- → Create work
- → Assign the right team
- → Request documents
- → Notify responsible members
Business works better when everything is connected.
TeamDots was created around a simple idea:
The tools businesses use should work together—not create more work.
Most organizations rely on separate systems for customers, employees, communication, documents, tasks, scheduling, workflows, billing, and payments. Each system solves one problem. But the business itself is connected.
- A customer creates a request.
- That request becomes work.
- Work gets assigned to a team.
- The team communicates, schedules activities, exchanges documents, completes the work, sends an invoice, and receives payment.
Those things shouldn't live in seven different applications.
TeamDots connects them.
Businesses don't operate in modules
Software often divides a business into categories: CRM. HR. Project management. Document management. Scheduling. Messaging. Workflow. Billing.
But that's not how businesses actually operate. Everything is related.
- A person can be an employee, contractor, customer, vendor, partner, or member.
- A document can belong to a customer, project, employee, workflow, appointment, or transaction.
- A conversation can become a task.
- A completed task can generate an invoice.
- A payment can complete a workflow.
TeamDots is designed around those connections.
Connect the dots
The name TeamDots represents what we're building. Every organization has thousands of individual dots:
- People
- Customers
- Teams
- Conversations
- Documents
- Tasks
- Schedules
- Approvals
- Invoices
- Payments
Individually, they're pieces of information. Connected, they tell the story of your business. TeamDots brings those pieces together so your organization can understand what is happening, what needs to happen next, and who is responsible.
Make powerful business software simpler and more connected.
Our mission is to give organizations one flexible platform for running their business.
We want businesses to spend less time
- Moving information between applications
- Searching through emails
- Updating spreadsheets
- Re-entering the same information
- Tracking down documents
- Following up manually
- Managing disconnected systems
And more time
- Serving customers
- Collaborating
- Making decisions
- Improving processes
- Growing their organization
Platform approach
One platform instead of another collection of apps
Most growing businesses eventually accumulate a large collection of software—then build integrations just to make those applications understand each other. TeamDots takes a different approach. We start with a shared business foundation and build capabilities around it.
- People + Relationships
- Teams + Organization
- Communication + Documents
- Work + Scheduling
- Workflows + Automation
- Billing + Payments
Everything operates from the same connected foundation.
Built for businesses of many kinds
TeamDots isn't designed around a single industry. The same fundamental relationships exist across many organizations.
- A consulting firm has clients, consultants, work, documents, meetings, and invoices.
- A construction company has customers, crews, jobs, documents, schedules, vendors, and payments.
- A school has students, families, teachers, communication, schedules, documents, and workflows.
- A healthcare organization has staff, locations, appointments, documents, communication, and administrative processes.
The terminology changes. The processes change. The underlying connections remain surprisingly similar. That's what TeamDots is built around.
Flexible by design
Your software should adapt to your organization.
We don't believe every business should be forced into the same structure. TeamDots is designed to be configurable.
Organizations can define their own
- Locations
- Organizational units
- Teams
- Roles
- Relationships
- Custom fields
- Tags
- Statuses
- Calendars
- Forms
- Workflows
- Notifications
- Products
- Services
- Security policies
Start with TeamDots' common foundation and configure it around how your organization actually operates.
Start small. Grow naturally.
A business shouldn't need an enterprise implementation project before it can organize its work. TeamDots is designed so organizations can start with what they need.
Start with
Customers + Work
Then add
Teams + CalendarDocuments + FormsWorkflows + AutomationBilling + Payments
As your organization grows, TeamDots grows with you. Your underlying information stays connected.
Built around relationships
Traditional business applications often start with modules. TeamDots starts with relationships. A customer isn't simply a row in a CRM.
That customer might have
- Contacts
- Conversations
- Appointments
- Documents
- Work
- Invoices
- Payments
A member of your organization might have
- Organization
- Department
- Team
- Role
- Calendar
- Assignments
- Approvals
Those relationships are what give business information meaning. TeamDots is being built to preserve them.
