TeamDots
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Product

One platform. Every part of your business connected.

TeamDots is the business operating platform that brings your people, customers, communication, documents, schedules, workflows, billing, and payments together in one connected system.

Instead of managing your business across disconnected apps, TeamDots gives your organization one place to work.

Connect the dots. Run the business.

Get Started Request a Demo
Operating platform

Everything your organization needs to operate

Your business is more than a collection of apps. Customers are connected to conversations. Conversations lead to work. Work involves people, documents, schedules, approvals, invoices, and payments.

TeamDots keeps those relationships connected.

People & Organization

Build the foundation of your organization.

Manage

Whether someone works for your organization, buys from it, supplies it, or collaborates with it, TeamDots keeps their relationship with your business organized.

Customers

Keep your customer relationships connected to everything that happens around them. Maintain customer information, contacts, communication, documents, work, billing, and history in one place.

Use TeamDots for

Your team gets a complete view instead of searching through multiple systems.

Teams

Bring people together around how your organization actually works. Create teams for departments, projects, locations, services, operations, or any other purpose.

TeamDots helps you organize

Teams can evolve as your organization grows without forcing your business into a rigid structure.

Communication

Keep business conversations connected to the people and work they belong to. Bring communication into your operating platform so important information doesn't disappear into individual inboxes.

Connect

When communication creates work, turn it into an actionable item instead of copying information between systems.

Work & Workflows

Turn requests, conversations, and business processes into organized work. Create queues, tasks, assignments, status flows, comments, watchers, and related records.

Use TeamDots for everything from a simple task to a multi-step operational process.

Flexible enough for any workflow

A workflow might be:

TeamDots lets your organization define how work should move.

Calendar & Scheduling

See the schedules that matter to your organization in one place.

Create calendars for

Users can combine multiple calendars into their own personalized calendar view while the organization maintains shared scheduling rules and availability.

Documents

Keep documents connected to the business records they belong to.

Store and organize

Documents stay connected to customers, members, work items, conversations, and other business records instead of becoming isolated files in folders.

Forms & E-Signatures

Turn business paperwork into digital workflows. Create reusable forms and document templates, collect information, generate documents, request signatures, and keep completed documents connected to the underlying business record.

From onboarding to agreements and approvals, TeamDots helps reduce manual paperwork.

Billing & Payments

Connect the work your organization performs with the money it receives.

Manage

Because billing is part of the same platform, your team can understand the complete relationship between the customer, work performed, documents, invoices, and payments.

Automation

Let TeamDots handle repetitive operational work. Create rules that respond to events across your organization.

When a customer submits a form
  • → Create a work item
  • → Assign the appropriate team
  • → Send a notification
  • → Request required documents
When work is completed
  • → Notify the customer
  • → Generate an invoice
  • → Request payment
When a document is received
  • → Attach it to the appropriate record
  • → Start a review workflow
  • → Notify the responsible member

Build processes once and let them run consistently.

Connected data

Your business data, connected

The real power of TeamDots comes from connecting everything together. A customer isn't just a contact.

A customer can have:

  1. People
  2. Communication
  3. Documents
  4. Work
  5. Appointments
  6. Invoices
  7. Payments

Instead of creating separate islands of information, TeamDots builds a connected operational history around your business.

Flexible foundation

Built around your organization

Every organization operates differently. TeamDots gives you a flexible foundation rather than forcing you into one industry's terminology or processes.

Configure your

Start with what you need today and expand as your organization grows.

Industries

One platform. Many businesses.

TeamDots can support organizations across industries.

Professional Services

Manage clients, projects, documents, communication, invoicing, and payments.

Healthcare Operations

Coordinate teams, schedules, communication, documents, workflows, and administrative operations.

Education

Connect staff, students, families, communication, schedules, documents, and operational workflows.

Property & Real Estate

Manage customers, properties, vendors, documents, tasks, communication, and payments.

Contractors & Field Services

Coordinate customers, crews, schedules, work orders, documents, invoices, and payments.

Growing Businesses

Replace disconnected spreadsheets and applications with one operating platform.

Grow with you

Designed to grow with you

Start with a few TeamDots capabilities. Add more as your organization needs them. You shouldn't have to replace your business platform every time your company grows or your processes change.

TeamDots provides a common foundation for your organization while allowing different teams to work the way they need to.

Stop connecting apps. Start connecting your business.

Your customers, people, communication, work, documents, schedules, billing, and payments already belong together. TeamDots brings them together.

Connect the dots.

Run your business from TeamDots.

Get Started Request a Demo