Customer
- Customer
- Quote
- Schedule
- Work
- Invoice
- Payment
Product
A connected operating model for your business.
TeamDots gives customers, vendors, members, work, calendars, sales, purchasing, documents, reports, and settings a shared business context.
Connect the dots. Run the business.
01
Connected business model
Records carry their context forward.
Each relationship becomes more useful as work, documents, time, and commercial activity connect around it.
Vendor
- Vendor
- Purchase Order
- Bill
- Payment
Organization
- Member
- Team
- Settings
- Calendar
- Work
- Reports
02
Explore the platform
Six areas, one operating record.
03
The platform in detail
What each part of TeamDots does.
01Relationships
Customers
Build one operating history around every customer.
A customer record brings together contacts, status, notes, quotes, related work, documents, and activity so the next person does not have to rebuild the story.
- Individual and business customer profiles
- Contacts, groups, status, and notes
- Related Quotes, Sales Orders, Work, Documents, and activity
- Invoices, Payments, and customer portal access
02Purchasing
Vendors & purchasing
Carry vendor context from purchase request through payment.
Vendor profiles, Purchase Orders, Bills, Documents, and payment activity stay connected so teams can understand what was requested, received, and owed.
- Vendors and vendor contacts
- Purchase Orders and purchasing history
- Bills, payment status, and supporting Documents
- Vendor portal access and relationship activity
03Organization
Members, teams & settings
Model the way your organization actually operates.
Connect Members to employee or contractor relationships, Teams, organization units, locations, roles, Calendars, Work, leave, time, and the Settings that shape the workspace.
- Members, employees, and contractors
- Teams, roles, organization units, and locations
- Settings for structure, permissions, and business rules
- Leave, timecards, Calendars, and assignments
04Operations
Work & workflows
Turn business activity into owned, visible work.
Work items move through queues with assignments, priorities, due dates, comments, and status history. They stay connected to the relationships and documents around them.
- Work items, queues, and assignments
- Priorities, due dates, comments, and watchers
- Status transitions and work history
- Configurable workflows, general approvals, routing, escalation, and automation
05Time
Calendar & scheduling
Coordinate people, teams, and locations from shared calendars.
Personal, team, and location calendars make schedules visible beside work, leave, and time tracking rather than in a separate planning tool.
- Personal, team, and location calendars
- Day, week, and month views
- Leave management and time tracking
- Customer appointment booking, availability rules, reminders, and resource scheduling
06Business context
Documents & reports
Preserve the evidence behind the work and make operating activity visible.
Documents remain attached to the records and Work they support, while Reports turn connected business activity into information teams can review and act on.
- Documents and Work attachments
- Reusable document templates and forms
- Reports across sales, purchasing, Work, and organization activity
- Document generation, exports, and e-signatures
07Sales & catalog
Catalog, sales & revenue
Carry commercial context from what you sell through what the customer pays.
Products & Services, Price Lists, Quotes, Sales Orders, Invoices, and Payments connect customer needs to pricing, approval, fulfillment, and revenue.
- Products & Services and Price Lists
- Quotes with pricing and acceptance status
- Sales Orders and fulfillment context
- Invoices, customer balances, Payments, receipts, and refunds
08Context
Communication
Keep customer-facing communication closer to the business record.
Configure organization email and notify members about important activity while preserving communication context where the product supports it.
- Organization email accounts
- Event-based email notifications
- Customer communication history
- Shared inboxes, internal messaging, SMS, and multi-channel conversations
09Operations
Automation
Move repeatable work forward with consistent rules.
Connected events can create work, route responsibility, request documents, send notifications, and advance downstream activity.
- Event triggers, routing rules, automated actions, escalations, and cross-record workflows
10Platform
Security & permissions
Give each active member access appropriate to their responsibilities.
TeamDots applies organization isolation, authentication, role-based permissions, security policies, and audit history across the operating platform.
- Roles and permission matrices
- MFA, SSO, and security policies
- Tenant isolation, audit logs, and access controls
One operating view
Run the business without rebuilding the story.
Start with the relationships and workflows you need today, then add more connected operating context as your business grows.