Ask across the business
Find the customer, work, document, or transaction behind a question without searching system by system.
01 TeamDots — the AI business operating platform
AI that understands how your business works.
TeamDots connects customers, work, calendars, documents, sales, and operations—then gives AI the business context to find answers, surface what needs attention, and help your team move work forward.
- Ask
- Understand
- Act
- Review
01
Connected intelligence
Useful AI starts with useful business context.
TeamDots gives AI more than an isolated prompt. It gives it the relationships between your customers, people, work, schedules, documents, and money—within the access your organization controls.
Turn context into action
Summarize activity, draft a response, extract details, and suggest a useful next step from connected records.
Keep people in control
Respect permissions, preserve the source context, and put important decisions in front of the right person.
02
Connected business flow
From the first conversation to the final payment.
- 01Customer
- 02Quote
- 03Schedule
- 04Work
- 05Invoice
- 06Payment
Your team should not have to reconstruct customer history from different applications before taking the next step.
03
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.
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
04
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.
- Request
- Quote
- Schedule
- Work
- Invoice
- Payment
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.
- Client
- Request
- Assignment
- Work
- Approval
- Invoice
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.
- Customers
- Work
- Team
- Calendar
- Documents
- Growth
Run with context
Give your business an operating platform that thinks with you.
Connect sales, purchasing, work, calendars, documents, reports, members, and teams—then put AI to work on the full picture.
Need your own infrastructure? TeamDots runs on a dedicated cloud instance