Private, on-device template manager for virtual assistants, support agents, and solo professionals
Stage
Established
Startup
Founded
1999
Not given
Based in
IE
Not given
Pricing model
Freemium
Freemium
Pricing
Not given
Free: $0 forever. Pro Solo (Monthly): $3.50/month. Pro Solo (Annual): $29.99/year (billed yearly, save 29%). Team Fleet: $199/year for 5 seats ($16.58/month, add +5 or +10 seat packs).
Key features
Project management with Gantt charts, Kanban boards, Lists, and Tables
AI-powered project and resource agents
Integrations with CRM and accounting tools
Auto-fill templates by pasting customer data, emails, or CRM records
Reusable template libraries organized by client or workflow
Dynamic variables for dates, times, dropdowns, and formatted text
Text parser to extract fields from pasted labels
Spreadsheet extractor to map Excel or Google Sheets rows into templates
Works offline with optional cloud sync and end-to-end encryption
Version history with 200-step undo (Free has 10-step undo)
API access for filling templates from scripts
What makes it different
Real-time margin visibility at every step of project delivery
Built specifically for client work, not generic task management
Native AI agents that understand your firm's operations and data
Over 20,000 teams worldwide trusted for profitability and operational backbone
Integrated solution covering projects, resources, and finances in one platform
All processing happens on your device—templates never uploaded to servers on Free plan, with no AI training or analytics tracking
Works completely offline after the first load and syncs across devices with optional end-to-end encryption
Ready-made template libraries for support, sales, healthcare, IT and other industries available in the Store
Text and spreadsheet extractors eliminate retyping by parsing pasted data directly into template fields
Free forever plan with no account, email, or card required
Teamwork.com