate workflows from workspace data.
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