One workspace. Everything built in.
17 apps. One shared data model. No integrations needed — tasks, contacts, emails, deals, billing, and time tracking are connected by design, not by workaround.
Feels like an OS.
Because it really is.
TeamGrid looks and works like an operating system — with a real desktop, a dock for your apps, snap zones, and a shared context layer that connects every tool. Not a dashboard. A workspace that thinks.
Multi-window system
Keep tasks, emails, and docs open at the same time — without constantly switching tabs. Snap zones let you build your ideal layout in seconds.
Universal search (Cmd+K)
One shortcut to find anything. Contacts, tasks, files, appointments, emails — all searchable in real time, from anywhere in the platform.
Live everywhere, instantly.
TeamGrid 2 is a real-time platform. Every change — a task update, a new deal, an edited note — is instantly visible to everyone. No refresh. No sync delay. Just one shared reality.
One company or ten — each gets its own world.
Run multiple businesses or keep client projects strictly separate. Every workspace has its own data, its own apps, its own team — completely isolated from the rest. One login. Infinite focus.
8 core apps.
Built in from day one.
Tasks, projects, contacts, files, notes, messaging, calendar, and AI — all sharing the same data, all ready the moment you open your workspace. No plug-ins, no add-ons.
Tasks & Workflows
Dashboard, Kanban, and table — three views of the same data. Per-task time tracking, AI-generated checklists, dependency chains, and automated workflows.
Projects & Resources
Seven views per project. Four billing models — T&M, fixed price, retainer, non-billable. Milestone invoicing and real-time budget tracking for agencies and service teams.
Contacts
Full CRM: contacts, companies, deal pipeline, documents, and dynamic segments — all linked. Deals flow into billing, contacts into email, activity always up to date.
Calendar
One view for meetings, task deadlines, project milestones, and attendance. Two-way sync with Google Calendar, Outlook, and iCloud — auto-generates Meet and Teams links.
Notes
Block editor with Markdown shortcuts and auto-save. Link notes directly to CRM contacts and projects. The AI Assistant searches all notes — context always one question away.
Files
Dual-scope storage — shared workspace and personal area. Files auto-organize into virtual folders by contact, project, and task. No manual sorting, ever.
Messages
Real-time team chat with threads, emoji reactions, and file sharing up to 25 MB — built into the workspace. Live presence, read receipts, no Slack subscription needed.
AI Assistant
12 specialized agents, real-time voice (Gemini Live), workspace-wide semantic search, and 70+ tools. Answers from your actual data — 250 AI credits per user per month included.
Add what you need.
Pay only for what you use.
Email, invoices, time tracking, deal pipeline, attendance, workflows, PDF designer, and more — each app priced individually, free to trial for 14 days, and activated independently per workspace.
Full email client with Google & Microsoft sync. CRM auto-linking, thread tracking, and AI-powered email analysis.
Calendar
Advanced calendar with Google & Microsoft sync. Task deadlines appear automatically, with team scheduling and availability views.
Google & Microsoft Sync (included with Email App)
Analytics
Dashboards for work hours, attendance, project profitability, and team productivity. Unlocked with Time Tracking or Attendance.
with Time Tracking or Attendance
Billing
Create invoices, quotes, and credit notes with automatic tax calculation, PDF designer, and payment status tracking.
Time Tracking
Track time on tasks and projects down to the second. One-click timers, manual entries, and billing integration.
Attendance
Digital time clock with check-in/out, break tracking, overtime calculation, and exportable timesheets.
Deal Pipeline
Visual sales CRM with Kanban board, deal stages, budget tracking, close probability, and revenue forecasting.
Workflow Builder
Visual automation editor with triggers, conditions, and multi-step actions. Create complex business processes without code.
Forms
Drag-and-drop form builder with conditional logic, file uploads, and automatic PDF generation from submissions.
PDF Designer
Create pixel-perfect PDF documents with drag & drop, variables, and AI. Included with Billing & Forms.
with Billing or Forms
Planning
Resource and capacity planning with interactive Gantt charts, AI auto-scheduling, capacity heatmaps, and cascade rescheduling.
Developer
API access, Webhooks, OAuth 2.0, and MCP Server. The central command center for developers and integrations.
in every workspace
AI that knows
your entire workspace.
Fifteen specialized agents work across tasks, emails, contacts, deals, calendar, and documents. They understand context, automate workflows, and connect the dots—so you can focus on what matters.
Built for teams.
Designed for daily use.
Team roles and invitations, keyboard-first navigation, live notifications, and a fully personalized desktop — the platform details that make every workday run smoother.
Team management
Invite teammates via link, assign roles — Admin, Member, or Guest — and control exactly what each person can see and do in your workspace.
Keyboard shortcuts
Every app, every core action — reachable without touching the mouse. Cmd+K to search, Cmd+Shift+Space to switch apps, Cmd+Arrows to snap windows, and dozens more across the platform.
Notifications & audit log
Every event — task updates, mentions, invoices, calendar changes — delivered in-app, by email, or both. Individually subscribable per channel. Enterprise-grade audit log for full traceability.
Personalization
Make TeamGrid yours — light, dark, or system theme, custom wallpapers for every workspace, auto-contrast adjustments, and a fully reorderable dock. Your workspace, your look.
Open platform.
Sync, API & automation.
Connect Google and Microsoft — or automate via REST and webhooks.
Google & Microsoft sync
Two-way email and calendar synchronization with your existing Google Workspace or Microsoft 365 accounts.
Developer API & webhooks
Full programmatic access via REST API and automated workflows through outgoing webhooks.
Be among the first.
Secure your spot.
We are currently granting early access to TeamGrid 2 to a limited number of workspaces. Request access now before the remaining seats are gone.
87 seats left