Question 1

Which companies is if.team for?

Accepted Answer

if.team is built for project-based teams that manage work, clients, and delivery in one system

Question 2

How quickly can we get started?

Accepted Answer

Most teams set up their workspace and start running real projects within a few days. Onboarding support is included throughout the setup process.

Question 3

Is there a free trial?

Accepted Answer

Yes. You get full access for one week. To continue using the platform after the trial, a subscription is required.

Question 4

Can I import data from other tools?

Accepted Answer

Yes. You can import data from tools like Notion, Asana, Salesforce, Monday, ClickUp, Trello, and others.

Question 5

Can we migrate from other systems?

Accepted Answer

Yes. We help migrate data, configure workflows, and adapt the system to your business needs.

Question 6

Is there a mobile app?

Accepted Answer

Yes. Mobile apps are available for iOS and Android, and the web version is fully responsive.

Question 7

What does if.team include?

Accepted Answer

Project management, CRM, time tracking, team management, leads, recruiting, documentation, chats, quotes, and financial tracking including cash flow, P&L, transactions, automated payroll calculations and much more!

Question 8

Does if.team include CRM functionality?

Accepted Answer

Yes. You can manage companies, contacts, and client relationships directly linked to projects and tasks.

Question 9

Can I manage leads and recruiting in if.team?

Accepted Answer

Yes. Leads are managed in a CRM pipeline, and recruiting includes job vacancies, applications, and candidate tracking.

Question 10

What communication features are available?

Accepted Answer

Built-in chat supports team, project, and private communication with mentions and reactions

Question 11

What financial management features are included?

Accepted Answer

if.team includes cash flow tracking, P&L, transactions, expense tracking, automated payroll calculations and more.

Question 12

Does if.team support quotes and proposals?

Accepted Answer

Yes. You can create quotes based on a structured products and services catalog and link them to clients, projects, and financial records.

Question 13

What types of projects are supported?

Accepted Answer

if.team supports Fixed Price, Time & Materials, and internal projects without budgets

Question 14

How do Fixed Price projects work?

Accepted Answer

A fixed budget is set upfront, and profitability is tracked against it in real time

Question 15

How does Time & Materials billing work?

Accepted Answer

Costs are based on tracked time and project rates

Question 16

Can I set different rates in a project?

Accepted Answer

Yes. You can use hourly, fixed, or task-based rates depending on your workflow.

Question 17

Can projects be structured into phases?

Accepted Answer

Yes. Projects can be split into phases, iterations, or subprojects with separate deadlines and budgets.

Question 18

Can I save projects as templates?

Accepted Answer

Yes. Any project can be reused as a template with preconfigured structure and settings.

Question 19

How does if.team track profitability?

Accepted Answer

Profitability is calculated in real time based on revenue, tracked time, and expenses per project

Question 20

Can expenses be tracked inside projects?

Accepted Answer

Yes. Expenses can be logged with receipts and automatically included in financial reporting.

Question 21

What financial tools are included?

Accepted Answer

Cash flow, P&L, transactions, payroll calculations, and expense tracking

Question 22

Can I manage exchange rates?

Accepted Answer

Yes. Exchange rates are updated daily using banking data sources, and you can also set custom rates manually.

Question 23

Can financial data be analyzed at company level?

Accepted Answer

Yes. You can analyze revenue, costs, profitability, and overall financial performance across the company.

Question 24

How does workload management work?

Accepted Answer

You can see team capacity, workload distribution, and overloaded members in real time

Question 25

Does if.team support time tracking?

Accepted Answer

Yes. Time can be tracked manually or in real time, with support for billable and non-billable hours.

Question 26

Can I manage roles and permissions?

Accepted Answer

Yes. Roles like Admin, Manager, and Team Member can be customized with granular access control.

Question 27

Can I manage clients in if.team?

Accepted Answer

Yes. CRM functionality includes companies and contacts linked to projects.

Question 28

Can teams collaborate with external clients?

Accepted Answer

Yes. You can invite clients with limited access depending on your plan.

Question 29

Can I track employee workload and capacity?

Accepted Answer

Yes. Workload reports show availability and help balance team capacity.

Question 30

How does support work?

Accepted Answer

We provide support throughout onboarding, setup, and day-to-day usage.

Question 31

Do you develop or customize features for clients?

Accepted Answer

Yes. We do. Standard improvements are covered by the subscription. Larger custom development may require additional cost.

Question 32

Can you help with setting up workflows in if.team?

Accepted Answer

Yes. We help configure workflows, structure projects, and adapt the system to your business processes during onboarding and beyond.

Question 33

What learning resources are available?

Accepted Answer

We provide documentation, educational videos, and ongoing support. Our team is also always available to answer questions and help you get the most out of the platform.

All your projects. All your resources. One place.
One Product.

Built for project-based teams

Architecture

Interior design studios

UX/UI design studios

Landscape design studio

Design studios

Trusted by teams that ship

Atlas Weekend

Drozdov & Partners

Cre8 Team

Yellow Duck Coders

B1nary future

YOD Group

Connects to your stack

Hear from our clients

What's new

Stage dependencies, an updated Gantt chart, and subtasks on Kanban boards

Email integration and improved contact management in CRM

Office file previews and document generation from quotes

Transfers, custom fields, and new company settings in if.team

Pricing

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Pro

Premium

License

Add-on modules

Recruiting

Quotes

Automations

Messenger and social chats

FAQ

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All your projects. All your resources. One place.One Product.