I bill hourly. Can Phloz still work for me?

Yes — but you'll need a separate time-tracking tool (Harvest, Toggl, Clockify). Phloz integrates with these post-migration. The trade-off: you give up Teamwork's native time-billing flow but gain tracking-infrastructure data. For agencies where pixel/conversion data drives optimisation, that's worth it; for pure consultancy, often not.

How does Phloz's reporting compare to Teamwork's utilisation reports?

Honest answer: Teamwork's utilisation reporting is more mature — it's built around the time/billing primitive. Phloz reports on tracking health, client status, task throughput, and ROAS-relevant metrics. Different shapes; pick the one that matches what you actually act on.

Can I keep Teamwork for time tracking and use Phloz for client/tracking ops?

Some agencies do this — Teamwork stays as time-billing, Phloz becomes the agency-ops + tracking layer. The data overlap is small (clients, tasks). Usually a few quarters before agencies decide the dual-tool tax isn't worth it; one tool wins. Watch which one your team opens first each morning.

Alternative to Teamwork

The Teamwork alternative for digital marketing agencies

Already agency-shaped, but missing the tracking layer. Phloz adds the typed map Teamwork doesn't have.

What you're probably tired of

Agency-focused PM that still doesn't address tracking infrastructure
Reporting features that show project status but not pixel/conversion health
Per-seat pricing
Time-tracking baked in (great if you bill hourly, friction if you don't)

What changes on Phloz

Tracking infrastructure map is core — every pixel, property, conversion typed and health-checked
Per-active-client pricing instead of per-seat
Optional time tracking via integration rather than baked in
Agency-shaped reporting that includes tracking health, not just project status

Should you actually switch?

A switch is real cost — a few days of structural mapping, a parallel-running week, training time, and the friction of breaking habits your team has built. Worth it when the new tool meaningfully changes how you work; not worth it when the gain is incremental.

The five signals that you're ready to leave Teamwork: (1) you're paying for seats or contacts you don't use, (2) you're running the tracking stack in a separate Sheet because the CRM has nowhere for it, (3) onboarding a new team member takes more than a day because the configuration is tribal knowledge, (4) clients ask "where do I see progress?" and you don't have a clean answer, (5) you're duplicating client data across two or three tools because no single tool fits.

If three of those five describe your agency, the structural upgrade pays back inside a quarter. If only one or two, stay where you are and revisit at the next pricing renewal — switching for marginal gain is usually a worse decision than the marginal gain.

When Teamwork is still the right choice

The honest counter-positioning. Teamworkisn't wrong for everyone — these are the cases where staying makes more sense than switching. If any of them describe you, weigh the trade carefully before migrating.

You bill hourly or on a time-and-materials basis. Teamwork's native time tracking + invoice generation is mature; Phloz delegates that to Harvest/Toggl/QuickBooks.
Your work is more "professional services" than "digital marketing" — strategy consulting, design retainers without ongoing tracking, brand identity work. Tracking infrastructure isn't your moat.
You have a long history with Teamwork and the data archive matters (5+ years of historical projects). Migration costs scale with archive size.
Your team uses Teamwork Spaces for client docs heavily and the doc lock-in is real.

Migration: what to plan for

Teamwork exports tasks, projects, and time entries via API or CSV. Map projects to clients, milestones to tasks, time entries to a separate analytics surface (Phloz doesn't bake in time tracking — connect Harvest/Toggl post-migration if needed). Plan 1 day for structural mapping.

The structural rethink — mapping Teamwork's shape to Phloz's opinionated agency model — takes longer than the data move. Read the marketing agency CRM buyer's guide for the six capabilities that should drive the decision, and the pricing page to run the per-active-client math at your client count.

Teamwork migration FAQ

The three questions agency owners ask before signing the switch decision. Honest answers — same data we'd give a friend evaluating the move.

I bill hourly. Can Phloz still work for me?: Yes — but you'll need a separate time-tracking tool (Harvest, Toggl, Clockify). Phloz integrates with these post-migration. The trade-off: you give up Teamwork's native time-billing flow but gain tracking-infrastructure data. For agencies where pixel/conversion data drives optimisation, that's worth it; for pure consultancy, often not.
How does Phloz's reporting compare to Teamwork's utilisation reports?: Honest answer: Teamwork's utilisation reporting is more mature — it's built around the time/billing primitive. Phloz reports on tracking health, client status, task throughput, and ROAS-relevant metrics. Different shapes; pick the one that matches what you actually act on.
Can I keep Teamwork for time tracking and use Phloz for client/tracking ops?: Some agencies do this — Teamwork stays as time-billing, Phloz becomes the agency-ops + tracking layer. The data overlap is small (clients, tasks). Usually a few quarters before agencies decide the dual-tool tax isn't worth it; one tool wins. Watch which one your team opens first each morning.

What you keep when you migrate

The honest list of what survives the move from Teamwork. Your client list and contact records (CSV import). Your active tasks and their assignees, statuses, due dates (CSV import). Your custom fields, on clients and tasks (mapped to Phloz custom fields during import). Your inbound email addresses if you set up forwarding (re-pointed at the per-client Phloz inbound addresses).

What doesn't survive: historical activity logs older than what you'd realistically reference (most agencies discover they don't open activity from before the last quarter). Bespoke automation rules built on Teamwork's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, status hooks, inbound thread routing) or offloaded to Inngest / Zapier. Time entries stay in your time-tracking tool of record (Phloz integrates rather than re-imports).

The trade is a lighter, more opinionated tool that runs your agency's shape natively — at the cost of some per-tool customisation that, in retrospect, was usually a workaround for a missing primitive. See agency project management software for the broader buyer's guide on what to evaluate alongside this switch decision.

Want the head-to-head, not the switch story?

The Phloz vs Teamwork comparison covers what each tool does, what each doesn't, and when Teamworkis the right choice — for the cases where you're evaluating rather than already unhappy.

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