Designed for people
Software should help people understand their work—not make them understand the software first. We're focused on creating an experience where users can quickly answer simple questions:
What needs my attention?What is happening with this customer?Who is responsible for this work?Where is the document?When is the appointment?What happened previously?Has this been approved?Has the customer paid?
The technology underneath TeamDots can be sophisticated. Using TeamDots shouldn't have to be.
Automation without losing control
Automation should remove repetitive work while keeping people in control of important decisions. TeamDots is designed to connect events across your business.
- → Update the customer
- → Generate an invoice
- → Request payment
- → Schedule follow-up
Automation becomes significantly more useful when the underlying business information is already connected.
AI with business context
AI becomes more valuable when it understands how information relates to your organization. TeamDots is being designed so AI can help organizations work with connected business context.
That can include helping users
- Summarize conversations
- Find information
- Understand customer history
- Extract information from documents
- Create tasks from communication
- Suggest next actions
- Draft responses
- Identify work requiring attention
- Automate repetitive processes
Our goal isn't to add AI everywhere. It's to use AI where it meaningfully reduces work.
Security from the foundation
Businesses trust their operating systems with important information. Security therefore can't be an add-on.
TeamDots is designed around principles including
- Organization and tenant isolation
- Secure authentication
- Multi-factor authentication
- Role-based authorization
- Least-privilege access
- Protected data
- Audit history
- Secure integrations
- Monitoring
- Administrative controls
As TeamDots grows, security remains part of the platform foundation. Read more about security
Open and extensible
Your business shouldn't be trapped inside one system.
TeamDots is designed as a platform that can connect with other systems. Organizations may continue using specialized applications for specific functions.
TeamDots can provide integrations through capabilities such as
- APIs
- Webhooks
- Email integrations
- Calendar integrations
- Storage integrations
- Payment providers
- Identity providers
- Accounting integrations
- Messaging providers
Our goal isn't to replace every specialized application. Our goal is to give your organization a connected operational center.
Built for the long term
Business software tends to become deeply embedded in an organization. That means the architecture underneath it matters.
TeamDots is being built as a platform capable of supporting organizations as they evolve—from small businesses to complex, multi-location organizations.
We're focused on creating a strong foundation for
- Scalability
- Security
- Reliability
- Configuration
- Integration
- Automation
- Extensibility
The goal isn't simply to build another application. It's to build a platform businesses can continue using as they grow.
Principles that guide TeamDots
Business information should be connected.
You shouldn't have to search five systems to understand one customer.
Software should adapt to the business.
Businesses shouldn't redesign themselves around their software.
Simple experiences can sit on powerful foundations.
Complex technology should make the user's job easier, not harder.
Automation should eliminate repetitive work.
People should spend their time on decisions and relationships—not copying information between systems.
Security should be foundational.
Protecting organizational information must be part of the architecture from the beginning.
Your data should remain useful.
Business information becomes more valuable when its relationships and history are preserved.
The platform we're building
TeamDots connects the core parts of running an organization:
People
Employees, contractors, customers, vendors, partners, and other relationships.
Teams
Organize people around departments, locations, responsibilities, and work.
Customers
Maintain a complete view of your customer relationships.
Communication
Keep conversations connected to the business.
Work
Turn requests and responsibilities into actionable work.
Calendar
Coordinate people, teams, locations, appointments, and resources.
Documents
Keep files connected to the records and processes they belong to.
Forms & Signatures
Collect information and digitize paperwork.
Workflows
Build repeatable operational processes.
Automation
Reduce repetitive work and keep processes moving.
Billing & Payments
Connect the work you perform to the revenue you receive.
We're building the connected business platform.
Businesses don't need another disconnected application. They need their existing dots connected—their people, customers, work, conversations, documents, schedules, and money.
That's TeamDots.
Connect the dots. Run the business.