Case Study: Glass Wallet Ventures cuts manual work and focuses on clients with Teamwork

How Glass Wallet Ventures cuts down on manual work to focus on clients

Glass Wallet Ventures, a finance consulting and advisory firm led by CEO Sharrin Fuller, needed a better way to manage complex client work across a growing remote-first team. Before adopting Teamwork, the team relied on tools like Todoist and Asana, but found them too fragmented and time-consuming because of too many plug-ins, scattered information, and difficult onboarding and offboarding.

With Teamwork Projects, Teamwork Desk, Teamwork Chat, templates, time tracking, filters, tags, and mobile apps, Glass Wallet Ventures centralized work and communication in one place. Teamwork helped the team build repeatable client onboarding processes, improve visibility into deadlines and progress, and streamline client communication so they could spend less time on manual coordination and more time serving clients.

Glass Wallet Ventures

Sharrin Fuller

Chief Executive Officer