Insighty + Teamwork:
agency PM plus financial intelligence
Teamwork is a strong agency-focused PM platform. Insighty is the financial intelligence layer it is missing — revenue planning, retainer billing, infrastructure tracking, and AI-powered forecasting.
Teamwork
Agency project & client billing
Insighty
Client management, contracts & financial ops
Teamwork
Agency project management platform
A project management platform built specifically for agencies and client-services teams. Teamwork combines task management, time tracking, invoicing, and a branded client portal in a single product.
Best for
- Agency project and task management
- Client-facing project portals
- Time tracking and budget management
- Team resource and workload planning
Insighty
Agency Intelligence Platform
The financial and operational intelligence layer built for agencies. Connects clients, contracts, retainers, hosting, domains, invoices, and pipeline into one unified revenue and intelligence platform.
Best for
- Agency owners and finance managers
- Revenue planning across all income streams
- Retainer, contract, and infrastructure billing
- Financial forecasting, pipeline, and Pixel AI
Teamwork is purpose-built for agency project delivery
Unlike generic PM tools, Teamwork was designed with agencies in mind. The client portal, billing features, and project structure all reflect real agency workflows.
Agency-focused PM
Built specifically for agencies — client projects, tasks, and milestones with a client portal.
Client portal
Branded client access to projects, documents, and messages without team visibility.
Time and budget tracking
Log hours against tasks and track project budget alongside estimated vs. actual hours.
Billing and invoicing
Basic invoicing from tracked time and project budgets, with Stripe payment integration.
Teamwork CRM
An optional CRM add-on for pipeline management and client relationship tracking.
Resource management
Workload view and resource scheduling to plan team capacity across projects.
Where even the best agency PM tools leave gaps
Teamwork handles delivery better than most. But agency financial operations require more than project-level tracking.
"What does total agency revenue look like this month — across every income stream?"
Teamwork tracks project budgets and invoiced time. It does not aggregate revenue across maintenance retainers, hosting contracts, domain renewals, and pipeline into a single live view.
"Which maintenance contracts have over-delivery this month?"
Teamwork tracks time against projects. It does not know the hours budget for a maintenance retainer, or whether your team has exceeded the included hours for a specific client.
"What does next quarter's revenue forecast look like — including pipeline?"
Teamwork has project budgets but no probability-weighted pipeline model. Combining committed contracts, retainers, and sales pipeline into a forecast requires leaving Teamwork.
"Which hosting and domain renewals are coming up in the next 90 days?"
Teamwork is a project management tool. Hosting accounts, domain registrations, and infrastructure renewals are not tracked in it — those live in a spreadsheet, if at all.
What each tool handles
Capability
Teamwork
Insighty
Project & task management
✓
—
Client portal
✓
—
Time tracking
✓
✓
Project budget tracking
✓
✓
Basic invoicing
✓
✓
Maintenance contract billing
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
~
✓
Hosting & domain renewal tracking
—
✓
Sales pipeline & probability forecast
~
✓
Client financial summary (all streams)
~
✓
Pixel AI anomaly detection
—
✓
Keep Teamwork. Add the financial intelligence it is missing.
Insighty works alongside Teamwork. Your project team stays in Teamwork for delivery. Your agency owner gets the revenue visibility, retainer billing, and forecasting that even the best PM tools do not provide.