Customers & Sales
Customers, quotes, sales orders, invoices, and payments in one commercial history.
Business Platform
TeamDots
A business operating platform from SoftAge Systems, Inc. Customers, vendors, members, work, calendars, sales, purchasing, documents, and reporting in one workspace.
One place to run the business
TeamDots keeps customer and vendor history, quotes and purchase orders, work and calendars, and invoices and payments connected so context stays with the work.
Work & Scheduling
Work and calendar activity across people, teams, locations, and commitments.
Catalog & Pricing
Products, services, and price lists for consistent quoting and billing.
Vendors & Purchasing
Vendors, purchase orders, and bills from request through payment.
Members & Teams
Members, teams, responsibilities, permissions, and settings.
Documents & Reports
Documents on the record and reports from operating activity.
Connected workflow
From customer request to completed work
TeamDots keeps commercial activity and delivery context together, giving teams a shared history from the first customer conversation through purchasing, work, invoicing, and reporting.
Organize relationships
Keep customer, vendor, member, product, and service records together so people start with the same business context.
Coordinate the work
Connect quotes, orders, calendars, tasks, purchasing, and documents as commitments move across teams and locations.
Review the operation
Use invoices, payments, activity history, and reports to follow status without rebuilding the story in separate spreadsheets.
Common questions
What teams ask about TeamDots
What kind of teams is TeamDots built for?
TeamDots is built for organizations that manage customers, vendors, members, scheduled work, sales, purchasing, documents, and reporting across one or more teams.
Does TeamDots connect sales and purchasing?
Yes. Customer-facing quotes, orders, invoices, and payments can stay connected to vendor and purchasing activity in the same operating workspace.
Can teams keep documents with their records?
Documents can be stored with the relevant operational record, helping users find supporting context alongside customers, vendors, work, and transactions.
See how TeamDots fits
TeamDots is operated by SoftAge Systems, Inc. d/b/a TeamDots. Visit the product site for features and pricing, or contact us to talk through a fit.