Everything your business runs on. Clients, projects, hours and conversations in one system.
Teamo is built from records you shape yourself, the views your team works in, tools you switch on, and Amo to build the rest.
Every client in one record. Everything else hangs off it.
Open a client and the work is all there: its projects and their tasks, the emails and messages linked to it, the hours logged and the people involved.
- Records hold activities, and activities hold details, each with its own columns.
- Linked records, lookups, rollups and formulas connect data across modules.
- Every change is kept in a field-level history, and everyone sees edits live.
The same records, four ways. Each team keeps the view it works in.
Save as many views as you need, each with its own filters, sorting and access. Restrict a view to the people who should see it.
Sort, filter and group thousands of rows, with frozen columns.
Drag work between stages, from Planning to Done.
Plan projects and their tasks over time, and drag to reschedule.
See due dates and deadlines by week or month.
Ask in a sentence. Amo finds it, builds it, and asks before it changes anything.
Amo answers questions about your records, builds modules, dashboards and automations, and imports your old spreadsheets. It works inside the permissions of the person asking.
- New modules and dashboards wait for your approval.
- Column changes apply at once, with undo.
- Every deletion asks first.
Here are this month’s top three clients by hours logged:
| Client | Hours | Billable |
|---|---|---|
| Fernwood & Co | 14:15 | 11:30 |
| Harbour & Fern Studio | 9:45 | 9:45 |
| Berg & Holm Accounting | 6:30 | 4:00 |
Want this as a dashboard widget?
Email, WhatsApp and LinkedIn. Filed on the right client.
Connect Gmail or Outlook, a WhatsApp number or a LinkedIn account. When the sender matches a client, the thread links to their record, so the whole team sees the conversation in context.
- Reply, draft and schedule sends from Teamo.
- Summarize a long thread or draft a reply with Amo, for 1 credit.
- One Inbox license per connected account.
A timer on any client, project or task. Hours land where the work is.
Start a timer in one click from any row, or log time after the fact. Hours roll up to the client, and billable defaults follow the work.
- Timesheets and reports by client, person or project.
- Exports to Excel and PDF.
- Admins can log and move time for their team.
A live page for each client. Showing only what you share.
Give clients a branded portal with live progress, hours and files from their record, and a form to send you requests. They never see the rest of your organization.
- Shares update as your team works.
- Requests from the portal arrive as records.
- Your logo and colors on Max.
Rules written as sentences. Teamo does the follow-up.
When something changes, Teamo acts: create the next task, notify the owner, send an email or call a webhook. Describe a rule to Amo and it drafts it for your approval.
- Triggers on records, activities and Inbox messages.
- Steps can wait before they run.
- On every plan, with monthly runs by plan size.
Anything your records hold. On one page.
Build dashboards from one or more modules: hours by client, work by stage, invoices by status. Add the widgets yourself, or ask Amo to draft the whole dashboard.
- KPIs, charts and tables, side by side.
- Numbers update as your team works.
Connect the assistant you already use. Or build on the API.
Teamo’s MCP server works with Claude, ChatGPT, Cursor and other MCP clients. An assistant acts as the person who connects it and never sees more than their role allows.
- Over 40 tools, listed in the official MCP registry.
- REST API and webhooks on every plan.
- Tokens can be limited to the modules they need.