Customers, documents and signatures in one place
Teamfolio is the CRM and document system for small and medium businesses. Your team keeps every customer, deal, file and contract together, and gets it signed without leaving the page.
Everything a small team needs
One product instead of five: one sign-in, one search and one bill.
CRM
Companies, people and deals with their whole history: calls, meetings, e-mails and notes on one timeline.
More about the CRMDocuments and files
A shared drive for the company, with folders, previews, search inside scanned PDFs and links to the customers they belong to.
More about filesE-signing
Send a contract for signing with Smart-ID, Mobile-ID or eParaksts, and keep the signed copy next to the deal.
More about e-signingCalendar and tasks
Everyone's tasks and meetings in one calendar. Drag to reschedule, and never forget to call back.
Dashboard
Each person arranges their own start page: today's tasks, open deals, recent files.
Built for the way you work
Your data stays in the EU
Stored in data centres in the European Union, with export and erasure tools for the GDPR.
Share just enough
Private records, shared folders and guests: everyone sees what they need and nothing more.
Find anything
One search across customers, deals and tasks, and the text inside your documents.
See Teamfolio with your own work
In a 30-minute online demo we show how your customers, files and contracts would fit, then set up a trial company for your team.
Book a demo