How Glass Wallet Ventures Streamlined Client Work with Teamwork

Website Link Below:
https://partners.ps.teamwork.com/jg6iapqjq52c

Glass Wallet Ventures, a leading financial consulting and advisory firm, transformed its client management, communication, and project workflows using Teamwork. CEO Sharrin Fuller needed a scalable, all-in-one solution to replace manual tasks, scattered inboxes, and inefficient tools like Asana and Todoist. With Teamwork’s project management, templates, time tracking, and automation features, her team now handles 100+ clients with increased efficiency and transparency.

🔹 What You’ll Learn in This Video:
✅ How Glass Wallet Ventures streamlined client onboarding with templates
✅ Why switching from Asana to Teamwork improved team productivity
✅ How automation, time tracking, and communication tools enhanced workflow
✅ The impact of Teamwork Desk & Chat in organizing client interactions

By leveraging Teamwork’s suite of tools, Glass Wallet Ventures cut down manual work, improved deadlines tracking, and centralized all client communications. The result? A more efficient, remote-first business with better client service.

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