TeamDots

A quiet office desk with an open quote packet, a notepad, and a laptop — the paper trail of a lead becoming a priced offer.

01 Lead to quote

Lead, opportunity, and quote on the same record.

Capture inbound and outbound leads, convert a qualified lead to an opportunity, and send a priced quote without leaving the party. Each step lands on the activity timeline, so the next person sees what happened.

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From $99/month2 active members includedFounding price — first 50 customers

  1. Lead
  2. Opportunity
  3. Quote
  4. Activity

See this workflow

01

Connected business flow

From the first conversation to the final payment.

  1. 01Customer
  2. 02Quote
  3. 03Schedule
  4. 04Work
  5. 05Invoice
  6. 06Payment

Your team should not have to reconstruct customer history from different applications before taking the next step.

02

Core operating areas

The daily work of your business, in shared context.

01

Customer & sales

Connect Customers, Quotes, Sales Orders, Invoices, and Payments in one commercial history.

02

Work & scheduling

Coordinate Work and Calendar activity across people, teams, locations, and customer commitments.

03

Catalog

Maintain Products & Services and Price Lists for consistent quoting, ordering, and billing.

04

Vendors & purchasing

Manage Vendors, Purchase Orders, and Bills with the context behind every purchase.

05

Documents & reports

Keep Documents connected to business records and turn operating activity into useful Reports.

06

Members & teams

Organize Members, Teams, responsibilities, permissions, and Settings around how the business operates.

Explore TeamDots features

Why TeamDots

Stop running your business across disconnected apps.

Separate tools each hold one piece of the story. TeamDots connects daily activity around the same people, customers, vendors, work, and business records.

  • Customers
  • Work
  • Calendars
  • Sales
  • Catalog
  • Purchasing
  • Documents
  • Reports

Connected in TeamDots

One desk holding a laptop, a planner, an invoice, a packing slip, and a customer folder together.

03

Built for growing organizations

Start with the workflow that matters most.

TeamDots adapts to the way your business operates without losing the connections between customers, people, work, and money.

01

Contractors & Field Services

Customer requests, crews, schedules, job files, and billing often live in separate tools.

Keep the office and field team working from the same customer and work history.

  1. Request
  2. Quote
  3. Schedule
  4. Work
  5. Invoice
  6. Payment
Learn how TeamDots fits
02

Professional Services

Client context gets split across inboxes, file storage, task tools, and billing systems.

Connect every client request to the people, documents, work, and decisions around it.

  1. Client
  2. Request
  3. Assignment
  4. Work
  5. Approval
  6. Invoice
Learn how TeamDots fits
03

Growing Businesses

Spreadsheets and point solutions become harder to coordinate as the organization grows.

Start with one connected area and bring more operations into TeamDots gradually.

  1. Customers
  2. Work
  3. Team
  4. Calendar
  5. Documents
  6. Growth
Learn how TeamDots fits

See more ways businesses use TeamDots

Connect the dots

Give your business one place to move forward.

Bring sales, purchasing, work, calendars, documents, reports, members, and teams into one connected operating view.

Start with TeamDots Request a Demo

Need your own infrastructure? TeamDots runs on a dedicated cloud instance