TeamDots
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Features

Everything you need to run your business

TeamDots brings the tools your organization uses every day into one connected platform.

Manage people, customers, teams, communication, work, schedules, documents, workflows, billing, and more—without jumping between disconnected systems.

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Core Features

Organization Management

Create a flexible foundation for your business. TeamDots helps you organize your company around the way you actually operate.

Features

Whether your organization has five people or thousands, TeamDots gives you a structure that can grow with you.

People

Manage everyone connected to your organization. Not everyone associated with your business is an employee. TeamDots gives you one flexible way to manage people and the different relationships they have with your organization.

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A person can participate in your organization in more than one way without creating duplicate records.

Customers

Keep your customer relationships in one place. Build a complete picture of every customer and connect them to the activity happening across your organization.

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Every interaction becomes part of the customer relationship.

Teams

Organize people around how work gets done. Create teams for departments, locations, projects, services, operations, or any other purpose.

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Teams can change as your organization changes without requiring you to redesign your organizational structure.

Work Management

Turn business activity into actionable work. Create, assign, track, and complete work across your organization.

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Connect work to customers, documents, conversations, appointments, invoices, or other business records.

Workflows

Build repeatable business processes. Move work through consistent steps instead of relying on emails, spreadsheets, and memory.

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Create workflows for processes such as:

Your workflow adapts to your business—not the other way around.

Calendar & Scheduling

Bring your organization's schedules together. Manage personal, team, location, and resource calendars from one connected system.

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Users can combine multiple calendars into a personalized view while the organization maintains shared scheduling information.

Appointments

Schedule services, meetings, and business activity. Create appointments that connect people, customers, resources, locations, and services.

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Appointments remain connected to the rest of the customer's history.

Communication

Keep conversations connected to your business. Reduce information scattered across individual inboxes and messaging systems.

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Turn a conversation into work without copying information into another application.

Documents & Files

Keep business documents organized and connected. Store documents where they belong instead of losing context inside folders.

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A document can remain connected to the customer, person, project, appointment, workflow, or transaction it relates to.

Forms

Collect structured information digitally. Create forms for customers, employees, vendors, and internal processes.

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Use forms for onboarding, requests, applications, approvals, intake, inspections, and internal processes.

Document Templates & E-Signatures

Turn paperwork into digital processes. Generate business documents from reusable templates and collect signatures electronically.

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Create agreements, authorizations, onboarding documents, approvals, and contracts without manually preparing each document.

Products & Services

Define what your organization sells. Maintain a reusable catalog of products and services.

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Use the same product and service definitions across estimates, invoices, workflows, and reporting.

Billing

Connect your operations to your revenue. Create invoices based on the products, services, and work your organization performs.

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Because billing lives alongside your customer and work data, your team can see the entire relationship in one place.

Payments

Make it easier for customers to pay. Track payments and connect them directly to invoices and customer accounts.

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Know what was billed, what was paid, and what remains outstanding.

Notifications

Keep the right people informed. Notify users when something requires their attention.

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Users can receive the information they need without being overwhelmed by everything happening across the organization.

Automation

Reduce repetitive work. Create automated actions based on events happening throughout TeamDots.

Features

New customer created
  • → Create onboarding tasks
  • → Assign account owner
  • → Request required documents
Appointment scheduled
  • → Send confirmation
  • → Send reminder
  • → Notify assigned team
Work completed
  • → Update status
  • → Generate invoice
  • → Notify customer

Automation helps your organization operate consistently without adding more manual work.

Custom Fields

Adapt TeamDots to your business. Every organization needs information that is unique to how it operates. Create custom fields without changing the core product.

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Add custom information to customers, people, work, products, and other supported records.

Tags & Categories

Organize information your way. Create reusable tags and categories for flexible classification.

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Create classifications that match your organization's terminology and processes.

Activity History

Understand what happened and when. Maintain a history of important activity throughout the organization.

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Your team gets better context while administrators gain better operational visibility.

Roles & Permissions

Give people the access they need. Control access based on responsibilities within your organization.

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Users see and manage the information appropriate to their responsibilities.

Security

Built for business-critical information. TeamDots provides centralized controls to help protect your organization's information.

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Your organization's information remains separated from other TeamDots customers.

Multi-Location Support

Manage one location or an entire organization. TeamDots supports organizations operating across multiple offices, branches, facilities, or regions.

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Operate independently at each location while maintaining organization-wide visibility.

Integrations

Connect TeamDots with the tools you already use. Extend TeamDots by connecting external applications and services.

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TeamDots becomes the operational center while specialized applications can continue doing what they do best.

APIs & Extensibility

Build on top of TeamDots. TeamDots is designed as a platform, not a closed application.

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Connect internal systems or build industry-specific solutions on the same TeamDots foundation.

Connected platform

One connected platform

The individual features are useful. The real advantage comes from how they work together.

  1. Customer
  2. Appointment
  3. Conversation
  4. Document
  5. Work Item
  6. Workflow
  7. Invoice
  8. Payment

Or:

  1. Member
  2. Team
  3. Calendar
  4. Assignment
  5. Document
  6. Approval
  7. Activity History

Everything remains connected.

Adopt gradually

Start with what you need

You don't need to deploy every TeamDots feature on day one. Then add additional capabilities as your organization grows.

Start with

TeamDots gives you one platform instead of another collection of disconnected applications.

Connect the dots across your business.

Bring your people, customers, communication, work, documents, schedules, workflows, billing, and payments together.

Get Started Request a Demo