Blog
Guides for running a service business. Each one shows how to solve a common problem, with or without Teamo.
Agency operations
Time and billing
Best time tracking software for agencies that bill by the hour29 October 2026 · Harvest for simple invoicing, Clockify for price, Productive for full agency work: 8 time trackers compared on price, invoices and QuickBooks or Xero sync.
How to track billable hours per client and turn them into invoices20 October 2026 · Track time on the client's own record, set billable once, then build the invoice from a template that fills in hours, rate and amount. Six steps.
Billable vs non-billable time: what counts and how to track it13 October 2026 · Billable time is work the client agreed to pay for. What counts, the gray areas, how to work out utilization and how to set billable defaults.
Client portals and onboarding
Best client portal software for small agencies27 October 2026 · Eight client portal tools for small agencies compared on price, how clients get in, project status and the plan you need for your own brand.
How to onboard a new client without losing details in email threads24 October 2026 · Keep every detail on the client record from the first email, create the onboarding tasks when the deal is won, and collect what you need in one form.
How to give clients a portal where they see project status17 October 2026 · Keep status where your team works, build one page per client from it, and share a private link. Step by step, with how it works in Teamo.
What is a client portal, and does a small business need one?6 October 2026 · A client portal is one page where a client sees their project status, what you need from them and their documents. When a small business needs one.
Clients and CRM
How to log client emails and WhatsApp messages in your CRM automatically22 October 2026 · Connect the mailbox and WhatsApp, keep contacts' emails and phone numbers in the CRM, and each conversation links to the matching client record.
How to move from a spreadsheet to a CRM: step by step15 October 2026 · Clean the sheet, split it into clients, contacts and deals, build the structure, test ten rows, then import the rest. What breaks, and how to avoid it.
When should a small business stop using spreadsheets as a CRM?10 October 2026 · A spreadsheet works as a CRM until several people edit it, follow-ups slip and client history sits in inboxes. The signs, and what changes when you move.
CRM vs project management software: what is the difference?8 October 2026 · A CRM tracks your relationship with a client; project management tracks the work you do for them. What each does, and when a service business needs both.